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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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