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Coyle Financial Counsel LLC
hedge fundUpdated 8 days agoManaged by Coyle Financial Counsel Llc • Latest filing Q3 2026
Portfolio value
$542.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
25.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $433.8M |
| Q4 2025 | $467.9M |
| Q1 2026 | $472.8M |
| Q2 2026 | $548M |
| Q3 2026 | $542.9M |
Top holdings
123 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $94.4M | 123.2K | 17.38% | Added(+0.4%) | |
| 2 | $70.2M | 994.7K | 12.94% | Trimmed(-1.6%) | |
| 3 | $40.7M | 939.3K | 7.49% | Added(+13.5%) | |
| 4 | $34.7M | 46.9K | 6.40% | Trimmed(-4.7%) | |
| 5 | $32.7M | 467.8K | 6.03% | Trimmed(-18.9%) | |
| 6 | $28.1M | 363.9K | 5.18% | Added(+10.4%) | |
| 7 | $26M | 361.7K | 4.79% | Added(+5.9%) | |
| 8 | $23.4M | 148.1K | 4.30% | Added(+0.2%) | |
| 9 | $19.9M | 401.5K | 3.66% | Added(+6.0%) | |
| 10 | $16.6M | 211.9K | 3.06% | Added(+11.8%) | |
| 11 | $13.3M | 18.9K | 2.44% | Trimmed(-6.9%) | |
| 12 | $12.9M | 310.4K | 2.37% | Added(+9.3%) | |
| 13 | $7.8M | 34.0K | 1.43% | Trimmed(-2.6%) | |
| 14 | $7.5M | 88.6K | 1.39% | Added(+2.2%) | |
| 15 | $6.7M | 20.1K | 1.23% | Trimmed(-2.2%) | |
| 16 | $6.6M | 17.6K | 1.21% | Added(+2.0%) | |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $5.9M | 156.9K | 1.09% | Added(+4.4%) |
| 18 | $4.7M | 18.7K | 0.86% | Trimmed(-1.7%) | |
| 19 | $4.7M | 9.1K | 0.86% | Trimmed(-0.4%) | |
| 20 | $4.6M | 20.0K | 0.85% | Trimmed(-4.6%) |