Koss-Olinger Consulting, LLC
•CIK: 1861163•Filing: Q4 2025
**Koss-Olinger Consulting, LLC** manages $1.3B across a diversified portfolio of 269 positions. The strategy exhibits a notable allocation to broad market exposure, evidenced by the top holding in SCHX at $269.1M. Significant fixed-income exposure is maintained through BOND ($122.5M) and AGG ($70.3M), alongside targeted allocations to international and specialized credit markets. This structure suggests a mandate focused on capturing broad equity market beta while maintaining substantial defensive ballast.
Total AUM
$1.3B
QoQ Performance
+6.6%
Positions
198
Top 10 Concentration
61.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
BOND
AGG
SCHX20.8%
BOND9.5%
AGG5.4%
JPSE4.8%
USHY4.3%
SPMD4.0%
EFG3.2%
SPYV3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.5%
Technology3.6%
Consumer2.8%
ETF1.0%
Financial0.8%
Healthcare0.4%
Industrial0.3%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
+111 more exited positions
Changes from Q3 2025
NEW5 new positions
↑32 increased
↓149 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023