Portfolio (Quarterly)
Guide ↗
Coyle Financial Counsel LLC
· CIK 0001593038| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | INTC | INTEL CORP | Technology | 6,137.0 | $271K | 0.06% | +389.0 | +6.8% | $44.13 | +187.8% |
| 42 | GL | GLOBE LIFE INC | Financial Services | 1,830.0 | $255K | 0.05% | +39.0 | +2.2% | $139.17 | +29.4% |
| 43 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,414.0 | $239K | 0.05% | +46.0 | +1.9% | $99.05 | +174.7% |
| 44 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,591.0 | $233K | 0.05% | +124.0 | +8.4% | $146.28 | -14.0% |
| 45 | ANET | ARISTA NETWORKS INC | Technology | 1,845.0 | $227K | 0.05% | +104.0 | +6.0% | $122.78 | +35.7% |
| 46 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,442.0 | $225K | 0.05% | +39.0 | +1.6% | $92.31 | +0.4% |
| 47 | IDXX | IDEXX LABS INC | Healthcare | 387.0 | $217K | 0.05% | +21.0 | +5.7% | $561.89 | -4.3% |
| 48 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 744.0 | $201K | 0.04% | +90.0 | +13.8% | $270.59 | +57.6% |
| 49 | PINS | PINTEREST INC | Communication Services | 10,924.0 | $200K | 0.04% | +335.0 | +3.2% | $18.34 | +19.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
39.5%
Technology
21.0%
Consumer Cyclical
11.4%
Industrials
10.1%
Communication Services
7.9%
Healthcare
6.0%
Energy
1.6%
Consumer Defensive
1.6%
Real Estate
0.4%
Utilities
0.4%