Coyle Financial Counsel LLC

CIK

1593038

Location

GLENVIEW, IL

Portfolio Value

Micro $1,795,975

Diversification

Diversified

Filing Date

Global Rank

#5,774 / 8,586 ▲ 119

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed May 12, 2026 · 35d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+68.8%

SPY

+78.1%

Annualised alpha

-2.2%

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

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

Top Position

28.9%

+0.6 pts

Top 5

47.0%

−0.2 pts

Top 10

57.7%

−0.4 pts

HHI

981

Diversified+26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.9%	$31,907,290	3
Technology	20.3%	$19,658,007	14
Consumer Cyclical	12.6%	$12,203,986	13
Industrials	11.2%	$10,810,091	15
Financial Services	7.4%	$7,125,612	12
Healthcare	5.8%	$5,650,504	11
Communication Services	4.4%	$4,302,509	4
Basic Materials	1.9%	$1,795,975	1
Energy	1.6%	$1,515,056	4
Consumer Defensive	1.5%	$1,483,295	4
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
XOM	Exxon Mobil Corp	+595	2,433	$412,782
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
ANET	Arista Networks, Inc.	+104	1,845	$226,529
LLY	ELI LILLY & Co	+104	586	$538,985
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
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	$297,102
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
LMT	Lockheed Martin Corp	339	$204,888
COST	Costco Wholesale Corp /New	205	$204,268
SBUX	Starbucks Corp	2,249	$201,487
QNCX	Quince Therapeutics, Inc.	10,509	$1,061
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
FDX	Fedex Corp	771	$222,711
AXP	American Express Co	565	$209,021
VOD	Vodafone Group Public Ltd Co	11,251	$148,625
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,795,975 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
CRH	Crh Public Ltd Co Basic Materials	Reduced	17,085	-10	$1,795,975	−15.8%	100.00%