Koss Olinger Consulting, LLC Portfolio Holdings
Koss Olinger Consulting, LLC
- $1.2 Billion
- Q2 2025
Koss Olinger Consulting, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 314 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 $232M, Pimco Active Bond Exchange Tra with a value of $60.8M, J P Morgan Diversified Return with a value of $56.8M, Spdr Portfolio with a value of $47.6M, and Ishares Tr Broad Usd High Yiel with a value of $45.5M.
Examining the 13F form we can see an increase of $27.5M in the current position value, from $1.18B to 1.2B.
Below you can find more details about Koss Olinger Consulting, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 314
- Current Value $1.2 Billion
- Prior Value $1.18 Billion
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 22 stocks
- Additional Purchases 53 stocks
- Sold out of 0 stocks
- Reduced holdings in 218 stocks