COPLEY FINANCIAL GROUP, INC. 13F Portfolio
COPLEY FINANCIAL GROUP, INC. runs COPLEY FINANCIAL GROUP, INC. and currently holds 118 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $165.37M. Their top holdings are COWZ, ECOW, PAVE, MOAT, GLDM. The top five represent 29.5% of reported portfolio weight. COPLEY FINANCIAL GROUP, INC. ranks #939 out of 1000 investors tracked by Alpha Score. In the most recent quarter, COPLEY FINANCIAL GROUP, INC. initiated 4 new positions. They added to 25 existing positions. They trimmed 69 positions. Their current best-performing preview position is KLAC with returns of +104.91%.
Portfolio Value
$165.37M
Alpha Score
18.8
#939 of 1000
Holdings
118
COPLEY FINANCIAL GROUP, INC. Current 13F Holdings
Reported holdings from COPLEY FINANCIAL GROUP, INC.'s latest SEC 13F filing, ranked by portfolio weight.
118 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 COWZ PACER FDS TR | 8.30% | $57.76 | $68.50 | +18.59% | Added +2.71% |
 ECOW PACER FDS TR | 7.34% | $22.40 | $26.93 | +20.22% | Added +2.91% |
 PAVE GLOBAL X FDS | 4.83% | $48.19 | $53.44 | +10.89% | Added +2.33% |
 MOAT VANECK ETF TRUST | 4.74% | $95.72 | $108.75 | +13.61% | Added +1.99% |
 GLDM WORLD GOLD TR | 4.27% | $66.71 | $82.99 | +24.40% | Trimmed -46.09% |
 GDXJ VANECK ETF TRUST | 3.30% | $111.59 | $114.42 | +2.54% | Added +18.46% |
 SPAB SPDR SERIES TRUST | 2.73% | $26.09 | $24.38 | -6.55% | Trimmed -58.76% |
BU BUYW NORTHERN LTS FD TR IV | 2.15% | $14.06 | $14.57 | +3.63% | Added +11.90% |
 CAT CATERPILLAR INC | 1.27% | $378.11 | $800.60 | +111.74% | Trimmed -46.85% |
 GBIL GOLDMAN SACHS ETF TR | 1.19% | $100.06 | $99.96 | -0.10% | Added +14.95% |
Showing 1-10 of 118