Coyle Financial Counsel LLC

Coyle Financial Counsel LLC reported 126 holdings worth US$548M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Coyle Financial Counsel LLC reported 126 holdings worth US$548M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
126
Value as reported
US$548M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C20,517US$7.33M1.3%
Nvidia Corporation34,891US$6.98M1.3%
Apple Inc20,566US$5.95M1.1%
Amazon.com, Inc.19,054US$4.54M0.83%
Microsoft Corp.9,134US$3.41M0.62%
Abbvie Inc.7,780US$1.96M0.36%
Dell Technologies Inc.4,146US$1.79M0.33%
Clean Harbors, Inc.5,865US$1.75M0.32%
Broadcom Inc.4,288US$1.62M0.30%
Caterpillar, Inc.1,429US$1.52M0.28%
Somnigroup International Inc.19,057US$1.49M0.27%
Knight-swift Transportation Holdings Inc.18,566US$1.45M0.26%
Jp Morgan Chase & Co.4,261US$1.39M0.25%
Meta Platforms, Inc.2,367US$1.33M0.24%
Healthequity, Inc.14,260US$1.29M0.24%
Autozone, Inc.397US$1.27M0.23%
Ciena Corporation2,568US$1.26M0.23%
Berkshire Hathaway Inc.2,404US$1.2M0.22%
Masco Corporation14,391US$1.17M0.21%
Rb Global, Inc.10,046US$1.17M0.21%
Pinnacle Financial Partners, Inc.11,577US$1.17M0.21%
Kirby Corporation8,313US$1.13M0.21%
Palo Alto Networks, Inc.2,929US$999K0.18%
Pool Corporation4,641US$997K0.18%
Intel Corporation6,749US$942K0.17%
Mcdonald's Corporation3,325US$899K0.16%
Eli Lilly And Company740US$887K0.16%
Deckers Outdoor Corporation8,596US$853K0.16%
Ss&c Technologies Holdings, Inc.13,524US$839K0.15%
Marvell Technology, Inc.2,763US$823K0.15%
Progressive Corporation (the)3,550US$775K0.14%
Tesla, Inc.1,830US$770K0.14%
Brunswick Corporation8,853US$746K0.14%
Micron Technology, Inc.630US$727K0.13%
Visa Inc.2,089US$717K0.13%
Abbott Laboratories7,366US$668K0.12%
Quanta Services, Inc.913US$657K0.12%
Lkq Corporation24,189US$637K0.12%
Advanced Micro Devices Inc1,055US$613K0.11%
United Parcel Service, Inc.5,640US$606K0.11%
Home Depot, Inc. (the)1,678US$592K0.11%
Crowdstrike Holdings, Inc.774US$591K0.11%
Johnson & Johnson2,230US$566K0.10%
Ge Vernova Inc.475US$558K0.10%
Bank Of America Corporation9,667US$551K0.10%
Ge Aerospace1,415US$529K0.10%
Generac Holdings Inc.1,806US$529K0.10%
Walmart Inc.4,581US$519K0.09%
Rtx Corporation2,617US$496K0.09%
Coca-cola Consolidated, Inc.2,361US$451K0.08%
Wintrust Financial Corporation2,772US$446K0.08%
Ati Inc.2,227US$439K0.08%
Tjx Companies, Inc. (the)2,768US$419K0.08%
Diamondback Energy, Inc.2,367US$416K0.08%
Citigroup, Inc.2,967US$415K0.08%
Monolithic Power Systems, Inc.290US$401K0.07%
Union Pacific Corporation1,452US$395K0.07%
Arista Networks, Inc.2,319US$394K0.07%
Unitedhealth Group Incorporated926US$385K0.07%
Globe Life Inc.2,061US$368K0.07%
Mckesson Corporation472US$357K0.07%
Chevron Corporation2,092US$347K0.06%
Reinsurance Group Of America, Incorporated1,595US$339K0.06%
Exxon Mobil Corporation2,460US$336K0.06%
Applied Materials, Inc.449US$325K0.06%
Cardinal Health, Inc.1,349US$320K0.06%
Cme Group Inc.1,421US$314K0.06%
Macom Technology Solutions Holdings, Inc.805US$306K0.06%
Qualcomm Incorporated1,566US$289K0.05%
Philip Morris International Inc1,524US$276K0.05%
General Motors Company3,518US$271K0.05%
O'reilly Automotive, Inc.2,895US$267K0.05%
Merck & Company, Inc.2,028US$261K0.05%
Analog Devices, Inc.652US$259K0.05%
Mastercard Incorporated486US$250K0.05%
Cisco Systems, Inc.2,088US$245K0.04%
Starbucks Corporation2,303US$235K0.04%
Pinterest, Inc.11,042US$232K0.04%
Idexx Laboratories, Inc.439US$231K0.04%
Costco Wholesale Corporation224US$210K0.04%
Suncor Energy Inc.3,863US$207K0.04%
Brc Inc.79,395US$88,1280.02%
Snap Inc.10,043US$44,591<0.01%
T3 Defense Inc.16,478US$2,818<0.01%
I3 Verticals, Inc.0US$00.00%
Lockheed Martin Corporation0US$00.00%
Netflix, Inc.0US$00.00%
Palantir Technologies Inc.0US$00.00%
American Homes 4 Rent0US$00.00%
Boston Scientific Corporation0US$00.00%
First Horizon Corporation0US$00.00%

Source

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