Coyle Financial Counsel LLC
CIK 1593038 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $548.0M
- Posisi
- 126
- Per tanggal
- 30 Juni 2026
#3.560 dari 9.443 berdasarkan nilai 13F · top 37.7%
Nilai portofolio QoQ: +15.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 71,18%
- Bobot 25 kepemilikan teratas
- 87,11%
- Posisi di atas 1%
- 17
- Jumlah posisi efektif
- 14,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,22% Perkiraan pembelian $20.690.958 · penjualan $6.232.047
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,4% masih dipegang
- Posisi baru
- 21
- Meningkat
- 68
- Menurun
- 31
- Tertutup
- 8
Eksposur put-notional: 0,1% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,8%
Industrials
2,6%
Communication Services
1,6%
Retail
1,4%
Health Care
1,3%
Financials
1,0%
Consumer Discretionary
1,0%
Consumer products
0,3%
Communications
0,3%
Financial Services
0,2%
Energy
0,2%
Logistics & Transportation
0,1%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
84,9%
Portofolio lengkap 126 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $91.911.941 | 16,77% | 122.731 | $13.775.981 | Naik ×6 | ||
| VEA | $72.056.217 | 13,15% | 1.011.315 | $8.233.737 | Naik ×6 | ||
| FRDM | $42.041.613 | 7,67% | 576.703 | $10.134.316 | Turun ×1 | ||
| FBND | $37.650.770 | 6,87% | 827.671 | $1.392.249 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $36.267.775 | 6,62% | 49.250 | $8.271.023 | Naik ×6 | ||
| IJH | $26.333.111 | 4,81% | 341.501 | $3.832.386 | Naik ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $26.038.696 | 4,75% | 329.479 | $978.326 | Naik ×6 | ||
| VT | $23.193.718 | 4,23% | 147.778 | $3.180.138 | Naik ×6 | ||
| VUSB | $18.862.798 | 3,44% | 378.923 | $446.708 | Naik ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $15.660.295 | 2,86% | 189.477 | $386.944 | Naik ×6 | ||
| VOO | $13.946.799 | 2,55% | 20.307 | $1.806.051 | Turun ×6 | ||
| DFAI | $11.717.104 | 2,14% | 284.051 | $842.355 | Naik ×6 | ||
| VXUS Vanguard Total International Stock ETF | $7.414.555 | 1,35% | 86.730 | $592.538 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $6.981.299 | 1,27% | 34.891 | $1.325.819 | Naik ×1 | ||
| VTI | $6.373.008 | 1,16% | 17.222 | $848.900 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $5.950.839 | 1,09% | 20.566 | $1.133.194 | Naik ×4 | ||
| DFIC | $5.600.141 | 1,02% | 150.299 | $118.928 | Turun ×6 | ||
| VXF | $5.161.015 | 0,94% | 20.962 | $830.516 | Turun ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.541.330 | 0,83% | 19.054 | $782.056 | Naik ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4.013.479 | 0,73% | 11.359 | $870.065 | Naik ×4 | ||
| FENI | $3.844.574 | 0,70% | 95.803 | $186.066 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $3.407.283 | 0,62% | 9.134 | $83.328 | Naik ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.318.540 | 0,61% | 9.286 | $839.773 | Naik ×6 | ||
| BIL | $2.523.949 | 0,46% | 27.542 | $258.791 | Naik ×1 | ||
| SPY SPY | $2.517.438 | 0,46% | 3.371 | $301.036 | Turun ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $2.407.607 | 0,44% | 29.265 | $51.880 | Turun ×6 | ||
| VWO | $1.997.742 | 0,36% | 33.469 | $246.461 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.957.696 | 0,36% | 7.780 | $288.569 | Naik ×1 | ||
| MDY | $1.950.362 | 0,36% | 2.773 | $256.122 | Naik ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1.788.833 | 0,33% | 4.146 | $796.339 | Turun ×2 | ||
| CLH Clean Harbors, Inc. Common Stock | $1.752.019 | 0,32% | 5.865 | $-434.441 | Turun ×4 | ||
| CRH CRH PLC Ordinary Shares | $1.749.985 | 0,32% | 16.355 | $-45.990 | Turun ×6 | ||
| XLK XLK | $1.645.712 | 0,30% | 8.638 | $497.722 | |||
| AVGO Broadcom Inc. - Common Stock | $1.619.792 | 0,30% | 4.288 | $404.965 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1.521.742 | 0,28% | 1.429 | $534.149 | Naik ×4 | ||
| SGI Somnigroup International Inc. Common Stock | $1.494.069 | 0,27% | 19.057 | $21.730 | Turun ×5 | ||
| KNX Knight-Swift Transportation Holdings Inc. | $1.445.734 | 0,26% | 18.566 | $334.728 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.394.813 | 0,25% | 4.261 | $249.285 | Naik ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.333.307 | 0,24% | 2.367 | $-4.333 | Naik ×6 | ||
| HQY HealthEquity, Inc. - Common Stock | $1.287.963 | 0,24% | 14.260 | $391.591 | Naik ×1 | ||
| AZO AutoZone, Inc. Common Stock | $1.268.788 | 0,23% | 397 | $-160.013 | Turun ×5 | ||
| CIEN Ciena Corporation Common Stock | $1.259.758 | 0,23% | 2.568 | $-158.058 | Turun ×4 | ||
| BRKB | $1.202.938 | 0,22% | 2.404 | $81.131 | Naik ×6 | ||
| MAS Masco Corporation Common Stock | $1.170.955 | 0,21% | 14.391 | $263.866 | Turun ×6 | ||
| RBA RB Global, Inc. Common Stock | $1.169.857 | 0,21% | 10.046 | $180.397 | Turun ×2 | ||
| PNFP Pinnacle Financial Partners, Inc. - Common Stock | $1.167.888 | 0,21% | 11.577 | $296.840 | Naik ×1 | ||
| KEX Kirby Corporation Common Stock | $1.130.319 | 0,21% | 8.313 | $-46.732 | Turun ×4 | ||
| IWV | $1.048.944 | 0,19% | 2.460 | $137.071 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $998.848 | 0,18% | 2.929 | $573.198 | Naik ×4 | ||
| POOL Pool Corporation - Common Stock | $997.351 | 0,18% | 4.641 | Naik ×1 | |||
| INTC Intel Corporation - Common Stock | $942.332 | 0,17% | 6.749 | $671.506 | Naik ×2 | ||
| MCD McDonald's Corporation Common Stock | $898.781 | 0,16% | 3.325 | $200.747 | Naik ×6 | ||
| LLY Eli Lilly and Company Common Stock | $887.461 | 0,16% | 740 | $348.476 | Naik ×4 | ||
| DECK Deckers Outdoor Corporation Common Stock | $853.497 | 0,16% | 8.596 | $-7.377 | Turun ×3 | ||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $839.164 | 0,15% | 13.524 | Naik ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $823.071 | 0,15% | 2.763 | $583.964 | Naik ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $775.388 | 0,14% | 3.550 | $70.942 | Turun ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $769.698 | 0,14% | 1.830 | $142.556 | Naik ×4 | ||
| BC Brunswick Corporation Common Stock | $745.777 | 0,14% | 8.853 | $76.458 | Turun ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $727.203 | 0,13% | 630 | Naik ×1 | |||
| V Visa Inc. | $716.713 | 0,13% | 2.089 | $224.754 | Naik ×3 | ||
| ABT Abbott Laboratories Common Stock | $668.414 | 0,12% | 7.366 | $-40.882 | Naik ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $657.397 | 0,12% | 913 | $191.279 | Naik ×3 | ||
| ICSH | $639.432 | 0,12% | 12.642 | $4.050 | Naik ×2 | ||
| LKQ LKQ Corporation - Common Stock | $636.883 | 0,12% | 24.189 | $-462.304 | Turun ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $612.860 | 0,11% | 1.055 | Naik ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $606.300 | 0,11% | 5.640 | $43.271 | Turun ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $603.726 | 0,11% | 5.997 | $108.305 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $591.797 | 0,11% | 1.678 | $71.493 | Naik ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $590.670 | 0,11% | 774 | $293.568 | Naik ×1 | ||
| GBIL | $585.487 | 0,11% | 5.846 | $-11.169 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $566.353 | 0,10% | 2.230 | $47.651 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $558.059 | 0,10% | 475 | $169.618 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $550.800 | 0,10% | 9.667 | $95.620 | Naik ×1 | ||
| XLF XLF | $546.290 | 0,10% | 10.190 | $43.661 | Naik ×4 | ||
| GE GE Aerospace Common Stock | $528.828 | 0,10% | 1.415 | $125.591 | Turun ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $528.815 | 0,10% | 1.806 | $154.953 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $518.848 | 0,09% | 4.581 | $-71.484 | Turun ×1 | ||
| IVW | $515.875 | 0,09% | 3.751 | $91.599 | |||
| RTX RTX Corporation Common Stock | $496.448 | 0,09% | 2.617 | $51.906 | Naik ×1 | ||
| COKE Coca-Cola Consolidated, Inc. - Common Stock | $450.841 | 0,08% | 2.361 | $-1.105 | Naik ×6 | ||
| WTFC Wintrust Financial Corporation - Common Stock | $445.516 | 0,08% | 2.772 | $41.062 | Turun ×2 | ||
| ATI ATI Inc. Common Stock | $438.942 | 0,08% | 2.227 | $151.658 | Naik ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $419.353 | 0,08% | 2.768 | $37.190 | Naik ×3 | ||
| FANG Diamondback Energy, Inc. - Common Stock | $416.071 | 0,08% | 2.367 | $-84.733 | Turun ×6 | ||
| C Citigroup, Inc. Common Stock | $415.261 | 0,08% | 2.967 | $79.000 | Naik ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $400.884 | 0,07% | 290 | $115.520 | Naik ×2 | ||
| UNP Union Pacific Corporation Common Stock | $394.944 | 0,07% | 1.452 | $75.171 | Naik ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $393.952 | 0,07% | 2.319 | $167.423 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $384.873 | 0,07% | 926 | $183.554 | Naik ×2 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $384.454 | 0,07% | 5.080 | $-95.924 | Turun ×1 | ||
| GL Globe Life Inc. Common Stock | $368.259 | 0,07% | 2.061 | $113.578 | Naik ×2 | ||
| XLC XLC | $365.635 | 0,07% | 3.413 | $-12.730 | |||
| MCK McKesson Corporation Common Stock | $356.643 | 0,07% | 472 | $-24.981 | Naik ×3 | ||
| XLV XLV | $350.163 | 0,06% | 2.207 | $26.595 | |||
| CVX Chevron Corporation Common Stock | $346.823 | 0,06% | 2.092 | $-39.493 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $341.720 | 0,06% | 2.000 | Opsi jual | Naik ×1 | ||
| RGA Reinsurance Group of America, Incorporated Common Stock | $339.177 | 0,06% | 1.595 | $43.962 | Naik ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $336.340 | 0,06% | 2.460 | $-76.376 | Naik ×2 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $331.404 | 0,06% | 1.200 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IVV | $91.911.941 | 16,77% | naik ×6 |
| VEA | $72.056.217 | 13,15% | naik ×6 |
| FBND | $37.650.770 | 6,87% | naik ×6 |
| QQQ | $36.267.775 | 6,62% | naik ×6 |
| IJH | $26.333.111 | 4,81% | naik ×6 |
| VCSH | $26.038.696 | 4,75% | naik ×6 |
| VT | $23.193.718 | 4,23% | naik ×6 |
| VUSB | $18.862.798 | 3,44% | naik ×6 |
| VCIT | $15.660.295 | 2,86% | naik ×6 |
| DFAI | $11.717.104 | 2,14% | naik ×6 |
| VTI | $6.373.008 | 1,16% | naik ×3 |
| AAPL | $5.950.839 | 1,09% | naik ×4 |
| AMZN | $4.541.330 | 0,83% | naik ×4 |
| GOOG | $4.013.479 | 0,73% | naik ×4 |
| MSFT | $3.407.283 | 0,62% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| POOL | $997.351 | 4.641 | 0,18% |
| SSNC | $839.164 | 13.524 | 0,15% |
| MU | $727.203 | 630 | 0,13% |
| AMD | $612.860 | 1.055 | 0,11% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $341.720 | 2.000 | 0,06% |
| NBIS | $331.404 | 1.200 | 0,06% |
| AMAT | $324.627 | 449 | 0,06% |
| VTV | $321.154 | 1.474 | 0,06% |
| MTSI | $306.198 | 805 | 0,06% |
| VUG | $302.349 | 3.510 | 0,06% |
| QCOM | $289.381 | 1.566 | 0,05% |
| MRK | $260.598 | 2.028 | 0,05% |
| ADI | $258.955 | 652 | 0,05% |
| MA | $249.738 | 486 | 0,05% |
| CSCO | $245.256 | 2.088 | 0,04% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +3K | +$13.8M |
| FRDM | Dipangkas | -7K | +$10.1M |
| QQQ | Beli lebih banyak | +744 | +$8.3M |
| VEA | Beli lebih banyak | +15K | +$8.2M |
| IJH | Beli lebih banyak | +8K | +$3.8M |
| VT | Beli lebih banyak | +3K | +$3.2M |
| VOO | Dipangkas | -11 | +$1.8M |
| FBND | Beli lebih banyak | +33K | +$1.4M |
| NVDA | Beli lebih banyak | +2K | +$1.3M |
| AAPL | Beli lebih banyak | +2K | +$1.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| PPG | 31 Maret 2025 | 13.017 | $1.554.881 | 3,3% |
| BERY | 30 Juni 2025 | 19.546 | $1.364.471 | Tidak lagi dilacak |
| GPK | 30 Sep. 2025 | 49.153 | $1.035.654 | -41,7% |
| FHN | 30 Juni 2026 | 28.898 | $657.718 | -3,8% |
| AMH | 30 Juni 2026 | 14.296 | $399.130 | 3,1% |
| AJG | 30 Sep. 2025 | 1.144 | $366.256 | -15,9% |
| ITOT | 30 Sep. 2025 | 2.390 | $322.746 | Tidak lagi dilacak |
| PFF | 31 Maret 2026 | 10.000 | $309.600 | |
| MA | 31 Des. 2025 | 528 | $300.332 | 1,1% |
| NFLX | 30 Juni 2026 | 2.972 | $285.758 | 13,0% |
| CVX | 30 Juni 2025 | 1.677 | $280.618 | 45,2% |
| TSLA | 31 Maret 2025 | 689 | $278.246 | 33,2% |
| AMT | 30 Sep. 2025 | 1.254 | $277.117 | -7,8% |
| IIIV | 30 Juni 2026 | 11.552 | $258.303 | -22,0% |
| UNH | 30 Sep. 2025 | 816 | $254.568 | 13,6% |
| QCOM | 31 Maret 2026 | 1.487 | $254.351 | 25,8% |
| NOW | 31 Maret 2026 | 1.605 | $245.870 | 24,0% |
| DG | 31 Maret 2026 | 1.775 | $235.667 | 2,7% |
| PLTR | 30 Juni 2026 | 1.591 | $232.731 | 49,7% |
| FDX | 31 Maret 2026 | 771 | $222.711 | -8,6% |
| BSX | 30 Juni 2026 | 3.495 | $219.311 | 20,6% |
| SBUX | 31 Des. 2025 | 2.501 | $211.585 | 25,1% |
| VGIT | 30 Sep. 2025 | 3.507 | $209.761 | |
| AXP | 31 Maret 2026 | 565 | $209.022 | 10,6% |
| LMT | 30 Juni 2026 | 339 | $204.888 | 14,5% |
| COST | 30 Sep. 2025 | 206 | $203.928 | 1,3% |
| VOD | 31 Maret 2026 | 11.251 | $148.626 | 7,5% |
| AMCR | 31 Maret 2026 | 13.210 | $110.171 | 20,2% |
| VERUXXXX | 30 Sep. 2025 | 11.165 | $6.496 | Tidak lagi dilacak |
| QNCX | 30 Juni 2026 | 10.509 | $1.066 | 90,2% |