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Arnhold LLC
John P. Arnhold · Investment Advisor · Value
Arnhold LLC is a New York-based investment management firm with a lineage tracing back to the historic German banking house Arnhold and S. Bleichroeder, founded in 1803. Following the 2009 rebranding of its predecessor's advisory arm as First Eagle Investment Management, Arnhold LLC emerged as a distinct entity to continue the family's legacy of independent wealth management. The firm provides discretionary investment advisory services to high-net-worth individuals, pooled investment vehicles, and charitable organizations. It specializes in capital preservation and long-term wealth appreciation through disciplined asset allocation and fundamental research. Under the leadership of the Arnhold family, the firm maintains a global perspective, managing a diversified portfolio that includes equities, fixed income, and commodities, with a historical emphasis on intrinsic value and capital security.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +61.7% |
| YTD return | +31.2% |
| Sharpe ratio | 4.70 |
| Win rate | 56% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://arnholdllc.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 9.1% | +20.4% |
| LITE | Lumentum Holdings Inc | 8.7% | +87.7% |
| VRT | Vertiv Holdings Co | 7.2% | +34.0% |
| COHR | Coherent Inc | 6.7% | +26.6% |
| T | AT&T Inc | 6.7% | +1.6% |
| MRVL | Marvell Technology Group Ltd | 6.1% | +56.2% |
| AVGO | Broadcom Inc | 5.2% | +2.9% |
| ADBE | Adobe Systems Incorporated | 5.0% | +5.3% |
| SLM | SLM Corp | 4.5% | +9.6% |
| RTX | Raytheon Technologies Corp | 4.4% | +11.3% |
| CSCO | Cisco Systems Inc | 4.4% | +35.2% |
| BMY | Bristol-Myers Squibb Company | 4.0% | +22.8% |
| PFE | Pfizer Inc | 3.9% | +7.1% |
| BABA | Alibaba Group Holding Ltd | 3.7% | -7.2% |
| UBER | Uber Technologies Inc | 3.6% | +4.8% |
| KD | Kyndryl Holdings Inc | 3.5% | +14.4% |
| UNH | UnitedHealth Group Incorporated | 3.4% | +17.7% |
| XPO | XPO Logistics Inc | 3.3% | +12.7% |
| VTRS | Viatris Inc | 3.3% | +38.0% |
| VZ | Verizon Communications Inc | 3.2% | +0.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | UBER | 3.4% → 3.6% |
| Aug 31, 2026 | BUY | T | 6.2% → 6.7% |
| Aug 31, 2026 | BUY | VTRS | 3.1% → 3.3% |
| Aug 31, 2026 | BUY | GOOGL | 8.9% → 9.1% |
| Aug 31, 2026 | SELL | SLM | 4.7% → 4.5% |
Investment Style Analysis
Arnhold LLC is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Communication Equipment and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Arnhold LLC made a significant move by increasing exposure to UBER. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Arnhold LLC employs a fundamental investment philosophy centered on the evaluation of assets based on their long-term economic value. The firm prioritizes capital preservation and risk-adjusted returns, utilizing a benchmark-agnostic approach that focuses on intrinsic quality rather than short-term market trends. Its strategy integrates rigorous manager selection with direct investments in global equities and diversifying assets, such as gold, to protect portfolios against economic volatility. By maintaining a 'firm of investors' culture, Arnhold LLC ensures that its interests remain closely aligned with those of its clients, seeking to deliver consistent performance through disciplined research and a commitment to preserving purchasing power across generations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Arnhold LLC.
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Frequently asked questions
How is the simulated portfolio for Arnhold LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Arnhold LLC's largest holding?
As of the latest filing, Arnhold LLC's top position is Alphabet Inc Class A (GOOGL), representing 9.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Arnhold LLC's historical performance and risk profile?
Our simulation indicates a total return of +61.7% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 4.70, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Arnhold LLC primarily invest in?
Arnhold LLC has a strong preference for the Communication Equipment sector, which makes up 13.1% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Arnhold LLC's portfolio concentrated or diversified?
Arnhold LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Arnhold LLC performed in 2026?
Our AI-simulated model portfolio for Arnhold LLC tracks a Year-to-Date (YTD) return of +31.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John P. Arnhold manage Arnhold LLC directly?
Yes, John P. Arnhold serves as the key portfolio manager for Arnhold LLC, overseeing the investment strategy and final capital allocation decisions.