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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | NOW | SERVICENOW INC | Technology | 1,605.0 | $246K | 0.05% | NEW | — | $153.19 | -30.9% |
| 102 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 1,775.0 | $236K | 0.05% | NEW | — | $132.77 | -13.2% |
| 103 | MPWR | MONOLITHIC PWR SYS INC | Technology | 258.0 | $234K | 0.05% | NEW | — | $906.36 | +46.9% |
| 104 | ANET | ARISTA NETWORKS INC | Technology | 1,741.0 | $228K | 0.05% | NEW | — | $131.03 | +27.2% |
| 105 | ATI | ATI INC | Industrials | 1,942.0 | $223K | 0.05% | NEW | — | $114.76 | +67.5% |
| 106 | FDX | FEDEX CORP | Industrials | 771.0 | $223K | 0.05% | NEW | — | $288.86 | +8.7% |
| 107 | XOM | EXXON MOBIL CORP | Energy | 1,838.0 | $221K | 0.05% | NEW | — | $120.35 | +13.6% |
| 108 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,403.0 | $219K | 0.05% | NEW | — | $91.21 | +1.6% |
| 109 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 654.0 | $216K | 0.05% | NEW | — | $330.11 | +29.2% |
| 110 | INTC | INTEL CORP | Technology | 5,748.0 | $212K | 0.04% | NEW | — | $36.90 | +244.2% |
| 111 | AXP | AMERICAN EXPRESS CO | Financial Services | 565.0 | $209K | 0.04% | NEW | — | $369.95 | -5.9% |
| 112 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,368.0 | $201K | 0.04% | NEW | — | $84.98 | +220.1% |
| 113 | VOD | VODAFONE GROUP PLC NEW | Communication Services | 11,251.0 | $149K | 0.03% | NEW | — | $13.21 | -1.5% |
| 114 | — | AMCOR PLC | — | 13,210.0 | $110K | 0.02% | NEW | — | $8.34 | — |
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%