Arnhold LLC 13F Holdings

CIK 0001733755 · NEW YORK, NY

As of Sep 30, 2025, Arnhold LLC reported 116 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR GOLD TRUSTGQ9—487,875 73.4M14.50%
ISHARES GOLD TRUSTIAU—1,757,254 27.9M10.70%
ALPHABET INCGOOGLEquity220,873$53.7M4.49%
VERTIV HOLDINGS COVRTIndustrials292,643$44.1M3.69%
BROADCOM INCAVGOTechnology122,494$40.4M3.38%
COHERENT CORPCOHRTechnology332,245$35.8M2.99%
AT&T INCTCommunication Services1,261,312$35.6M2.98%
LUMENTUM HOLDINGS INCLITETechnology207,802$33.8M2.83%
KYNDRYL HOLDINGS INCKDTechnology1,010,671$30.4M2.54%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical150,736$26.9M2.25%
SLM CORPSLMFinancial Services955,856$26.5M2.21%
RTX CORPRTXEquity155,038$25.9M2.17%
UNITEDHEALTH GROUP INCUNHHealthcare72,417$25.0M2.09%
UBER TECHNOLOGIES INCUBERTechnology245,934$24.1M2.02%
CISCO SYSTEMS INCCSCOTechnology348,565$23.8M1.99%
SONY GROUP CORPSONYTechnology709,663$20.4M1.71%
GOLUB CAPITAL BDC INCGBDCFinancial Services1,462,589$20.0M1.67%
PFIZER INCPFEHealthcare776,498 9.8M1.65%
EVEREST GROUP LTDEGFinancial Services56,338 9.7M1.65%
MARVELL TECHNOLOGY INCMRVLTechnology218,237 8.3M1.53%
VERIZON COMMUNICATIONS INCBACCommunication Services412,751 8.1M1.52%
BRISTOL MYERS SQUIBB COBMYHealthcare391,005 7.6M1.47%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services34,941 7.6M1.47%
XPO INCXPOIndustrials131,100 6.9M1.42%
GENERAL MOTORS COGMConsumer Cyclical256,537 5.6M1.31%