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COPLEY FINANCIAL GROUP, INC.
COPLEY FINANCIAL GROUP, INC.
Latest filing: 2026-06-30
COPLEY FINANCIAL GROUP, INC. runs COPLEY FINANCIAL GROUP, INC. and currently holds 118 stock positions, which is fewer than the average of 230 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 #940 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%.
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118 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 COWZ PACER FDS TR | 8.30% | $57.76 | $72.00 | +24.65% | Added +2.71% |
 ECOW PACER FDS TR | 7.34% | $22.40 | $27.96 | +24.82% | Added +2.91% |
 PAVE GLOBAL X FDS | 4.83% | $48.19 | $56.40 | +17.04% | Added +2.33% |
 MOAT VANECK ETF TRUST | 4.74% | $95.72 | $114.42 | +19.53% | Added +1.99% |
 GLDM WORLD GOLD TR | 4.27% | $66.71 | $91.32 | +36.89% | Trimmed -46.09% |
 GDXJ VANECK ETF TRUST | 3.30% | $111.59 | $132.58 | +18.81% | Added +18.46% |
 SPAB SPDR SERIES TRUST | 2.73% | $26.09 | $25.10 | -3.79% | Trimmed -58.76% |
BU BUYW NORTHERN LTS FD TR IV | 2.15% | $14.06 | $14.62 | +3.98% | Added +11.90% |
 CAT CATERPILLAR INC | 1.27% | $378.11 | $827.65 | +118.89% | Trimmed -46.85% |
 GBIL GOLDMAN SACHS ETF TR | 1.19% | $100.06 | $100.12 | +0.06% | Added +14.95% |
Showing 1-10 of 118