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Portfolio (Quarterly) Guide ↗

Coyle Financial Counsel LLC

· CIK 0001593038
13F Portfolio $473M AUM 113 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 49 Added 41 Reduced 9 Exited
Page 3 of 3  ·  49 positions
# 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%
Page 3 of 3  ·  49 positions

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%