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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Koss-Olinger Consulting, LLC

Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0001861163-25-000007

Total Value
$1.22B
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242019,481,593$231.7M19.01%
2PIMCO ETF TR72201R775659,337$60.8M4.99%
3J P MORGAN EXCHANGE TRADED F46641Q8451,248,672$56.8M4.66%
4SPDR SERIES TRUST78464A847874,665$47.6M3.90%
5ISHARES TR46435U8531,212,510$45.5M3.73%
6VANGUARD BD INDEX FDS921937793624,928$43.5M3.57%
7SPDR INDEX SHS FDS78463X509810,340$34.6M2.84%
8SPDR SERIES TRUST78464A508661,213$34.6M2.84%
9ISHARES TR464287226333,891$33.1M2.72%
10ISHARES TR464287408157,948$30.9M2.53%
11PACER FDS TR69374H105581,367$29.5M2.42%
12TESLA INCTSLA81,207$25.8M2.12%
13SPDR SERIES TRUST78468R531414,067$24.2M1.99%
14ISHARES TR464288612226,372$24.2M1.98%
15VANECK ETF TRUST92189F3531,185,411$23.5M1.93%
16ISHARES TR46432F859468,079$22.8M1.87%
17NVIDIA CORPORATIONNVDA124,574$19.7M1.61%
18ISHARES TR46428762254,089$18.4M1.51%
19ISHARES TR464287499176,176$16.2M1.33%
20ISHARES TR464287309117,757$13.0M1.06%
21ISHARES TR464287564208,812$12.8M1.05%
22ISHARES TR464288885104,528$11.7M0.96%
23VANGUARD INTL EQUITY INDEX F922042858210,530$10.4M0.85%
24BERKSHIRE HATHAWAY INC DELBRK-A20,566$10.0M0.82%
25ISHARES TR46428720012,684$7.9M0.65%
26MICROSOFT CORPMSFT15,028$7.5M0.61%
27ISHARES TR464288877100,520$6.4M0.52%
28VANGUARD INDEX FDS92290874435,776$6.3M0.52%
29AMAZON COM INCAMZN28,026$6.1M0.50%
30NUSHARES ETF TRNU275,279$6.1M0.50%
31ISHARES TR46436E551135,265$5.6M0.46%
32ALPHABET INCGOOG28,391$5.0M0.41%
33APPLE INCAAPL24,320$5.0M0.41%
34PAYPAL HLDGS INCPYPL62,242$4.6M0.38%
35SPDR SERIES TRUST78464A83956,969$4.5M0.37%
36META PLATFORMS INCMETA6,094$4.5M0.37%
37ROKU INCROKU50,000$4.4M0.36%
38BROADCOM INCAVGO15,872$4.4M0.36%
39INVESCO EXCHANGE TRADED FD TIVZ23,250$4.2M0.35%
40VANGUARD INDEX FDS9229083637,233$4.1M0.34%
41SPDR S&P 500 ETF TRSPY6,628$4.1M0.34%
42PACIFIC BIOSCIENCES CALIF IN69404D1083,300,000$4.1M0.34%
43SPDR SERIES TRUST78464A82146,708$4.1M0.33%
44VANGUARD WORLD FD92191072557,700$3.8M0.31%
45ISHARES TR46429B74731,755$3.3M0.27%
46NIKE INCNKE42,429$3.0M0.25%
47MANAGER DIRECTED PORTFOLIOS56170L695281,644$2.9M0.24%
48SELECT SECTOR SPDR TR81369Y80311,602$2.9M0.24%
49INCYTE CORPINCY42,819$2.9M0.24%
50DISNEY WALT CO25468710622,651$2.8M0.23%
51PALANTIR TECHNOLOGIES INCPLTR20,173$2.8M0.23%
52INVESCO QQQ TRIVZ4,901$2.7M0.22%
53NETFLIX INCNFLX2,015$2.7M0.22%
54ANHEUSER BUSCH INBEV SA/NVBUDFF37,141$2.6M0.21%
55GSK PLCGLAXF65,736$2.5M0.21%
56VEEVA SYS INCVEEV8,697$2.5M0.21%
57INVESCO EXCH TRADED FD TR IIIVZ39,541$2.5M0.20%
58COMCAST CORP NEWCCZ68,409$2.4M0.20%
59VANGUARD INDEX FDS9229087698,021$2.4M0.20%
60ISHARES INC46434G86361,391$2.4M0.20%
61HUNTINGTON INGALLS INDS INC4464131069,909$2.4M0.20%
62CORTEVA INCCTVA31,711$2.4M0.19%
63ISHARES INC46428628558,185$2.3M0.19%
64SCHWAB STRATEGIC TR808524847105,540$2.2M0.18%
65PAYCOM SOFTWARE INCPAYC9,500$2.2M0.18%
66TAIWAN SEMICONDUCTOR MFG LTD8740391009,645$2.2M0.18%
67ARK 21SHARES BITCOIN ETFARKB60,000$2.1M0.18%
68CRISPR THERAPEUTICS AGCRSP42,197$2.1M0.17%
69FMC CORPFMC48,384$2.0M0.17%
70GILEAD SCIENCES INCGILD18,167$2.0M0.17%
71SENSATA TECHNOLOGIES HLDG PLST66,170$2.0M0.16%
72TOYOTA MOTOR CORPTOYOF11,461$2.0M0.16%
73LAUDER ESTEE COS INC51843910424,432$2.0M0.16%
74GLOBAL X FDS37954Y88926,017$2.0M0.16%
75VANGUARD MALVERN FDS92202080538,608$1.9M0.16%
76NXP SEMICONDUCTORS N VNXPI8,843$1.9M0.16%
77COGNIZANT TECHNOLOGY SOLUTIOCTSH24,643$1.9M0.16%
78PFIZER INCPFE78,946$1.9M0.16%
79GE AEROSPACE3696043017,410$1.9M0.16%
80SPDR SERIES TRUST78464A20121,447$1.9M0.16%
81RENTOKIL INITIAL PLCRKLIF77,878$1.9M0.15%
82DEVON ENERGY CORP NEW25179M10358,145$1.8M0.15%
83VANGUARD BD INDEX FDS92193782723,360$1.8M0.15%
84SPDR SERIES TRUST78464A40919,065$1.8M0.15%
85ZIMMER BIOMET HOLDINGS INCZBH19,841$1.8M0.15%
86INTERNATIONAL FLAVORS&FRAGRA45950610123,203$1.7M0.14%
87UNITED PARCEL SERVICE INCUPS16,849$1.7M0.14%
88LAMB WESTON HLDGS INCLW32,306$1.7M0.14%
89COMPASS MINERALS INTL INCCOMP83,098$1.7M0.14%
90KRAFT HEINZ COKHC64,138$1.7M0.14%
91POLARIS INCPII40,667$1.7M0.14%
92WISDOMTREE TRWT47,864$1.7M0.14%
93THE CAMPBELLS COMPANYCPB52,692$1.6M0.13%
94SOUTHERN FIRST BANCSHARESSFST42,397$1.6M0.13%
95LAM RESEARCH CORPLRCX15,659$1.5M0.13%
96ISHARES TR46428729116,157$1.5M0.12%
97ALIBABA GROUP HLDG LTDBBAAY13,102$1.5M0.12%
98DOLLAR GEN CORP NEW25667710512,884$1.5M0.12%
99GLOBAL PMTS INC37940X10218,334$1.5M0.12%
100BIO RAD LABS INC0905722076,060$1.5M0.12%
101SCHWAB STRATEGIC TR80852480565,457$1.4M0.12%
102AMN HEALTHCARE SVCS INC00174410168,943$1.4M0.12%
103COINBASE GLOBAL INCCOIN4,065$1.4M0.12%
104INTUITINTU1,729$1.4M0.11%
105INVESCO EXCH TRADED FD TR IIIVZ26,017$1.4M0.11%
106SS&C TECHNOLOGIES HLDGS INCSSNC16,287$1.3M0.11%
107LLOYDS BANKING GROUP PLCLLOBF304,047$1.3M0.11%
108PROCTER AND GAMBLE CO7427181097,668$1.2M0.10%
1093M COMMM7,712$1.2M0.10%
110AMGEN INCAMGN4,201$1.2M0.10%
111L3HARRIS TECHNOLOGIES INCLHX4,606$1.2M0.09%
112V F CORPVFC98,054$1.2M0.09%
113VANGUARD INDEX FDS9229086294,091$1.1M0.09%
114ROYALTY PHARMA PLCRPRX31,403$1.1M0.09%
115ISHARES TR46432F84213,489$1.1M0.09%
116SPDR SERIES TRUST78464A7638,244$1.1M0.09%
117ISHARES TR4642874738,256$1.1M0.09%
118SPDR S&P MIDCAP 400 ETF TRMDY1,910$1.1M0.09%
119ALTRIA GROUP INCMO17,978$1.1M0.09%
120JPMORGAN CHASE & CO.VYLD3,627$1.1M0.09%
121JOHNSON & JOHNSONJNJ6,565$1.0M0.08%
122ESSENTIAL UTILS INC29670G10226,816$995,9460.08%
123BLOCK INCBSQKZ14,631$993,8840.08%
124NORTHROP GRUMMAN CORPNOC1,972$985,7270.08%
125GE VERNOVA INCGEV1,810$958,0150.08%
126SPDR DOW JONES INDL AVERAGE78467X1092,171$956,6510.08%
127ALPHABET INCGOOG5,400$951,6750.08%
128BIOGEN INCBIIB7,256$911,2810.07%
129ALBEMARLE CORPALB-PA14,532$910,7200.07%
130SPDR SERIES TRUST78464A47429,627$894,4390.07%
131IQVIA HLDGS INCIQV5,548$874,3090.07%
132VANGUARD TAX-MANAGED FDS92194385815,070$859,1670.07%
133INVESCO EXCH TRD SLF IDX FDIVZ43,999$858,8600.07%
134INVESCO EXCH TRD SLF IDX FDIVZ41,402$856,1930.07%
135REV GROUP INC74952710717,900$851,8590.07%
136SPDR SERIES TRUST78464A80511,156$835,4730.07%
137DIAGEO PLCDGEAF8,157$822,5740.07%
138VERIZON COMMUNICATIONS INCVZ18,946$819,7840.07%
139LITHIUM AMERS CORP NEWLTUM304,573$816,2560.07%
140SCHLUMBERGER LTDSLB23,739$802,3780.07%
141NV5 GLOBAL INC62945V10934,428$794,9430.07%
142AMPHENOL CORP NEW0320951018,015$791,4810.06%
143EXXON MOBIL CORPXOM7,317$788,7610.06%
144NORTHERN LTS FD TR IVNTRSO22,123$786,0300.06%
145APA CORPORATIONAPA42,756$782,0020.06%
146BEL FUSE INCBELFB7,932$774,8410.06%
147BUILD-A-BEAR WORKSHOP INCBBW14,907$768,5940.06%
148HCI GROUP INCHCIIP5,016$763,4210.06%
149VANGUARD WORLD FD92204A7021,146$760,0720.06%
150PARK HOTELS & RESORTS INCPK72,597$742,6720.06%
151INVESCO EXCH TRD SLF IDX FDIVZ31,181$734,6240.06%
152INVESCO EXCH TRD SLF IDX FDIVZ29,864$732,8630.06%
153SPDR SERIES TRUST78468R6637,900$724,6670.06%
154PERDOCEO ED CORPPRDO22,042$720,5490.06%
155ISHARES TR4642874658,040$718,6630.06%
156INVESCO EXCH TRD SLF IDX FDIVZ33,989$696,4350.06%
157INVESCO EXCH TRD SLF IDX FDIVZ35,068$689,0860.06%
158INTERNATIONAL BUSINESS MACHSINTR2,333$687,8640.06%
159ISHARES TR46428750711,042$684,8290.06%
160FIDELITY COVINGTON TRUST3160928169,000$682,7400.06%
161REX AMERICAN RES CORPREX13,988$681,3550.06%
162BANK AMERICA CORP06050510414,058$665,2370.05%
163TEEKAY CORPORATION LTDTK79,234$653,6810.05%
164INVESCO EXCH TRD SLF IDX FDIVZ27,984$650,0680.05%
165INVESCO EXCH TRD SLF IDX FDIVZ30,178$648,8270.05%
166INVESCO EXCH TRD SLF IDX FDIVZ28,555$648,4840.05%
167VANGUARD SCOTTSDALE FDS92206C10211,030$648,3430.05%
168INVESCO EXCH TRD SLF IDX FDIVZ27,514$645,7540.05%
169HAMILTON BEACH BRANDS HLDG CHBB35,705$638,7710.05%
170SOUTHERN COSOMN6,929$636,3070.05%
171SALESFORCE INCCRM2,331$635,5690.05%
172COCA COLA COKO8,875$627,8860.05%
173EBAY INC.EBAY8,405$625,8360.05%
174BLUE BIRD CORPBLBD14,437$623,1010.05%
175SAFE BULKERS INCSB-PC167,423$604,3970.05%
176DAVITA INCDVA4,238$603,7030.05%
177HEIDRICK & STRUGGLES INTL IN42281910212,985$594,1730.05%
178NEXTERA ENERGY INCNEE-PW8,547$593,3230.05%
179TAKE-TWO INTERACTIVE SOFTWARTTWO2,428$589,6400.05%
180DIAMOND HILL INVT GROUP INC25264R2073,927$570,5970.05%
181CATERPILLAR INCCAT1,469$570,1780.05%
182ROCKY BRANDS INCRCKY25,449$564,7090.05%
183ISHARES TR46436E85824,382$559,0790.05%
184NORTHERN LTS FD TR IVNTRSO16,307$558,8410.05%
185ISHARES TR46436E86623,917$558,7010.05%
186BANK OZK LITTLE ROCK ARKOZKAP11,800$555,3080.05%
187WALMART INCWMT5,634$550,9400.05%
188LEGACY HOUSING CORPLEGH24,277$550,1170.05%
189DBX ETF TR23305143214,856$548,4840.05%
190GOLDEN ENTMT INCNVGLF18,603$547,4710.04%
191ABBVIE INCABBV2,913$540,6820.04%
192INVESCO EXCH TRD SLF IDX FDIVZ26,048$537,1100.04%
193INVESCO EXCH TRD SLF IDX FDIVZ21,373$535,8210.04%
194INVESCO EXCH TRD SLF IDX FDIVZ21,854$534,9860.04%
195INVESCO EXCH TRD SLF IDX FDIVZ22,510$533,8520.04%
196BOSTON SCIENTIFIC CORPBSX4,961$532,8610.04%
197ISHARES TR46436E84123,218$522,1730.04%
198CISCO SYS INCCSCO7,524$522,0150.04%
199JABIL INCJBL2,364$515,5880.04%
200SANDRIDGE ENERGY INCSD47,425$513,1390.04%
201ISHARES TR46436E83322,903$512,1110.04%
202CVS HEALTH CORPCVS7,420$511,8320.04%
203PANGAEA LOGISTICS SOLUTION LG6891L105108,199$508,5350.04%
204EASTERN COEML21,684$494,8200.04%
205T-MOBILE US INCTMUSZ2,072$493,6200.04%
206ENERGY SVCS ACQUISITION CORP29271Q10348,944$486,5060.04%
207COLUMBIA ETF TR II19762B20214,091$481,6300.04%
208ISHARES TR4642886209,349$480,9130.04%
209BEAZER HOMES USA INCBZH21,424$479,2550.04%
210ZILLOW GROUP INCZ6,833$478,6520.04%
211AMERICAN EXPRESS COAXP1,500$478,3370.04%
212RILEY EXPLORATION PERMIAN INREPX18,205$477,5070.04%
213MEDTRONIC PLCMDT5,434$473,6820.04%
214VAALCO ENERGY INCEGY130,722$471,9080.04%
215VIRCO MFG COVIRC58,229$464,6700.04%
216ARDMORE SHIPPING CORPASC48,033$461,1170.04%
217JAKKS PAC INCJAKK22,133$459,9250.04%
218ABBOTT LABSABLZF3,364$457,5530.04%
219VANGUARD SCOTTSDALE FDS92206C7067,644$457,1880.04%
220HOVNANIAN ENTERPRISES INCHOVVB4,353$455,1060.04%
221HYSTER-YALE INCHY11,403$453,6070.04%
222HORMEL FOODS CORPHRL14,348$434,0300.04%
223INTEL CORPINTC19,338$433,1790.04%
224AMREP CORPAXR20,626$431,7020.04%
225MILLER INDS INC TENN6005512049,639$428,5520.04%
226VERTEX PHARMACEUTICALS INCVRTX957$426,0110.03%
227SCHWAB STRATEGIC TR80852460716,826$425,6980.03%
228MIMEDX GROUP INCMDXG67,938$415,1010.03%
229FRESENIUS MEDICAL CARE AGFMCQF14,509$414,5220.03%
230CHEVRON CORP NEWCVX2,880$412,4000.03%
231TRAVELZOOTZOO32,208$410,0080.03%
232INVESCO EXCHANGE TRADED FD TIVZ10,050$409,8390.03%
233HOME DEPOT INCHD1,105$405,2450.03%
234MCDONALDS CORPMCD1,367$399,2550.03%
235PALO ALTO NETWORKS INCPANW1,943$397,6280.03%
236INVESCO EXCH TRD SLF IDX FDIVZ16,687$389,3080.03%
237INVESCO EXCH TRD SLF IDX FDIVZ16,860$388,9600.03%
238ELI LILLY & COLLY498$388,4350.03%
239SHOE CARNIVAL INCSCVL20,711$387,4940.03%
240ISHARES TR4642878043,492$381,6300.03%
241RTX CORPORATIONRTX2,576$376,1070.03%
242MERCK & CO INCMRK4,689$371,1810.03%
243FUTUREFUEL CORPFF95,269$369,6430.03%
244VANGUARD CHARLOTTE FDS92203J4077,371$364,9380.03%
245VANGUARD INTL EQUITY INDEX F9220428664,382$360,1130.03%
246SHOPIFY INCSHOP3,060$352,9710.03%
247TACTILE SYS TECHNOLOGY INC87357P10034,524$350,0730.03%
248J P MORGAN EXCHANGE TRADED F46641Q8376,896$349,4890.03%
249HCA HEALTHCARE INCHCA905$346,7060.03%
250INVESCO EXCH TRD SLF IDX FDIVZ15,643$344,9280.03%
251INVESCO EXCH TRD SLF IDX FDIVZ15,158$344,1620.03%
252UNITED BANCORP INC OHIOUBCP23,338$338,4070.03%
253AT&T INCT-PC11,435$330,9290.03%
254ISHARES TR4642878793,320$330,3510.03%
255FIDUS INVT CORP31650010716,153$326,2910.03%
256BLACKSTONE INCBX2,171$324,7380.03%
257KONINKLIJKE PHILIPS N VRYLPF13,532$324,4970.03%
258VANGUARD INDEX FDS9229087511,365$323,5810.03%
259ISHARES TR4642898675,211$320,8410.03%
260THE CIGNA GROUP125523100959$317,0260.03%
261SPDR SERIES TRUST78468R8537,384$314,5780.03%
262GE HEALTHCARE TECHNOLOGIES IGEHC4,207$311,6180.03%
263HASBRO INCHAS4,218$311,3730.03%
264PEPSICO INCPEP2,347$309,9430.03%
265VERACYTE INCVCYT11,415$308,5470.03%
266ADOBE INCADBE794$307,1200.03%
267ISHARES TR4642876551,422$306,8420.03%
268UNITEDHEALTH GROUP INCUNH980$305,7000.03%
269GOLDMAN SACHS GROUP INCGSCE425$301,0750.02%
270SCHWAB STRATEGIC TR80852430010,045$293,4160.02%
271WELLS FARGO CO NEW9497461013,660$293,2790.02%
272DUKE ENERGY CORP NEWDUKB2,416$285,0770.02%
273MP MATERIALS CORPMP8,500$282,7950.02%
274MORGAN STANLEYMS-PQ1,996$281,1570.02%
275ISHARES INC46434G1034,636$278,2990.02%
276TRANSUNIONTRU3,154$277,5530.02%
277SPDR SERIES TRUST78468R2008,970$276,5450.02%
278VANGUARD INDEX FDS922908736620$271,8630.02%
279AMERICAN TOWER CORP NEW03027X1001,189$262,7930.02%
280THERMO FISHER SCIENTIFIC INCTMO639$259,0890.02%
281JOHNSON CTLS INTL PLCG515021052,439$257,6070.02%
282FIFTH THIRD BANCORPFITBM6,172$253,8540.02%
283ARES CAPITAL CORPARCC11,535$253,3090.02%
284INVESCO EXCHANGE TRADED FD TIVZ3,510$250,1230.02%
285CHARTER COMMUNICATIONS INC N16119P108610$249,5670.02%
286VANGUARD BD INDEX FDS9219378353,356$247,1060.02%
287VANGUARD WHITEHALL FDS9219464061,771$236,1250.02%
288BLACKBAUD INCBLKB3,657$234,8160.02%
289SKYWORKS SOLUTIONS INCSWKS3,140$233,9940.02%
290US BANCORP DELUSB-PS5,167$233,8070.02%
291SANOFISNYNF4,767$230,2940.02%
292UBER TECHNOLOGIES INCUBER2,426$226,3460.02%
293AMERICAN ELEC PWR CO INC0255371012,112$219,1410.02%
294ISHARES TR4642877051,756$217,0040.02%
295SPDR GOLD TRGLD701$213,6860.02%
296PHILLIPS EDISON & CO INCPECO6,087$213,2160.02%
297ISHARES TR4642876062,303$209,4970.02%
298CENTENE CORP DELCNC3,843$208,5980.02%
299WISDOMTREE TRWT4,320$207,8780.02%
300KELLANOVABEKE2,604$207,0960.02%
301BRISTOL-MYERS SQUIBB COCELG-RI4,402$203,7580.02%
302VULCAN MATLS CO929160109775$202,1360.02%
303INVESCO EXCH TRD SLF IDX FDIVZ10,409$174,6630.01%
304BLACKROCK INVT QUALITY MUN TBLK15,000$163,8000.01%
305UIPATH INCPATH10,000$128,0000.01%
306AXOGEN INCAXGN10,366$112,4710.01%
307CALAMOS CONV & HIGH INCOME F12811P10810,000$109,9000.01%
308SUNRUN INCRUN12,215$99,9190.01%
309TELEFONAKTIEBOLAGET LM ERICS29482160811,442$97,0280.01%
310INTELLIA THERAPEUTICS INCNTLA10,000$93,8000.01%
311AMC NETWORKS INCAMCX11,508$72,1550.01%
312LITHIUM ARGENTINA AGLAR32,798$68,2200.01%
313OUTDOOR HOLDING COPOWWP20,532$26,2810.00%
314EDITAS MEDICINE INCEDIT10,000$22,0000.00%