Grufity logo
Grufity logo

Latest Coyle Financial Counsel LLC Stock Portfolio

$472Million– No. of Holdings #113

Coyle Financial Counsel LLC Performance:
2026 Q1: -1.1%YTD: -1.1%2025: 16.64%
Performance for 2026 Q1 is -1.1%, and YTD is -1.1%, and 2025 is 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 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Coyle Financial Counsel LLC reported an equity portfolio of $472.8 Millions as of 31 Mar, 2026.

The top stock holdings of Coyle Financial Counsel LLC are IJR, VEA, FBND. The fund has invested 16.5% of it's portfolio in ISHARES TR and 13.5% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off PINNACLE FINL PARTNERS INC (PNFP), QUALCOMM INC (QCOM) and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in CIENA CORP (CIEN), GOLDMAN SACHS ETF TR (GBIL) and CROWDSTRIKE HLDGS INC (CRWD). Coyle Financial Counsel LLC opened new stock positions in PINNACLE FINL PARTNERS INC, GENERAC HLDGS INC (GNRC) and PHILIP MORRIS INTL INC (PM). The fund showed a lot of confidence in some stocks as they added substantially to KNIGHT-SWIFT TRANSN HLDGS IN (KNX), EXXON MOBIL CORP (XOM) and ELI LILLY & CO (LLY).
Coyle Financial Counsel LLC Equity Portfolio Value
Last Reported on: 12 May, 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 -1.1% in the last quarter. In trailing 12 months, it's portfolio return was 16.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pinnacle finl partners inc871,048
generac hldgs inc373,862
philip morris intl inc236,767
suncor energy inc new215,188
lockheed martin corp204,888
costco wholesale corporation204,268
starbucks corp201,488
quince therapeutics inc1,066
New stocks bought by Coyle Financial Counsel LLC

Additions

Ticker% Inc.
knight-swift transn hldgs in96.63
exxon mobil corp32.37
eli lilly & co21.58
dimensional etf trust14.98
unitedhealth group inc13.76
tjx cos inc new11.82
tesla inc10.99
alphabet inc10.98
Additions to existing portfolio by Coyle Financial Counsel LLC

Reductions

Ticker% Reduced
ciena corp-61.25
goldman sachs etf tr-30.68
crowdstrike hldgs inc-27.11
ishares tr-25.68
general mtrs co-17.73
healthequity inc-16.17
johnson & johnson-14.92
ge vernova inc-14.42
Coyle Financial Counsel LLC reduced stake in above stock

Sold off

Ticker$ Sold
pinnacle finl partners inc-1,095,780
vodafone group plc new-148,626
ishares tr-309,600
amcor plc-110,171
dollar gen corp new-235,667
servicenow inc-245,870
qualcomm inc-254,351
fedex corp-222,711
Coyle Financial Counsel LLC got rid off the above stocks

Sector Distribution

Coyle Financial Counsel LLC has about 86.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Healthcare
  • Financial Services
Sector%
Others86.5
Technology4.2
Consumer Cyclical2.6
Industrials2.2
Communication Services1.6
Healthcare1.2
Financial Services1.1

Market Cap. Distribution

Coyle Financial Counsel LLC has about 12.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.5
MEGA-CAP7.9
LARGE-CAP4.5

Stocks belong to which Index?

About 10.2% of the stocks held by Coyle Financial Counsel LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.4
S&P 50010.2
Top 5 Winners (%)%
CIEN
ciena corp
45.8 %
XOM
exxon mobil corp
34.2 %
CVX
chevron corporation
33.5 %
ge vernova inc
31.1 %
FANG
diamondback energy inc
29.3 %
Top 5 Winners ($)$
BOB
ea series trust
2.0 M
VEA
vanguard tax-managed fds
1.6 M
CIEN
ciena corp
1.0 M
IJR
ishares tr
0.5 M
CLH
clean harbors inc
0.4 M
Top 5 Losers (%)%
BSX
boston scientific corp
-33.9 %
PINS
pinterest inc
-28.8 %
MSFT
microsoft corp
-22.8 %
ABT
abbott laboratories
-17.6 %
PLTR
palantir technologies inc
-17.1 %
Top 5 Losers ($)$
IJR
ishares tr
-3.7 M
QQQ
invesco qqq tr
-1.8 M
MSFT
microsoft corp
-1.0 M
VB
vanguard index fds
-0.6 M
AMZN
amazon com inc
-0.4 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 113 stocks in it's portfolio. About 71.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Coyle Financial Counsel LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions