Arnhold LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
SPDR GOLD TR	—	$199.91M	504,433	15.2%
ISHARES GOLD TR	—	$142.64M	1,757,254	10.8%
Alphabet Inc.	—	$58.71M	187,557	4.5%
COHERENT CORP	—	$50.12M	271,531	3.8%
Vertiv Holdings Co	—	$44.29M	273,385	3.4%
LUMENTUM HLDGS INC	—	$43.53M	118,111	3.3%
Broadcom Inc.	—	$36.23M	104,690	2.7%
AT&T INC.	—	$32.45M	1,306,312	2.5%
Kyndryl Holdings, Inc.	—	$31.83M	1,198,424	2.4%
RTX Corp	—	$28.43M	155,038	2.2%
SLM Corp	—	$27.98M	1,034,072	2.1%
CISCO SYSTEMS, INC.	—	$26.85M	348,565	2.0%
PFIZER INC	—	$23.90M	959,797	1.8%
Alibaba Group Holding LtdBABA	ADR	$22.09M	150,736	1.7%
BRISTOL MYERS SQUIBB CO	—	$21.09M	391,005	1.6%
UNITEDHEALTH GROUP INC	—	$20.90M	63,310	1.6%
General Motors Co	—	$20.86M	256,537	1.6%
Uber Technologies, Inc	—	$20.10M	245,934	1.5%
GOLUB CAP BDC INC	—	$19.95M	1,470,089	1.5%
Viatris Inc	—	$19.44M	1,561,611	1.5%
EVEREST GROUP, LTD.	—	$19.12M	56,338	1.5%
Marvell Technology, Inc.	—	$18.55M	218,237	1.4%
VERIZON COMMUNICATIONS INC	—	$18.34M	450,251	1.4%
Sony Group CorpSONY	ADR	$18.17M	709,663	1.4%
Smurfit Westrock plc	—	$17.89M	462,368	1.4%
XPO Inc	—	$17.82M	131,100	1.4%
Warren E. Buffett	—	$17.56M	34,941	1.3%
ON HLDG AG	—	$16.22M	349,000	1.2%
Axalta Coating Systems Ltd	—	$16.18M	500,700	1.2%
PayPal Holdings, Inc.	—	$14.89M	255,033	1.1%
BANK OF AMERICA CORP /DE	—	$14.79M	268,942	1.1%
DARLING INGREDIENTS INC.	—	$12.96M	359,898	1.0%
ADT Inc.	—	$12.68M	1,571,521	1.0%
Baxter International Inc	—	$12.03M	629,267	0.9%
DXC Technology Company	—	$11.74M	801,475	0.9%
Marqeta Inc	—	$11.30M	2,378,523	0.9%
ISHARES SILVER TR	—	$10.89M	169,060	0.8%
BIO-RAD LABORATORIES, INC.	—	$10.54M	34,784	0.8%
Clearwater Analytics Holdings, Inc.	—	$8.36M	346,510	0.6%
Apple Inc.	—	$8.08M	29,724	0.6%
Sensata Technologies Holding plc	—	$7.93M	238,074	0.6%
M&T BANK CORP	—	$7.73M	38,377	0.6%
NUTRIEN LTD	—	$5.22M	84,595	0.4%
Cognizant Technology Solutions Corp	—	$4.97M	59,866	0.4%
Merck & Co., Inc.	—	$4.89M	46,498	0.4%
REGENERON PHARMACEUTICALS, INC.	—	$4.81M	6,228	0.4%
BlackRock, Inc.	—	$4.55M	4,253	0.3%
T Rowe Price Group Inc	—	$4.24M	41,366	0.3%
Amazon.com Inc	—	$3.99M	17,285	0.3%
Medtronic plc	—	$3.83M	39,819	0.3%