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CIK: 0002045258
Total reported value
$165.4M
$165.4M
100 檔
34.3%
According to the latest 13F quarterly dataset, Copley Financial Group, Inc. managed an equity portfolio of $165.4M at the end of Q1 2025, spanning 100 distinct U.S. exchange-listed positions.
During Q1 2025, Copley Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SECT | Main Sector Rotation ETF | ETF-Other | 13.42% | +7.88% | -1.45% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 10.98% | -3.90% | -1.62% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.04% | +0.19% | +3.12% | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 5.80% | -4.95% | -1.21% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.15% | +0.43% | +1.05% | |
| 6 | RAAX | Vaneck Real Assets ETF | ETF-Other | 5.04% | -0.04% | +3.90% | |
| 7 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 2.81% | +0.18% | +4.39% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.75% | — | +5.92% | |
| 9 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 2.14% | +0.18% | -0.42% | |
| 10 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 2.02% | +0.58% | +88.04% | |
| 11 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.65% | — | -12.54% | |
| 12 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.65% | -0.25% | -12.41% | |
| 13 | BUYW | Main Buywrite ETF | ETF-Other | 1.56% | +0.29% | -2.48% | |
| 14 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 1.52% | -0.13% | -17.07% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.15% | -0.19% | — | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | -0.31% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.08% | +4.44% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.34% | +5.82% | |
| 19 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.81% | — | -0.33% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.28% | -2.30% | |
| 21 | PALL | Abrdn Physical Palladium Shs | ETF-Commodities | 0.69% | -0.78% | +0.29% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.67% | -0.46% | +15.87% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.03% | -27.95% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.04% | -0.35% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.02% | -3.17% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.04% | +4.33% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.02% | +0.59% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.01% | +8.24% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.26% | EXIT | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.01% | +0.67% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.54% | -0.11% | -1.55% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.52% | — | +0.55% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.10% | -1.46% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.21% | +1.70% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.08% | -0.20% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.12% | -1.85% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | -0.05% | -2.00% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.47% | -0.05% | -0.90% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.46% | — | -1.58% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.03% | -0.10% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | +6.84% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.06% | -4.39% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | — | +2.73% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.44% | — | -0.86% | |
| 45 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.43% | -0.02% | -14.47% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.06% | -0.46% | |
| 47 | TMAT | Main Thematic Innovation ETF | ETF-Other | 0.42% | +0.37% | -6.12% | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.42% | — | +0.93% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.10% | -0.59% | |
| 50 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.42% | — | -4.45% |
According to official SEC Form 13F filings, Copley Financial Group, Inc. reported a total U.S. public equity portfolio value of $165.4M across 100 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SECT, SPAB, COWZ) accounted for 34.3% of total reported equity market value during Q1 2025.
During Q1 2025, Copley Financial Group, Inc.'s top holdings by market value included SECT (13.4%)、SPAB (11.0%)、COWZ (8.0%). The largest single position, SECT, represented 13.4% of total portfolio value.
In Q1 2025, Copley Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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