Copley Financial Group, Inc. Portfolio Holdings

Copley Financial Group, Inc.

  • $131 Billion
  • Q1 2025

Copley Financial Group, Inc. has filed its 13F form on June 27, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sector 10, Inc. with a value of $19.1B, Spdr Portfolio Aggregate Bond with a value of $14.3B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.5B, Vaneck Morningstar Wide Moat E with a value of $7.02B, and World Gold Trust with a value of $6.45B.

Examining the 13F form we can see an increase of $20.5B in the current position value, from $110B to 131B.

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 $131 Billion
ETFs: $89.9 Billion
Financial Services: $6.12 Billion
Industrials: $5.7 Billion
Healthcare: $4.92 Billion
Technology: $4.6 Billion
Consumer Cyclical: $3.53 Billion
Consumer Defensive: $3.47 Billion
Communication Services: $2.55 Billion
Other: $4.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$2.41 Billion 1.84% of portfolio
-
Q1 2025 Reduced 17.07%
-
$2.13 Billion 1.63% of portfolio
-
Q1 2025 Reduced 2.48%
$123B
$1.63 Billion 1.25% of portfolio
3,363
Q1 2025 New
$221B
$1.37 Billion 1.05% of portfolio
3,777
Q1 2025 Added 84.69%
$3.81T
$1.29 Billion 0.99% of portfolio
3,066
Q1 2025 Added 4.44%
$1.12T
$1.04 Billion 0.8% of portfolio
5,452
Q1 2025 Reduced 0.35%
$2.28T
$899 Million 0.69% of portfolio
4,099
Q1 2025 Added 0.59%
$296B
$869 Million 0.67% of portfolio
5,998
Q1 2025 Added 5.82%
$431B
$830 Million 0.64% of portfolio
6,180
Q1 2025 Added 1.7%
$3.38T
$768 Million 0.59% of portfolio
3,065
Q1 2025 Added 0.55%
$572B
$767 Million 0.59% of portfolio
2,428
Q1 2025 Reduced 3.17%
$850B
$753 Million 0.58% of portfolio
3,142
Q1 2025 Added 4.33%
$241B
$687 Million 0.53% of portfolio
1,199
Q1 2025 Reduced 2.0%
$269B
$682 Million 0.52% of portfolio
1,349
Q1 2025 Added 0.67%
$239B
$668 Million 0.51% of portfolio
5,313
Q1 2025 Reduced 0.9%
$369B
$659 Million 0.5% of portfolio
3,929
Q1 2025 Reduced 0.2%
$119B
$632 Million 0.48% of portfolio
7,910
Q1 2025 Reduced 1.55%
$221B
$628 Million 0.48% of portfolio
2,167
Q1 2025 Reduced 1.85%
$258B
$628 Million 0.48% of portfolio
6,948
Q1 2025 Reduced 4.39%
$211B
$630 Million 0.48% of portfolio
5,573
Q1 2025 Reduced 3.23%
$138B
$609 Million 0.47% of portfolio
22,973
Q1 2025 Reduced 0.86%
$1.62T
$604 Million 0.46% of portfolio
1,032
Q1 2025 Reduced 0.1%
$305B
$602 Million 0.46% of portfolio
9,665
Q1 2025 Reduced 1.46%
$377B
$588 Million 0.45% of portfolio
13,368
Q1 2025 Reduced 0.46%
$368B
$591 Million 0.45% of portfolio
1,519
Q1 2025 Reduced 0.59%
$148B
$572 Million 0.44% of portfolio
7,977
Q1 2025 Added 2.73%
$108B
$566 Million 0.43% of portfolio
6,201
Q1 2025 Reduced 1.58%
$19.7B
$547 Million 0.42% of portfolio
3,655
Q1 2025 Added 0.71%
-
$539 Million 0.41% of portfolio
-
Q1 2025 Reduced 8.64%
$31.5B
$525 Million 0.4% of portfolio
2,967
Q1 2025 Reduced 3.77%
$49.2B
$503 Million 0.39% of portfolio
13,121
Q1 2025 Added 0.93%
$41.8B
$492 Million 0.38% of portfolio
4,159
Q1 2025 Reduced 4.45%
$236B
$496 Million 0.38% of portfolio
1,671
Q1 2025 Reduced 2.81%
$223B
$480 Million 0.37% of portfolio
4,145
Q1 2025 Reduced 4.03%
$160B
$487 Million 0.37% of portfolio
2,155
Q1 2025 Reduced 0.74%
$82.4B
$482 Million 0.37% of portfolio
1,830
Q1 2025 Added 10,664.71%
$260B
$482 Million 0.37% of portfolio
1,442
Q1 2025 Reduced 1.32%
$38.1B
$483 Million 0.37% of portfolio
7,158
Q1 2025 Reduced 2.88%
$39.5B
$468 Million 0.36% of portfolio
6,115
Q1 2025 Reduced 0.57%
$8.91B
$454 Million 0.35% of portfolio
8,726
Q1 2025 Reduced 0.18%
$178B
$463 Million 0.35% of portfolio
1,317
Q1 2025 Reduced 1.59%
$338B
$461 Million 0.35% of portfolio
2,594
Q1 2025 Reduced 3.86%
$200B
$452 Million 0.35% of portfolio
2,974
Q1 2025 Reduced 0.24%
$114B
$450 Million 0.34% of portfolio
1,629
Q1 2025 Reduced 1.17%
$102B
$442 Million 0.34% of portfolio
2,967
Q1 2025 Reduced 2.49%
$9.38B
$450 Million 0.34% of portfolio
16,058
Q1 2025 Added 0.1%
$122B
$430 Million 0.33% of portfolio
2,494
Q1 2025 Added 0.44%
$14.7B
$434 Million 0.33% of portfolio
2,321
Q1 2025 Reduced 0.3%
$2.25B
$425 Million 0.33% of portfolio
26,053
Q1 2025 Added 2.02%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $131 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date June 27, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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