Coyle Financial Counsel
Latest statistics and disclosures from Coyle Financial Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, FBND, FRDM, QQQ, and represent 49.57% of Coyle Financial Counsel's stock portfolio.
- Added to shares of these 10 stocks: IVV, DFAI, IJH, QQQ, VEA, FBND, FRDM, DELL, VCSH, MSFT.
- Started 20 new stock positions in DG, GM, GL, XOM, VOD, FDX, UNH, MRVL, ATI, FHN. ANET, MPWR, DELL, INTC, WTFC, RTX, AXP, VBIL, IDXX, ORLY.
- Reduced shares in these 10 stocks: Amcor, BIL, KEX, FANG, VOO, CIEN, CRH, CLH, , Raytheon Technologies Corp.
- Sold out of its positions in Raytheon Technologies Corp, MA, SBUX.
- Coyle Financial Counsel was a net buyer of stock by $22M.
- Coyle Financial Counsel has $468M in assets under management (AUM), dropping by 7.85%.
- Central Index Key (CIK): 0001593038
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Portfolio Holdings for Coyle Financial Counsel
Coyle Financial Counsel holds 114 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.6 | $78M | +5% | 113k | 684.94 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.1 | $61M | +2% | 979k | 62.47 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.5 | $35M | +3% | 762k | 46.04 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 6.4 | $30M | +4% | 581k | 51.27 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.0 | $28M | +5% | 46k | 614.31 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.2 | $24M | +3% | 303k | 79.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.4 | $21M | +8% | 314k | 66.00 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.2 | $20M | +3% | 140k | 141.06 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.9 | $18M | +4% | 362k | 49.84 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.2 | $15M | +4% | 181k | 83.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $13M | -3% | 21k | 627.13 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.0 | $9.3M | +21% | 243k | 38.11 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $6.7M | +2% | 89k | 75.44 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $6.1M | +14% | 33k | 186.50 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $5.8M | +2% | 17k | 335.27 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.2 | $5.4M | -2% | 156k | 34.46 |
|
| Apple (AAPL) | 1.0 | $4.8M | +15% | 18k | 271.87 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.0 | $4.5M | -2% | 21k | 209.12 |
|
| Microsoft Corporation (MSFT) | 0.9 | $4.0M | +25% | 8.3k | 483.62 |
|
| Amazon (AMZN) | 0.8 | $4.0M | +5% | 17k | 230.82 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.8 | $3.6M | 100k | 36.58 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.4M | +9% | 11k | 313.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.4M | +4% | 7.8k | 313.00 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $2.3M | -2% | 30k | 77.53 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.5 | $2.3M | -27% | 25k | 91.38 |
|
| Ciena Corp Com New (CIEN) | 0.5 | $2.2M | -13% | 9.4k | 233.87 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.1M | 3.1k | 681.93 |
|
|
| CRH Ord (CRH) | 0.5 | $2.1M | -13% | 17k | 124.80 |
|
| Tempur-Pedic International (SGI) | 0.4 | $2.0M | -11% | 23k | 89.28 |
|
| Clean Harbors (CLH) | 0.4 | $1.9M | -13% | 8.2k | 234.47 |
|
| Abbvie (ABBV) | 0.4 | $1.8M | +10% | 8.0k | 228.49 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.8M | -5% | 33k | 53.76 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $1.7M | 2.7k | 603.28 |
|
|
| AutoZone (AZO) | 0.3 | $1.6M | -10% | 468.00 | 3391.50 |
|
| Broadcom (AVGO) | 0.3 | $1.5M | +17% | 4.2k | 346.10 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.4M | +4% | 2.2k | 660.09 |
|
| LKQ Corporation (LKQ) | 0.3 | $1.3M | -17% | 43k | 30.20 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.2M | +100% | 8.6k | 143.97 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | +29% | 3.8k | 322.22 |
|
| Healthequity (HQY) | 0.3 | $1.2M | -17% | 13k | 91.61 |
|
| Rb Global (RBA) | 0.2 | $1.2M | +50% | 11k | 102.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | +22% | 2.3k | 502.65 |
|
| Kirby Corporation (KEX) | 0.2 | $1.1M | -40% | 10k | 110.18 |
|
| Pinnacle Financial Partners | 0.2 | $1.1M | -14% | 12k | 95.41 |
|
| Masco Corporation (MAS) | 0.2 | $1.1M | -12% | 17k | 63.46 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $952k | 2.5k | 386.85 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $943k | -4% | 9.1k | 103.67 |
|
| Abbott Laboratories (ABT) | 0.2 | $911k | +13% | 7.3k | 125.29 |
|
| Dell Technologies CL C (DELL) | 0.2 | $879k | NEW | 7.0k | 125.88 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $859k | +7% | 8.6k | 99.94 |
|
| Progressive Corporation (PGR) | 0.2 | $853k | -12% | 3.7k | 227.69 |
|
| Caterpillar (CAT) | 0.2 | $784k | 1.4k | 572.87 |
|
|
| First Horizon National Corporation (FHN) | 0.2 | $768k | NEW | 32k | 23.90 |
|
| Brunswick Corporation (BC) | 0.2 | $756k | -14% | 10k | 74.24 |
|
| Tesla Motors (TSLA) | 0.1 | $684k | +36% | 1.5k | 449.72 |
|
| McDonald's Corporation (MCD) | 0.1 | $677k | 2.2k | 305.63 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $665k | +15% | 6.6k | 100.37 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $617k | -14% | 12k | 50.58 |
|
| United Parcel Service CL B (UPS) | 0.1 | $606k | +6% | 6.1k | 99.19 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $557k | 10k | 54.77 |
|
|
| Home Depot (HD) | 0.1 | $536k | +7% | 1.6k | 344.10 |
|
| Visa Com Cl A (V) | 0.1 | $531k | +30% | 1.5k | 350.81 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $518k | +64% | 482.00 | 1074.68 |
|
| Bank of America Corporation (BAC) | 0.1 | $518k | 9.4k | 55.00 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $516k | +76% | 2.5k | 206.95 |
|
| American Homes 4 Rent Cl A (AMH) | 0.1 | $514k | -14% | 16k | 32.10 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.1 | $513k | -12% | 9.8k | 52.28 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $489k | 1.0k | 468.76 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $485k | +10% | 4.3k | 111.41 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $479k | NEW | 6.3k | 75.43 |
|
| Palo Alto Networks (PANW) | 0.1 | $474k | +11% | 2.6k | 184.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $473k | 3.8k | 123.26 |
|
|
| Diamondback Energy (FANG) | 0.1 | $444k | -54% | 3.0k | 150.33 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $431k | NEW | 2.4k | 183.44 |
|
| Wintrust Financial Corporation (WTFC) | 0.1 | $408k | NEW | 2.9k | 139.82 |
|
| Ge Aerospace Com New (GE) | 0.1 | $403k | +6% | 1.3k | 308.03 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $402k | 3.4k | 117.72 |
|
|
| Citigroup Com New (C) | 0.1 | $393k | +53% | 3.4k | 116.69 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $361k | 2.4k | 153.33 |
|
|
| McKesson Corporation (MCK) | 0.1 | $355k | +22% | 433.00 | 820.29 |
|
| General Motors Company (GM) | 0.1 | $345k | NEW | 4.2k | 81.32 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $342k | 2.2k | 154.80 |
|
|
| Ge Vernova (GEV) | 0.1 | $340k | +9% | 520.00 | 653.57 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $339k | -11% | 3.6k | 95.35 |
|
| I3 Verticals Com Cl A (IIIV) | 0.1 | $339k | -19% | 14k | 25.19 |
|
| Cme (CME) | 0.1 | $335k | 1.2k | 273.08 |
|
|
| Cardinal Health (CAH) | 0.1 | $333k | +19% | 1.6k | 205.50 |
|
| Quanta Services (PWR) | 0.1 | $331k | +15% | 784.00 | 422.06 |
|
| TJX Companies (TJX) | 0.1 | $329k | +28% | 2.1k | 153.61 |
|
| Chevron Corporation (CVX) | 0.1 | $325k | +44% | 2.1k | 152.41 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $317k | +2% | 6.2k | 51.14 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $310k | 10k | 30.96 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $304k | +2% | 1.3k | 231.32 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $289k | +33% | 1.4k | 203.46 |
|
| Pinterest Cl A (PINS) | 0.1 | $274k | +5% | 11k | 25.89 |
|
| Netflix (NFLX) | 0.1 | $273k | +883% | 2.9k | 93.76 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $261k | +13% | 1.5k | 177.75 |
|
| Qualcomm (QCOM) | 0.1 | $254k | +3% | 1.5k | 171.05 |
|
| Globe Life (GL) | 0.1 | $251k | NEW | 1.8k | 139.86 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $248k | NEW | 366.00 | 676.53 |
|
| Servicenow (NOW) | 0.1 | $246k | +524% | 1.6k | 153.19 |
|
| Dollar General (DG) | 0.1 | $236k | NEW | 1.8k | 132.77 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $234k | NEW | 258.00 | 906.36 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $228k | NEW | 1.7k | 131.03 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $223k | NEW | 1.9k | 114.76 |
|
| FedEx Corporation (FDX) | 0.0 | $223k | NEW | 771.00 | 288.86 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $221k | NEW | 1.8k | 120.35 |
|
| O'reilly Automotive (ORLY) | 0.0 | $219k | NEW | 2.4k | 91.21 |
|
| UnitedHealth (UNH) | 0.0 | $216k | NEW | 654.00 | 330.11 |
|
| Intel Corporation (INTC) | 0.0 | $212k | NEW | 5.7k | 36.90 |
|
| American Express Company (AXP) | 0.0 | $209k | NEW | 565.00 | 369.95 |
|
| Marvell Technology (MRVL) | 0.0 | $201k | NEW | 2.4k | 84.98 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $149k | NEW | 11k | 13.21 |
|
| Amcor Ord | 0.0 | $110k | -89% | 13k | 8.34 |
|
Past Filings by Coyle Financial Counsel
SEC 13F filings are viewable for Coyle Financial Counsel going back to 2013
- Coyle Financial Counsel 2025 Q4 filed Feb. 10, 2026
- Coyle Financial Counsel 2025 Q3 filed Nov. 10, 2025
- Coyle Financial Counsel 2025 Q2 filed Aug. 14, 2025
- Coyle Financial Counsel 2025 Q1 filed May 1, 2025
- Coyle Financial Counsel 2024 Q4 filed Feb. 4, 2025
- Coyle Financial Counsel 2024 Q3 filed Nov. 12, 2024
- Coyle Financial Counsel 2024 Q1 filed May 15, 2024
- Coyle Financial Counsel 2023 Q4 filed Feb. 15, 2024
- Coyle Financial Counsel 2023 Q3 filed Nov. 7, 2023
- Coyle Financial Counsel 2023 Q2 filed July 31, 2023
- Coyle Financial Counsel 2023 Q1 filed May 11, 2023
- Coyle Financial Counsel 2022 Q4 filed Feb. 13, 2023
- Coyle Financial Counsel 2022 Q3 filed Nov. 9, 2022
- Coyle Financial Counsel 2022 Q2 filed Aug. 8, 2022
- Coyle Financial Counsel 2022 Q1 filed May 9, 2022
- Coyle Financial Counsel 2021 Q4 filed Feb. 7, 2022