Copley Financial Group, Inc. Portfolio Holdings

Copley Financial Group, Inc.

  • $135 Billion
  • Q2 2025

Copley Financial Group, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sector 10, Inc. with a value of $17.5B, Spdr Portfolio Aggregate Bond with a value of $12.9B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.2B, World Gold Trust with a value of $7.77B, and Pacer Fds Tr Swan Sos Fd Of Fd with a value of $7.38B.

Examining the 13F form we can see an increase of $4.22B in the current position value, from $131B to 135B.

Copley Financial Group, Inc. is based out at San Diego, CA

Below you can find more details about Copley Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $94.7 Billion
Financial Services: $6.16 Billion
Industrials: $5.93 Billion
Technology: $5.2 Billion
Healthcare: $4.59 Billion
Consumer Cyclical: $3.29 Billion
Consumer Defensive: $3.03 Billion
Communication Services: $2.77 Billion
Other: $4.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.5 Billion 12.99% of portfolio
301,629
Q2 2025 Reduced 12.14%
$0
$12.9 Billion 9.6% of portfolio
505,572
Q2 2025 Reduced 9.97%
$0
$10.2 Billion 7.53% of portfolio
184,277
Q2 2025 Reduced 3.9%
$9.76B
$7.77 Billion 5.76% of portfolio
118,533
Q2 2025 Reduced 3.25%
$0
$7.38 Billion 5.47% of portfolio
242,083
Q2 2025 Added 161.41%
$0
$7.3 Billion 5.42% of portfolio
330,766
Q2 2025 Added 83.87%
$0
$6.86 Billion 5.09% of portfolio
73,117
Q2 2025 Reduced 4.43%
$0
$6.02 Billion 4.46% of portfolio
193,787
Q2 2025 Reduced 10.48%
$1.79B
$2.94 Billion 2.18% of portfolio
85,297
Q2 2025 Reduced 1.01%
-
$2.55 Billion 1.89% of portfolio
-
Q2 2025 Added 21.89%
$0
$2.01 Billion 1.49% of portfolio
49,348
Q2 2025 Reduced 7.18%
$0
$2 Billion 1.48% of portfolio
39,864
Q2 2025 Reduced 7.17%
$0
$1.67 Billion 1.24% of portfolio
18,231
Q2 2025 Added 90.8%
-
$1.59 Billion 1.18% of portfolio
-
Q2 2025 Reduced 20.7%
$113B
$1.56 Billion 1.16% of portfolio
3,363
Q1 2025 New
$3.95T
$1.49 Billion 1.1% of portfolio
2,994
Q2 2025 Reduced 6.5%
$1.09B
$1.4 Billion 1.04% of portfolio
11,361
Q2 2025 Reduced 2.12%
$0
$1.18 Billion 0.88% of portfolio
2,147
Q2 2025 Added 5.25%
$184M
$1.02 Billion 0.75% of portfolio
10,090
Q2 2025 Added 0.93%
$456B
$937 Million 0.69% of portfolio
5,932
Q2 2025 Reduced 5.62%
$302B
$922 Million 0.68% of portfolio
6,437
Q2 2025 Added 1.42%
$859B
$899 Million 0.67% of portfolio
3,100
Q2 2025 Reduced 5.43%
$0
$901 Million 0.67% of portfolio
12,394
Q2 2025 Reduced 5.61%
$1.24T
$876 Million 0.65% of portfolio
4,939
Q2 2025 Reduced 9.09%
$2.26T
$802 Million 0.59% of portfolio
3,655
Q2 2025 Reduced 11.35%
$127B
$730 Million 0.54% of portfolio
2,650
Q2 2025 Added 78.69%
$551B
$706 Million 0.52% of portfolio
1,988
Q2 2025 Reduced 15.44%
$254B
$701 Million 0.52% of portfolio
990
Q2 2025 Reduced 15.74%
$452B
$691 Million 0.51% of portfolio
4,525
Q2 2025 Reduced 3.23%
$250B
$671 Million 0.5% of portfolio
4,761
Q2 2025 Reduced 9.57%
$1.78T
$658 Million 0.49% of portfolio
892
Q2 2025 Reduced 13.48%
$0
$661 Million 0.49% of portfolio
28,327
Q2 2025 Reduced 9.54%
$229B
$644 Million 0.48% of portfolio
4,733
Q2 2025 Reduced 12.24%
$0
$648 Million 0.48% of portfolio
12,373
Q2 2025 Added 8.05%
$281B
$607 Million 0.45% of portfolio
6,208
Q2 2025 Reduced 6.55%
$122B
$607 Million 0.45% of portfolio
6,965
Q2 2025 Reduced 10.56%
$3.69T
$607 Million 0.45% of portfolio
2,957
Q2 2025 Reduced 4.06%
$306B
$598 Million 0.44% of portfolio
8,447
Q2 2025 Reduced 11.31%
$381B
$577 Million 0.43% of portfolio
12,196
Q2 2025 Reduced 8.35%
$0
$570 Million 0.42% of portfolio
7,746
Q2 2025 Reduced 6.74%
$38.3B
$564 Million 0.42% of portfolio
3,358
Q2 2025 Reduced 15.5%
$222B
$549 Million 0.41% of portfolio
1,878
Q2 2025 Reduced 11.71%
$86.2B
$534 Million 0.4% of portfolio
1,830
Q1 2025 Added 10,664.71%
$219M
$523 Million 0.39% of portfolio
37,916
Q2 2025 Added 243.1%
$108B
$526 Million 0.39% of portfolio
5,745
Q2 2025 Reduced 5.87%
$368B
$522 Million 0.39% of portfolio
3,278
Q2 2025 Reduced 16.4%
$141B
$519 Million 0.39% of portfolio
7,480
Q2 2025 Reduced 8.72%
$18.2B
$513 Million 0.38% of portfolio
3,477
Q2 2025 Reduced 5.54%
$0
$510 Million 0.38% of portfolio
5,354
Q2 2025 Reduced 8.95%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $135 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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