Coyle Financial Counsel LLC

CIK

1593038

Location

GLENVIEW, IL

Portfolio Value

Micro $96,427,080

Diversification

Diversified

Filing Date

Global Rank

#5,787 / 8,605 ▲ 117 · as of Mar 2026

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.6%

SPY

+76.5%

Annualised alpha

-2.6%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.0%

+0.6 pts

Top 5

47.2%

−0.3 pts

Top 10

58.0%

−0.5 pts

HHI

989

Diversified+23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.1%	$31,907,290	3
Technology	20.2%	$19,435,180	14
Consumer Cyclical	12.7%	$12,203,986	13
Industrials	11.2%	$10,810,091	15
Financial Services	7.4%	$7,125,612	12
Healthcare	6.1%	$5,861,724	11
Communication Services	4.5%	$4,302,509	4
Basic Materials	1.9%	$1,795,975	1
Consumer Defensive	1.5%	$1,483,295	4
Energy	1.1%	$1,102,274	3
Real Estate	0.4%	$399,144	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KNX	Knight-Swift Transportation Holdings Inc.	+9,482	19,295	$1,111,006
QQQ	Invesco Qqq Trust, Series 1	+2,534	48,506	$27,996,693
AAPL	Apple Inc.	+1,240	18,983	$4,817,695
AMZN	Amazon Com Inc	+911	18,050	$3,759,273
GOOGL	Alphabet Inc.	+853	8,620	$2,478,767
MSFT	Microsoft Corp	+695	8,980	$3,324,126
WMT	Walmart Inc.	+401	4,750	$590,330
INTC	Intel Corp	+389	6,137	$270,825
PINS	Pinterest, Inc.	+335	10,924	$200,346
SPY	Spdr S&P 500 ETF Trust	+262	3,408	$2,216,358
TJX	Tjx Companies Inc /De/	+253	2,393	$382,162
TSLA	Tesla, Inc.	+167	1,687	$627,142
META	Meta Platforms, Inc.	+157	2,338	$1,337,639
PLTR	Palantir Technologies Inc.	+124	1,591	$232,731
V	Visa Inc.	+114	1,628	$492,046
GE	General Electric Co	+112	1,421	$403,237
JPM	Jpmorgan Chase & Co	+111	3,894	$1,145,459
LLY	ELI LILLY & Co	+104	586	$538,985
ANET	Arista Networks, Inc.	+104	1,845	$226,529
UNH	Unitedhealth Group Inc	+90	744	$201,318
CME	Cme Group Inc.	+86	1,311	$387,203
PANW	Palo Alto Networks Inc	+83	2,655	$425,649
BRK-B	Berkshire Hathaway Inc	+68	2,341	$1,121,807
PWR	Quanta Services, Inc.	+65	849	$466,117
NFLX	Netflix Inc	+62	2,972	$285,757
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CIEN	Ciena Corp	−5,772	3,652	$1,417,815
LKQ	Lkq Corp	−5,324	37,426	$1,099,201
FHN	First Horizon Corp	−3,245	28,898	$657,718
SGI	Somnigroup International Inc.	−2,567	19,918	$1,472,338
HQY	Healthequity, Inc.	−2,069	10,726	$896,371
IIIV	i3 Verticals, Inc.	−1,910	11,552	$258,302
AMH	American Homes 4 Rent	−1,701	14,296	$399,144
MAS	Masco Corp /De/	−1,596	15,026	$907,119
KEX	Kirby Corp	−1,456	8,858	$1,177,051
RBA	Rb Global Inc.	−1,037	10,323	$989,459
BC	Brunswick Corp	−982	9,199	$669,319
DELL	Dell Technologies Inc.	−936	6,047	$992,494
GM	General Motors Co	−751	3,485	$259,632
CLH	Clean Harbors Inc	−610	7,626	$2,186,602
NVDA	Nvidia Corp	−503	32,428	$5,655,443
DECK	Deckers Outdoor Corp	−495	8,601	$860,874
FANG	Diamondback Energy, Inc.	−422	2,532	$500,804
C	Citigroup Inc	−400	2,965	$336,260
UPS	United Parcel Service Inc	−390	5,723	$563,028
JNJ	Johnson & Johnson	−372	2,122	$518,701
ABT	Abbott Laboratories	−364	6,909	$709,347
ABBV	AbbVie Inc.	−339	7,675	$1,669,235
CRWD	CrowdStrike Holdings, Inc.	−283	761	$74,275
AVGO	Broadcom Inc.	−275	3,925	$1,214,826
CVX	Chevron Corp	−265	1,867	$386,282
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	10,112	$871,047
GNRC	Generac Holdings Inc.	1,914	$373,861
PM	Philip Morris International Inc.	1,432	$236,766
SU	Suncor Energy Inc	3,255	$215,188
QNCX	Quince Therapeutics, Inc.	10,509	$212,281
LMT	Lockheed Martin Corp	339	$204,888
COST	Costco Wholesale Corp /New	205	$204,268
SBUX	Starbucks Corp	2,249	$201,487
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
QCOM	Qualcomm Inc/De	1,487	$254,351
NOW	ServiceNow, Inc.	1,605	$245,869
DG	Dollar General Corp	1,775	$235,666
AXP	American Express Co	565	$209,021
FDX	Fedex Corp	771	$179,460
VOD	Vodafone Group Public Ltd Co	11,251	$148,625
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $96,427,080 total · as of Mar 31, 2026

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

Showing 1–50 of 81 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	48,506	+2,534	$27,996,693	−0.9%	29.03%
NVDA	Nvidia Corp Technology	Reduced	32,428	-503	$5,655,443	−7.9%	5.86%
AAPL	Apple Inc. Technology	Added	18,983	+1,240	$4,817,695	−0.1%	5.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,050	+911	$3,759,273	−5.0%	3.90%
MSFT	Microsoft Corp Technology	Added	8,980	+695	$3,324,126	−17.0%	3.45%
GOOGL	Alphabet Inc. Communication Services	Added	8,620	+853	$2,478,767	+2.0%	2.57%
SPY	Spdr S&P 500 ETF Trust	Added	3,408	+262	$2,216,358	+3.3%	2.30%
CLH	Clean Harbors Inc Industrials	Reduced	7,626	-610	$2,186,602	+13.2%	2.27%
CRH	Crh Public Ltd Co Basic Materials	Reduced	17,085	-10	$1,795,975	−15.8%	1.86%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,747	-2	$1,694,239	+2.2%	1.76%
ABBV	AbbVie Inc. Healthcare	Reduced	7,675	-339	$1,669,235	−8.8%	1.73%
SGI	Somnigroup International Inc. Consumer Cyclical	Reduced	19,918	-2,567	$1,472,338	−26.7%	1.53%
AZO	Autozone Inc Consumer Cyclical	Reduced	423	-45	$1,428,800	−10.0%	1.48%
CIEN	Ciena Corp Technology	Reduced	3,652	-5,772	$1,417,815	−35.7%	1.47%
META	Meta Platforms, Inc. Communication Services	Added	2,338	+157	$1,337,639	−7.1%	1.39%
AVGO	Broadcom Inc. Technology	Reduced	3,925	-275	$1,214,826	−16.4%	1.26%
KEX	Kirby Corp Industrials	Reduced	8,858	-1,456	$1,177,051	+3.6%	1.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,894	+111	$1,145,459	−6.0%	1.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,341	+68	$1,121,807	−1.8%	1.16%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Added	19,295	+9,482	$1,111,006	+116.6%	1.15%
LKQ	Lkq Corp Consumer Cyclical	Reduced	37,426	-5,324	$1,099,201	−14.9%	1.14%
DELL	Dell Technologies Inc. Technology	Reduced	6,047	-936	$992,494	+12.9%	1.03%
RBA	Rb Global Inc. Industrials	Reduced	10,323	-1,037	$989,459	−15.3%	1.03%
CAT	Caterpillar Inc Industrials	Added	1,394	+25	$987,593	+25.9%	1.02%
MAS	Masco Corp /De/ Industrials	Reduced	15,026	-1,596	$907,119	−14.0%	0.94%
HQY	Healthequity, Inc. Healthcare	Reduced	10,726	-2,069	$896,371	−23.5%	0.93%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	10,112	NEW	$871,047	NEW	0.90%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	8,601	-495	$860,874	−8.7%	0.89%
ABT	Abbott Laboratories Healthcare	Reduced	6,909	-364	$709,347	−22.2%	0.74%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	3,554	-194	$704,544	−17.5%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,246	+31	$698,034	+3.1%	0.72%
BC	Brunswick Corp Consumer Cyclical	Reduced	9,199	-982	$669,319	−11.4%	0.69%
FHN	First Horizon Corp Financial Services	Reduced	28,898	-3,245	$657,718	−14.4%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,687	+167	$627,142	−8.3%	0.65%
WMT	Walmart Inc. Consumer Defensive	Added	4,750	+401	$590,330	+21.8%	0.61%
UPS	United Parcel Service Inc Industrials	Reduced	5,723	-390	$563,028	−7.1%	0.58%
LLY	ELI LILLY & Co Healthcare	Added	586	+104	$538,985	+4.1%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,582	+25	$520,303	−2.9%	0.54%
JNJ	Johnson & Johnson Healthcare	Reduced	2,122	-372	$518,701	+0.5%	0.54%
FANG	Diamondback Energy, Inc. Energy	Reduced	2,532	-422	$500,804	+12.8%	0.52%
V	Visa Inc. Financial Services	Added	1,628	+114	$492,046	−7.3%	0.51%
PWR	Quanta Services, Inc. Industrials	Added	849	+65	$466,117	+40.9%	0.48%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	9,337	-76	$455,178	−12.1%	0.47%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Added	2,357	+6	$451,931	+25.4%	0.47%
RTX	RTX Corp Industrials	Reduced	2,305	-46	$444,634	+3.1%	0.46%
PANW	Palo Alto Networks Inc Technology	Added	2,655	+83	$425,649	−10.2%	0.44%
WTFC	Wintrust Financial Corp Financial Services	Reduced	2,911	-8	$404,454	−0.9%	0.42%
GE	General Electric Co Industrials	Added	1,421	+112	$403,237	+0.0%	0.42%
AMH	American Homes 4 Rent Real Estate	Reduced	14,296	-1,701	$399,144	−22.3%	0.41%
GEV	GE Vernova Inc. Industrials	Reduced	445	-75	$388,440	+14.3%	0.40%