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Koss-Olinger Consulting

Latest statistics and disclosures from Koss-Olinger Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, BOND, AGG, ACWX, SPMD, and represent 51.38% of Koss-Olinger Consulting's stock portfolio.
Added to shares of these 10 stocks: ACWX (+$82M), BKLN (+$17M), SCHX (+$13M), AGG (+$13M), SPMD (+$11M), EEM, BSV, VTIP, SPTM, SPSB.
Started 22 new stock positions in BSCT, ACWX, VEA, MQY, BKLN, EEM, HYLB, JPST, TGT, FLRN. VGSH, BNDX, SPTM, VTIP, TM, SPSB, TEX, VGIT, USIG, MMM, SFM, IBTJ.
Reduced shares in these 10 stocks: EFG (-$33M), SPYV (-$32M), TSLA (-$22M), ISTB (-$13M), GVI (-$13M), NVDA (-$12M), JPSE (-$11M), VWO (-$10M), IVE (-$9.9M), USHY (-$8.2M).
Sold out of its positions in ABT, BKN, BSX, BMY, CHY, CRWV, FDUS, FMS, SPHQ, BSMZ.
Koss-Olinger Consulting was a net seller of stock by $-76M.
Koss-Olinger Consulting has $1.2B in assets under management (AUM), dropping by -7.57%.
Central Index Key (CIK): 0001861163

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Portfolio Holdings for Koss-Olinger Consulting

Koss-Olinger Consulting holds 254 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Etf Etf (SCHX)	22.5	$269M	+4%	11M	25.64	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	9.8	$117M	-3%	1.3M	92.28	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	6.9	$82M	+17%	829k	99.27	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	6.9	$82M	NEW	1.2M	68.47	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	5.3	$63M	+20%	1.1M	59.22	View chart
Jpmorgan Diversified Return U.s. Small Cap Equity Etf Etf (JPSE)	4.5	$54M	-16%	1.0M	52.43	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	3.9	$46M	-15%	1.3M	36.84	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	2.9	$35M	-6%	750k	46.91	View chart
Vanguard Long-term Bond Etf Etf (BLV)	2.2	$27M	-5%	388k	68.78	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	2.2	$26M		412k	63.08	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.6	$20M	-33%	93k	211.15	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.4	$17M	-37%	319k	54.05	View chart
Invesco Senior Loan Etf Etf (BKLN)	1.4	$17M	NEW	818k	20.41	View chart
Ishares Intermediate Government/credit Bond Etf Etf (GVI)	1.4	$16M	-43%	151k	106.68	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	1.2	$15M	-46%	307k	48.46	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.2	$14M	-25%	39k	356.56	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.9	$11M	-25%	114k	97.23	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.7	$8.7M		77k	113.11	View chart
Nvidia Corporation Stock (NVDA)	0.7	$8.0M	-60%	46k	174.40	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.6	$7.7M	-80%	69k	111.37	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$7.6M	-6%	16k	479.20	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$7.4M	-4%	11k	653.22	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.6	$6.8M	-41%	110k	61.89	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.6	$6.7M	-82%	118k	56.58	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.6	$6.7M		69k	96.70	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.5	$6.3M	+15%	282k	22.21	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.5	$6.2M		136k	45.37	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$5.7M	-10%	76k	74.35	View chart
Vanguard Value Etf Etf (VTV)	0.4	$4.7M	-17%	24k	196.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$4.5M	-7%	16k	286.85	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.3	$4.1M		58k	71.73	View chart
Amazon Stock (AMZN)	0.3	$3.5M	-4%	17k	208.27	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$3.5M	+1224%	45k	78.41	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.3	$3.5M	+14%	33k	103.43	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.3	$3.4M	NEW	60k	56.79	View chart
Microsoft Corp Stock (MSFT)	0.3	$3.2M	-6%	8.7k	370.17	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$3.0M	-14%	16k	191.92	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.2	$3.0M	-29%	31k	95.96	View chart
Apple Stock (AAPL)	0.2	$2.9M	-46%	11k	253.79	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$2.8M	-6%	4.3k	650.34	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$2.8M		61k	45.47	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.2	$2.7M	-37%	32k	85.15	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.2	$2.7M		260k	10.33	View chart
GSK Adr (GSK)	0.2	$2.7M		49k	55.19	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$2.6M	NEW	53k	49.95	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$2.6M	-15%	20k	132.90	View chart
Huntington Ingalls Inds Stock (HII)	0.2	$2.5M	-10%	6.7k	379.90	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.2	$2.5M		39k	63.94	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.2	$2.3M		106k	21.49	View chart
Devon Energy Corp Stock (DVN)	0.2	$2.1M		41k	50.32	View chart
Tesla Stock (TSLA)	0.2	$2.1M	-91%	5.5k	371.77	View chart
Ge Aerospace Stock (GE)	0.2	$2.0M		7.2k	283.76	View chart
Incyte Corp Stock (INCY)	0.2	$2.0M		21k	94.12	View chart
Corteva Stock (CTVA)	0.2	$2.0M	-2%	24k	83.71	View chart
Albemarle Corp Stock (ALB)	0.2	$2.0M		11k	179.53	View chart
Anheuser Busch Inbev Sa Nv Adr (BUD)	0.2	$2.0M		28k	69.37	View chart
Rentokil Initial Adr (RTO)	0.2	$1.8M		59k	31.48	View chart
Sensata Technologies Hldg Stock (ST)	0.1	$1.8M		51k	35.22	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.8M	+32%	39k	45.23	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.1	$1.7M		22k	78.15	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.7M	-3%	3.0k	572.19	View chart
Polaris Stock (PII)	0.1	$1.7M		31k	54.50	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.7M		68k	24.75	View chart
Disney Walt Stock (DIS)	0.1	$1.6M	-2%	17k	96.38	View chart
L3harris Technologies Stock (LHX)	0.1	$1.6M		4.6k	345.15	View chart
Broadcom Stock (AVGO)	0.1	$1.6M	-5%	5.1k	309.51	View chart
Ge Vernova Stock (GEV)	0.1	$1.6M		1.8k	872.90	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.5M	-2%	10k	146.28	View chart
Apa Corporation Stock (APA)	0.1	$1.4M		33k	42.44	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.4M	NEW	17k	79.06	View chart
V F Corp Stock (VFC)	0.1	$1.3M		79k	16.99	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$1.3M		19k	71.77	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.1	$1.3M	-26%	14k	96.62	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$1.3M	-2%	6.7k	196.86	View chart
Invesco S&p 500 Concentrated Qvm Etf Etf (QVMT)	0.1	$1.2M	-18%	20k	59.45	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.2M		29k	40.10	View chart
Royalty Pharma Plc Shs Class A Stock (RPRX)	0.1	$1.2M		24k	47.97	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.2M		13k	90.53	View chart
Lloyds Banking Group Adr (LYG)	0.1	$1.2M		229k	5.03	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.1	$1.1M	-3%	19k	61.35	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.1	$1.1M	-2%	6.5k	175.66	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$1.1M	NEW	38k	30.07	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$1.1M	-20%	11k	99.97	View chart
Rex American Res Corp Stock (REX)	0.1	$1.1M	-3%	24k	45.57	View chart
Compass Minerals Intl Stock (CMP)	0.1	$1.1M	-14%	46k	23.35	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.1M	+48%	20k	52.82	View chart
Dollar Gen Corp Stock (DG)	0.1	$1.1M	-9%	8.9k	118.72	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$1.1M	-28%	3.7k	287.59	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.0M	-43%	1.8k	577.24	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.0M		1.5k	682.43	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.0M	NEW	16k	64.08	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$1.0M		8.0k	126.35	View chart
Pfizer Stock (PFE)	0.1	$999k	-4%	36k	28.08	View chart
Bel Fuse Inc Cl B Stock (BELFB)	0.1	$992k	-27%	5.0k	197.97	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$982k	-5%	34k	28.71	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$977k	-21%	6.7k	145.94	View chart
Kraft Heinz Stock (KHC)	0.1	$962k	+31%	43k	22.49	View chart
Altria Group Stock (MO)	0.1	$959k	+172%	15k	65.99	View chart
Bio Rad Labs Inc Cl A Stock (BIO)	0.1	$959k		3.4k	278.75	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$951k	-2%	49k	19.53	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$924k	NEW	16k	59.55	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$920k	-3%	18k	51.39	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.1	$910k	+12%	46k	19.62	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$908k	-18%	1.5k	616.76	View chart
Lithium Amers Corp Stock (LAC)	0.1	$905k		229k	3.95	View chart
Safe Bulkers Stock (SB)	0.1	$895k	-3%	141k	6.33	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$865k	-25%	5.9k	145.74	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$862k	-44%	2.7k	320.81	View chart
Rocky Brands Stock (RCKY)	0.1	$838k	-3%	22k	38.72	View chart
Teekay Corporation Stock (TK)	0.1	$823k	-3%	67k	12.21	View chart
Verizon Communications Stock (VZ)	0.1	$822k	+91%	16k	50.20	View chart
Procter & Gamble Stock (PG)	0.1	$820k	-22%	5.7k	144.45	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.1	$812k		40k	20.42	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$802k	-6%	8.9k	90.42	View chart
Essential Utils Stock (WTRG)	0.1	$801k	-3%	20k	40.27	View chart
The Campbells Company Stock (CPB)	0.1	$778k	+39%	35k	22.27	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$776k	-5%	8.0k	97.13	View chart
Caterpillar Stock (CAT)	0.1	$771k	-10%	1.1k	708.46	View chart
Tactile Sys Technology Stock (TCMD)	0.1	$762k	-3%	29k	26.13	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$759k		19k	39.97	View chart
International Flavors&fragranc Stock (IFF)	0.1	$747k	-2%	10k	72.55	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$717k	-32%	2.5k	287.13	View chart
Blue Bird Corp Stock (BLBD)	0.1	$698k	-3%	12k	56.79	View chart
Target Corp Stock (TGT)	0.1	$691k	NEW	5.7k	121.20	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$689k	+11%	10k	67.53	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$684k	-11%	6.4k	106.50	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$681k		30k	22.91	View chart
Sandridge Energy Stock (SD)	0.1	$676k	-2%	42k	16.31	View chart
Vaalco Energy Stock (EGY)	0.1	$662k	-10%	104k	6.34	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$659k	-7%	6.7k	98.38	View chart
Hci Group Stock (HCI)	0.1	$657k	-3%	4.3k	154.59	View chart
Pangaea Logistics Solution Stock (PANL)	0.1	$654k	-3%	92k	7.08	View chart
Terex Corp Stock (TEX)	0.1	$652k	NEW	11k	59.10	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$648k	-15%	1.9k	337.95	View chart
Davita Stock (DVA)	0.1	$645k		4.2k	153.69	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$642k		29k	22.28	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$642k		29k	22.43	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.1	$613k	NEW	17k	36.16	View chart
Ardmore Shipping Corp Stock (ASC)	0.1	$602k	-7%	40k	15.25	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.0	$595k		6.1k	97.73	View chart
Sprouts Fmrs Mkt Stock (SFM)	0.0	$594k	NEW	7.7k	77.13	View chart
Gilead Sciences Stock (GILD)	0.0	$592k	-4%	4.2k	139.37	View chart
Lamb Weston Hldgs Stock (LW)	0.0	$582k	-6%	14k	42.26	View chart
Hamilton Beach Brands Hldg Co Com Cl A Stock (HBB)	0.0	$582k	-3%	31k	18.95	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	0.0	$581k	-2%	14k	40.81	View chart
Diamond Hill Invt Group Stock (DHIL)	0.0	$581k	-3%	3.4k	172.10	View chart
Park Hotels & Resorts Reit (PK)	0.0	$579k	-2%	55k	10.53	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$566k	NEW	11k	51.23	View chart
Rtx Corporation Stock (RTX)	0.0	$554k		2.9k	192.90	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$553k	-55%	5.6k	97.91	View chart
Amn Healthcare Svcs Stock (AMN)	0.0	$547k	-6%	30k	18.34	View chart
Inspire International Etf Etf (WWJD)	0.0	$540k		14k	37.39	View chart
Riley Exploration Permian Stock (REPX)	0.0	$534k	-11%	15k	36.45	View chart
Global Pmts Stock (GPN)	0.0	$533k	-6%	7.9k	67.30	View chart
Ebay Stock (EBAY)	0.0	$524k	-8%	5.8k	91.02	View chart
Perdoceo Ed Corp Stock (PRDO)	0.0	$518k	-28%	14k	37.21	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	0.0	$518k	+15%	22k	23.18	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	0.0	$512k	+27%	23k	22.36	View chart
Paycom Software Stock (PAYC)	0.0	$510k	-4%	4.2k	121.54	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$505k	-53%	844.00	597.85	View chart
Energy Services Of Amer Corp Stock (ESOA)	0.0	$487k	-14%	37k	13.13	View chart
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS)	0.0	$472k	+17%	22k	21.68	View chart
Johnson & Johnson Stock (JNJ)	0.0	$468k	-63%	1.9k	244.42	View chart
Amrep Corp Stock (AXR)	0.0	$444k	-15%	16k	28.13	View chart
International Business Machs Stock (IBM)	0.0	$442k	-14%	1.8k	242.39	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$436k	-9%	15k	29.08	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$430k	NEW	7.4k	58.54	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$423k	NEW	2.1k	206.09	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$418k	NEW	22k	18.66	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$416k	NEW	8.7k	48.05	View chart
American Express Stock (AXP)	0.0	$413k	-8%	1.4k	302.42	View chart
3M Stock (MMM)	0.0	$413k	NEW	2.8k	145.21	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$404k	NEW	8.0k	50.61	View chart
Teradyne Stock (TER)	0.0	$398k		1.3k	296.46	View chart
Cvs Health Corp Stock (CVS)	0.0	$398k	-4%	5.5k	71.82	View chart
Golden Entmt Stock (GDEN)	0.0	$380k	-11%	14k	26.69	View chart
Jabil Stock (JBL)	0.0	$376k		1.4k	265.63	View chart
Legacy Housing Corp Stock (LEGH)	0.0	$374k	-14%	18k	20.43	View chart
Hovnanian Enterprises Inc Cl A Stock (HOV)	0.0	$365k	-14%	3.3k	110.91	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$356k	-30%	7.3k	48.75	View chart
United Bancorp Inc Ohio Stock (UBCP)	0.0	$355k		23k	15.21	View chart
Jakks Pac Stock (JAKK)	0.0	$354k	-10%	18k	19.92	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$350k	-9%	5.0k	69.75	View chart
Miller Inds Inc Tenn Stock (MLR)	0.0	$347k	-11%	7.6k	45.55	View chart
Build-a-bear Workshop Stock (BBW)	0.0	$347k	-29%	9.3k	37.45	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$347k	-7%	2.8k	124.31	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$346k	-3%	1.3k	262.00	View chart
Axogen Stock (AXGN)	0.0	$343k		10k	33.13	View chart
Walmart Stock (WMT)	0.0	$339k	-28%	2.7k	124.28	View chart
Intel Corp Stock (INTC)	0.0	$339k	-4%	7.7k	44.13	View chart
Hormel Foods Corp Stock (HRL)	0.0	$336k		15k	22.65	View chart
Eastern Stock (EML)	0.0	$335k	-14%	17k	20.24	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$331k	-49%	2.0k	169.66	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$330k		5.1k	64.35	View chart
Chevron Corporation Stock (CVX)	0.0	$329k	-44%	1.6k	206.90	View chart
Morgan Stanley Stock (MS)	0.0	$327k		2.0k	164.57	View chart
Coca Cola Stock (KO)	0.0	$323k	-40%	4.2k	76.05	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$320k	-5%	2.7k	118.44	View chart
Home Depot Stock (HD)	0.0	$319k	-7%	971.00	328.77	View chart
Fmc Corp Stock (FMC)	0.0	$318k	-3%	19k	17.22	View chart
Spdr Gold Shares Etf (GLD)	0.0	$317k	+6%	737.00	430.29	View chart
Beazer Homes Usa Stock (BZH)	0.0	$314k	-14%	16k	19.24	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$311k	-8%	1.3k	248.00	View chart
Medtronic Stock (MDT)	0.0	$310k	-3%	3.6k	86.65	View chart
American Elec Pwr Stock (AEP)	0.0	$308k	+11%	2.3k	131.08	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$307k		11k	29.13	View chart
Cisco Sys Stock (CSCO)	0.0	$303k	-43%	3.9k	77.59	View chart
Salesforce Stock (CRM)	0.0	$301k	-2%	1.6k	186.67	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$300k	-8%	6.6k	45.26	View chart
Futurefuel Corp Stock (FF)	0.0	$299k	-15%	78k	3.85	View chart
At&t Stock (T)	0.0	$299k	-5%	10k	28.99	View chart
Virco Mfg Stock (VIRC)	0.0	$295k	-6%	48k	6.12	View chart
Borgwarner Stock (BWA)	0.0	$291k	-7%	5.4k	54.26	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$291k	-48%	988.00	294.30	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$289k		646.00	446.54	View chart
Hyster-yale Inc Cl A Stock (HY)	0.0	$284k	-11%	8.7k	32.51	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$284k		4.0k	71.18	View chart
Goldman Sachs Group Stock (GS)	0.0	$283k	-9%	334.00	845.99	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.0	$281k	NEW	13k	21.84	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$276k		1.4k	197.50	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$273k		5.9k	46.46	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$271k		620.00	436.89	View chart
Unitedhealth Group Stock (UNH)	0.0	$270k	-3%	996.00	270.67	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$268k		2.1k	130.95	View chart
Us Bancorp Stock (USB)	0.0	$267k		5.1k	52.01	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$266k		1.8k	148.09	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$264k	-42%	1.5k	174.61	View chart
Merck & Co Stock (MRK)	0.0	$262k	-35%	2.2k	120.29	View chart
Tic Solutions Stock (TIC)	0.0	$261k		40k	6.58	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$261k	NEW	8.5k	30.78	View chart
Shoe Carnival Stock (SCVL)	0.0	$257k	-10%	17k	15.59	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$257k	-11%	6.1k	42.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$256k	-63%	367.00	698.13	View chart
T-mobile Us Stock (TMUS)	0.0	$255k	-2%	1.2k	210.03	View chart
Abbvie Stock (ABBV)	0.0	$254k	-48%	1.2k	217.44	View chart
Mcdonalds Corp Stock (MCD)	0.0	$251k	-40%	807.00	310.86	View chart
Hca Healthcare Stock (HCA)	0.0	$249k		527.00	473.24	View chart
Diageo Adr (DEO)	0.0	$248k	-6%	3.3k	74.45	View chart
State Street Doubleline Short Duration Total Return Tactical Etf Etf (STOT)	0.0	$241k	-12%	5.1k	47.13	View chart
Royal Bk Cda Stock (RY)	0.0	$238k		1.5k	161.78	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$222k		8.1k	27.40	View chart
Hasbro Stock (HAS)	0.0	$222k	-28%	2.4k	93.60	View chart
Duke Energy Corp Stock (DUK)	0.0	$211k	-28%	1.6k	130.94	View chart
Veracyte Stock (VCYT)	0.0	$210k		6.5k	32.21	View chart
Netflix Stock (NFLX)	0.0	$207k	-80%	2.2k	96.15	View chart
Mimedx Group Stock (MDXG)	0.0	$203k	-11%	51k	3.95	View chart
Transunion Stock (TRU)	0.0	$202k	-4%	2.9k	69.20	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	0.0	$174k		10k	16.72	View chart
Blackrock Muniyild Qult Cef (MQY)	0.0	$163k	NEW	15k	10.98	View chart
Travelzoo Stock (TZOO)	0.0	$155k	-11%	26k	5.92	View chart
Lithium Argentina Stock (LAR)	0.0	$137k	-2%	21k	6.68	View chart
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC)	0.0	$129k		11k	11.27	View chart
Amc Global Media Inc Cl A Stock (AMCX)	0.0	$70k	-7%	10k	6.79	View chart
Outdoor Holding Stock (POWW)	0.0	$28k		14k	2.01	View chart

Past Filings by Koss-Olinger Consulting

SEC 13F filings are viewable for Koss-Olinger Consulting going back to 2021

Koss-Olinger Consulting 2026 Q1 filed May 7, 2026
Koss-Olinger Consulting 2025 Q4 filed Feb. 10, 2026
Koss-Olinger Consulting 2025 Q3 filed Oct. 20, 2025
Koss-Olinger Consulting 2025 Q2 filed Aug. 1, 2025
Koss-Olinger Consulting 2025 Q1 filed May 12, 2025
Koss-Olinger Consulting 2024 Q4 filed Feb. 11, 2025
Koss-Olinger Consulting 2024 Q3 filed Oct. 21, 2024
Koss-Olinger Consulting 2024 Q2 filed Aug. 6, 2024
Koss-Olinger Consulting 2024 Q1 filed April 18, 2024
Koss-Olinger Consulting 2023 Q3 filed Oct. 11, 2023
Koss-Olinger Consulting 2023 Q2 filed July 31, 2023
Koss-Olinger Consulting 2023 Q1 filed May 12, 2023
Koss-Olinger Consulting 2022 Q4 filed Feb. 14, 2023
Koss-Olinger Consulting 2022 Q3 filed Nov. 14, 2022
Koss-Olinger Consulting 2022 Q2 filed July 8, 2022
Koss-Olinger Consulting 2022 Q1 filed May 6, 2022

View all past filings

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