Portfolio (Quarterly)
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Coyle Financial Counsel LLC
· CIK 0001593038| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | HD | HOME DEPOT INC | Consumer Cyclical | 1,557.0 | $536K | 0.12% | NEW | — | $344.10 | +2.0% |
| 62 | V | VISA INC | Financial Services | 1,514.0 | $531K | 0.11% | NEW | — | $350.81 | +0.1% |
| 63 | LLY | ELI LILLY & CO | Healthcare | 482.0 | $518K | 0.11% | NEW | — | $1074.68 | +10.9% |
| 64 | BAC | BANK AMERICA CORP | Financial Services | 9,413.0 | $518K | 0.11% | NEW | — | $55.00 | +6.1% |
| 65 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,494.0 | $516K | 0.11% | NEW | — | $206.95 | +22.7% |
| 66 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 15,997.0 | $513K | 0.11% | NEW | — | $32.10 | +5.0% |
| 67 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 9,813.0 | $513K | 0.11% | NEW | — | $52.28 | +48.0% |
| 68 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,044.0 | $489K | 0.10% | NEW | — | $468.76 | +64.8% |
| 69 | WMT | WALMART INC | Consumer Defensive | 4,349.0 | $485K | 0.10% | NEW | — | $111.41 | +1.7% |
| 70 | VBIL | VANGUARD INSTL INDEX FD | — | 6,349.0 | $479K | 0.10% | NEW | — | $75.43 | +0.1% |
| 71 | PANW | PALO ALTO NETWORKS INC | Technology | 2,572.0 | $474K | 0.10% | NEW | — | $184.20 | +91.1% |
| 72 | IVW | ISHARES TR | — | 3,833.0 | $472K | 0.10% | NEW | — | $123.26 | +11.0% |
| 73 | FANG | DIAMONDBACK ENERGY INC | Energy | 2,954.0 | $444K | 0.10% | NEW | — | $150.33 | +14.4% |
| 74 | RTX | RTX CORPORATION | Industrials | 2,351.0 | $431K | 0.09% | NEW | — | $183.44 | +4.5% |
| 75 | WTFC | WINTRUST FINL CORP | Financial Services | 2,919.0 | $408K | 0.09% | NEW | — | $139.82 | +14.9% |
| 76 | GE | GE AEROSPACE | Industrials | 1,309.0 | $403K | 0.09% | NEW | — | $308.03 | +21.7% |
| 77 | XLC | SELECT SECTOR SPDR TR | — | 3,413.0 | $402K | 0.09% | NEW | — | $117.72 | -6.8% |
| 78 | C | CITIGROUP INC | Financial Services | 3,365.0 | $393K | 0.08% | NEW | — | $116.69 | +20.1% |
| 79 | COKE | COCA COLA CONS INC | Consumer Defensive | 2,351.0 | $360K | 0.08% | NEW | — | $153.33 | +26.4% |
| 80 | MCK | MCKESSON CORP | Healthcare | 433.0 | $355K | 0.08% | NEW | — | $820.29 | -6.4% |
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%