Arnhold LLC Top Holdings and 13F Report (2025) About Arnhold LLCInvestment ActivityArnhold LLC has $1.01 billion in total holdings as of December 31, 2024.Arnhold LLC owns shares of 117 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 6.31% of the portfolio was purchased this quarter.About 11.15% of the portfolio was sold this quarter.This quarter, Arnhold LLC has purchased 111 new stocks and bought additional shares in 9 stocks.Arnhold LLC sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Gold Shares $127,917,938iShares Gold Trust $87,001,646Alphabet $40,999,730AT&T $36,556,005Broadcom $31,747,938 Largest New Holdings this Quarter Uber Technologies $12,512,901 HoldingUnited States Steel $12,408,321 HoldingMarqeta $6,950,526 HoldingBLACKROCK INC $4,359,793 HoldingKraft Heinz $3,018,210 Holding Largest Purchases this Quarter Uber Technologies 207,442 shares (about $12.51M)United States Steel 365,058 shares (about $12.41M)Sony Group 560,655 shares (about $11.86M)Marqeta 1,833,912 shares (about $6.95M)BLACKROCK INC 4,253 shares (about $4.36M) Largest Sales this Quarter Coherent 102,532 shares (about $9.71M)Broadcom 37,471 shares (about $8.69M)Kyndryl 221,099 shares (about $7.65M)Vertiv 54,767 shares (about $6.22M)XPO 44,563 shares (about $5.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArnhold LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$127,917,938$2,231,627 ▼-1.7%519,20912.6%FinanceIAUiShares Gold Trust$87,001,6460.0%1,757,2548.6%FinanceGOOGLAlphabet$40,999,730$3,963,185 ▼-8.8%216,5864.0%Computer and TechnologyTAT&T$36,556,005$3,407,007 ▼-8.5%1,605,4463.6%Computer and TechnologyAVGOBroadcom$31,747,938$8,687,277 ▼-21.5%136,9393.1%Computer and TechnologyKDKyndryl$30,702,760$7,650,025 ▼-19.9%887,3633.0%Business ServicesSLMSLM$29,863,652$2,869,037 ▼-8.8%1,082,8012.9%FinanceVRTVertiv$24,635,988$6,222,079 ▼-20.2%216,8472.4%Computer and TechnologyBMYBristol-Myers Squibb$24,620,907$2,072,019 ▼-7.8%435,3062.4%MedicalCOHRCoherent$23,746,727$9,712,856 ▼-29.0%250,6782.3%Business ServicesCSCOCisco Systems$23,642,053$1,903,339 ▼-7.5%399,3592.3%Computer and TechnologyUNHUnitedHealth Group$22,536,569$280,752 ▲1.3%44,5512.2%MedicalXPOXPO$21,736,670$5,844,437 ▼-21.2%165,7392.1%TransportationGBDCGolub Capital BDC$21,414,849$492,700 ▲2.4%1,412,5892.1%FinanceGMGeneral Motors$21,235,766$177,975 ▼-0.8%398,6442.1%Auto/Tires/TrucksSMURFIT WESTROCK PLC$20,192,669$1,944,872 ▼-8.8%374,0512.0%SHSPFEPfizer$20,129,531$2,819,263 ▲16.3%758,7462.0%MedicalONONON$19,662,430$958,475 ▼-4.6%359,0001.9%Retail/WholesaleVZVerizon Communications$18,806,137$1,257,486 ▼-6.3%470,2711.9%Computer and TechnologyRTXRTX$18,060,883$1,713,929 ▼-8.7%156,0741.8%AerospaceEGEverest Group$17,904,437$1,731,471 ▼-8.8%49,3971.8%FinanceVTRSViatris$17,671,767$1,480,965 ▼-7.7%1,419,4191.7%MedicalBABAAlibaba Group$16,180,052$1,523,422 ▼-8.6%190,8251.6%Retail/WholesaleBRK.BBerkshire Hathaway$15,838,056$1,046,623 ▼-6.2%34,9411.6%FinanceSONYSony Group$15,201,979$11,863,460 ▲355.4%718,4301.5%Consumer DiscretionaryDXCDXC Technology$14,397,388$1,310,109 ▼-8.3%720,5901.4%Computer and TechnologyLITELumentum$14,222,725$1,379,970 ▼-8.8%169,4191.4%Computer and TechnologyUBERUber Technologies$12,512,901$12,512,901 ▲New Holding207,4421.2%Computer and TechnologyXUnited States Steel$12,408,321$12,408,321 ▲New Holding365,0581.2%Basic MaterialsSTSensata Technologies$12,271,830$544,301 ▲4.6%447,8771.2%Computer and TechnologyDARDarling Ingredients$12,124,964$1,164,293 ▼-8.8%359,8981.2%Consumer StaplesBACBank of America$11,820,001$1,130,614 ▼-8.7%268,9421.2%FinancePYPLPayPal$11,004,432$1,064,315 ▼-8.8%128,9331.1%Computer and TechnologyLEALear$10,420,599$995,865 ▼-8.7%110,0381.0%Auto/Tires/TrucksWHRWhirlpool$10,364,905$857,112 ▼-7.6%90,5391.0%Consumer DiscretionaryADTADT$9,527,183$935,946 ▼-8.9%1,378,7530.9%Industrial ProductsAAPLApple$8,285,647$203,542 ▼-2.4%33,7870.8%Computer and TechnologyAXTAAxalta Coating Systems$8,090,258$3,909,122 ▼-32.6%236,4190.8%Basic MaterialsMTBM&T Bank$7,725,7070.0%41,0920.8%FinanceMQMarqeta$6,950,526$6,950,526 ▲New Holding1,833,9120.7%Business ServicesJEFJefferies Financial Group$6,257,888$2,850,389 ▼-31.3%79,8200.6%FinanceAMZNAmazon.com$4,851,810$89,950 ▼-1.8%22,1150.5%Retail/WholesaleTROWT. Rowe Price Group$4,678,0810.0%41,3660.5%FinanceCTSHCognizant Technology Solutions$4,603,6950.0%59,8660.5%Computer and TechnologySLViShares Silver Trust$4,451,350$2,883,530 ▼-39.3%169,0600.4%ETFBLACKROCK INC$4,359,793$4,359,793 ▲New Holding4,2530.4%COMNTRNutrien$3,785,626$370,082 ▼-8.9%84,5950.4%Basic MaterialsLINDE PLC$3,349,3600.0%8,0000.3%SHSRHIRobert Half$3,302,1780.0%46,8660.3%Business ServicesMDTMedtronic$3,180,7420.0%39,8190.3%MedicalKHCKraft Heinz$3,018,210$3,018,210 ▲New Holding98,2810.3%Consumer StaplesELVElevance Health$2,913,941$2,913,941 ▲New Holding7,8990.3%MedicalWUWestern Union$2,872,812$2,872,812 ▲New Holding271,0200.3%Business ServicesOCSLOaktree Specialty Lending$2,439,910$496,600 ▲25.6%159,6800.2%FinanceUPSUnited Parcel Service$2,316,4570.0%18,3700.2%TransportationGILDGilead Sciences$2,120,0760.0%22,9520.2%MedicalFFIVF5$2,096,2540.0%8,3360.2%Computer and TechnologyXOMExxon Mobil$2,031,5670.0%18,8860.2%Oils/EnergyMETAMeta Platforms$1,829,133$58,551 ▼-3.1%3,1240.2%Computer and TechnologyLOWLowe's Companies$1,743,6420.0%7,0650.2%Retail/WholesaleGNTXGentex$1,608,8800.0%56,0000.2%Auto/Tires/TrucksJNJJohnson & Johnson$1,584,7460.0%10,9580.2%MedicalBNSBank of Nova Scotia$1,536,3920.0%28,6000.2%FinanceGTLBGitLab$1,288,443$681,272 ▲112.2%22,8650.1%Computer and TechnologyGOOGAlphabet$1,270,2350.0%6,6700.1%Computer and TechnologyLABCORP HOLDINGS INC$1,267,2220.0%5,5260.1%COM SHSNENoble$1,265,7650.0%40,3110.1%Oils/EnergyWBDWarner Bros. Discovery$1,237,810$361,779 ▼-22.6%117,1060.1%Consumer DiscretionaryHSYHershey$1,232,6990.0%7,2790.1%Consumer StaplesNVSNovartis$1,229,6090.0%12,6360.1%MedicalOGNOrganon & Co.$1,223,888$5,968 ▼-0.5%82,0300.1%MedicalPMPhilip Morris International$1,203,5000.0%10,0000.1%Consumer StaplesSPROTT PHYSICAL GOLD TR$1,137,628$25,175 ▲2.3%56,4860.1%UNITWMTWalmart$1,094,5000.0%12,1140.1%Retail/WholesaleLIBERTY GLOBAL LTD$1,073,2360.0%81,6770.1%COM CL CLLoews$1,016,2800.0%12,0000.1%FinanceZBHZimmer Biomet$970,7400.0%9,1900.1%MedicalSPROTT PHYSICAL SILVER TR$960,1750.0%99,5000.1%TR UNITMSFTMicrosoft$948,3750.0%2,2500.1%Computer and TechnologySUNRISE COMMUNICATIONS AG$923,937$923,937 ▲New Holding21,4470.1%ADS CL AMRKMerck & Co., Inc.$889,5500.0%8,9420.1%MedicalUSBU.S. Bancorp$838,4600.0%17,5300.1%FinanceMOAltria Group$784,3500.0%15,0000.1%Consumer StaplesAMPLIFY ETF TR$693,5950.0%11,6100.1%AMPLIFY ETHO CLISMRTSmartRent$672,1380.0%384,0790.1%Business ServicesDISWalt Disney$608,4160.0%5,4640.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$597,3570.0%2,4920.1%FinanceBRZEBraze$579,535$64,370 ▼-10.0%13,8380.1%Computer and TechnologySTZConstellation Brands$530,4000.0%2,4000.1%Consumer StaplesINTCIntel$475,4860.0%23,7150.0%Computer and TechnologyIBMInternational Business Machines$473,9530.0%2,1560.0%Computer and TechnologyCAGConagra Brands$437,3960.0%15,7620.0%Consumer StaplesISRGIntuitive Surgical$417,5680.0%8000.0%MedicalMDLZMondelez International$413,3320.0%6,9200.0%Consumer StaplesMYNBlackRock MuniYield New York Quality Fund$407,232$33,264 ▲8.9%40,4000.0%FinanceREALRealReal$382,5500.0%35,0000.0%Consumer DiscretionaryDDOGDatadog$381,373$381,373 ▲New Holding2,6690.0%Computer and TechnologyLIBERTY GLOBAL LTD$326,1460.0%25,5600.0%COM CL ALWLamb Weston$315,2370.0%4,7170.0%Consumer StaplesBARKBARK$302,2570.0%164,2700.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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