Long-term investor

Coyle Financial Counsel LLC @coylefinancialcounselllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001593038).

Record

  • Tracked since 2025-06-30 (448 days), 59 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.2% · 6 months n/a · 1 year +20.3% · all +20.3%
  • Max drawdown n/a · win rate 7% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 16.8% · long · since 2025-06-30
  • 921943858 · 13.1% · long · since 2025-06-30
  • 02072L607 · 7.7% · long · since 2025-06-30
  • 316188309 · 6.9% · long · since 2025-06-30
  • 46090E103 · 6.6% · long · since 2025-06-30
  • 464287507 · 4.8% · long · since 2025-06-30
  • 92206C409 · 4.8% · long · since 2025-06-30
  • 922042742 · 4.2% · long · since 2025-06-30
  • 92203C303 · 3.4% · long · since 2025-06-30
  • 92206C870 · 2.9% · long · since 2025-06-30
  • 922908363 · 2.5% · long · since 2025-06-30
  • 25434V203 · 2.1% · long · since 2025-06-30

Copy on paper, free More traders How copying works