Koss-Olinger Consulting, LLC
Top Portfolio Positions
158 positions ·
$185,100,878 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
65,725 | $29,557,847 | 15.97% |
| NVDA |
Nvidia Corp
Technology
|
115,644 | $21,567,606 | 11.65% |
| AAPL |
Apple Inc.
|
21,245 | $5,775,665 | 3.12% |
| PACB |
Pacific Biosciences Of California, Inc.
|
2,600,000 | $4,862,000 | 2.63% |
| MSFT |
Microsoft Corp
Technology
|
9,336 | $4,515,076 | 2.44% |
| AMZN |
Amazon Com Inc
|
17,520 | $4,043,966 | 2.18% |
| SPY |
Spdr S&P 500 Etf Trust
|
4,596 | $3,134,104 | 1.69% |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
7,528 | $2,560,046 | 1.38% |
| GSK |
GSK plc
Healthcare
|
48,981 | $2,402,028 | 1.30% |
| GE |
General Electric Co
|
7,276 | $2,241,226 | 1.21% |
Portfolio Trend
Holdings in CMP
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,043,492 | 53,131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,593,177 | 82,978 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,669,438 | 83,098 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $788,535 | 84,880 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $262,957 | 23,374 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $237,526 | 9,381 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $787,099 | 28,161 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,220,124 | 35,886 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,169,666 | 34,111 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,158,947 | 28,267 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $906,341 | 23,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $372,939 | 10,538 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $572,582 | 9,119 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $851,625 | 13,224 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $984,901 | 16,620 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $902,039 | 14,382 | Shares | Sole | 2021-05-14 | |
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