Holdings of Coyle Financial Counsel LLC
109 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 72.3 % of the equity sleeve
Sector breakdown
- Funds 24.1 %
- Technology 4.1 %
- Consumer discretionary 1.7 %
- Communication 1.5 %
- Industrials 1.1 %
- Health care 1.0 %
- Financials 1.0 %
- Consumer staples 0.2 %
- Energy 0.2 %
- Materials 0.1 %
- Unattributed 64.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 109 | 469.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | O'Reilly Automotive Inc | 2,442 | 225.4K $ | |
| 102 | Boston Scientific Corp | 3,495 | 219.3K $ | |
| 103 | IDEXX Laboratories Inc | 387 | 217.5K $ | |
| 104 | Lockheed Martin Corp | 339 | 204.9K $ | |
| 105 | Costco Wholesale Corp | 205 | 204.3K $ | |
| 106 | Starbucks Corp | 2,249 | 201.5K $ | |
| 107 | UnitedHealth Group Inc | 744 | 201.3K $ | |
| 108 | Pinterest Inc | 10,924 | 200.3K $ | |
| 109 | QUINCE THERAPEUTICS INC | 10,509 | 1.1K $ |