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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.1 Billion 14.66% of portfolio
348,364
Q1 2025 Added 73.84%
$0
$14.3 Billion 10.92% of portfolio
570,841
Q1 2025 Added 4.09%
$0
$10.5 Billion 8.04% of portfolio
185,956
Q1 2025 Added 75.98%
$0
$7.02 Billion 5.38% of portfolio
75,710
Q1 2025 Added 72.42%
$9.7B
$6.45 Billion 4.94% of portfolio
124,022
Q1 2025 Reduced 10.57%
$0
$5.87 Billion 4.5% of portfolio
208,346
Q1 2025 Added 73.71%
$0
$3.99 Billion 3.05% of portfolio
90,566
Q1 2025 Added 70.85%
$0
$3.34 Billion 2.56% of portfolio
172,330
Q1 2025 Added 71.05%
$0
$2.46 Billion 1.88% of portfolio
60,785
Q1 2025 Reduced 33.94%
$0
$2.46 Billion 1.88% of portfolio
49,027
Q1 2025 Reduced 34.05%
-
$2.41 Billion 1.84% of portfolio
-
Q1 2025 Reduced 20.67%
$1.72B
$2.39 Billion 1.83% of portfolio
86,533
Q1 2025 Added 21.74%
-
$2.13 Billion 1.63% of portfolio
-
Q1 2025 Added 45.27%
$121B
$1.63 Billion 1.25% of portfolio
3,363
Q1 2025 New
$0
$1.44 Billion 1.1% of portfolio
49,250
Q1 2025 Added 437.78%
$210B
$1.37 Billion 1.05% of portfolio
3,777
Q1 2025 Added 84.69%
$0
$1.26 Billion 0.96% of portfolio
18,225
Q1 2025 Added 38.21%
$0
$1.07 Billion 0.82% of portfolio
2,088
Q1 2025 Added 85.27%
$1.1T
$1.04 Billion 0.8% of portfolio
5,452
Q1 2025 Reduced 5.2%
$1.09B
$967 Million 0.74% of portfolio
11,646
Q1 2025 Reduced 43.84%
$2.28T
$899 Million 0.69% of portfolio
4,099
Q1 2025 Added 8.27%
$290B
$869 Million 0.67% of portfolio
5,998
Q1 2025 Added 8.52%
$397B
$830 Million 0.64% of portfolio
6,180
Q1 2025 Added 10.95%
$187M
$833 Million 0.64% of portfolio
9,968
Q1 2025 New
$3.43T
$768 Million 0.59% of portfolio
3,065
Q1 2025 Reduced 4.28%
$587B
$767 Million 0.59% of portfolio
2,428
Q1 2025 Added 8.39%
$868B
$753 Million 0.58% of portfolio
3,142
Q1 2025 Reduced 1.13%
$0
$754 Million 0.58% of portfolio
8,246
Q1 2025 Added 36.12%
$0
$695 Million 0.53% of portfolio
33,354
Q1 2025 Added 86.28%
$247B
$687 Million 0.53% of portfolio
1,199
Q1 2025 Reduced 6.55%
$289B
$682 Million 0.52% of portfolio
1,349
Q1 2025 Added 0.3%
$244B
$668 Million 0.51% of portfolio
5,313
Q1 2025 Reduced 13.6%
$381B
$659 Million 0.5% of portfolio
3,929
Q1 2025 Added 1.95%
$0
$627 Million 0.48% of portfolio
9,711
Q1 2025 Added 127.32%
$408B
$625 Million 0.48% of portfolio
4,320
Q1 2025 Added 3.5%
$117B
$632 Million 0.48% of portfolio
7,910
Q1 2025 Added 2.65%
$216B
$628 Million 0.48% of portfolio
2,167
Q1 2025 Reduced 3.52%
$267B
$628 Million 0.48% of portfolio
6,948
Q1 2025 Added 85.43%
$235B
$630 Million 0.48% of portfolio
5,573
Q1 2025 Reduced 1.9%
$142B
$609 Million 0.47% of portfolio
22,973
Q1 2025 Added 15.31%
$1.62T
$604 Million 0.46% of portfolio
1,032
Q1 2025 Added 0.29%
$309B
$602 Million 0.46% of portfolio
9,665
Q1 2025 Added 3.84%
$393B
$588 Million 0.45% of portfolio
13,368
Q1 2025 Reduced 3.54%
$380B
$591 Million 0.45% of portfolio
1,519
Q1 2025 Added 1.4%
$145B
$572 Million 0.44% of portfolio
7,977
Q1 2025 Reduced 1.71%
$108B
$566 Million 0.43% of portfolio
6,201
Q1 2025 Reduced 18.16%
$0
$548 Million 0.42% of portfolio
10,718
Q1 2025 Added 38.51%
$20.5B
$547 Million 0.42% of portfolio
3,655
Q1 2025 Reduced 0.14%
-
$539 Million 0.41% of portfolio
-
Q1 2025 Added 112.6%

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
Track This Portfolio

Track Copley Financial Group, Inc. Portfolio

Follow Copley Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copley Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Copley Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email