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Latest Coyle Financial Counsel LLC Stock Portfolio

$542Million | No. of Holdings #123

Coyle Financial Counsel LLC Performance

2026 Q3-0.83%
YTD+10.27%
2025+16.64%

About Coyle Financial Counsel LLC and 13F Hedge Fund Stock Holdings

Coyle Financial Counsel LLC is a hedge fund based in Glenview, IL. On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Coyle Financial Counsel LLC reported an equity portfolio of $542.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Coyle Financial Counsel LLC are IJR, VEA, FBND. The fund has invested 17.4% of it's portfolio in ISHARES TR and 12.9% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off AUTOZONE INC (AZO), EXXON MOBIL CORP (XOM) and STARBUCKS CORP (SBUX) stocks. They significantly reduced their stock positions in KNIGHT-SWIFT TRANSN HLDGS IN (KNX), EA SERIES TRUST (BOB) and UNITEDHEALTH GROUP INC (UNH). Coyle Financial Counsel LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, PALANTIR TECHNOLOGIES INC (PLTR) and SERVICENOW INC (NOW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PINNACLE FINL PARTNERS INC and FIRST TR EXCH TRADED FD III (FMB).
Coyle Financial Counsel LLC Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$542Million
  as of Oct 28, 2026

Coyle Financial Counsel LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Coyle Financial Counsel LLC made a return of -0.83% in the last quarter. In trailing 12 months, it's portfolio return was 13.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp400,119
palantir technologies inc299,654
servicenow inc228,353
caci intl inc224,152
lockheed martin corp203,707
New stocks bought by Coyle Financial Counsel LLC

Additions

Ticker% Inc.
ishares tr47.11
pinnacle finl partners inc30.65
first tr exch traded fd iii19.81
cisco sys inc15.23
fidelity merrimack str tr13.48
vanguard scottsdale fds11.83
merck & co inc11.05
vanguard scottsdale fds10.44
Additions to existing portfolio by Coyle Financial Counsel LLC

Reductions

Ticker% Reduced
knight-swift transn hldgs in-27.87
ea series trust-18.88
unitedhealth group inc-13.71
ishares tr-13.12
micron technology inc-11.9
tesla inc-10.77
ge vernova inc-10.74
oreilly automotive inc-9.36
Coyle Financial Counsel LLC reduced stake in above stock

Sold off

Ticker$ Sold
t3 defense inc-2,818
snap inc-44,591
brc inc-88,128
exxon mobil corp-336,340
starbucks corp-235,344
autozone inc-1,268,790
costco wholesale corporation-209,545
Coyle Financial Counsel LLC got rid off the above stocks

Sector Distribution

Coyle Financial Counsel LLC has about 86% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Healthcare
Sector%
Others86
Technology5.9
Industrials2
Consumer Cyclical1.9
Communication Services1.6
Healthcare1.3

Market Cap. Distribution

Coyle Financial Counsel LLC has about 13.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86
MEGA-CAP9.5
LARGE-CAP3.7

Stocks belong to which Index?

About 11% of the stocks held by Coyle Financial Counsel LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.6
S&P 50011
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
38.8 %
MSFT
microsoft corp
37.4 %
META
meta platforms inc
28.4 %
SU
suncor energy inc new
25.4 %
DELL
dell technologies inc
24.6 %
Top 5 Winners ($)$
IJR
ishares tr
2.1 M
MSFT
microsoft corp
1.3 M
NVDA
nvidia corporation
1.0 M
AAPL
apple inc
0.9 M
DELL
dell technologies inc
0.4 M
Top 5 Losers (%)%
RBA
rb global inc
-29.7 %
GNRC
generac hldgs inc
-29.1 %
AMAT
applied matls inc
-28.7 %
CIEN
ciena corp
-27.3 %
POOL
pool corp
-24.5 %
Top 5 Losers ($)$
FBND
fidelity merrimack str tr
-1.9 M
IJR
ishares tr
-1.8 M
BOB
ea series trust
-1.5 M
BNDW
vanguard scottsdale fds
-0.9 M
VEA
vanguard tax-managed fds
-0.6 M

Coyle Financial Counsel LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Coyle Financial Counsel LLC

Coyle Financial Counsel LLC has 123 stocks in it's portfolio. About 71.2% of the portfolio is in top 10 stocks. FBND proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Coyle Financial Counsel LLC last quarter.

$542.94MTotal Value
130Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Coyle Financial Counsel LLC, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Coyle Financial Counsel LLC's holding in Ishares Tr over time
0.5%31,881
$2.69M
0.5%
increased 8.94 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Coyle Financial Counsel LLC's holding in Ishares Tr over time
0.13%13,541
$682.5K
0.13%
increased 7.11 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Coyle Financial Counsel LLC's holding in Spdr Series Trust over time
0.44%26,112
$2.39M
0.44%
decreased 5.19 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Coyle Financial Counsel LLC's holding in Vanguard Scottsdale Fds over time
5.18%363,868
$28.11M
5.18%
increased 10.44 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Coyle Financial Counsel LLC's holding in Vanguard Scottsdale Fds over time
3.06%211,897
$16.59M
3.06%
increased 11.83 percentadded
BOB
Ea Series Trust

Ea Series Trust

BOB
Coyle Financial Counsel LLC's holding in Ea Series Trust over time
6.03%467,795
$32.73M
6.03%
decreased 18.88 percentreduced