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The Analysis of Coyle Financial Counsel LLC's Holdings & P&L

Currently, Coyle Financial Counsel LLC holds 113 types of securities in its portfolio with a total value $472.8M. In the most recent quarter, they have increased their positions in IVV (+6.3K shares, valued at $4.1M), FBND (+32.4K shares, valued at $1.5M), N/A (+2.5K shares, valued at $1.5M); decreased their positions in CIEN (-5.8K shares, valued at $2.2M), GBIL (-2.6K shares, valued at $264.0K), N/A (-430 shares, valued at $256.9K); initiated new positions in N/A (+10.1K shares, valued at $871.0K), GNRC (+1.9K shares, valued at $373.9K), PM (+1.4K shares, valued at $236.8K).

1M P&L

+15.0M+3.43%

3M P&L

+18.0M+4.14%

HY P&L

+50.5M+12.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A354.2M

85.6%

2Semiconductors6.8M

1.7%

3Software - Infrastructure5.6M

1.3%

Top Industries by Stock Count

1N/A32 stocks

31.7%

2Software - Infrastructure5 stocks

5.0%

3Semiconductors4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR119.6K shares5.56%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS996.0K shares1.70%2026-03-312026-05-12

FBND FIDELITY MERRIMACK STR TR794.8K shares4.25%2026-03-312026-05-12

FRDM EA SERIES TRUST583.8K shares0.57%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR48.5K shares5.51%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS316.1K shares4.48%2026-03-312026-05-12

IJH ISHARES TR333.2K shares6.19%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F144.7K shares3.05%2026-03-312026-05-12

Sponsored

VUSB VANGUARD BD INDEX FDS369.9K shares2.20%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS184.6K shares1.78%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS20.3K shares-2.07%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST279.1K shares14.98%2026-03-312026-05-12

VXUS VANGUARD STAR FDS88.5K shares-0.40%2026-03-312026-05-12

NVDA NVIDIA CORPORATION32.4K shares-1.53%2026-03-312026-05-12

VTI VANGUARD INDEX FDS17.2K shares0.34%2026-03-312026-05-12

DFIC DIMENSIONAL ETF TRUST154.3K shares-1.30%2026-03-312026-05-12

Sponsored

AAPL APPLE INC19.0K shares6.99%2026-03-312026-05-12

VXF VANGUARD INDEX FDS21.0K shares-1.37%2026-03-312026-05-12

AMZN AMAZON COM INC18.1K shares5.32%2026-03-312026-05-12

FENI FIDELITY COVINGTON TRUST98.3K shares-1.25%2026-03-312026-05-12

MSFT MICROSOFT CORP9.0K shares8.39%2026-03-312026-05-12

ALPHABET INC ALPHABET INC11.0K shares1.76%2026-03-312026-05-12

ALPHABET INC ALPHABET INC8.6K shares10.98%2026-03-312026-05-12

SCZ ISHARES TR30.0K shares-0.38%2026-03-312026-05-12

Sponsored

BIL SPDR SERIES TRUST24.7K shares-1.76%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T3.4K shares8.33%2026-03-312026-05-12

CLH CLEAN HARBORS INC7.6K shares-7.41%2026-03-312026-05-12

CRH PLC CRH PLC17.1K shares-0.06%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F32.4K shares-1.99%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 402.7K shares-0.07%2026-03-312026-05-12

ABBV ABBVIE INC7.7K shares-4.23%2026-03-312026-05-12

SGI SOMNIGROUP INTERNATIONAL INC19.9K shares-11.42%2026-03-312026-05-12

Sponsored

AZO AUTOZONE INC423 shares-9.62%2026-03-312026-05-12

CIEN CIENA CORP3.7K shares-61.25%2026-03-312026-05-12

META META PLATFORMS INC2.3K shares7.20%2026-03-312026-05-12

BROADCOM INC BROADCOM INC3.9K shares-6.55%2026-03-312026-05-12

KEX KIRBY CORP8.9K shares-14.12%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR8.6K shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO3.9K shares2.93%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares2.99%2026-03-312026-05-12

Sponsored

KNX KNIGHT-SWIFT TRANSN HLDGS IN19.3K shares96.63%2026-03-312026-05-12

LKQ LKQ CORP37.4K shares-12.45%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC6.0K shares-13.40%2026-03-312026-05-12

RB GLOBAL INC RB GLOBAL INC10.3K shares-9.13%2026-03-312026-05-12

CAT CATERPILLAR INC1.4K shares1.83%2026-03-312026-05-12

IWV ISHARES TR2.5K shares0.00%2026-03-312026-05-12

MAS MASCO CORP15.0K shares-9.60%2026-03-312026-05-12

HQY HEALTHEQUITY INC10.7K shares-16.17%2026-03-312026-05-12

Sponsored

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC10.1K sharesnew addition2026-03-312026-05-12

DECK DECKERS OUTDOOR CORP8.6K shares-5.44%2026-03-312026-05-12

ABT ABBOTT LABORATORIES6.9K shares-5.00%2026-03-312026-05-12

PGR PROGRESSIVE CORP3.6K shares-5.18%2026-03-312026-05-12

MCD MCDONALDS CORP2.2K shares1.40%2026-03-312026-05-12

BC BRUNSWICK CORP9.2K shares-9.65%2026-03-312026-05-12

FHN FIRST HORIZON CORPORATION28.9K shares-10.10%2026-03-312026-05-12

ICSH ISHARES TR12.6K shares2.83%2026-03-312026-05-12

Sponsored

TSLA TESLA INC1.7K shares10.99%2026-03-312026-05-12

GBIL GOLDMAN SACHS ETF TR6.0K shares-30.68%2026-03-312026-05-12

WMT WALMART INC4.8K shares9.22%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC5.7K shares-6.38%2026-03-312026-05-12

LLY ELI LILLY & CO586 shares21.58%2026-03-312026-05-12

HD HOME DEPOT INC1.6K shares1.61%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON2.1K shares-14.92%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR10.2K shares0.21%2026-03-312026-05-12

Sponsored

FANG DIAMONDBACK ENERGY INC2.5K shares-14.29%2026-03-312026-05-12

SGOV ISHARES TR4.9K shares-25.68%2026-03-312026-05-12

V VISA INC1.6K shares7.53%2026-03-312026-05-12

VBIL VANGUARD INSTL INDEX FD6.3K shares0.02%2026-03-312026-05-12

PWR QUANTA SVCS INC849 shares8.29%2026-03-312026-05-12

BAC BANK AMERICA CORP9.3K shares-0.81%2026-03-312026-05-12

COKE COCA COLA CONS INC2.4K shares0.26%2026-03-312026-05-12

RTX RTX CORPORATION2.3K shares-1.96%2026-03-312026-05-12

Sponsored

PANW PALO ALTO NETWORKS INC2.7K shares3.23%2026-03-312026-05-12

IVW ISHARES TR3.8K shares-2.14%2026-03-312026-05-12

XOM EXXON MOBIL CORP2.4K shares32.37%2026-03-312026-05-12

WTFC WINTRUST FINL CORP2.9K shares-0.27%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.4K shares8.56%2026-03-312026-05-12

AMH AMERICAN HOMES 4 RENT14.3K shares-10.63%2026-03-312026-05-12

GEV GE VERNOVA INC445 shares-14.42%2026-03-312026-05-12

CME CME GROUP INC1.3K shares7.02%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORPORATION1.9K shares-12.43%2026-03-312026-05-12

TJX TJX COS INC NEW2.4K shares11.82%2026-03-312026-05-12

MCK MCKESSON CORP441 shares1.85%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR3.4K shares0.00%2026-03-312026-05-12

GNRC GENERAC HLDGS INC1.9K sharesnew addition2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC3.0K shares-11.89%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR2.2K shares0.00%2026-03-312026-05-12

UNP UNION PAC CORP1.3K shares0.46%2026-03-312026-05-12

Sponsored

FMB FIRST TR EXCH TRADED FD III6.2K shares0.00%2026-03-312026-05-12

CAH CARDINAL HEALTH INC1.4K shares-13.26%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC761 shares-27.11%2026-03-312026-05-12

RGA REINSURANCE GROUP AMER INC1.4K shares1.97%2026-03-312026-05-12

ATI ATI INC2.0K shares1.70%2026-03-312026-05-12

NFLX NETFLIX INC.3.0K shares2.13%2026-03-312026-05-12

MPWR MONOLITHIC PWR SYS INC261 shares1.16%2026-03-312026-05-12

INTC INTEL CORP6.1K shares6.77%2026-03-312026-05-12

Sponsored

GM GENERAL MTRS CO3.5K shares-17.73%2026-03-312026-05-12

IIIV I3 VERTICALS INC11.6K shares-14.19%2026-03-312026-05-12

GL GLOBE LIFE INC1.8K shares2.18%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.4K shares1.94%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC1.4K sharesnew addition2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC1.6K shares8.45%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K shares5.97%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC2.4K shares1.62%2026-03-312026-05-12

Sponsored

BSX BOSTON SCIENTIFIC CORP3.5K shares-1.83%2026-03-312026-05-12

IDXX IDEXX LABS INC387 shares5.74%2026-03-312026-05-12

SU SUNCOR ENERGY INC NEW3.3K sharesnew addition2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP339 sharesnew addition2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION205 sharesnew addition2026-03-312026-05-12

SBUX STARBUCKS CORP2.2K sharesnew addition2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC744 shares13.76%2026-03-312026-05-12

PINS PINTEREST INC10.9K shares3.16%2026-03-312026-05-12

Sponsored

QNCX QUINCE THERAPEUTICS INC10.5K sharesnew addition2026-03-312026-05-12

IVV

ISHARES TR

5.56%

Shares119.6K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

1.70%

Shares996.0K

Event2026-03-31

Filed2026-05-12

FBND

FIDELITY MERRIMACK STR TR

4.25%

Shares794.8K

Event2026-03-31

Filed2026-05-12

FRDM

EA SERIES TRUST

0.57%

Shares583.8K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

5.51%

Shares48.5K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

4.48%

Shares316.1K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

6.19%

Shares333.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INTL EQUITY INDEX F

3.05%

Shares144.7K

Event2026-03-31

Filed2026-05-12

VUSB

VANGUARD BD INDEX FDS

2.20%

Shares369.9K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

1.78%

Shares184.6K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-2.07%

Shares20.3K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

14.98%

Shares279.1K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

-0.40%

Shares88.5K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-1.53%

Shares32.4K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

0.34%

Shares17.2K

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL ETF TRUST

-1.30%

Shares154.3K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

6.99%

Shares19.0K

Event2026-03-31

Filed2026-05-12

VXF

VANGUARD INDEX FDS

-1.37%

Shares21.0K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

5.32%

Shares18.1K

Event2026-03-31

Filed2026-05-12

FENI

FIDELITY COVINGTON TRUST

-1.25%

Shares98.3K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

8.39%

Shares9.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

1.76%

Shares11.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

10.98%

Shares8.6K

Event2026-03-31

Filed2026-05-12

SCZ

ISHARES TR

-0.38%

Shares30.0K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

-1.76%

Shares24.7K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

8.33%

Shares3.4K

Event2026-03-31

Filed2026-05-12

CLH

CLEAN HARBORS INC

-7.41%

Shares7.6K

Event2026-03-31

Filed2026-05-12

CRH PLC

-0.06%

Shares17.1K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

-1.99%

Shares32.4K

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

-0.07%

Shares2.7K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-4.23%

Shares7.7K

Event2026-03-31

Filed2026-05-12

SGI

SOMNIGROUP INTERNATIONAL INC

-11.42%

Shares19.9K

Event2026-03-31

Filed2026-05-12

AZO

AUTOZONE INC

-9.62%

Shares423

Event2026-03-31

Filed2026-05-12

CIEN

CIENA CORP

-61.25%

Shares3.7K

Event2026-03-31

Filed2026-05-12