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Latest Coyle Financial Counsel LLC Stock Portfolio

$547Million | No. of Holdings #125

Coyle Financial Counsel LLC Performance

2026 Q2+12.43%
YTD+11.19%
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 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Coyle Financial Counsel LLC reported an equity portfolio of $548 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Coyle Financial Counsel LLC are IJR, VEA, BOB. The fund has invested 16.8% of it's portfolio in ISHARES TR and 13.2% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off FIRST HORIZON CORPORATION (FHN), AMERICAN HOMES 4 RENT (AMH) and NETFLIX INC. (NFLX) stocks. They significantly reduced their stock positions in LKQ CORP (LKQ), DELL TECHNOLOGIES INC (DELL) and CIENA CORP (CIEN). Coyle Financial Counsel LLC opened new stock positions in POOL CORP (POOL), SS&C TECH HLDGS (SSNC) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to MCDONALDS CORP (MCD), HEALTHEQUITY INC (HQY) and VISA INC (V).
Coyle Financial Counsel LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$547Million
  as of Aug 07, 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 12.43% in the last quarter. In trailing 12 months, it's portfolio return was 21.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pool corp997,351
ss&c tech hldgs839,164
micron technology inc727,203
advanced micro devices inc612,860
nebius group n.v.331,404
applied matls inc324,627
vanguard index fds321,154
macom tech solutions hldgs i306,198
New stocks bought by Coyle Financial Counsel LLC

Additions

Ticker% Inc.
mcdonalds corp48.04
healthequity inc32.95
visa inc28.32
eli lilly & co26.28
arista networks inc25.69
unitedhealth group inc24.46
ishares tr21.84
suncor energy inc new18.68
Additions to existing portfolio by Coyle Financial Counsel LLC

Reductions

Ticker% Reduced
lkq corp-35.37
dell technologies inc-31.44
ciena corp-29.68
clean harbors inc-23.09
vanguard instl index fd-20.00
diamondback energy inc-6.52
autozone inc-6.15
kirby corp-6.15
Coyle Financial Counsel LLC reduced stake in above stock

Sold off

Ticker$ Sold
first horizon corporation-657,718
american homes 4 rent-399,130
i3 verticals inc-258,303
boston scientific corp-219,311
netflix inc.-285,758
palantir technologies inc-232,731
lockheed martin corp-204,888
quince therapeutics inc-1,066
Coyle Financial Counsel LLC got rid off the above stocks

Sector Distribution

Coyle Financial Counsel LLC has about 85.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Healthcare
Sector%
Others85.6
Technology5.3
Consumer Cyclical2.4
Industrials2.3
Communication Services1.6
Healthcare1.3

Market Cap. Distribution

Coyle Financial Counsel LLC has about 13.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED85.6
MEGA-CAP9.1
LARGE-CAP4.4

Stocks belong to which Index?

About 11.2% of the stocks held by Coyle Financial Counsel LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.4
S&P 50011.2
Top 5 Winners (%)%
INTC
intel corp
188.1 %
MRVL
marvell technology inc
166.9 %
DELL
dell technologies inc
137.3 %
PANW
palo alto networks inc
102.1 %
CRWD
crowdstrike hldgs inc
93.9 %
Top 5 Winners ($)$
IJR
ishares tr
11.6 M
BOB
ea series trust
10.6 M
QQQ
invesco qqq tr
7.8 M
VEA
vanguard tax-managed fds
7.2 M
IJR
ishares tr
3.2 M
Top 5 Losers (%)%
CME
cme group inc
-24.5 %
XOM
exxon mobil corp
-19.3 %
CVX
chevron corporation
-19.0 %
SU
suncor energy inc new
-17.6 %
MCK
mckesson corp
-12.3 %
Top 5 Losers ($)$
MCD
mcdonalds corp
-0.1 M
FBND
fidelity merrimack str tr
-0.1 M
CME
cme group inc
-0.1 M
LKQ
lkq corp
-0.1 M
ABT
abbott laboratories
-0.1 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 125 stocks in it's portfolio. About 71.2% of the portfolio is in top 10 stocks. MCD proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Coyle Financial Counsel LLC last quarter.

$547.62MTotal Value
133Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Coyle Financial Counsel LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Coyle Financial Counsel LLC's holding in Ishares Tr over time
0.44%29,265
$2.41M
0.44%
decreased 2.59 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Coyle Financial Counsel LLC's holding in Ishares Tr over time
0.12%12,642
$639.4K
0.12%
increased 0.72 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Coyle Financial Counsel LLC's holding in Spdr Series Trust over time
0.46%27,542
$2.52M
0.46%
increased 11.42 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Coyle Financial Counsel LLC's holding in Vanguard Scottsdale Fds over time
4.75%329,479
$26.04M
4.75%
increased 4.22 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Coyle Financial Counsel LLC's holding in Vanguard Scottsdale Fds over time
2.86%189,477
$15.66M
2.86%
increased 2.66 percentadded
BOB
Ea Series Trust

Ea Series Trust

BOB
Coyle Financial Counsel LLC's holding in Ea Series Trust over time
7.67%576,703
$42.04M
7.67%
decreased 1.22 percentreduced