Institutions / Copley Financial Group, Inc.

Copley Financial Group, Inc.

CIK 2045258 · Institution · as of Dec 31, 2025
Portfolio value
$161.62M
Positions
112
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 112 →
CompanyClassValueShares% of portfolio
Northern Lts Fd Tr IV$19.44M301,27012.0%
Pacer Fds Tr$12.42M206,3667.7%
SPDR Series Trust$11.99M465,4817.4%
Pacer Fds Tr$11.79M364,5517.3%
Pacer Fds Tr$10.33M423,2726.4%
World Gold Tr$9.02M105,6105.6%
VanEck ETF Trust$8.03M77,5805.0%
Abrdn Silver ETF Trust$6.62M97,9134.1%
Global X Fds$6.01M125,7503.7%
VanEck ETF Trust$5.09M44,7733.2%
Northern Lts Fd Tr IV$3.19M222,8942.0%
Abrdn Palladium ETF Trust$2.28M15,6591.4%
Caterpillar Inc$2.16M3,7771.3%
SPDR Series Trust$2.02M22,1351.3%
NexPoint Real Estate Finance, Inc.NREFREIT$1.74M123,3071.1%
Lockheed Martin Corp$1.63M3,3701.0%
Invesco Qqq Tr$1.60M2,6001.0%
Invesco Actively Managed Exc$1.43M28,4450.9%
Angel Oak Funds Trust$1.40M27,3140.9%
Microsoft Corp$1.33M2,7480.8%
Goldman Sachs ETF Tr$1.07M10,6610.7%
Chevron Corp$1.05M6,8680.6%
Alphabet Inc.$1.03M3,2670.6%
Innovator Etfs Trust$1.02M36,2560.6%
NVIDIA Corp$969.4K5,1980.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.