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 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,432.0 | $237K | 0.05% | NEW | — | $165.34 | +15.8% |
| 102 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,591.0 | $233K | 0.05% | +124.0 | +8.4% | $146.28 | +20.2% |
| 103 | ANET | ARISTA NETWORKS INC | Technology | 1,845.0 | $227K | 0.05% | +104.0 | +6.0% | $122.78 | +53.2% |
| 104 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,442.0 | $225K | 0.05% | +39.0 | +1.6% | $92.31 | -1.8% |
| 105 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,495.0 | $219K | 0.05% | -65.0 | -1.8% | $62.75 | -21.9% |
| 106 | IDXX | IDEXX LABS INC | Healthcare | 387.0 | $217K | 0.05% | +21.0 | +5.7% | $561.89 | -0.4% |
| 107 | SU | SUNCOR ENERGY INC NEW | Energy | 3,255.0 | $215K | 0.05% | NEW | — | $66.11 | +1.9% |
| 108 | LMT | LOCKHEED MARTIN CORP | Industrials | 339.0 | $205K | 0.04% | NEW | — | $604.39 | -6.7% |
| 109 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 205.0 | $204K | 0.04% | NEW | — | $996.43 | -2.5% |
| 110 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,249.0 | $201K | 0.04% | NEW | — | $89.59 | +20.0% |
| 111 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 744.0 | $201K | 0.04% | +90.0 | +13.8% | $270.59 | +47.4% |
| 112 | PINS | PINTEREST INC | Communication Services | 10,924.0 | $200K | 0.04% | +335.0 | +3.2% | $18.34 | +27.9% |
| 113 | — | QUINCE THERAPEUTICS INC | — | 10,509.0 | $1K | — | NEW | — | $0.10 | — |
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
40.9%
Technology
21.7%
Consumer Cyclical
11.8%
Industrials
10.4%
Healthcare
6.2%
Communication Services
4.7%
Energy
1.7%
Consumer Defensive
1.6%
Real Estate
0.4%
Utilities
0.4%