Latest Coyle Financial Counsel LLC Stock Portfolio

Coyle Financial Counsel LLC Performance:

2025 Q4: 2.16%YTD: 15.07%2024: 3.18%

Performance for 2025 Q4 is 2.16%, and YTD is 15.07%, and 2024 is 3.18%.

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

Coyle Financial Counsel LLC is a hedge fund based in Glenview, IL. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Coyle Financial Counsel LLC reported an equity portfolio of $467.9 Millions as of 31 Dec, 2025.

The top stock holdings of Coyle Financial Counsel LLC are IJR, VEA, FBND. The fund has invested 16.6% of it's portfolio in ISHARES TR and 13.1% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off MASTERCARD INCORPORATED (MA), RTX CORPORATION and STARBUCKS CORP (SBUX) stocks. They significantly reduced their stock positions in AMCOR PLC (AMCR), DIAMONDBACK ENERGY INC (FANG) and KIRBY CORP (KEX). Coyle Financial Counsel LLC opened new stock positions in DELL TECHNOLOGIES INC (DELL), FIRST HORIZON CORPORATION (FHN) and VANGUARD INSTL INDEX FD. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that Coyle Financial Counsel LLC made a return of 2.16% in the last quarter. In trailing 12 months, it's portfolio return was 15.07%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dell technologies inc	879,020
first horizon corporation	768,218
vanguard instl index fd	478,905
rtx corporation	431,257
wintrust finl corp	408,135
general mtrs co	344,472
globe life inc	250,489
idexx labs inc	247,610

New stocks bought by Coyle Financial Counsel LLC

Additions

Ticker	% Inc.
netflix inc	883
servicenow inc	524
select sector spdr tr	100
johnson & johnson	76.63
eli lilly & co	64.51
citigroup inc	53.51
rb global inc	50.74
chevron corp new	44.05

Additions to existing portfolio by Coyle Financial Counsel LLC

Reductions

Ticker	% Reduced
amcor plc	-89.38
diamondback energy inc	-54.23
kirby corp	-40.73
spdr series trust	-27.55
i3 verticals inc	-19.26
lkq corp	-17.76
healthequity inc	-17.09
ishares tr	-14.56

Coyle Financial Counsel LLC reduced stake in above stock

Sold off

Ticker	$ Sold
starbucks corp	-211,585
rtx corporation	-279,005
mastercard incorporated	-300,332

Coyle Financial Counsel LLC got rid off the above stocks

Sector Distribution

Coyle Financial Counsel LLC has about 84.9% of it's holdings in Others sector.

Sector	%
Others	84.9
Technology	4.8
Consumer Cyclical	2.9
Industrials	1.9
Communication Services	1.7
Financial Services	1.5
Healthcare	1.4

Market Cap. Distribution

Coyle Financial Counsel LLC has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.3
MEGA-CAP	7.6
LARGE-CAP	4.7
MID-CAP	2.3

Stocks belong to which Index?

About 10.9% of the stocks held by Coyle Financial Counsel LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	88.7
S&P 500	10.9

Top 5 Winners (%)		%
CIEN	ciena corp	56.5 %
COKE	coca cola cons inc	30.8 %
LLY	eli lilly & co	30.4 %
KNX	knight-swift transn hldgs in	30.3 %
GOOG	alphabet inc	28.0 %

Top 5 Winners ($)		$
BOB	ea series trust	4.0 M
VEA	vanguard tax-managed fds	2.5 M
IJR	ishares tr	1.7 M
CIEN	ciena corp	0.9 M
GOOG	alphabet inc	0.7 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-74.4 %
XLB	select sector spdr tr	-41.8 %
IIIV	i3 verticals inc	-20.2 %
AZO	autozone inc	-19.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-1.8 M
XLB	select sector spdr tr	-0.9 M
NOW	servicenow inc	-0.7 M
AZO	autozone inc	-0.4 M
MSFT	microsoft corp	-0.3 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 70.5% of the portfolio is in top 10 stocks. NFLX 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: 10 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.03	17,743	4,823,740	added	15.62

AAXJ	ishares tr	0.50	30,159	2,338,200	reduced	-2.03

AAXJ	ishares tr	0.07	10,000	309,600	unchanged	0.00

ABBV	abbvie inc	0.39	8,014	1,831,120	added	10.36

ABT	abbott labs	0.20	7,273	911,234	added	14.00

ACWF	ishares tr	0.13	12,207	617,430	reduced	-14.56

AMCR	amcor plc	0.02	2,642	110,171	reduced	-89.38

AMH	american homes 4 rent	0.11	15,997	513,488	reduced	-14.56

AMZN	amazon com inc	0.85	17,139	3,956,020	added	5.22

ANET	arista networks inc	0.05	1,741	228,123	new

ATI	ati inc	0.05	1,942	222,864	new

AVGO	broadcom inc	0.31	4,200	1,453,620	added	17.25

AXP	american express co	0.04	565	209,022	new

AZO	autozone inc	0.34	468	1,587,220	reduced	-10.69

BAC	bank america corp	0.11	9,413	517,715	added	0.38

BC	brunswick corp	0.16	10,181	755,837	reduced	-14.52

BIL	spdr series trust	0.49	25,160	2,299,120	reduced	-27.55

BNDW	vanguard scottsdale fds	5.16	302,588	24,125,400	added	3.72

BNDW	vanguard scottsdale fds	3.25	181,341	15,187,300	added	4.69

BOB	ea series trust	6.36	580,560	29,765,300	added	4.29