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

SEC FilingSEC DataHachi Filing

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
CIK: coyle-financial-counsel
Manager Name: Coyle-Financial-Counsel

Data Enrichment

82% identified

62 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $327.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CIENA CORP

CIEN|171779309

Shares:20.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$327.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$327.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.5K

Value:$886.4K

% of Portfolio:0.3% ($886.4K/$327.4M)

381430529

Shares:8.0K

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$327.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.0K

Value:$792.2K

% of Portfolio:0.2% ($792.2K/$327.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.5K

Value:$790.9K

% of Portfolio:0.2% ($790.9K/$327.4M)

464287689

IWV|464287689

Shares:2.5K

Value:$783.6K

% of Portfolio:0.2% ($783.6K/$327.4M)

MCDONALDS CORP

MCD|580135101

Shares:2.1K

Value:$668.5K

% of Portfolio:0.2% ($668.5K/$327.4M)

46434V878

Shares:11.4K

Value:$579.7K

% of Portfolio:0.2% ($579.7K/$327.4M)

Knight-Swift Transportation Holdings Inc.

KNX|499049104

Shares:13.3K

Value:$576.5K

% of Portfolio:0.2% ($576.5K/$327.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.2K

Value:$540.7K

% of Portfolio:0.2% ($540.7K/$327.4M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:4.7K

Value:$523.7K

% of Portfolio:0.2% ($523.7K/$327.4M)

American Homes 4 Rent

AMH|02665T306

Shares:13.6K

Value:$515.9K

% of Portfolio:0.2% ($515.9K/$327.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.2K

Value:$487.0K

% of Portfolio:0.1% ($487.0K/$327.4M)

HOME DEPOT, INC.

HD|437076102

Shares:1.2K

Value:$450.4K

% of Portfolio:0.1% ($450.4K/$327.4M)

CATERPILLAR INC

CAT|149123101

Shares:1.3K

Value:$444.9K

% of Portfolio:0.1% ($444.9K/$327.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:9.2K

Value:$384.5K

% of Portfolio:0.1% ($384.5K/$327.4M)

464287309

IVW|464287309

Shares:3.8K

Value:$355.8K

% of Portfolio:0.1% ($355.8K/$327.4M)

46436E718

Shares:3.3K

Value:$330.2K

% of Portfolio:0.1% ($330.2K/$327.4M)

Walmart Inc.

WMT|931142103

Shares:3.7K

Value:$324.6K

% of Portfolio:0.1% ($324.6K/$327.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CIENA CORP(CIENcusip171779309)	20.9K	QoQ -4.06% (-884) YoY NEW(+20.9K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$327.4M)	QoQ -31.64% (-$584.1K) YoY NEW(+$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	6.7K	QoQ +1.84% (-122) YoY +6.10% (+387)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$327.4M)	QoQ -16.80% (-$210.0K) YoY +8.71% (+$83.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.5K	QoQ +26.27% (+320) YoY +69.01% (+628)	All Managers (Combined)	$886.4K	0.3% ($886.4K/$327.4M)	QoQ +24.29% (+$173.3K) YoY +100.60% (+$444.6K)
(cusip381430529)✕	8.0K	QoQ -7.72% (-667) YoY -26.55% (-2.9K)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$327.4M)	QoQ -7.48% (-$64.6K) YoY -27.06% (-$296.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.0K	QoQ +1.39% (+82) YoY -3.25% (-201)	All Managers (Combined)	$792.2K	0.2% ($792.2K/$327.4M)	QoQ +18.90% (+$126.0K) YoY +12.90% (-$90.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.5K	QoQ +30.26% (+345) YoY +177.57% (+950)	All Managers (Combined)	$790.9K	0.2% ($790.9K/$327.4M)	QoQ +53.05% (+$274.1K) YoY +251.53% (+$565.9K)
(IWVcusip464287689)	2.5K	QoQ -0.04% (-1) YoY -10.55% (-291)	All Managers (Combined)	$783.6K	0.2% ($783.6K/$327.4M)	QoQ -5.00% (-$41.3K) YoY -5.31% (-$44.0K)
MCDONALDS CORP(MCDcusip580135101)	2.1K	QoQ +0.37% (+8) YoY -1.69% (-37)	All Managers (Combined)	$668.5K	0.2% ($668.5K/$327.4M)	QoQ +8.15% (+$50.4K) YoY +8.90% (-$54.7K)
(cusip46434V878)✕	11.4K	QoQ +0.13% (+15) YoY +13.44% (+1.4K)	All Managers (Combined)	$579.7K	0.2% ($579.7K/$327.4M)	QoQ +0.67% (+$3.9K) YoY +13.75% (+$70.1K)
Knight-Swift Transportation Holdings Inc.(KNXcusip499049104)	13.3K	QoQ -12.84% (-2.0K) YoY -27.76% (-5.1K)	All Managers (Combined)	$576.5K	0.2% ($576.5K/$327.4M)	QoQ -28.53% (-$230.2K) YoY -42.90% (-$433.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.2K	QoQ +1.37% (+30) YoY +68.37% (+895)	All Managers (Combined)	$540.7K	0.2% ($540.7K/$327.4M)	QoQ +3.76% (+$19.6K) YoY +106.13% (+$278.4K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	4.7K	QoQ -3.66% (-178) YoY +439.63% (-3.8K)	All Managers (Combined)	$523.7K	0.2% ($523.7K/$327.4M)	QoQ -46.96% (-$463.7K) YoY -35.89% (-$293.3K)
American Homes 4 Rent(AMHcusip02665T306)	13.6K	QoQ -72.58% (-36.1K) YoY -72.05% (-35.2K)	All Managers (Combined)	$515.9K	0.2% ($515.9K/$327.4M)	QoQ -72.30% (-$1.3M) YoY -71.27% (-$1.3M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.2K	QoQ +2.42% (+53) YoY +3.13% (+68)	All Managers (Combined)	$487.0K	0.1% ($487.0K/$327.4M)	QoQ +21.53% (+$86.3K) YoY +13.58% (+$58.2K)
HOME DEPOT, INC.(HDcusip437076102)	1.2K	QoQ +32.72% (+303) YoY +48.78% (+403)	All Managers (Combined)	$450.4K	0.1% ($450.4K/$327.4M)	QoQ +25.04% (+$90.2K) YoY +42.15% (+$133.6K)
CATERPILLAR INC(CATcusip149123101)	1.3K	QoQ +0.07% (-1) YoY +0.14% (-2)	All Managers (Combined)	$444.9K	0.1% ($444.9K/$327.4M)	QoQ -9.01% (-$44.1K) YoY -9.86% (-$48.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	9.2K	QoQ +8.00% (+683) YoY +23.47% (+1.8K)	All Managers (Combined)	$384.5K	0.1% ($384.5K/$327.4M)	QoQ +2.55% (+$9.6K) YoY +35.88% (+$101.5K)
(IVWcusip464287309)	3.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$355.8K	0.1% ($355.8K/$327.4M)	QoQ -8.56% (-$33.3K) YoY +9.93% (+$32.2K)
(cusip46436E718)✕	3.3K	QoQ +2.66% (+85) YoY +38.16% (+906)	All Managers (Combined)	$330.2K	0.1% ($330.2K/$327.4M)	QoQ +3.01% (+$9.6K) YoY +38.09% (+$91.1K)
Walmart Inc.(WMTcusip931142103)	3.7K	QoQ +7.78% (+267) YoY NEW(+3.7K)	All Managers (Combined)	$324.6K	0.1% ($324.6K/$327.4M)	QoQ +4.72% (+$14.7K) YoY NEW(+$324.6K)