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COPLEY FINANCIAL GROUP, INC. 13F portfolio summary

COPLEY FINANCIAL GROUP, INC. of COPLEY FINANCIAL GROUP, INC. has 114 current stock holdings with a reported portfolio value of $165.7M. The portfolio 1 year return is +19.69%. Top holdings include UPS (0.00%), QQQ (0.00%), GLDM (9.34%), SECT (9.01%), COWZ (8.22%).

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COPLEY FINANCIAL GROUP, INC.

COPLEY FINANCIAL GROUP, INC.
Latest filing: 2026-03-31

COPLEY FINANCIAL GROUP, INC. runs COPLEY FINANCIAL GROUP, INC. and currently holds 114 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $165.74M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COPLEY FINANCIAL GROUP, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COPLEY FINANCIAL GROUP, INC.'s portfolio at COPLEY FINANCIAL GROUP, INC. has delivered returns of +19.69%. Their 3-year annualized return is +16.44%. Looking at the 5-year horizon, COPLEY FINANCIAL GROUP, INC. has achieved +16.44% annualized returns at COPLEY FINANCIAL GROUP, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.69%
#0/1000
3 Year
+16.44%
#0/1000
5 Year
+16.44%
#0/1000

Portfolio Value

$165.74M

Alpha Score

15.6

#0 of 1000

Holdings

114

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change