Coyle Financial Counsel, Inc. Portfolio Holdings
Q3 2025•97 long positions•$435.7M portfolio value
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Holding105 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $71.7M 16.46% | +$4.8M Bought | — 107.2K shares | 100.0K → 107.2K +$4.8M | +7.12% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $57.4M 13.16% | +$1.2M Bought | — 957.1K shares | 937.1K → 957.1K +$1.2M | +2.14% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $34.0M 7.81% | +$6.1M Bought | — 735.7K shares | 604.0K → 735.7K +$6.1M | +21.81% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $26.1M 5.99% | +$1.2M Bought | — 43.5K shares | 41.4K → 43.5K +$1.2M | +4.91% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $24.7M 5.66% | +$1.5M Bought | — 556.7K shares | 523.1K → 556.7K +$1.5M | +6.42% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $23.3M 5.35% | +$2.6M Bought | — 291.7K shares | 258.7K → 291.7K +$2.6M | +12.79% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $18.9M 4.35% | +$4.8M Bought | — 290.1K shares | 217.2K → 290.1K +$4.8M | +33.56% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $18.7M 4.29% | +$686.8K Bought | — 135.5K shares | 130.6K → 135.5K +$686.8K | +3.82% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $17.3M 3.97% | +$3.0M Bought | — 345.9K shares | 286.3K → 345.9K +$3.0M | +20.81% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $14.6M 3.34% | +$2.1M Bought | — 173.2K shares | 147.9K → 173.2K +$2.1M | +17.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.1M 3.01% | -$90.6K Sold | — 21.4K shares | 21.5K → 21.4K −$90.6K | -0.69% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $7.2M 1.66% | +$3.6M Bought | — 199.2K shares | 99.6K → 199.2K +$3.6M | +100.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.4M 1.46% | -$503.1K Sold | — 86.5K shares | 93.3K → 86.5K −$503.1K | -7.34% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.5M 1.26% | -$15.1K Sold | — 16.7K shares | 16.8K → 16.7K −$15.1K | -0.27% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $5.4M 1.23% | +$171.8K Bought | 0.0% 28.7K shares | 27.8K → 28.7K +$171.8K | +3.31% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.2M 1.2% | -$431.6K Sold | — 159.6K shares | 172.8K → 159.6K −$431.6K | -7.62% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.6M 1.06% | +$147.0K Bought | — 22.0K shares | 21.3K → 22.0K +$147.0K | +3.3% | — — | Q1 2018 Held for 7y 8m | |
Consumer Electronics Technology | $3.9M 0.897% | +$326.2K Bought | 0.0% 15.3K shares | 14.1K → 15.3K +$326.2K | +9.11% | $3.78T Mega Cap | Q2 2019 Held for 6y 5m | |
Specialty Retail Consumer Cyclical | $3.6M 0.821% | +$386.0K Bought | 0.0% 16.3K shares | 14.5K → 16.3K +$386.0K | +12.1% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.6M 0.819% | +$3.6M New | — 101.1K shares | 0 → 101.1K +$3.6M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $3.4M 0.786% | +$571.3K Bought | 0.0% 6.6K shares | 5.5K → 6.6K +$571.3K | +20.04% | $3.85T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.2M 0.731% | +$74.9K Bought | — 34.7K shares | 33.9K → 34.7K +$74.9K | +2.41% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $2.4M 0.551% | +$306.4K Bought | 0.0% 9.9K shares | 8.6K → 9.9K +$306.4K | +14.63% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.4M 0.542% | -$263.2K Sold | — 30.8K shares | 34.2K → 30.8K −$263.2K | -10.03% | — — | Q4 2017 Held for 7y 11m | |
Construction Materials Basic Materials | $2.4M 0.541% | -$183.6K Sold | 0.003% 19.7K shares | 21.2K → 19.7K −$183.6K | -7.23% | $80.4B Large Cap | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $2.2M 0.516% | -$137.3K Sold | 0.003% 524.0 shares | 556.0 → 524.0 −$137.3K | -5.76% | $71.5B Large Cap | Q4 2020 Held for 4y 11m | |
Waste Management Industrials | $2.2M 0.51% | -$147.0K Sold | 0.018% 9.6K shares | 10.2K → 9.6K −$147.0K | -6.2% | $12.5B Large Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $2.1M 0.492% | -$155.7K Sold | — 25.4K shares | 27.3K → 25.4K −$155.7K | -6.77% | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $2.1M 0.492% | -$155.7K Sold | 0.012% 25.4K shares | 27.3K → 25.4K −$155.7K | -6.77% | $17.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.474% | -$153.9K Sold | — 3.1K shares | 3.3K → 3.1K −$153.9K | -6.94% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.9M 0.434% | +$117.0K Bought | — 34.9K shares | 32.7K → 34.9K +$117.0K | +6.6% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $1.8M 0.416% | +$97.0K Bought | 0.0% 7.5K shares | 7.1K → 7.5K +$97.0K | +5.65% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $1.7M 0.386% | +$44.9K Bought | 0.0% 7.3K shares | 7.1K → 7.3K +$44.9K | +2.74% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.6M 0.375% | +$137.7K Bought | — 2.7K shares | 2.5K → 2.7K +$137.7K | +9.2% | — — | Q4 2017 Held for 7y 11m | |
Auto - Parts Consumer Cyclical | $1.6M 0.364% | +$122.3K Bought | 0.02% 52.0K shares | 48.0K → 52.0K +$122.3K | +8.35% | $7.9B Mid Cap | Q4 2017 Held for 7y 11m | |
Communication Equipment Technology | $1.6M 0.364% | -$1.9M Sold | 0.008% 10.9K shares | 24.2K → 10.9K −$1.9M | -54.97% | $20.6B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.5M 0.351% | +$323.9K Bought | 0.0% 2.1K shares | 1.6K → 2.1K +$323.9K | +26.82% | $1.84T Mega Cap | Q3 2023 Held for 2y 2m | |
Medical - Healthcare Information Services Healthcare | $1.5M 0.336% | +$722.1K Bought | 0.018% 15.4K shares | 7.8K → 15.4K +$722.1K | +97.53% | $8.2B Mid Cap | Q2 2025 Held for 5 months | |
Marine Shipping Industrials | $1.5M 0.333% | -$113.3K Sold | 0.031% 17.4K shares | 18.8K → 17.4K −$113.3K | -7.24% | $4.7B Mid Cap | Q3 2024 Held for 1y 2m | |
Construction Industrials | $1.3M 0.308% | -$93.1K Sold | 0.009% 19.1K shares | 20.4K → 19.1K −$93.1K | -6.48% | $14.7B Large Cap | Q3 2019 Held for 6y 2m | |
Banks - Regional Financial Services | $1.3M 0.288% | -$91.4K Sold | 0.017% 13.4K shares | 14.4K → 13.4K −$91.4K | -6.79% | $7.3B Mid Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.2M 0.279% | — | — 4.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $1.2M 0.271% | +$164.6K Bought | 0.0% 3.6K shares | 3.1K → 3.6K +$164.6K | +16.19% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
Insurance - Property & Casualty Financial Services | $1.1M 0.243% | -$44.0K Sold | 0.001% 4.3K shares | 4.5K → 4.3K −$44.0K | -3.98% | $144.81B Large Cap | Q4 2017 Held for 7y 11m | |
Packaging & Containers Consumer Cyclical | $1.0M 0.234% | -$59.1K Sold | 0.005% 124.4K shares | 131.6K → 124.4K −$59.1K | -5.49% | $18.9B Large Cap | Q2 2025 Held for 5 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $963.8K 0.221% | +$487.6K Bought | 0.006% 9.5K shares | 4.7K → 9.5K +$487.6K | +102.38% | $15.0B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $932.2K 0.214% | — | — 2.5K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
Insurance - Diversified Financial Services | $930.1K 0.213% | +$98.5K Bought | 0.0% 1.9K shares | 1.7K → 1.9K +$98.5K | +11.85% | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $924.0K 0.212% | +$218.6K Bought | 0.0% 2.9K shares | 2.2K → 2.9K +$218.6K | +30.99% | $867.35B Mega Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Exploration & Production Energy | $923.6K 0.212% | -$68.7K Sold | 0.002% 6.5K shares | 6.9K → 6.5K −$68.7K | -6.92% | $41.4B Large Cap | Q3 2024 Held for 1y 2m |
