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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PINNACLE FINL PARTNERS INC 10,112.0 $871K 0.18% NEW $86.14
2 GNRC GENERAC HLDGS INC Industrials 1,914.0 $374K 0.08% NEW $195.33 +38.3%
3 PM PHILIP MORRIS INTL INC Consumer Defensive 1,432.0 $237K 0.05% NEW $165.34 +7.5%
4 SU SUNCOR ENERGY INC NEW Energy 3,255.0 $215K 0.05% NEW $66.11 -19.0%
5 LMT LOCKHEED MARTIN CORP Industrials 339.0 $205K 0.04% NEW $604.39 -13.7%
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 205.0 $204K 0.04% NEW $996.43 -7.2%
7 SBUX STARBUCKS CORP Consumer Cyclical 2,249.0 $201K 0.04% NEW $89.59 +15.4%
8 QUINCE THERAPEUTICS INC 10,509.0 $1K NEW $0.10

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%