Koss-Olinger Consulting, LLC
Top Portfolio Positions
155 positions ·
$127,026,375 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
46,139 | $8,046,641 | 6.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,782 | $3,495,187 | 2.75% | |
| MSFT |
Microsoft Corp
Technology
|
8,698 | $3,219,738 | 2.53% | |
| AAPL |
Apple Inc.
Technology
|
11,279 | $2,862,497 | 2.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,299 | $2,795,811 | 2.20% | |
| GSK |
GSK plc
Healthcare
|
48,544 | $2,679,143 | 2.11% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
6,711 | $2,549,508 | 2.01% | |
| DVN |
Devon Energy Corp/De
Energy
|
41,441 | $2,085,311 | 1.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,539 | $2,059,123 | 1.62% | |
| GE |
General Electric Co
Industrials
|
7,170 | $2,034,630 | 1.60% |
Portfolio Trend
Holdings in HY
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,429 | 8,749 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $294,247 | 9,904 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $420,314 | 11,403 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $453,611 | 11,403 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $510,858 | 12,298 | Shares | Sole | 2025-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||