$222 Million is the total value of Coyle Financial Counsel LLC's 61 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Exit | HOME DEPOT INC | $0 | – | -706 | -100.0% | -0.10% | – |
| WTFC | Exit | WINTRUST FINL CORP | $0 | – | -3,919 | -100.0% | -0.13% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERS | $0 | – | -19,165 | -100.0% | -0.50% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -33,253 | -100.0% | -4.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 42 | Q2 2024 | 14.8% |
| ISHARES TR | 41 | Q2 2024 | 25.1% |
| SPDR S&P 500 ETF TR | 41 | Q2 2024 | 7.3% |
| LKQ CORP | 41 | Q2 2024 | 16.3% |
| SPDR S&P MIDCAP 400 ETF TR | 41 | Q2 2024 | 7.3% |
| FEDEX CORP | 41 | Q2 2024 | 4.4% |
| CLEAN HARBORS INC | 41 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 40 | Q2 2024 | 7.5% |
| VANGUARD STAR FDS | 37 | Q2 2024 | 12.3% |
| VANGUARD SCOTTSDALE FDS | 34 | Q2 2024 | 14.0% |
View Coyle Financial Counsel LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
View Coyle Financial Counsel LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.