Coyle Financial Counsel LLC

CIK 0001593038 · Q2 2026

13F Equity AUM

$548.0M

+15.9% QoQ

Positions

126

+13 QoQ

AUM Rank

#3,479

Top 40%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,492 · Top 66%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 51.1%Top 10: 71.2%Top 20: 84.3%

IVV16.8%

VEA13.2%

FRDM7.7%

FBND6.9%

NDQ6.6%

IJH4.8%

VCSH4.8%

VT4.2%

VUSB3.4%

VCIT2.9%

Others (116)28.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.0%

Technology5.3%

Consumer Cyclical2.3%

Industrials2.3%

Other4.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 126Median: 0.12%Avg: 0.79%

0–0.5%

103(13.8%)

0.5–1%

6(4.4%)

1–3%

8(13.4%)

3–5%

4(17.2%)

5%+

5(51.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 126vs 20 funds

0%Low

126

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New21Increased68Decreased31Exited8

New Positions

POOL0.2%

+5K

SSNC0.1%

+14K

MU0.1%

+630

AMD0.1%

+1K

VUG0.1%

+4K

VTV0.1%

+1K

SPACE EXPLORATION TE…0.1%

+2K

YNDX0.1%

+1K

MTSI0.1%

+805

AMAT0.1%

+449

Increased

FBND6.9%

+33K(+4%)

VEA13.2%

+15K(+2%)

VCSH4.8%

+13K(+4%)

VUSB3.4%

+9K(+2%)

IJH4.8%

+8K(+2%)

DFAI2.1%

+5K(+2%)

VCIT2.9%

+5K(+3%)

HQY0.2%

+4K(+33%)

IVV16.8%

+3K(+3%)

VT4.2%

+3K(+2%)

Decreased

LKQ10.1%

-13,237(-35%)

FRDM7.7%

-7,145(-1%)

DFIC1.0%

-3,971(-3%)

FENI0.7%

-2,544(-3%)

DELL0.3%

-1,901(-31%)

CLH0.3%

-1,761(-23%)

VXUS1.4%

-1,741(-2%)

VBIL0.1%

-1,270(-20%)

CIEN0.2%

-1,084(-30%)

TPD0.3%

-861(-4%)

Exited

-28,898

-14,296

-2,972

-11,552

-1,591

-3,495

-339

-10,509

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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