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 | — | RB GLOBAL INC | — | 11,360.0 | $1.2M | 0.25% | NEW | — | $102.87 | — |
| 42 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,273.0 | $1.1M | 0.24% | NEW | — | $502.65 | — |
| 43 | KEX | KIRBY CORP | Industrials | 10,314.0 | $1.1M | 0.24% | NEW | — | $110.18 | +18.9% |
| 44 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 11,485.0 | $1.1M | 0.23% | NEW | — | $95.41 | +5.7% |
| 45 | MAS | MASCO CORP | Industrials | 16,622.0 | $1.1M | 0.23% | NEW | — | $63.46 | +28.7% |
| 46 | IWV | ISHARES TR | — | 2,460.0 | $952K | 0.20% | NEW | — | $386.85 | +10.0% |
| 47 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 9,096.0 | $943K | 0.20% | NEW | — | $103.67 | -3.2% |
| 48 | ABT | ABBOTT LABS | Healthcare | 7,273.0 | $911K | 0.20% | NEW | — | $125.29 | -26.4% |
| 49 | DELL | DELL TECHNOLOGIES INC | Technology | 6,983.0 | $879K | 0.19% | NEW | — | $125.88 | +237.8% |
| 50 | GBIL | GOLDMAN SACHS ETF TR | — | 8,590.0 | $858K | 0.18% | NEW | — | $99.94 | -0.1% |
| 51 | PGR | PROGRESSIVE CORP | Financial Services | 3,748.0 | $853K | 0.18% | NEW | — | $227.69 | -1.0% |
| 52 | CAT | CATERPILLAR INC | Industrials | 1,369.0 | $784K | 0.17% | NEW | — | $572.87 | +73.1% |
| 53 | FHN | FIRST HORIZON CORPORATION | Financial Services | 32,143.0 | $768K | 0.16% | NEW | — | $23.90 | +9.0% |
| 54 | BC | BRUNSWICK CORP | Consumer Cyclical | 10,181.0 | $756K | 0.16% | NEW | — | $74.24 | +9.9% |
| 55 | TSLA | TESLA INC | Consumer Cyclical | 1,520.0 | $684K | 0.15% | NEW | — | $449.72 | -5.4% |
| 56 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,215.0 | $677K | 0.14% | NEW | — | $305.63 | -11.8% |
| 57 | SGOV | ISHARES TR | — | 6,623.0 | $665K | 0.14% | NEW | — | $100.37 | +0.0% |
| 58 | ICSH | ISHARES TR | — | 12,207.0 | $617K | 0.13% | NEW | — | $50.58 | -0.3% |
| 59 | UPS | UNITED PARCEL SERVICE INC | Industrials | 6,113.0 | $606K | 0.13% | NEW | — | $99.19 | +10.4% |
| 60 | XLF | SELECT SECTOR SPDR TR | — | 10,160.0 | $556K | 0.12% | NEW | — | $54.77 | +0.0% |
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
39.7%
Technology
22.9%
Consumer Cyclical
11.6%
Industrials
8.1%
Communication Services
8.1%
Healthcare
6.6%
Consumer Defensive
1.1%
Energy
1.0%
Real Estate
0.5%
Utilities
0.3%