StockDriftsStockDriftsTop 50 Copley Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SECT | NORTHERN LTS FD TR IV | 16.78% | 385.0K | $27.7M | +57.63%(+140.76K) | $57.80(+26.13%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 8.3% | 220.8K | $13.7M | +2.71%(+5.83K) | $57.07(+22.84%) | 2026-06-30 | |
| PSFF | PACER FDS TR | 7.43% | 358.3K | $12.3M | +1.10%(+3.90K) | $30.05(+16.04%) | 2026-06-30 | |
| ECOW | PACER FDS TR | 7.34% | 457.7K | $12.1M | +2.91%(+12.94K) | $22.03(+24.67%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 4.83% | 135.4K | $8.0M | +2.33%(+3.09K) | $47.93(+22.95%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 4.74% | 75.3K | $7.8M | +1.99%(+1.47K) | $93.59(+20.55%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 4.27% | 88.9K | $7.1M | -46.09%(-76.00K) | $63.46(+37.25%) | 2026-06-30 | |
| EINC | VANECK ETF TRUST | 3.71% | 51.5K | $6.1M | +15.61%(+6.95K) | $292.99(-59.37%) | 2026-06-30 | |
| GDXJ | VANECK ETF TRUST | 3.3% | 55.5K | $5.4M | +18.46%(+8.64K) | $106.02(+12.38%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 2.73% | 176.8K | $4.5M | -58.76%(-251.91K) | $25.61(-1.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.86% |
Copley Financial Group INC reports $165.37M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are SECT (16.8%), COWZ (8.3%) and PSFF (7.4%). The top 20 holdings account for 75.77% of reported assets. Its disclosed equity book has returned +16.64% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Copley Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2045258). View Copley Financial Group INC’s 13F filings on SEC