Coyle Financial Counsel LLC

CIK

1593038

Location

GLENVIEW, IL

Portfolio Value

Small $124,964,507

Diversification

Diversified

Filing Date

Global Rank

#5,464 / 8,517 ▼ 806

Top Industry

Semiconductors 15.4%

3Y Alpha vs SPY

+10.4%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+126.2%

SPY

+75.3%

Annualised alpha

+10.7%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.0%

−6.8 pts

Top 5

48.9%

−12.8 pts

Top 10

58.2%

−13.8 pts

HHI

993

Diversified−607

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.6%	$40,735,422	3
Technology	23.0%	$28,761,289	20
Industrials	11.0%	$13,739,708	17
Consumer Cyclical	10.4%	$12,993,091	13
Communication Services	7.4%	$9,273,526	5
Financial Services	6.4%	$7,940,233	12
Healthcare	5.5%	$6,921,732	10
Basic Materials	1.4%	$1,749,985	1
Consumer Defensive	1.2%	$1,542,985	5
Energy	1.0%	$1,306,536	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HQY	Healthequity, Inc.	+3,534	14,260	$1,287,963
NVDA	Nvidia Corp	+2,463	34,891	$6,981,340
AAPL	Apple Inc.	+1,583	20,566	$5,950,977
PNFP	Pinnacle Financial Partners, Inc.	+1,465	11,577	$1,167,887
MCD	Mcdonalds Corp	+1,079	3,325	$898,780
GOOGL	Alphabet Inc.	+1,067	20,645	$7,332,012
AMZN	Amazon Com Inc	+1,004	19,054	$4,541,330
QQQ	Invesco Qqq Trust, Series 1	+744	49,250	$36,267,700
INTC	Intel Corp	+612	6,749	$942,362
SU	Suncor Energy Inc	+608	3,863	$207,365
ANET	Arista Networks, Inc.	+474	2,319	$393,951
V	Visa Inc.	+461	2,089	$716,715
ABT	Abbott Laboratories	+457	7,366	$668,390
ORLY	O Reilly Automotive Inc	+453	2,895	$266,600
TJX	Tjx Companies Inc /De/	+375	2,768	$419,352
JPM	Jpmorgan Chase & Co	+367	4,261	$1,394,753
AVGO	Broadcom Inc.	+363	4,288	$1,619,792
MRVL	Marvell Technology, Inc.	+349	2,763	$823,070
BAC	Bank Of America Corp /De/	+330	9,667	$550,825
RTX	RTX Corp	+312	2,617	$496,523
PANW	Palo Alto Networks Inc	+274	2,929	$998,847
ATI	Ati Inc	+252	2,227	$438,941
GL	Globe Life Inc.	+231	2,061	$368,259
CVX	Chevron Corp	+225	2,092	$346,769
UNH	Unitedhealth Group Inc	+182	926	$384,873
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
LKQ	Lkq Corp	−13,237	24,189	$636,896
DELL	Dell Technologies Inc.	−1,901	4,146	$1,788,833
CLH	Clean Harbors Inc	−1,761	5,865	$1,752,168
CIEN	Ciena Corp	−1,084	2,568	$1,259,758
SGI	Somnigroup International Inc.	−861	19,057	$1,494,068
CRH	Crh Public Ltd Co	−730	16,355	$1,749,985
KNX	Knight-Swift Transportation Holdings Inc.	−729	18,566	$1,445,734
MAS	Masco Corp /De/	−635	14,391	$1,170,995
KEX	Kirby Corp	−545	8,313	$1,130,318
BC	Brunswick Corp	−346	8,853	$745,776
RBA	Rb Global Inc.	−277	10,046	$1,169,856
WMT	Walmart Inc.	−169	4,581	$518,844
FANG	Diamondback Energy, Inc.	−165	2,367	$416,071
WTFC	Wintrust Financial Corp	−139	2,772	$445,515
GNRC	Generac Holdings Inc.	−108	1,806	$528,814
UPS	United Parcel Service Inc	−83	5,640	$606,300
CAH	Cardinal Health Inc	−57	1,349	$320,468
SPY	Spdr S&P 500 ETF Trust	−37	3,371	$2,517,361
AZO	Autozone Inc	−26	397	$1,268,788
GE	General Electric Co	−6	1,415	$528,827
DECK	Deckers Outdoor Corp	−5	8,596	$853,496
PGR	Progressive Corp/Oh/	−4	3,550	$775,497
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
POOL	Pool Corp	4,641	$997,350
SSNC	SS&C Technologies Holdings Inc	13,524	$839,164
MU	Micron Technology Inc	630	$727,202
AMD	Advanced Micro Devices Inc	1,055	$612,860
SPCX	Space Exploration Technologies Corp	2,000	$341,720
NBIS	Nebius Group N.V.	1,200	$331,404
AMAT	Applied Materials Inc /De	449	$324,627
MTSI	MACOM Technology Solutions Holdings, Inc.	805	$306,197
QCOM	Qualcomm Inc/De	1,566	$289,381
MRK	Merck & Co., Inc.	2,028	$260,598
ADI	Analog Devices Inc	652	$258,954
MA	Mastercard Inc	486	$249,609
CSCO	Cisco Systems, Inc.	2,088	$245,256
BRCC	BRC Inc.	79,395	$88,128
SNAP	Snap Inc	10,043	$44,590
DFNS	T3 Defense Inc.	16,478	$22
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	995,981	$63,822,462
VXUS	Vanguard Total International Stock ETF	88,471	$6,821,998
VXF	Vanguard Extended Market ETF	21,042	$4,330,443
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	24,718	$2,265,157
FHN	First Horizon Corp	28,898	$657,718
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	5,955	$596,631
VBIL	Vanguard 0-3 Month Treasury Bill ETF	6,350	$480,377
AMH	American Homes 4 Rent	14,296	$399,144
NFLX	Netflix Inc	2,972	$285,757
IIIV	i3 Verticals, Inc.	11,552	$258,302
PLTR	Palantir Technologies Inc.	1,591	$232,731
BSX	Boston Scientific Corp	3,495	$219,311
LMT	Lockheed Martin Corp	339	$204,888
QNCX	Quince Therapeutics, Inc.	10,509	$1,061
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $124,964,507 total · filing declares 126 positions · $547,958,014 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	49,250	+744	$36,267,700	+29.5%	29.02%
GOOGL	Alphabet Inc. Communication Services	Added	20,645	+1,067	$7,332,012	+30.4%	5.87%
NVDA	Nvidia Corp Technology	Added	34,891	+2,463	$6,981,340	+23.4%	5.59%
AAPL	Apple Inc. Technology	Added	20,566	+1,583	$5,950,977	+23.5%	4.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,054	+1,004	$4,541,330	+20.8%	3.63%
MSFT	Microsoft Corp Technology	Added	9,134	+154	$3,407,164	+2.5%	2.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,371	-37	$2,517,361	+13.6%	2.01%
ABBV	AbbVie Inc. Healthcare	Added	7,780	+105	$1,957,759	+17.3%	1.57%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,773	+26	$1,950,361	+15.1%	1.56%
DELL	Dell Technologies Inc. Technology	Reduced	4,146	-1,901	$1,788,833	+80.2%	1.43%
CLH	Clean Harbors Inc Industrials	Reduced	5,865	-1,761	$1,752,168	−19.9%	1.40%
CRH	Crh Public Ltd Co Basic Materials	Reduced	16,355	-730	$1,749,985	−2.6%	1.40%
AVGO	Broadcom Inc. Technology	Added	4,288	+363	$1,619,792	+33.3%	1.30%
CAT	Caterpillar Inc Industrials	Added	1,429	+35	$1,521,742	+54.1%	1.22%
SGI	Somnigroup International Inc. Consumer Cyclical	Reduced	19,057	-861	$1,494,068	+1.5%	1.20%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	18,566	-729	$1,445,734	+30.1%	1.16%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,261	+367	$1,394,753	+21.8%	1.12%
META	Meta Platforms, Inc. Communication Services	Added	2,367	+29	$1,333,307	−0.3%	1.07%
HQY	Healthequity, Inc. Healthcare	Added	14,260	+3,534	$1,287,963	+43.7%	1.03%
AZO	Autozone Inc Consumer Cyclical	Reduced	397	-26	$1,268,788	−11.2%	1.02%
CIEN	Ciena Corp Technology	Reduced	2,568	-1,084	$1,259,758	−11.1%	1.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,404	+63	$1,202,937	+7.2%	0.96%
MAS	Masco Corp /De/ Industrials	Reduced	14,391	-635	$1,170,995	+29.1%	0.94%
RBA	Rb Global Inc. Industrials	Reduced	10,046	-277	$1,169,856	+18.2%	0.94%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Added	11,577	+1,465	$1,167,887	+34.1%	0.93%
KEX	Kirby Corp Industrials	Reduced	8,313	-545	$1,130,318	−4.0%	0.90%
PANW	Palo Alto Networks Inc Technology	Added	2,929	+274	$998,847	+134.7%	0.80%
POOL	Pool Corp Industrials	NEW	4,641	NEW	$997,350	NEW	0.80%
INTC	Intel Corp Technology	Added	6,749	+612	$942,362	+248.0%	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,325	+1,079	$898,780	+28.8%	0.72%
LLY	ELI LILLY & Co Healthcare	Added	740	+154	$887,578	+64.7%	0.71%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	8,596	-5	$853,496	−0.9%	0.68%
SSNC	SS&C Technologies Holdings Inc Technology	NEW	13,524	NEW	$839,164	NEW	0.67%
MRVL	Marvell Technology, Inc. Technology	Added	2,763	+349	$823,070	+244.2%	0.66%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	3,550	-4	$775,497	+10.1%	0.62%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,830	+143	$769,698	+22.7%	0.62%
BC	Brunswick Corp Consumer Cyclical	Reduced	8,853	-346	$745,776	+11.4%	0.60%
MU	Micron Technology Inc Technology	NEW	630	NEW	$727,202	NEW	0.58%
V	Visa Inc. Financial Services	Added	2,089	+461	$716,715	+45.7%	0.57%
ABT	Abbott Laboratories Healthcare	Added	7,366	+457	$668,390	−5.8%	0.53%
PWR	Quanta Services, Inc. Industrials	Added	913	+64	$657,396	+41.0%	0.53%
LKQ	Lkq Corp Consumer Cyclical	Reduced	24,189	-13,237	$636,896	−42.1%	0.51%
AMD	Advanced Micro Devices Inc Technology	NEW	1,055	NEW	$612,860	NEW	0.49%
UPS	United Parcel Service Inc Industrials	Reduced	5,640	-83	$606,300	+7.7%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,678	+96	$591,797	+13.7%	0.47%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	774	+13	$590,670	+98.8%	0.47%
JNJ	Johnson & Johnson Healthcare	Added	2,230	+108	$566,353	+9.2%	0.45%
GEV	GE Vernova Inc. Industrials	Added	475	+30	$558,058	+43.7%	0.45%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,667	+330	$550,825	+21.0%	0.44%
GE	General Electric Co Industrials	Reduced	1,415	-6	$528,827	+31.1%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.