Coyle Financial Counsel LLC
Filing Date
Global Rank
#5,426
/ 8,232
▲ 236
Top Industry
Semiconductors
11.8%
3Y Alpha vs SPY
-2.5%
Period ended 2 months ago
Filed May 12, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.9%
SPY
+76.5%
Annualised alpha
-2.0%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 32.9% | $31,907,290 |
| Technology | 20.3% | $19,658,007 |
| Consumer Cyclical | 12.6% | $12,203,986 |
| Industrials | 11.2% | $10,810,091 |
| Financial Services | 7.4% | $7,125,612 |
| Healthcare | 5.8% | $5,650,504 |
| Communication Services | 4.4% | $4,302,509 |
| Basic Materials | 1.9% | $1,795,975 |
| Energy | 1.6% | $1,515,056 |
| Consumer Defensive | 1.5% | $1,483,295 |
| Real Estate | 0.4% | $399,144 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
4 positions ·
$1,515,056 total
· Energy only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology