Arnhold LLC

13F filer · CIK 0001733755

Reported Jul 27, 2026

13F portfolio value$1.43BU.S. long equity reported on 13F

Positions110Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight50.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026110 positions
GLDSPDR Gold Trust	$145M	10.13%	0.11%	Not reported	Q1 2018
IAUIshares Gold Trust	$133M	9.28%	0.21%	Not reported	Q1 2018
COHRCoherent Corp.	$68.6M	4.80%	0.09%	-26.6%	Q3 2022
VRTVertiv Holdings Co	$68.2M	4.77%	0.05%	-7.1%	Q2 2023
GOOGLAlphabet Inc.	$67M	4.69%	0.00%	Not reported	Q1 2018
MRVLMarvell Technology, Inc.	$61.5M	4.30%	0.02%	-5.4%	Q1 2025
LITELumentum Holdings Inc.	$60.7M	4.25%	0.08%	-14.8%	Q1 2021
AVGOBroadcom Inc.	$39.5M	2.77%	0.00%	Not reported	Q1 2018
TAt&T Inc.	$39M	2.73%	0.03%	+40.3%	Q2 2018
CSCOCisco Systems, Inc.	$34M	2.38%	0.01%	-17.1%	Q1 2018
SLMSLM Corp	$32.5M	2.28%	0.67%	-1.2%	Q1 2021
RTXRTX Corp	$29.3M	2.05%	0.01%	-0.5%	Q2 2020
XPOXPO, Inc.	$26.9M	1.88%	0.11%	Not reported	Q1 2020
UNHUnitedhealth Group Inc	$26.3M	1.84%	0.01%	-11.3%	Q2 2019
ADBEAdobe Inc.	$26M	1.82%	0.03%	+82.2%	Q1 2026
BMYBristol Myers Squibb Co	$25.3M	1.77%	0.02%	+12.5%	Q1 2018
PFEPfizer Inc	$24.5M	1.72%	0.02%	+4.8%	Q1 2018
UBERUber Technologies, Inc	$24.4M	1.71%	0.02%	+11.9%	Q4 2024
VTRSViatris Inc	$23.2M	1.62%	0.13%	-3.0%	Q4 2020
BABAAlibaba Group Holding Ltd	$22.1M	1.54%	0.01%	+37.2%	Q1 2022
KDKyndryl Holdings, Inc.	$21.9M	1.54%	0.88%	+0.9%	Q4 2021
SWSmurfit Westrock plc	$21.2M	1.48%	0.09%	-1.0%	Q3 2024
EGEverest Group, Ltd.	$20.1M	1.41%	0.08%	+18.1%	Q1 2024
VZVerizon Communications Inc	$19.9M	1.39%	0.01%	+6.8%	Q1 2018
GBDCGOLUB CAPITAL BDC, Inc.	$19.8M	1.39%	0.59%	Not reported	Q1 2018
GMGeneral Motors Co	$19.8M	1.38%	0.03%	Not reported	Q4 2023
DARDarling Ingredients Inc.	$19.5M	1.36%	0.22%	-0.9%	Q4 2020
ADTADT Inc.	$19.1M	1.33%	0.38%	+32.0%	Q2 2021
BRK.BBerkshire Hathaway Inc	$17.4M	1.22%	Not reported	-0.5%	Q1 2018
AXTAAxalta Coating Systems Ltd.	$17.1M	1.20%	0.23%	Not reported	Q1 2018
SONYSony Group Corp	$16.8M	1.17%	0.01%	-0.2%	Q3 2019
BIOBio-Rad Laboratories, Inc.	$16.3M	1.14%	0.20%	+29.5%	Q2 2025
BACBank of America Corp	$15.3M	1.07%	0.00%	Not reported	Q2 2020
ONONOn Holding AG	$13.8M	0.97%	0.13%	+4.5%	Q2 2022
BAXBaxter International Inc	$13.4M	0.94%	0.12%	-2.3%	Q4 2025
MQMarqeta, Inc.	$11.9M	0.84%	Not reported	Not reported	Q4 2024
STSensata Technologies Holding plc	$11.4M	0.80%	0.16%	Not reported	Q4 2023
PYPLPayPal Holdings, Inc.	$11M	0.77%	0.03%	Not reported	Q2 2022
SLViShares Silver Trust	$8.77M	0.61%	0.03%	Not reported	Q1 2018
AAPLApple Inc.	$8.5M	0.59%	0.00%	-1.2%	Q1 2018
MTBM&T Bank Corp	$8.36M	0.58%	0.02%	-8.5%	Q1 2018
MRKMerck & Co., Inc.	$5.97M	0.42%	0.00%	Not reported	Q1 2018
NTRNutrien Ltd.	$5.25M	0.37%	0.01%	-1.4%	Q1 2018
TROWPrice T Rowe Group Inc	$4.7M	0.33%	0.02%	Not reported	Q1 2022
BLKBlackRock, Inc.	$4.09M	0.29%	0.00%	Not reported	Q2 2022
REGNRegeneron Pharmaceuticals, Inc.	$3.88M	0.27%	0.01%	Not reported	Q1 2020
AMZNAmazon Com Inc	$3.79M	0.27%	0.00%	-7.9%	Q1 2018
CVXChevron Corp	$3.63M	0.25%	0.00%	Not reported	Q2 2025
OCSLOaktree Specialty Lending Corp	$3.55M	0.25%	0.34%	+5.3%	Q1 2018
EOGEog Resources Inc	$3.43M	0.24%	0.01%	Not reported	Q1 2018

Q1 2026Reported May 11, 2026114 positions
GLDSPDR Gold Trust	$169M	12.42%	0.10%	-22.1%	Q1 2018
IAUIshares Gold Trust	$155M	11.38%	0.21%	Not reported	Q1 2018
LITELumentum Holdings Inc.	$58.3M	4.28%	0.12%	-29.7%	Q1 2021
COHRCoherent Corp.	$56.5M	4.15%	0.13%	-12.7%	Q3 2022
VRTVertiv Holdings Co	$55M	4.04%	0.06%	-19.8%	Q2 2023
GOOGLAlphabet Inc.	$53.9M	3.96%	0.00%	Not reported	Q1 2018
TAt&T Inc.	$38.9M	2.86%	0.02%	+2.7%	Q2 2018
AVGOBroadcom Inc.	$32.4M	2.38%	0.00%	Not reported	Q1 2018
RTXRTX Corp	$29.9M	2.20%	0.01%	Not reported	Q2 2020
PFEPfizer Inc	$27.3M	2.00%	0.02%	+1.3%	Q1 2018
SLMSLM Corp	$27.2M	2.00%	0.67%	+22.8%	Q1 2021
CSCOCisco Systems, Inc.	$27M	1.99%	0.01%	Not reported	Q1 2018
XPOXPO, Inc.	$25.5M	1.87%	0.11%	Not reported	Q1 2020
KDKyndryl Holdings, Inc.	$25.2M	1.85%	0.85%	+60.5%	Q4 2021
BMYBristol Myers Squibb Co	$23.7M	1.74%	0.02%	Not reported	Q1 2018
DARDarling Ingredients Inc.	$22.3M	1.63%	0.23%	Not reported	Q4 2020
VZVerizon Communications Inc	$22.1M	1.62%	0.01%	-2.2%	Q1 2018
UBERUber Technologies, Inc	$21.8M	1.60%	0.01%	+23.0%	Q4 2024
MRVLMarvell Technology, Inc.	$21.6M	1.59%	0.03%	Not reported	Q1 2025
BABAAlibaba Group Holding Ltd	$21M	1.54%	0.01%	+11.2%	Q1 2022
VTRSViatris Inc	$20.3M	1.49%	0.13%	-3.6%	Q4 2020
GBDCGOLUB CAPITAL BDC, Inc.	$19.5M	1.43%	0.59%	+4.6%	Q1 2018
UNHUnitedhealth Group Inc	$19.3M	1.42%	0.01%	+12.8%	Q2 2019
GMGeneral Motors Co	$19.1M	1.40%	0.03%	Not reported	Q4 2023
SWSmurfit Westrock plc	$18.3M	1.34%	0.09%	Not reported	Q3 2024
SONYSony Group Corp	$17.3M	1.27%	0.01%	+18.0%	Q3 2019
ADBEAdobe Inc.	$16.9M	1.24%	0.02%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$16.7M	1.23%	Not reported	Not reported	Q1 2018
EGEverest Group, Ltd.	$15.6M	1.15%	0.06%	-15.3%	Q1 2024
ADTADT Inc.	$14.6M	1.07%	0.29%	+41.5%	Q2 2021
AXTAAxalta Coating Systems Ltd.	$13.9M	1.02%	0.23%	Not reported	Q1 2018
BACBank of America Corp	$13.1M	0.96%	0.00%	Not reported	Q2 2020
ONONOn Holding AG	$12.7M	0.93%	0.13%	+7.2%	Q2 2022
MQMarqeta, Inc.	$12M	0.88%	Not reported	+23.7%	Q4 2024
BIOBio-Rad Laboratories, Inc.	$12M	0.88%	0.16%	+23.3%	Q2 2025
PYPLPayPal Holdings, Inc.	$11.6M	0.85%	0.03%	+0.2%	Q2 2022
SLViShares Silver Trust	$11.2M	0.82%	0.03%	-3.0%	Q1 2018
BAXBaxter International Inc	$10.8M	0.80%	0.13%	+2.5%	Q4 2025
TERNTerns Pharmaceuticals, Inc.	$8.56M	0.63%	0.14%	New	Q1 2026
STSensata Technologies Holding plc	$8.38M	0.62%	0.16%	Not reported	Q4 2023
CWANClearwater Analytics Holdings, Inc.	$8.19M	0.60%	Not reported	Not reported	Q4 2025
MTBM&T Bank Corp	$7.93M	0.58%	0.03%	Not reported	Q1 2018
DXCDXC Technology Co	$7.74M	0.57%	0.36%	-23.2%	Q3 2019
AAPLApple Inc.	$7.54M	0.55%	0.00%	Not reported	Q1 2018
NTRNutrien Ltd.	$6.38M	0.47%	0.01%	Not reported	Q1 2018
MRKMerck & Co., Inc.	$5.59M	0.41%	0.00%	Not reported	Q1 2018
REGNRegeneron Pharmaceuticals, Inc.	$4.81M	0.35%	0.01%	Not reported	Q1 2020
CVXChevron Corp	$4.54M	0.33%	0.00%	Not reported	Q2 2025
BLKBlackRock, Inc.	$4.09M	0.30%	0.00%	Not reported	Q2 2022
EOGEog Resources Inc	$3.83M	0.28%	0.00%	Not reported	Q1 2018

Q4 2025Reported Feb 9, 2026112 positions
GLDSPDR Gold Trust	$200M	15.16%	0.14%	+3.4%	Q1 2018
IAUIshares Gold Trust	$143M	10.82%	0.21%	Not reported	Q1 2018
GOOGLAlphabet Inc.	$58.7M	4.45%	0.00%	-15.1%	Q1 2018
COHRCoherent Corp.	$50.1M	3.80%	0.17%	-18.3%	Q3 2022
VRTVertiv Holdings Co	$44.3M	3.36%	0.07%	-6.6%	Q2 2023
LITELumentum Holdings Inc.	$43.5M	3.30%	0.17%	-43.2%	Q1 2021
AVGOBroadcom Inc.	$36.2M	2.75%	0.00%	-14.5%	Q1 2018
TAt&T Inc.	$32.4M	2.46%	0.02%	+3.6%	Q2 2018
KDKyndryl Holdings, Inc.	$31.8M	2.41%	0.52%	+18.6%	Q4 2021
RTXRTX Corp	$28.4M	2.16%	0.01%	Not reported	Q2 2020
SLMSLM Corp	$28M	2.12%	0.51%	+8.2%	Q1 2021
CSCOCisco Systems, Inc.	$26.8M	2.04%	0.01%	Not reported	Q1 2018
PFEPfizer Inc	$23.9M	1.81%	0.02%	+23.6%	Q1 2018
BABAAlibaba Group Holding Ltd	$22.1M	1.68%	0.00%	Not reported	Q1 2022
BMYBristol Myers Squibb Co	$21.1M	1.60%	0.02%	Not reported	Q1 2018
UNHUnitedhealth Group Inc	$20.9M	1.59%	0.01%	-12.6%	Q2 2019
GMGeneral Motors Co	$20.9M	1.58%	0.03%	Not reported	Q4 2023
UBERUber Technologies, Inc	$20.1M	1.52%	0.01%	Not reported	Q4 2024
GBDCGOLUB CAPITAL BDC, Inc.	$19.9M	1.51%	0.56%	+0.5%	Q1 2018
VTRSViatris Inc	$19.4M	1.47%	0.14%	-0.3%	Q4 2020
EGEverest Group, Ltd.	$19.1M	1.45%	0.08%	Not reported	Q1 2024
MRVLMarvell Technology, Inc.	$18.5M	1.41%	0.03%	Not reported	Q1 2025
VZVerizon Communications Inc	$18.3M	1.39%	0.01%	+9.1%	Q1 2018
SONYSony Group Corp	$18.2M	1.38%	0.01%	Not reported	Q3 2019
SWSmurfit Westrock plc	$17.9M	1.36%	0.09%	+30.9%	Q3 2024
XPOXPO, Inc.	$17.8M	1.35%	0.11%	Not reported	Q1 2020
BRK.BBerkshire Hathaway Inc	$17.6M	1.33%	Not reported	Not reported	Q1 2018
ONONOn Holding AG	$16.2M	1.23%	0.12%	Not reported	Q2 2022
AXTAAxalta Coating Systems Ltd.	$16.2M	1.23%	0.23%	+111.8%	Q1 2018
PYPLPayPal Holdings, Inc.	$14.9M	1.13%	0.03%	+52.9%	Q2 2022
BACBank of America Corp	$14.8M	1.12%	0.00%	Not reported	Q2 2020
DARDarling Ingredients Inc.	$13M	0.98%	0.23%	Not reported	Q4 2020
ADTADT Inc.	$12.7M	0.96%	0.20%	Not reported	Q2 2021
BAXBaxter International Inc	$12M	0.91%	0.12%	New	Q4 2025
DXCDXC Technology Co	$11.7M	0.89%	0.46%	+1.4%	Q3 2019
MQMarqeta, Inc.	$11.3M	0.86%	Not reported	Not reported	Q4 2024
SLViShares Silver Trust	$10.9M	0.83%	0.03%	Not reported	Q1 2018
BIOBio-Rad Laboratories, Inc.	$10.5M	0.80%	0.13%	Not reported	Q2 2025
CWANClearwater Analytics Holdings, Inc.	$8.36M	0.63%	Not reported	New	Q4 2025
AAPLApple Inc.	$8.08M	0.61%	0.00%	-12.0%	Q1 2018
STSensata Technologies Holding plc	$7.93M	0.60%	0.16%	Not reported	Q4 2023
MTBM&T Bank Corp	$7.73M	0.59%	0.03%	Not reported	Q1 2018
NTRNutrien Ltd.	$5.22M	0.40%	0.01%	Not reported	Q1 2018
CTSHCognizant Technology Solutions Corp	$4.97M	0.38%	0.01%	Not reported	Q3 2022
MRKMerck & Co., Inc.	$4.89M	0.37%	0.00%	+1.1%	Q1 2018
REGNRegeneron Pharmaceuticals, Inc.	$4.81M	0.36%	0.01%	Not reported	Q1 2020
BLKBlackRock, Inc.	$4.55M	0.35%	0.00%	Not reported	Q2 2022
TROWPrice T Rowe Group Inc	$4.24M	0.32%	0.02%	Not reported	Q1 2022
AMZNAmazon Com Inc	$3.99M	0.30%	0.00%	-21.8%	Q1 2018
MDTMedtronic plc	$3.83M	0.29%	0.00%	Not reported	Q2 2022

Q3 2025Reported Nov 7, 2025115 positions
GLDSPDR Gold Trust	$173M	14.50%	0.15%	Not reported	Q1 2018
IAUIshares Gold Trust	$128M	10.70%	0.23%	Not reported	Q1 2018
GOOGLAlphabet Inc.	$53.7M	4.49%	0.00%	-0.8%	Q1 2018
VRTVertiv Holdings Co	$44.1M	3.69%	0.08%	-4.4%	Q2 2023
AVGOBroadcom Inc.	$40.4M	3.38%	0.00%	-0.9%	Q1 2018
COHRCoherent Corp.	$35.8M	2.99%	0.21%	-6.0%	Q3 2022
TAt&T Inc.	$35.6M	2.98%	0.02%	-0.8%	Q2 2018
LITELumentum Holdings Inc.	$33.8M	2.83%	0.29%	-8.3%	Q1 2021
KDKyndryl Holdings, Inc.	$30.4M	2.54%	0.44%	+19.5%	Q4 2021
BABAAlibaba Group Holding Ltd	$26.9M	2.25%	0.00%	-0.9%	Q1 2022
SLMSLM Corp	$26.5M	2.21%	0.47%	-1.0%	Q1 2021
RTXRTX Corp	$25.9M	2.17%	0.01%	-0.7%	Q2 2020
UNHUnitedhealth Group Inc	$25M	2.09%	0.01%	-1.1%	Q2 2019
UBERUber Technologies, Inc	$24.1M	2.02%	0.01%	-0.9%	Q4 2024
CSCOCisco Systems, Inc.	$23.8M	1.99%	0.01%	-0.5%	Q1 2018
SONYSony Group Corp	$20.4M	1.71%	0.01%	-1.2%	Q3 2019
GBDCGOLUB CAPITAL BDC, Inc.	$20M	1.67%	0.55%	+1.0%	Q1 2018
PFEPfizer Inc	$19.8M	1.65%	0.01%	+0.6%	Q1 2018
EGEverest Group, Ltd.	$19.7M	1.65%	0.08%	-0.8%	Q1 2024
MRVLMarvell Technology, Inc.	$18.3M	1.53%	0.03%	+19.3%	Q1 2025
VZVerizon Communications Inc	$18.1M	1.52%	0.01%	Not reported	Q1 2018
BMYBristol Myers Squibb Co	$17.6M	1.47%	0.02%	-0.8%	Q1 2018
BRK.BBerkshire Hathaway Inc	$17.6M	1.47%	Not reported	Not reported	Q1 2018
XPOXPO, Inc.	$16.9M	1.42%	0.11%	-0.8%	Q1 2020
GMGeneral Motors Co	$15.6M	1.31%	0.03%	-11.5%	Q4 2023
VTRSViatris Inc	$15.5M	1.30%	0.13%	-1.6%	Q4 2020
SWSmurfit Westrock plc	$14.9M	1.24%	0.07%	Not reported	Q3 2024
ONONOn Holding AG	$14.8M	1.24%	0.12%	Not reported	Q2 2022
BACBank of America Corp	$13.9M	1.16%	0.00%	Not reported	Q2 2020
ADTADT Inc.	$13.7M	1.14%	0.20%	+14.0%	Q2 2021
MQMarqeta, Inc.	$12.6M	1.05%	Not reported	-1.0%	Q4 2024
PYPLPayPal Holdings, Inc.	$11.2M	0.94%	0.02%	Not reported	Q2 2022
DARDarling Ingredients Inc.	$11.1M	0.93%	0.23%	Not reported	Q4 2020
DXCDXC Technology Co	$10.8M	0.90%	0.44%	+24.9%	Q3 2019
BIOBio-Rad Laboratories, Inc.	$9.75M	0.82%	0.13%	Not reported	Q2 2025
AAPLApple Inc.	$8.6M	0.72%	0.00%	Not reported	Q1 2018
MTBM&T Bank Corp	$7.58M	0.63%	0.02%	-3.1%	Q1 2018
STSensata Technologies Holding plc	$7.27M	0.61%	0.16%	Not reported	Q4 2023
SLViShares Silver Trust	$7.16M	0.60%	0.03%	Not reported	Q1 2018
AXTAAxalta Coating Systems Ltd.	$6.77M	0.57%	0.11%	Not reported	Q1 2018
NTRNutrien Ltd.	$4.97M	0.42%	0.01%	Not reported	Q1 2018
BLKBlackRock, Inc.	$4.96M	0.41%	0.00%	Not reported	Q2 2022
AMZNAmazon Com Inc	$4.86M	0.41%	0.00%	Not reported	Q1 2018
TROWPrice T Rowe Group Inc	$4.25M	0.36%	0.02%	Not reported	Q1 2022
CTSHCognizant Technology Solutions Corp	$4.02M	0.34%	0.01%	Not reported	Q3 2022
MRKMerck & Co., Inc.	$3.86M	0.32%	0.00%	Not reported	Q1 2018
MDTMedtronic plc	$3.79M	0.32%	0.00%	Not reported	Q2 2022
TXNTexas Instruments Inc	$3.56M	0.30%	0.00%	Not reported	Q2 2025
REGNRegeneron Pharmaceuticals, Inc.	$3.5M	0.29%	0.01%	Not reported	Q1 2020
CVXChevron Corp	$3.4M	0.28%	0.00%	Not reported	Q2 2025

Premium opens every quarter this fund has filed