Managers / Q4 2024 · view latest →
Koss-Olinger Consulting, LLC
CIK 0001861163 · 2700-A NW 43RD STREET, GAINESVILLE, FL, 32606 · 352-373-3337
Reported Value
$1M
Q4 2024
Positions
185
Filings on Record
21
2019–present window
Filed
Feb 11, 2025
original filing
Summary
Koss-Olinger Consulting, Llc reported $1M in U.S.-listed holdings across 185 positions for Q4 2024.
Its largest position, SCHX, represents 20.0% of the portfolio.
Compared with Q3 2024, the fund opened 26 new positions and exited 117.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 254 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.3B | 269 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 311 | Oct 20, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.2B | 314 | Aug 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 307 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1M | 185 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 276 | Oct 21, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 267 | Aug 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $185M | 46 | Apr 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.0B | 315 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $678M | 275 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $861M | 283 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $802M | 262 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $695.3B | 237 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $588M | 228 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $548M | 186 | Jul 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $621M | 206 | May 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $649M | 215 | Feb 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $614M | 229 | Nov 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $674M | 244 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $587M | 233 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.