Coyle Financial Counsel LLC

13F filer · CIK 0001593038

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$548MU.S. long equity reported on 13F

Positions9215 new · 8 closed

Net flow last quarter+$4.88MBuys minus sells

Top 10 positions weight20.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202692 positions
FRDMFreedom Environmental Services, Inc.	$42M	7.67%	Not reported	-1.2%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$36.3M	6.62%	Not reported	+1.5%	Q2 2018
NVDANvidia Corp	$6.98M	1.27%	0.00%	+7.6%	Q2 2018
AAPLApple Inc.	$5.95M	1.09%	0.00%	+8.3%	Q1 2014
AMZNAmazon Com Inc	$4.54M	0.83%	0.00%	+5.6%	Q1 2018
GOOGAlphabet Inc.	$4.01M	0.73%	Not reported	+3.7%	Q1 2018
MSFTMicrosoft Corp	$3.41M	0.62%	0.00%	+1.7%	Q1 2018
GOOGLAlphabet Inc.	$3.32M	0.61%	0.00%	+7.7%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$2.52M	0.46%	Not reported	-1.1%	Q1 2014
SCZNXG NextGen Infrastructure Income Fund	$2.41M	0.44%	Not reported	-2.6%	Q3 2015
ABBVAbbVie Inc.	$1.96M	0.36%	0.00%	+1.4%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$1.95M	0.36%	Not reported	+1.0%	Q1 2014
DELLDell Technologies Inc.	$1.79M	0.33%	0.00%	-31.4%	Q4 2025
CLHClean Harbors Inc	$1.75M	0.32%	0.01%	-23.1%	Q1 2014
CRHCRH Public Ltd Co	$1.75M	0.32%	0.00%	-4.3%	Q1 2024
AVGOBroadcom Inc.	$1.62M	0.30%	0.00%	+9.3%	Q2 2018
CATCaterpillar Inc	$1.52M	0.28%	0.00%	+2.5%	Q2 2018
SGISomnigroup International Inc.	$1.49M	0.27%	0.01%	-4.3%	Q4 2024
KNXKnight-Swift Transportation Holdings Inc.	$1.45M	0.26%	0.01%	-3.8%	Q4 2017
JPMJPMorgan Chase & Co	$1.39M	0.25%	0.00%	+9.4%	Q1 2018
METAMeta Platforms, Inc.	$1.33M	0.24%	Not reported	+1.2%	Q1 2018
HQYHealthequity, Inc.	$1.29M	0.24%	0.02%	+33.0%	Q2 2025
AZOAutozone Inc	$1.27M	0.23%	0.00%	-6.2%	Q2 2018
CIENCiena Corp	$1.26M	0.23%	0.00%	-29.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.2M	0.22%	Not reported	+2.7%	Q1 2018
MASMasco Corp	$1.17M	0.21%	0.01%	-4.2%	Q3 2019
RBARB Global Inc.	$1.17M	0.21%	0.01%	-2.7%	Q2 2023
PNFPPinnacle Financial Partners, Inc.	$1.17M	0.21%	0.01%	+14.5%	Q2 2018
KEXKirby Corp	$1.13M	0.21%	0.02%	-6.2%	Q3 2024
PANWPalo Alto Networks Inc	$999K	0.18%	0.00%	+10.3%	Q3 2024
POOLPool Corp	$997K	0.18%	0.01%	New	Q2 2026
INTCIntel Corp	$942K	0.17%	0.00%	+10.0%	Q1 2018
MCDMcdonalds Corp	$899K	0.16%	0.00%	+48.0%	Q2 2018
LLYELI LILLY & Co	$887K	0.16%	0.00%	+26.3%	Q2 2018
DECKDeckers Outdoor Corp	$853K	0.16%	0.01%	-0.1%	Q4 2020
SSNCSS&C Technologies Holdings Inc	$839K	0.15%	0.01%	New	Q2 2026
MRVLMarvell Technology, Inc.	$823K	0.15%	0.00%	+14.5%	Q4 2025
PGRProgressive Corp	$775K	0.14%	0.00%	-0.1%	Q2 2016
TSLATesla, Inc.	$770K	0.14%	0.00%	+8.5%	Q1 2018
BCBrunswick Corp	$746K	0.14%	0.01%	-3.8%	Q2 2025
MUMicron Technology Inc	$727K	0.13%	0.00%	Not reported	Q2 2018
VVisa Inc.	$717K	0.13%	0.00%	+28.3%	Q1 2018
ABTAbbott Laboratories	$668K	0.12%	0.00%	+6.6%	Q2 2016
PWRQuanta Services, Inc.	$657K	0.12%	0.00%	+7.5%	Q3 2025
LKQLKQ Corp	$637K	0.12%	0.01%	-35.4%	Q1 2014
AMDAdvanced Micro Devices Inc	$613K	0.11%	0.00%	New	Q2 2026
UPSUnited Parcel Service Inc	$606K	0.11%	0.00%	-1.5%	Q1 2018
HDHome Depot, Inc.	$592K	0.11%	0.00%	+6.1%	Q2 2018
CRWDCrowdStrike Holdings, Inc.	$591K	0.11%	0.00%	+1.7%	Q1 2024
JNJJohnson & Johnson	$566K	0.10%	0.00%	+5.1%	Q1 2018

Q1 2026Reported May 12, 202685 positions
FRDMFreedom Environmental Services, Inc.	$31.9M	6.75%	Not reported	+0.6%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$28M	5.92%	Not reported	+5.5%	Q2 2018
NVDANvidia Corp	$5.66M	1.20%	0.00%	-1.5%	Q2 2018
AAPLApple Inc.	$4.82M	1.02%	0.00%	+7.0%	Q1 2014
AMZNAmazon Com Inc	$3.76M	0.80%	0.00%	+5.3%	Q1 2018
MSFTMicrosoft Corp	$3.32M	0.70%	0.00%	+8.4%	Q1 2018
GOOGAlphabet Inc.	$3.14M	0.66%	Not reported	+1.8%	Q1 2018
GOOGLAlphabet Inc.	$2.48M	0.52%	0.00%	+11.0%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$2.36M	0.50%	Not reported	-0.4%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$2.22M	0.47%	Not reported	+8.3%	Q1 2014
CLHClean Harbors Inc	$2.19M	0.46%	0.01%	-7.4%	Q1 2014
CRHCRH Public Ltd Co	$1.8M	0.38%	0.00%	-0.1%	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.69M	0.36%	Not reported	-0.1%	Q1 2014
ABBVAbbVie Inc.	$1.67M	0.35%	0.00%	-4.2%	Q2 2018
SGISomnigroup International Inc.	$1.47M	0.31%	0.01%	-11.4%	Q4 2024
AZOAutozone Inc	$1.43M	0.30%	0.00%	-9.6%	Q2 2018
CIENCiena Corp	$1.42M	0.30%	0.00%	-61.3%	Q4 2024
METAMeta Platforms, Inc.	$1.34M	0.28%	Not reported	+7.2%	Q1 2018
AVGOBroadcom Inc.	$1.21M	0.26%	0.00%	-6.6%	Q2 2018
KEXKirby Corp	$1.18M	0.25%	0.02%	-14.1%	Q3 2024
JPMJPMorgan Chase & Co	$1.15M	0.24%	0.00%	+2.9%	Q1 2018
BRK.BBerkshire Hathaway Inc	$1.12M	0.24%	Not reported	+3.0%	Q1 2018
KNXKnight-Swift Transportation Holdings Inc.	$1.11M	0.23%	0.01%	+96.6%	Q4 2017
LKQLKQ Corp	$1.1M	0.23%	0.01%	-12.5%	Q1 2014
DELLDell Technologies Inc.	$992K	0.21%	0.00%	-13.4%	Q4 2025
RBARB Global Inc.	$989K	0.21%	0.01%	-9.1%	Q2 2023
CATCaterpillar Inc	$988K	0.21%	0.00%	+1.8%	Q2 2018
MASMasco Corp	$907K	0.19%	0.01%	-9.6%	Q3 2019
HQYHealthequity, Inc.	$896K	0.19%	0.01%	-16.2%	Q2 2025
PNFPPinnacle Financial Partners, Inc.	$871K	0.18%	0.01%	-12.0%	Q2 2018
DECKDeckers Outdoor Corp	$861K	0.18%	0.01%	-5.4%	Q4 2020
ABTAbbott Laboratories	$709K	0.15%	0.00%	-5.0%	Q2 2016
PGRProgressive Corp	$704K	0.15%	0.00%	-5.2%	Q2 2016
MCDMcdonalds Corp	$698K	0.15%	0.00%	+1.4%	Q2 2018
BCBrunswick Corp	$669K	0.14%	0.01%	-9.7%	Q2 2025
FHNFirst Horizon Corp	$658K	0.14%	0.01%	-10.1%	Q4 2025
TSLATesla, Inc.	$627K	0.13%	0.00%	+11.0%	Q1 2018
WMTWalmart Inc.	$590K	0.12%	0.00%	+9.2%	Q2 2018
UPSUnited Parcel Service Inc	$563K	0.12%	0.00%	-6.4%	Q1 2018
LLYELI LILLY & Co	$539K	0.11%	0.00%	+21.6%	Q2 2018
HDHome Depot, Inc.	$520K	0.11%	0.00%	+1.6%	Q2 2018
JNJJohnson & Johnson	$519K	0.11%	0.00%	-14.9%	Q1 2018
FANGDiamondback Energy, Inc.	$501K	0.11%	0.00%	-14.3%	Q3 2024
VVisa Inc.	$492K	0.10%	0.00%	+7.5%	Q1 2018
PWRQuanta Services, Inc.	$466K	0.10%	0.00%	+8.3%	Q3 2025
BACBank of America Corp	$455K	0.10%	0.00%	-0.8%	Q2 2014
COKECoca-Cola Consolidated, Inc.	$452K	0.10%	0.00%	+0.3%	Q4 2023
RTXRTX Corp	$445K	0.09%	0.00%	-2.0%	Q4 2025
PANWPalo Alto Networks Inc	$426K	0.09%	0.00%	+3.2%	Q3 2024
XOMExxonMobil Holdings Corp	$413K	0.09%	0.00%	+32.4%	Q2 2016

Q4 2025Reported Feb 10, 202685 positions
FRDMFreedom Environmental Services, Inc.	$29.8M	6.36%	Not reported	+4.3%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$28.2M	6.04%	Not reported	+5.8%	Q2 2018
NVDANvidia Corp	$6.14M	1.31%	0.00%	+14.6%	Q2 2018
AAPLApple Inc.	$4.82M	1.03%	0.00%	+15.6%	Q1 2014
MSFTMicrosoft Corp	$4.01M	0.86%	0.00%	+25.4%	Q1 2018
AMZNAmazon Com Inc	$3.96M	0.85%	0.00%	+5.2%	Q1 2018
GOOGAlphabet Inc.	$3.38M	0.72%	Not reported	+9.3%	Q1 2018
GOOGLAlphabet Inc.	$2.43M	0.52%	0.00%	+4.2%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$2.34M	0.50%	Not reported	-2.0%	Q3 2015
CIENCiena Corp	$2.2M	0.47%	0.01%	-13.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.15M	0.46%	Not reported	+1.5%	Q1 2014
CRHCRH Public Ltd Co	$2.13M	0.46%	0.00%	-13.0%	Q1 2024
SGISomnigroup International Inc.	$2.01M	0.43%	0.01%	-11.6%	Q4 2024
CLHClean Harbors Inc	$1.93M	0.41%	0.02%	-14.0%	Q1 2014
ABBVAbbVie Inc.	$1.83M	0.39%	0.00%	+10.4%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$1.66M	0.35%	Not reported	+0.3%	Q1 2014
AZOAutozone Inc	$1.59M	0.34%	0.00%	-10.7%	Q2 2018
AVGOBroadcom Inc.	$1.45M	0.31%	0.00%	+17.3%	Q2 2018
METAMeta Platforms, Inc.	$1.44M	0.31%	Not reported	+4.6%	Q1 2018
LKQLKQ Corp	$1.29M	0.28%	0.02%	-17.8%	Q1 2014
JPMJPMorgan Chase & Co	$1.22M	0.26%	0.00%	+29.2%	Q1 2018
HQYHealthequity, Inc.	$1.17M	0.25%	0.02%	-17.1%	Q2 2025
RBARB Global Inc.	$1.17M	0.25%	0.01%	+50.7%	Q2 2023
BRK.BBerkshire Hathaway Inc	$1.14M	0.24%	Not reported	+22.9%	Q1 2018
KEXKirby Corp	$1.14M	0.24%	0.02%	-40.7%	Q3 2024
PNFPPinnacle Financial Partners, Inc.	$1.1M	0.23%	0.01%	-14.2%	Q2 2018
MASMasco Corp	$1.05M	0.23%	0.01%	-12.8%	Q3 2019
DECKDeckers Outdoor Corp	$943K	0.20%	0.01%	-4.3%	Q4 2020
ABTAbbott Laboratories	$911K	0.19%	0.00%	+14.0%	Q2 2016
DELLDell Technologies Inc.	$879K	0.19%	0.00%	New	Q4 2025
PGRProgressive Corp	$853K	0.18%	0.00%	-12.6%	Q2 2016
CATCaterpillar Inc	$784K	0.17%	0.00%	+1.0%	Q2 2018
FHNFirst Horizon Corp	$768K	0.16%	0.01%	New	Q4 2025
BCBrunswick Corp	$756K	0.16%	0.02%	-14.5%	Q2 2025
TSLATesla, Inc.	$684K	0.15%	0.00%	+36.3%	Q1 2018
MCDMcdonalds Corp	$677K	0.14%	0.00%	+0.3%	Q2 2018
UPSUnited Parcel Service Inc	$606K	0.13%	0.00%	+6.2%	Q1 2018
HDHome Depot, Inc.	$536K	0.11%	0.00%	+7.6%	Q2 2018
VVisa Inc.	$531K	0.11%	0.00%	+30.1%	Q1 2018
LLYELI LILLY & Co	$518K	0.11%	0.00%	+64.5%	Q2 2018
BACBank of America Corp	$518K	0.11%	0.00%	+0.4%	Q2 2014
JNJJohnson & Johnson	$516K	0.11%	0.00%	+76.6%	Q1 2018
AMHAmerican Homes 4 Rent	$513K	0.11%	Not reported	-14.6%	Q3 2020
KNXKnight-Swift Transportation Holdings Inc.	$513K	0.11%	0.01%	-12.5%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$489K	0.10%	0.00%	Not reported	Q1 2024
WMTWalmart Inc.	$485K	0.10%	0.00%	+10.5%	Q2 2018
PANWPalo Alto Networks Inc	$474K	0.10%	0.00%	+11.5%	Q3 2024
FANGDiamondback Energy, Inc.	$444K	0.09%	0.00%	-54.2%	Q3 2024
RTXRTX Corp	$431K	0.09%	0.00%	New	Q4 2025
WTFCWintrust Financial Corp	$408K	0.09%	0.00%	Not reported	Q2 2019

Q3 2025Reported Nov 10, 202568 positions
QQQInvesco QQQ Trust, Series 1	$26.1M	6.01%	Not reported	+4.9%	Q2 2018
FRDMFreedom Environmental Services, Inc.	$24.7M	5.69%	Not reported	+6.4%	Q1 2022
NVDANvidia Corp	$5.36M	1.24%	0.00%	+3.3%	Q2 2018
AAPLApple Inc.	$3.91M	0.90%	0.00%	+9.1%	Q1 2014
AMZNAmazon Com Inc	$3.58M	0.82%	0.00%	+12.1%	Q1 2018
MSFTMicrosoft Corp	$3.42M	0.79%	0.00%	+20.0%	Q1 2018
GOOGAlphabet Inc.	$2.4M	0.55%	Not reported	+14.6%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$2.36M	0.54%	Not reported	-10.0%	Q3 2015
CRHCRH Public Ltd Co	$2.36M	0.54%	0.00%	-7.2%	Q1 2024
AZOAutozone Inc	$2.25M	0.52%	0.00%	-5.8%	Q2 2018
CLHClean Harbors Inc	$2.22M	0.51%	0.02%	-6.2%	Q1 2014
SGISomnigroup International Inc.	$2.14M	0.49%	0.01%	-6.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.06M	0.48%	Not reported	-6.9%	Q1 2014
GOOGLAlphabet Inc.	$1.81M	0.42%	0.00%	+5.7%	Q1 2018
ABBVAbbVie Inc.	$1.68M	0.39%	0.00%	+2.7%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$1.63M	0.38%	Not reported	+9.2%	Q1 2014
LKQLKQ Corp	$1.59M	0.37%	0.02%	+8.4%	Q1 2014
CIENCiena Corp	$1.58M	0.37%	0.01%	-55.0%	Q4 2024
METAMeta Platforms, Inc.	$1.53M	0.35%	Not reported	+26.8%	Q1 2018
HQYHealthequity, Inc.	$1.46M	0.34%	0.02%	+97.5%	Q2 2025
KEXKirby Corp	$1.45M	0.33%	0.03%	-7.2%	Q3 2024
MASMasco Corp	$1.34M	0.31%	0.01%	-6.5%	Q3 2019
PNFPPinnacle Financial Partners, Inc.	$1.26M	0.29%	0.02%	-6.8%	Q2 2018
AVGOBroadcom Inc.	$1.18M	0.27%	0.00%	+16.2%	Q2 2018
PGRProgressive Corp	$1.06M	0.24%	0.00%	-4.0%	Q2 2016
AMCRAmcor plc	$1.02M	0.23%	0.01%	-5.5%	Q2 2025
DECKDeckers Outdoor Corp	$964K	0.22%	0.01%	+102.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$930K	0.21%	Not reported	+11.9%	Q1 2018
JPMJPMorgan Chase & Co	$924K	0.21%	0.00%	+31.0%	Q1 2018
FANGDiamondback Energy, Inc.	$924K	0.21%	0.00%	-6.9%	Q3 2024
ABTAbbott Laboratories	$855K	0.20%	0.00%	+6.3%	Q2 2016
RBARB Global Inc.	$817K	0.19%	0.00%	-37.0%	Q2 2023
BCBrunswick Corp	$753K	0.17%	0.02%	+88.8%	Q2 2025
MCDMcdonalds Corp	$671K	0.15%	0.00%	+3.1%	Q2 2018
CATCaterpillar Inc	$647K	0.15%	0.00%	+0.7%	Q2 2018
AMHAmerican Homes 4 Rent	$623K	0.14%	Not reported	+51.3%	Q3 2020
HDHome Depot, Inc.	$586K	0.14%	0.00%	+16.7%	Q2 2018
IIIVi3 Verticals, Inc.	$541K	0.12%	Not reported	New	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$512K	0.12%	0.00%	Not reported	Q1 2024
TSLATesla, Inc.	$496K	0.11%	0.00%	+18.4%	Q1 2018
BACBank of America Corp	$484K	0.11%	0.00%	+1.2%	Q2 2014
UPSUnited Parcel Service Inc	$481K	0.11%	0.00%	Not reported	Q1 2018
PANWPalo Alto Networks Inc	$470K	0.11%	0.00%	+54.0%	Q3 2024
KNXKnight-Swift Transportation Holdings Inc.	$443K	0.10%	0.01%	-5.8%	Q4 2017
WMTWalmart Inc.	$406K	0.09%	0.00%	+2.7%	Q2 2018
VVisa Inc.	$397K	0.09%	0.00%	Not reported	Q1 2018
BSXBoston Scientific Corp	$393K	0.09%	0.00%	+27.1%	Q2 2018
GEGeneral Electric Co	$371K	0.09%	0.00%	+14.3%	Q2 2025
NFLXNetflix Inc	$355K	0.08%	0.00%	+19.8%	Q1 2018
CMECme Group Inc.	$327K	0.08%	0.00%	+14.1%	Q2 2014

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