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Coyle Financial Counsel LLC

All holdings · as of Jun 30, 2026

125 positions

CompanyClassValueShares% of portfolio
INTEL CORP—$942.3K6,7490.2%
MCDONALD'S CORP—$898.8K3,3250.2%
ELI LILLY & Co—$887.5K7400.2%
DECKERS OUTDOOR CORP—$853.5K8,5960.2%
SS&C TECHNOLOGIES HOLDINGS, INC.—$839.2K13,5240.2%
Marvell Technology, Inc.—$823.1K2,7630.2%
PROGRESSIVE CORP/OH—$775.4K3,5500.1%
Tesla Inc—$769.7K1,8300.1%
BRUNSWICK CORP—$745.8K8,8530.1%
MICRON TECHNOLOGY INC—$727.2K6300.1%
Visa Inc—$716.7K2,0890.1%
ABBOTT LABORATORIES—$668.4K7,3660.1%
Quanta Services Inc—$657.4K9130.1%
ISHARES TR—$639.4K12,6420.1%
LKQ Corp—$636.9K24,1890.1%
ADVANCED MICRO DEVICES INC—$612.9K1,0550.1%
United Parcel Service Inc—$606.3K5,6400.1%
ISHARES TR—$603.7K5,9970.1%
HOME DEPOT, INC.—$591.8K1,6780.1%
CrowdStrike Holdings, Inc.—$590.7K7740.1%
GOLDMAN SACHS ETF TR—$585.5K5,8460.1%
JOHNSON & JOHNSON—$566.4K2,2300.1%
GE Vernova Inc.—$558.1K4750.1%
BANK OF AMERICA CORP /DE—$550.8K9,6670.1%
SELECT SECTOR SPDR TR—$546.3K10,1900.1%
GENERAL ELECTRIC CO—$528.8K1,4150.1%
GENERAC HOLDINGS INC.—$528.8K1,8060.1%
Walmart Inc.—$518.8K4,5810.1%
ISHARES TR—$515.9K3,7510.1%
RTX Corp—$496.4K2,6170.1%
COCA COLA CONSOLIDATED INC—$450.8K2,3610.1%
Wintrust Financial Corp—$445.5K2,7720.1%
ATI Inc—$438.9K2,2270.1%
TJX Cos Inc/The—$419.4K2,7680.1%
Diamondback Energy, Inc.—$416.1K2,3670.1%
CITIGROUP INC—$415.3K2,9670.1%
Monolithic Power Systems Inc—$400.9K2900.1%
Union Pacific Corp—$394.9K1,4520.1%
Arista Networks, Inc.ANETCommon Stock$394.0K2,3190.1%
UNITEDHEALTH GROUP INC—$384.9K9260.1%
VANGUARD INSTL INDEX FD—$384.5K5,0800.1%
GLOBE LIFE INC.—$368.3K2,0610.1%
SELECT SECTOR SPDR TR—$365.6K3,4130.1%
MCKESSON CORP—$356.6K4720.1%
SELECT SECTOR SPDR TR—$350.2K2,2070.1%
CHEVRON CORP—$346.8K2,0920.1%
REINSURANCE GROUP OF AMERICA INC—$339.2K1,5950.1%
EXXON MOBIL CORP—$336.3K2,4600.1%
Nebius Group N.V.—$331.4K1,2000.1%
APPLIED MATERIALS INC /DE—$324.6K4490.1%
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