Arnhold LLC

New York, NY · CIK 1733755 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$6.4bn
Staff13 · 8 in investment roles
Main clients (by assets)Private funds 49%, High net worth individuals 30%, Charities 21%
Private funds8 (3 hedge) · $2.8bn gross assets
Websitearnholdllc.com
Form ADV · 2026-03-25SEC adviser record

Legal entityARNHOLD LLC (US)

Kindhedge funds, futures
Others nearbyNew York, NY, Steamboat Springs, CO

As an employer

Offices in1 country
Private fundshedge 3, other private 5

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States	about 7
Steamboat Drive, COUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.4bn reported value +5.0% vs Q1 2026

113positions

50.1%in top 10

4 new 20 added 31 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR GOLD TR GOLD SHS GLD	GLD	392,908	$144.7m10.13%	10.13%	Unchanged
2	ISHARES GOLD TR ISHARES NEW IAU	IAU	1,757,254	$132.7m9.28%	9.28%	Unchanged
3	COHERENT CORP COM COHR	COHR	173,945	$68.6m4.80%	4.80%	Reduced -63.1k	-63,090 -26.6%
4	VERTIV HOLDINGS CO COM CL A VRT	VRT	203,794	$68.2m4.77%	4.77%	Reduced -15.6k	-15,591 -7.1%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	187,557	$67.0m4.69%	4.69%	Unchanged
6	MARVELL TECHNOLOGY INC COM MRVL	MRVL	206,519	$61.5m4.30%	4.30%	Reduced -11.7k	-11,718 -5.4%
7	LUMENTUM HLDGS INC COM LITE	LITE	70,754	$60.7m4.25%	4.25%	Reduced -12.2k	-12,249 -14.8%
8	BROADCOM INC COM AVGO	AVGO	104,690	$39.5m2.77%	2.77%	Unchanged
9	AT&T INC COM T	T	1,882,381	$39.0m2.73%	2.73%	Added +541.1k	+541,069 40.3%
10	CISCO SYS INC COM CSCO	CSCO	289,138	$34.0m2.38%	2.38%	Reduced -59.4k	-59,427 -17.1%
11	SLM CORP COM SLM	SLM	1,254,613	$32.5m2.28%	2.28%	Reduced -15.0k	-15,000 -1.2%
12	RTX CORPORATION COM RTX	RTX	154,290	$29.3m2.05%	2.05%	Reduced -748	-748 -0.5%
13	XPO INC COM XPO	XPO	131,100	$26.9m1.88%	1.88%	Unchanged
14	UNITEDHEALTH GROUP INC COM UNH	UNH	63,310	$26.3m1.84%	1.84%	Reduced -8.1k	-8,100 -11.3%
15	ADOBE INC COM ADBE	ADBE	126,609	$26.0m1.82%	1.82%	Added +57.1k	+57,123 82.2%
16	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	439,943	$25.3m1.77%	1.77%	Added +48.9k	+48,938 12.5%
17	PFIZER INC COM PFE	PFE	1,018,797	$24.5m1.72%	1.72%	Added +47.0k	+47,000 4.8%
18	UBER TECHNOLOGIES INC COM UBER	UBER	338,270	$24.4m1.71%	1.71%	Added +35.9k	+35,889 11.9%
19	VIATRIS INC COM VTRS	VTRS	1,460,974	$23.2m1.62%	1.62%	Reduced -45.0k	-45,000 -3.0%
20	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	229,903	$22.1m1.54%	1.54%	Added +62.3k	+62,328 37.2%
21	KYNDRYL HLDGS INC COMMON STOCK KD	KD	1,940,072	$21.9m1.54%	1.54%	Added +17.2k	+17,212 0.9%
22	SMURFIT WESTROCK PLC SHS SW	SW	457,931	$21.2m1.48%	1.48%	Reduced -4.4k	-4,437 -1.0%
23	EVEREST GROUP LTD COM EG	EG	56,338	$20.1m1.41%	1.41%	Added +8.6k	+8,633 18.1%
24	VERIZON COMMUNICATIONS INC COM VZ	VZ	470,347	$19.9m1.39%	1.39%	Added +30.1k	+30,096 6.8%
25	GOLUB CAP BDC INC COM GBDC	GBDC	1,537,089	$19.8m1.39%	1.39%	Unchanged
26	GENERAL MTRS CO COM GM	GM	256,537	$19.8m1.38%	1.38%	Unchanged
27	DARLING INGREDIENTS INC COM DAR	DAR	356,636	$19.5m1.36%	1.36%	Reduced -3.3k	-3,262 -0.9%
28	ADT INC DEL COM ADT	ADT	2,934,656	$19.1m1.33%	1.33%	Added +711.6k	+711,599 32.0%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	34,755	$17.4m1.22%	1.22%	Reduced -186	-186 -0.5%
30	AXALTA COATING SYS LTD COM AXTA	AXTA	500,700	$17.1m1.20%	1.20%	Unchanged
31	SONY GROUP CORP SPONSORED ADR SONY	SONY	835,356	$16.8m1.17%	1.17%	Reduced -2.0k	-2,000 -0.2%
32	BIO RAD LABS INC CL A BIO	BIO	55,568	$16.3m1.14%	1.14%	Added +12.7k	+12,666 29.5%
33	BANK AMERICA CORP COM BAC	BAC	268,942	$15.3m1.07%	1.07%	Unchanged
34	ON HLDG AG NAMEN AKT A ONON	ONON	390,900	$13.8m0.97%	0.97%	Added +16.9k	+16,900 4.5%
35	BAXTER INTL INC COM BAX	BAX	630,267	$13.4m0.94%	0.94%	Reduced -15.0k	-15,000 -2.3%
36	MARQETA INC CLASS A COM CLASS A COM		2,941,437	$11.9m0.84%	0.84%	Unchanged
37	SENSATA TECHNOLOGIES HLDG PL SHS ST	ST	238,074	$11.4m0.80%	0.80%	Unchanged
38	PAYPAL HLDGS INC COM PYPL	PYPL	255,633	$11.0m0.77%	0.77%	Unchanged
39	ISHARES SILVER TR ISHARES SLV	SLV	164,060	$8.8m0.61%	0.61%	Unchanged
40	APPLE INC COM AAPL	AAPL	29,382	$8.5m0.59%	0.59%	Reduced -342	-342 -1.1%
41	M & T BK CORP COM MTB	MTB	35,127	$8.4m0.58%	0.58%	Reduced -3.2k	-3,250 -8.5%
42	MERCK & CO INC COM MRK	MRK	46,498	$6.0m0.42%	0.42%	Unchanged
43	NUTRIEN LTD COM NTR	NTR	83,413	$5.3m0.37%	0.37%	Reduced -1.2k	-1,182 -1.4%
44	PRICE T ROWE GROUP INC COM TROW	TROW	41,366	$4.7m0.33%	0.33%	Unchanged
45	BLACKROCK INC COM BLK	BLK	4,253	$4.1m0.29%	0.29%	Unchanged
46	REGENERON PHARMACEUTICALS COM REGN	REGN	6,228	$3.9m0.27%	0.27%	Unchanged
47	AMAZON COM INC COM AMZN	AMZN	15,914	$3.8m0.27%	0.27%	Reduced -1.4k	-1,371 -7.9%
48	CHEVRON CORP NEW COM CVX	CVX	21,921	$3.6m0.25%	0.25%	Unchanged
49	OAKTREE SPECIALTY LENDING CO COM OCSL	OCSL	297,345	$3.6m0.25%	0.25%	Added +15.0k	+15,000 5.3%
50	EOG RES INC COM EOG	EOG	26,474	$3.4m0.24%	0.24%	Unchanged
51	TYSON FOODS INC CL A TSN	TSN	58,307	$3.3m0.23%	0.23%	Unchanged
52	DXC TECHNOLOGY CO COM DXC	DXC	377,176	$3.3m0.23%	0.23%	Reduced -238.5k	-238,503 -38.7%
53	INTEL CORP COM INTC	INTC	23,715	$3.3m0.23%	0.23%	Unchanged
54	LINDE PLC SHS LIN	LIN	6,147	$3.2m0.22%	0.22%	Unchanged
55	PEPSICO INC COM PEP	PEP	23,222	$3.1m0.22%	0.22%	Unchanged
56	MEDTRONIC PLC SHS MDT	MDT	39,819	$3.1m0.22%	0.22%	Unchanged
57	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	79,250	$3.1m0.21%	0.21%	Added +19.4k	+19,384 32.4%
58	GILEAD SCIENCES INC COM GILD	GILD	22,952	$2.9m0.20%	0.20%	Unchanged
59	JOHNSON & JOHNSON COM JNJ	JNJ	10,958	$2.8m0.19%	0.19%	Unchanged
60	BECTON DICKINSON & CO COM BDX	BDX	17,787	$2.7m0.19%	0.19%	Unchanged
61	ROBERT HALF INC. COM RHI	RHI	85,491	$2.6m0.18%	0.18%	Unchanged
62	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	19,089	$2.4m0.17%	0.17%	New
63	HERSHEY CO COM HSY	HSY	13,480	$2.4m0.17%	0.17%	Unchanged
64	ALPHABET INC CAP STK CL C GOOG	GOOG	6,670	$2.4m0.16%	0.16%	Unchanged
65	KRAFT HEINZ CO COM KHC	KHC	98,281	$2.3m0.16%	0.16%	Unchanged
66	LENNAR CORP CL A LEN	LEN	25,113	$2.3m0.16%	0.16%	Unchanged
67	WESTERN UN CO COM WU	WU	271,020	$2.1m0.15%	0.15%	Unchanged
68	RH COM RH	RH	12,470	$2.1m0.14%	0.14%	Reduced -850	-850 -6.4%
69	EXXON MOBIL CORP COM XOM	XOM	14,858	$2.0m0.14%	0.14%	Reduced -4.0k	-4,028 -21.3%
70	NOVARTIS AG SPONSORED ADR NVS	NVS	12,636	$2.0m0.14%	0.14%	Unchanged
71	UNITED PARCEL SERVICE INC CL B UPS	UPS	18,370	$2.0m0.14%	0.14%	Unchanged
72	PHILIP MORRIS INTL INC COM PM	PM	10,000	$1.8m0.13%	0.13%	Unchanged
73	META PLATFORMS INC CL A META	META	2,958	$1.7m0.12%	0.12%	Reduced -166	-166 -5.3%
74	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	85,000	$1.6m0.11%	0.11%	Unchanged
75	LOWES COS INC COM LOW	LOW	7,065	$1.6m0.11%	0.11%	Unchanged
76	GENTEX CORP COM GNTX	GNTX	56,000	$1.4m0.10%	0.10%	Unchanged
77	LOEWS CORP COM L	L	12,000	$1.4m0.10%	0.10%	Unchanged
78	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	39,736	$1.2m0.08%	0.08%	Added +3.2k	+3,250 8.9%
79	WALMART INC COM WMT	WMT	9,395	$1.1m0.07%	0.07%	Unchanged
80	US BANCORP DEL COM NEW USB	USB	17,530	$1.1m0.07%	0.07%	Unchanged
81	WHIRLPOOL CORP 8.5 DEP SR A CNV WHR 8.5 02.15.29 A	WHR 8.5 02.15.29 A	29,500	$1.0m0.07%	0.07%	Added +7.5k	+7,500 34.1%
82	AMPLIFY ETF TR AMPLIFY ETHO CLI ETHO	ETHO	11,610	$935.9k0.07%	0.07%	Unchanged
83	MICROSOFT CORP COM MSFT	MSFT	2,250	$839.3k0.06%	0.06%	Unchanged
84	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	17,145	$838.7k0.06%	0.06%	Added +5.1k	+5,091 42.2%
85	JPMORGAN CHASE & CO COM JPM	JPM	2,492	$815.7k0.06%	0.06%	Unchanged
86	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	9,190	$791.2k0.06%	0.06%	Unchanged
87	LIBERTY GLOBAL LTD COM CL C LBTYK	LBTYK	66,677	$733.4k0.05%	0.05%	Reduced -15.0k	-15,000 -18.4%
88	ALTRIA GROUP INC COM MO	MO	10,000	$719.5k0.05%	0.05%	Reduced -5.0k	-5,000 -33.3%
89	CHIME FINL INC COM SHS CL A CHYM	CHYM	32,742	$670.6k0.05%	0.05%	New
90	CONAGRA BRANDS INC COM CAG	CAG	45,762	$616.0k0.04%	0.04%	Added +30.0k	+30,000 190.3%
91	WHIRLPOOL CORP COM WHR	WHR	15,500	$611.0k0.04%	0.04%	Reduced -1.2k	-1,200 -7.2%
92	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,156	$606.3k0.04%	0.04%	Unchanged
93	BLACKROCK MUNIYIELD N Y QUAL COM MYN	MYN	42,688	$433.3k0.03%	0.03%	Added +11.4k	+11,423 36.5%
94	JEFFERIES FINL GROUP INC COM JEF	JEF	8,000	$399.8k0.03%	0.03%	Unchanged
95	DISNEY WALT CO COM DIS	DIS	4,005	$385.5k0.03%	0.03%	Reduced -459	-459 -10.3%
96	NEW GERMANY FD INC COM GF	GF	33,440	$383.2k0.03%	0.03%	Added +443	+443 1.3%
97	UNUM GROUP COM UNM	UNM	4,000	$357.6k0.03%	0.03%	Unchanged
98	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	23,663	$353.5k0.02%	0.02%	Reduced -3	-3 -0.0%
99	CONSTELLATION BRANDS INC CL A STZ	STZ	2,400	$333.8k0.02%	0.02%	Unchanged
100	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	800	$318.1k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TERNS PHARMACEUTICALS INC		162,444	$8.6m162.4k shares
CLEARWATER ANALYTICS HLDGS I		346,510	$8.2m346.5k shares
TEXAS INSTRS INC TXN	TXN	19,387	$3.8m19.4k shares
ELEVANCE HEALTH INC ELV	ELV	7,899	$2.3m7.9k shares
WATERS CORP WAT	WAT	2,407	$716.8k2.4k shares
ORACLE CORP ORCL 6.5 01.15.29 D	ORCL 6.5 01.15.29 D	11,000	$495.1k11.0k shares
ORGANON & CO OGN	OGN	77,030	$461.4k77.0k shares
BARK INC		164,270	$83.2k164.3k shares
ALLBIRDS INC BIRD	BIRD	13,070	$39.3k13.1k shares