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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Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:234

Value:$315.6K

% of Portfolio:0.1% ($315.6K/$327.4M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:860

Value:$296.9K

% of Portfolio:0.1% ($296.9K/$327.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.2K

Value:$285.4K

% of Portfolio:0.1% ($285.4K/$327.4M)

Broadcom Inc.

AVGO|11135F101

Shares:1.7K

Value:$281.4K

% of Portfolio:0.1% ($281.4K/$327.4M)

CME GROUP INC.

CME|12572Q105

Shares:1.1K

Value:$280.9K

% of Portfolio:0.1% ($280.9K/$327.4M)

CHEVRON CORP

CVX|166764100

Shares:1.7K

Value:$280.6K

% of Portfolio:0.1% ($280.6K/$327.4M)

PINTEREST, INC.

PINS|72352L106

Shares:9.0K

Value:$280.0K

% of Portfolio:0.1% ($280.0K/$327.4M)

33739N108

Shares:5.4K

Value:$270.6K

% of Portfolio:0.1% ($270.6K/$327.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.6K

Value:$269.3K

% of Portfolio:0.1% ($269.3K/$327.4M)

464287150

ITOT|464287150

Shares:2.2K

Value:$265.3K

% of Portfolio:0.1% ($265.3K/$327.4M)

Mastercard Inc

MA|57636Q104

Shares:481

Value:$263.6K

% of Portfolio:0.1% ($263.6K/$327.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:723

Value:$254.9K

% of Portfolio:0.1% ($254.9K/$327.4M)

STARBUCKS CORP

SBUX|855244109

Shares:2.3K

Value:$227.0K

% of Portfolio:0.1% ($227.0K/$327.4M)

81369Y209

Shares:1.5K

Value:$224.7K

% of Portfolio:0.1% ($224.7K/$327.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.4K

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$327.4M)

VERU INC.

VERU|92536C103

Shares:11.6K

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$327.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	234	QoQ +2.63% (+6) YoY NEW(+234)	All Managers (Combined)	$315.6K	0.1% ($315.6K/$327.4M)	QoQ +9.68% (+$27.9K) YoY NEW(+$315.6K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	860	QoQ NEW(+860) YoY NEW(+860)	All Managers (Combined)	$296.9K	0.1% ($296.9K/$327.4M)	QoQ NEW(+$296.9K) YoY NEW(+$296.9K)
UNION PACIFIC CORP(UNPcusip907818108)	1.2K	QoQ +0.16% (+2) YoY -4.05% (-51)	All Managers (Combined)	$285.4K	0.1% ($285.4K/$327.4M)	QoQ +3.76% (+$10.4K) YoY -7.83% (-$24.2K)
Broadcom Inc.(AVGOcusip11135F101)	1.7K	QoQ +6.39% (-101) YoY NEW(+1.7K)	All Managers (Combined)	$281.4K	0.1% ($281.4K/$327.4M)	QoQ -23.16% (-$84.9K) YoY NEW(+$281.4K)
CME GROUP INC.(CMEcusip12572Q105)	1.1K	QoQ -3.90% (-43) YoY -10.55% (-125)	All Managers (Combined)	$280.9K	0.1% ($280.9K/$327.4M)	QoQ +9.77% (-$25.0K) YoY +10.21% (-$26.0K)
CHEVRON CORP(CVXcusip166764100)	1.7K	QoQ +8.89% (+137) YoY NEW(+1.7K)	All Managers (Combined)	$280.6K	0.1% ($280.6K/$327.4M)	QoQ +25.78% (+$57.5K) YoY NEW(+$280.6K)
PINTEREST, INC.(PINScusip72352L106)	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$280.0K	0.1% ($280.0K/$327.4M)	QoQ NEW(+$280.0K) YoY NEW(+$280.0K)
(cusip33739N108)✕	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$270.6K	0.1% ($270.6K/$327.4M)	QoQ -1.15% (-$3.2K) YoY NEW(+$270.6K)
Palo Alto Networks Inc(PANWcusip697435105)	1.6K	QoQ +3.13% (-48) YoY NEW(+1.6K)	All Managers (Combined)	$269.3K	0.1% ($269.3K/$327.4M)	QoQ -3.27% (-$9.1K) YoY NEW(+$269.3K)
(ITOTcusip464287150)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$265.3K	0.1% ($265.3K/$327.4M)	QoQ NEW(+$265.3K) YoY NEW(+$265.3K)
Mastercard Inc(MAcusip57636Q104)	481	QoQ NEW(+481) YoY NEW(+481)	All Managers (Combined)	$263.6K	0.1% ($263.6K/$327.4M)	QoQ NEW(+$263.6K) YoY NEW(+$263.6K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	723	QoQ +9.54% (+63) YoY +3.28% (+23)	All Managers (Combined)	$254.9K	0.1% ($254.9K/$327.4M)	QoQ +12.88% (+$29.1K) YoY +13.59% (+$30.5K)
STARBUCKS CORP(SBUXcusip855244109)	2.3K	QoQ -19.68% (-567) YoY -9.71% (-249)	All Managers (Combined)	$227.0K	0.1% ($227.0K/$327.4M)	QoQ -13.66% (-$35.9K) YoY -3.09% (-$7.3K)
(cusip81369Y209)✕	1.5K	QoQ 0.00% (+0) YoY -1.28% (-20)	All Managers (Combined)	$224.7K	0.1% ($224.7K/$327.4M)	QoQ +6.13% (+$13.0K) YoY -2.43% (-$5.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.4K	QoQ NEW(+1.4K) YoY +7.46% (-98)	All Managers (Combined)	$216.7K	0.1% ($216.7K/$327.4M)	QoQ NEW(+$216.7K) YoY -2.49% (-$5.5K)
VERU INC.(VERUcusip92536C103)	11.6K	QoQ +3.51% (-392) YoY +15.57% (-1.6K)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$327.4M)	QoQ -22.01% (-$1.6K) YoY -19.09% (-$1.3K)