Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Copley Financial Group, Inc. (CIK 2045258) reported $165.4M across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SECT ($27.7M, 16.78%), COWZ ($13.7M, 8.30%), PSFF ($12.3M, 7.43%), ECOW ($12.1M, 7.34%), PAVE ($8.0M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SECT | NORTHERN LTS FD TR IV | $27.7M | 16.78% | 384,988 | Added |
| 2 | COWZ | PACER FDS TR | $13.7M | 8.30% | 220,773 | Added |
| 3 | PSFF | PACER FDS TR | $12.3M | 7.43% | 358,334 | Added |
| 4 | ECOW | PACER FDS TR | $12.1M | 7.34% | 457,707 | Added |
| 5 | PAVE | GLOBAL X FDS | $8.0M | 4.83% | 135,421 | Added |
| 6 | MOAT | VANECK ETF TRUST | $7.8M | 4.74% | 75,328 | Added |
| 7 | GLDM | WORLD GOLD TR | $7.1M | 4.27% | 88,903 | Trimmed |
| 8 | EINC | VANECK ETF TRUST | $6.1M | 3.71% | 51,459 | Added |
| 9 | GDXJ | VANECK ETF TRUST | $5.4M | 3.30% | 55,468 | Added |
| 10 | SPAB | SPDR SERIES TRUST | $4.5M | 2.73% | 176,811 | Trimmed |
| 11 | BUYW | NORTHERN LTS FD TR IV | $3.5M | 2.15% | 245,634 | Added |
| 12 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $2.6M | 1.57% | 128,942 | New |
| 13 | CAT | CATERPILLAR INC | $2.1M | 1.27% | 1,965 | Trimmed |
| 14 | GBIL | GOLDMAN SACHS ETF TR | $2.0M | 1.19% | 19,596 | Added |
| 15 | QQQ | INVESCO QQQ TR | $1.9M | 1.15% | 2,588 | Added |
| 16 | NREF | NEXPOINT REAL ESTATE FIN INC | $1.7M | 1.04% | 110,587 | Added |
| 17 | LMT | LOCKHEED MARTIN CORP | $1.7M | 1.04% | 3,363 | Hold |
| 18 | SIVR | ABRDN SILVER ETF TRUST | $1.7M | 1.02% | 30,100 | Added |
| 19 | BIL | SPDR SERIES TRUST | $1.6M | 0.96% | 17,408 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $1.6M | 0.95% | 4,281 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $1.2M | 0.73% | 6,046 | Added |
| 22 | CVX | CHEVRON CORPORATION | $1.2M | 0.71% | 7,043 | Trimmed |
| 23 | TMAT | NORTHERN LTS FD TR IV | $1.1M | 0.68% | 35,590 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.1M | 0.64% | 2,853 | Trimmed |
| 25 | GDX | VANECK ETF TRUST | $1.0M | 0.62% | 13,653 | Added |
Source: SEC Form 13F filings · as of 2026-06-30