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CFC

Coyle Financial Counsel Portfolio holdings

AUM $548M
1-Year Est. Return 25.77%
This Fund
S&P 500
This Quarter Est. Return
+15.2%
1 Year Est. Return
+25.77%
3 Year Est. Return
+62.4%
5 Year Est. Return
+64.85%
10 Year Est. Return
–
AUM
$548M
AUM Growth
+$75.2M
Cap. Flow
+$13.3M
Cap. Flow %
2.43%
Top 10 Hldgs %
71.18%
Holding
134
New
21
Increased
68
Reduced
31
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.27M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$1.5M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.07M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.05M
5
POOL icon
Pool Corp
POOL
+$926K

Top Sells

Rank Stock Value
1
FHN icon
First Horizon
FHN
+$658K
2
CIEN icon
Ciena
CIEN
+$553K
3
DELL icon
Dell
DELL
+$550K
4
CLH icon
Clean Harbors
CLH
+$520K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$477K

Sector Composition

Rank Sector Weight
1 Miscellaneous 84.69%
2 Technology 5.25%
3 Industrials 2.45%
4 Consumer Discretionary 2.37%
5 Communication Services 1.69%

No holdings matched the selected filter criteria.

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Coyle Financial Counsel's Q2 2026 Portfolio in Review

As of Q2 2026, Coyle Financial Counsel held 134 positions worth $548M, up 16% from $473M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Coyle Financial Counsel's Q2 2026 filing shows 21 new, 68 increased, 31 reduced and 8 closed positions. Its largest new stake was Pool Corp: 4,641 shares worth $997K. The largest sale was First Horizon, an estimated $658K.

By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, down from 86% a quarter earlier, followed by Technology and Industrials.

  • Coyle Financial Counsel's largest Q2 2026 buy was Pool Corp: 4,641 shares worth $997K.
  • Coyle Financial Counsel added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $2.27M increase.
  • Coyle Financial Counsel's biggest Q2 2026 reduction was Ciena, cutting an estimated $553K.
  • Coyle Financial Counsel fully exited First Horizon in Q2 2026, selling an estimated $658K.
  • Coyle Financial Counsel's ten largest holdings make up 71% of its $548M portfolio in Q2 2026.
  • Coyle Financial Counsel opened 21 new positions and closed 8 in Q2 2026.
  • Coyle Financial Counsel's portfolio value rose 16% quarter-over-quarter to $548M.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.