Koss Olinger Consulting, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 311 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $248M, J P Morgan Diversified Return with a value of $61.8M, Pimco Active Bond Exchange Tra with a value of $61.3M, Spdr Portfolio with a value of $49.6M, and Ishares Tr Broad Usd High Yiel with a value of $45.6M.
Examining the 13F form we can see an increase of $71.5M in the current position value, from $1.2B to 1.28B.
Below you can find more details about Koss Olinger Consulting, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.28 Billion
ETFs: $973 Million
Technology: $67.3 Million
Consumer Cyclical: $61.8 Million
Healthcare: $36.5 Million
Communication Services: $27.6 Million
Financial Services: $25.1 Million
Industrials: $21.1 Million
Consumer Defensive: $16.9 Million
Other: $19.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
