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Portfolio (Quarterly) Guide ↗

Koss-Olinger Consulting, LLC

· CIK 0001861163
13F Portfolio $1.3B AUM 172 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 172 New
Page 6 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 22,636.0 $420K 0.03% NEW $18.58 -0.1%
102 JNJ JOHNSON & JOHNSON COM Healthcare 1,649.0 $419K 0.03% NEW $253.97 +6.5%
103 MS MORGAN STANLEY COM NEW Financial Services 1,999.0 $418K 0.03% NEW $209.07 +1.0%
104 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 8,000.0 $414K 0.03% NEW $51.78 +0.5%
105 JPMORGAN ULTRA-SHORT INCOME ETF 8,054.0 $407K 0.03% NEW $50.57
106 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 18,110.0 $403K 0.03% NEW $22.27 +5.8%
107 PANW PALO ALTO NETWORKS INC COM Technology 1,155.0 $394K 0.03% NEW $341.02 +3.9%
108 NKE NIKE INC CL B Consumer Cyclical 9,335.0 $383K 0.03% NEW $41.05 -1.5%
109 TER TERADYNE INC COM Technology 783.0 $379K 0.03% NEW $484.00 -21.2%
110 UBCP UNITED BANCORP INC OHIO COM Financial Services 23,623.0 $375K 0.03% NEW $15.88 -3.1%
111 UNH UNITEDHEALTH GROUP INC COM Healthcare 898.0 $373K 0.03% NEW $415.71 -6.8%
112 VGT VANGUARD INFORMATION TECHNOLOGY ETF 3,026.0 $362K 0.03% NEW $119.52 -0.5%
113 BAC BANK OF AMER CORP COM Financial Services 6,324.0 $360K 0.03% NEW $56.98 +10.2%
114 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 3,464.0 $354K 0.03% NEW $102.29 -5.3%
115 HD HOME DEPOT INC COM Consumer Cyclical 977.0 $345K 0.03% NEW $352.81 -4.8%
116 KHC KRAFT HEINZ CO COM Consumer Defensive 14,509.0 $343K 0.03% NEW $23.62 +8.0%
117 GS GOLDMAN SACHS GROUP INC COM Financial Services 335.0 $339K 0.03% NEW $1012.33 -0.2%
118 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 2,005.0 $338K 0.03% NEW $168.42 +13.7%
119 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 4,839.0 $336K 0.03% NEW $69.50 +0.4%
120 FITB FIFTH THIRD BANCORP COM Financial Services 5,925.0 $334K 0.03% NEW $56.37 -2.6%
Page 6 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Financial Services 18.5%
Industrials 12.8%
Communication Services 9.9%
Consumer Cyclical 9.4%
Consumer Defensive 8.1%
Healthcare 5.9%
Utilities 4.9%
Energy 0.9%
Basic Materials 0.8%