The Analysis of Coyle Financial Counsel LLC's Holdings

Currently, Coyle Financial Counsel LLC holds 114 types of securities in its portfolio with a total value $467.9M. In the most recent quarter, they have increased their positions in IVV (+6.2K shares, valued at $4.2M), DFAI (+43.6K shares, valued at $1.7M), IJH (+23.7K shares, valued at $1.6M); decreased their positions in AMCR (-111.2K shares, valued at $927.1K), BIL (-9.6K shares, valued at $874.1K), KEX (-7.1K shares, valued at $781.1K); initiated new positions in DELL (+7.0K shares, valued at $879.0K), FHN (+32.1K shares, valued at $768.2K), VBIL (+6.3K shares, valued at $478.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR113.3K shares5.74%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS979.3K shares2.32%2025-12-312026-02-10

FBND FIDELITY MERRIMACK STR TR762.4K shares3.63%2025-12-312026-02-10

FRDM EA SERIES TRUST580.6K shares4.29%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR46.0K shares5.78%2025-12-312026-02-10

VCSH VANGUARD SCOTTSDALE FDS302.6K shares3.72%2025-12-312026-02-10

IJH ISHARES TR313.8K shares8.15%2025-12-312026-02-10

VT VANGUARD INTL EQUITY INDEX F140.4K shares3.59%2025-12-312026-02-10

Sponsored

VUSB VANGUARD BD INDEX FDS362.0K shares4.64%2025-12-312026-02-10

VCIT VANGUARD SCOTTSDALE FDS181.3K shares4.69%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS20.7K shares-3.04%2025-12-312026-02-10

DFAI DIMENSIONAL ETF TRUST242.8K shares21.86%2025-12-312026-02-10

VXUS VANGUARD STAR FDS88.8K shares2.74%2025-12-312026-02-10

NVDA NVIDIA CORPORATION32.9K shares14.62%2025-12-312026-02-10

VTI VANGUARD INDEX FDS17.2K shares2.66%2025-12-312026-02-10

DFIC DIMENSIONAL ETF TRUST156.3K shares-2.08%2025-12-312026-02-10

Sponsored

AAPL APPLE INC17.7K shares15.62%2025-12-312026-02-10

VXF VANGUARD INDEX FDS21.3K shares-2.95%2025-12-312026-02-10

MSFT MICROSOFT CORP8.3K shares25.38%2025-12-312026-02-10

AMZN AMAZON COM INC17.1K shares5.22%2025-12-312026-02-10

FENI FIDELITY COVINGTON TRUST99.6K shares-1.53%2025-12-312026-02-10

ALPHABET INC ALPHABET INC10.8K shares9.25%2025-12-312026-02-10

ALPHABET INC ALPHABET INC7.8K shares4.19%2025-12-312026-02-10

SCZ ISHARES TR30.2K shares-2.03%2025-12-312026-02-10

Sponsored

BIL SPDR SERIES TRUST25.2K shares-27.55%2025-12-312026-02-10

CIEN CIENA CORP9.4K shares-13.37%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR3.1K shares1.52%2025-12-312026-02-10

CRH PLC CRH PLC17.1K shares-13.03%2025-12-312026-02-10

SGI SOMNIGROUP INTERNATIONAL INC22.5K shares-11.56%2025-12-312026-02-10

CLH CLEAN HARBORS INC8.2K shares-13.97%2025-12-312026-02-10

ABBV ABBVIE INC8.0K shares10.36%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F33.1K shares-5.26%2025-12-312026-02-10

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR2.7K shares0.29%2025-12-312026-02-10

AZO AUTOZONE INC468 shares-10.69%2025-12-312026-02-10

BROADCOM INC BROADCOM INC4.2K shares17.25%2025-12-312026-02-10

META META PLATFORMS INC2.2K shares4.60%2025-12-312026-02-10

LKQ LKQ CORP42.8K shares-17.76%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR8.6K shares100.00%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.3.8K shares29.16%2025-12-312026-02-10

HQY HEALTHEQUITY INC12.8K shares-17.09%2025-12-312026-02-10

Sponsored

RB GLOBAL INC RB GLOBAL INC11.4K shares50.74%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares22.86%2025-12-312026-02-10

KEX KIRBY CORP10.3K shares-40.73%2025-12-312026-02-10

PNFP PINNACLE FINL PARTNERS INC11.5K shares-14.24%2025-12-312026-02-10

MAS MASCO CORP16.6K shares-12.82%2025-12-312026-02-10

IWV ISHARES TR2.5K shares0.00%2025-12-312026-02-10

DECK DECKERS OUTDOOR CORP9.1K shares-4.33%2025-12-312026-02-10

ABT ABBOTT LABS7.3K shares14.00%2025-12-312026-02-10

Sponsored

DELL DELL TECHNOLOGIES INC7.0K sharesnew addition2025-12-312026-02-10

GBIL GOLDMAN SACHS ETF TR8.6K shares7.63%2025-12-312026-02-10

PGR PROGRESSIVE CORP3.7K shares-12.63%2025-12-312026-02-10

CAT CATERPILLAR INC1.4K shares0.96%2025-12-312026-02-10

FHN FIRST HORIZON CORPORATION32.1K sharesnew addition2025-12-312026-02-10

BC BRUNSWICK CORP10.2K shares-14.52%2025-12-312026-02-10

TSLA TESLA INC1.5K shares36.32%2025-12-312026-02-10

MCD MCDONALDS CORP2.2K shares0.27%2025-12-312026-02-10

Sponsored

SGOV ISHARES TR6.6K shares15.10%2025-12-312026-02-10

ICSH ISHARES TR12.2K shares-14.56%2025-12-312026-02-10

UPS UNITED PARCEL SERVICE INC6.1K shares6.17%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR10.2K shares0.09%2025-12-312026-02-10

HD HOME DEPOT INC1.6K shares7.60%2025-12-312026-02-10

V VISA INC1.5K shares30.07%2025-12-312026-02-10

LLY ELI LILLY & CO482 shares64.51%2025-12-312026-02-10

BAC BANK AMERICA CORP9.4K shares0.38%2025-12-312026-02-10

Sponsored

JNJ JOHNSON & JOHNSON2.5K shares76.63%2025-12-312026-02-10

AMH AMERICAN HOMES 4 RENT16.0K shares-14.56%2025-12-312026-02-10

KNX KNIGHT-SWIFT TRANSN HLDGS IN9.8K shares-12.53%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC1.0K shares0.00%2025-12-312026-02-10

WMT WALMART INC4.3K shares10.46%2025-12-312026-02-10

VBIL VANGUARD INSTL INDEX FD6.3K sharesnew addition2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC2.6K shares11.49%2025-12-312026-02-10

IVW ISHARES TR3.8K shares0.00%2025-12-312026-02-10

Sponsored

FANG DIAMONDBACK ENERGY INC3.0K shares-54.23%2025-12-312026-02-10

RTX RTX CORPORATION2.4K sharesnew addition2025-12-312026-02-10

WTFC WINTRUST FINL CORP2.9K sharesnew addition2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE1.3K shares6.08%2025-12-312026-02-10

XLC SELECT SECTOR SPDR TR3.4K shares0.00%2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC3.4K shares53.51%2025-12-312026-02-10

COKE COCA COLA CONS INC2.4K shares0.17%2025-12-312026-02-10

MCK MCKESSON CORP433 shares22.66%2025-12-312026-02-10

Sponsored

GM GENERAL MTRS CO4.2K sharesnew addition2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR2.2K shares0.00%2025-12-312026-02-10

GEV GE VERNOVA INC520 shares9.01%2025-12-312026-02-10

BSX BOSTON SCIENTIFIC CORP3.6K shares-11.64%2025-12-312026-02-10

IIIV I3 VERTICALS INC13.5K shares-19.26%2025-12-312026-02-10

CME CME GROUP INC1.2K shares1.16%2025-12-312026-02-10

CAH CARDINAL HEALTH INC1.6K shares19.19%2025-12-312026-02-10

PWR QUANTA SVCS INC784 shares15.12%2025-12-312026-02-10

Sponsored

TJX TJX COS INC NEW2.1K shares28.07%2025-12-312026-02-10

CVX CHEVRON CORP NEW2.1K shares44.05%2025-12-312026-02-10

FMB FIRST TR EXCH TRADED FD III6.2K shares2.94%2025-12-312026-02-10

PFF ISHARES TR10.0K shares0.00%2025-12-312026-02-10

UNP UNION PAC CORP1.3K shares2.26%2025-12-312026-02-10

RGA REINSURANCE GRP OF AMERICA I1.4K shares33.65%2025-12-312026-02-10

PINS PINTEREST INC10.6K shares5.87%2025-12-312026-02-10

NFLX NETFLIX INC2.9K shares883.11%2025-12-312026-02-10

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.5K shares13.63%2025-12-312026-02-10

QCOM QUALCOMM INC1.5K shares3.12%2025-12-312026-02-10

GL GLOBE LIFE INC1.8K sharesnew addition2025-12-312026-02-10

IDXX IDEXX LABS INC366 sharesnew addition2025-12-312026-02-10

NOW SERVICENOW INC1.6K shares524.51%2025-12-312026-02-10

DG DOLLAR GEN CORP NEW1.8K sharesnew addition2025-12-312026-02-10

MPWR MONOLITHIC PWR SYS INC258 sharesnew addition2025-12-312026-02-10

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K sharesnew addition2025-12-312026-02-10

Sponsored

ATI ATI INC1.9K sharesnew addition2025-12-312026-02-10

FDX FEDEX CORP771 sharesnew addition2025-12-312026-02-10

XOM EXXON MOBIL CORP1.8K sharesnew addition2025-12-312026-02-10

ORLY OREILLY AUTOMOTIVE INC2.4K sharesnew addition2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC654 sharesnew addition2025-12-312026-02-10

INTC INTEL CORP5.7K sharesnew addition2025-12-312026-02-10

AXP AMERICAN EXPRESS CO565 sharesnew addition2025-12-312026-02-10

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.4K sharesnew addition2025-12-312026-02-10

Sponsored

VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW11.3K sharesnew addition2025-12-312026-02-10

AMCR AMCOR PLC13.2K shares-89.38%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available