Coyle-Financial-Counsel
AI_NATIVE detailed information: This accession holds the following tickers:[ "PINS", "RBA.TO", "ABT", "ABBV", "GOOGL", null, null, "CAT", "AVGO", "HD", "MCD", "UNP", "QCOM", "META", null, "IVW", "IJH", "MA", "MSFT", null, "AMH", null, "PANW", "PGR", "IVV", "AAPL", "SPY", "NVDA", "MAS", null, null, "AMT", "SBUX", "PNFP", "VXF", "VWO", "LKQ", "IWV", "VCIT", null, null, "GPK", "DECK", "AJG", "AMZN", "VEA", null, "VXUS", "VT", "VOO", "VUSB", "VERU", "WMT", "KEX", "KNX", null, "AZO", "BAC", null, "BRK-B", "CVX", "CIEN", "CLH", "CME", "COKE", "CRH", "CRWD", "FANG", null, "QQQ", "MDY", "GOOG", null, "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 76
- Total Value
- 327417686
- Accession Number
- 0001104659-25-043168
- Form Type
- 13F-HR
- Manager Name
- Coyle-Financial-Counsel
Data Enrichment
82% identified62 identified14 unidentified
Holdings
76 positions • $327.4M total value
Manager:
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25434V203
Shares:72.5K
Value:$2.3M
% of Portfolio:0.7% ($2.3M/$327.4M)
88023U101
Shares:29.4K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$327.4M)
Shares:15.6K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$327.4M)
08579W103
Shares:19.5K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$327.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip25434V203)✕ | 72.5K | YoY NEW(+72.5K) | All Managers (Combined) | $2.3M | 0.7% ($2.3M/$327.4M) | YoY NEW(+$2.3M) |
AUTOZONE INC(AZOcusip053332102) | 584 | QoQ +0.17% (+1) | All Managers (Combined) | $2.2M | 0.7% ($2.2M/$327.4M) | |
51.4K | All Managers (Combined) | $2.2M | 0.7% ($2.2M/$327.4M) | |||
23.0K | All Managers (Combined) | $2.0M | 0.6% ($2.0M/$327.4M) | |||
6.9K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$327.4M) | |||
9.7K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$327.4M) | |||
MICROSOFT CORP(MSFTcusip594918104) | 5.0K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$327.4M) | ||
17.9K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$327.4M) | |||
(cusip88023U101)✕ | 29.4K | YoY NEW(+29.4K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$327.4M) | YoY NEW(+$1.8M) |
3.1K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$327.4M) | |||
KIRBY CORP(KEXcusip497266106) | 16.8K | QoQ +5.07% (+810)YoY NEW(+16.8K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$327.4M) | YoY NEW(+$1.7M) |
15.6K | QoQ +0.23% (-37)YoY -3.57% (-577) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$327.4M) | ||
MASCO CORP /DE/(MAScusip574599106) | 22.0K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$327.4M) | ||
Alphabet Inc.(GOOGcusip02079K107) | 9.7K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$327.4M) | ||
33.0K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$327.4M) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 7.1K | QoQ +2.60% (+179)YoY +1.36% (+95) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$327.4M) | |
(cusip08579W103)✕ | 19.5K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$327.4M) | ||
52.4K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$327.4M) | |||
2.5K | QoQ -2.79% (-72) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$327.4M) | ||
8.3K | QoQ -8.87% (-808)YoY NEW(+8.3K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$327.4M) | YoY NEW(+$1.3M) |