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 $165.7M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLDM ($15.3M, 9.22%), SECT ($14.7M, 8.90%), COWZ ($13.4M, 8.11%), ECOW ($11.9M, 7.16%), PSFF ($11.4M, 6.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $15.3M | 9.22% | 164,903 | Added |
| 2 | SECT | NORTHERN LTS FD TR IV | $14.7M | 8.90% | 244,231 | Trimmed |
| 3 | COWZ | PACER FDS TR | $13.4M | 8.11% | 214,943 | Added |
| 4 | ECOW | PACER FDS TR | $11.9M | 7.16% | 444,764 | Added |
| 5 | PSFF | PACER FDS TR | $11.4M | 6.85% | 354,430 | Trimmed |
| 6 | SPAB | SPDR SERIES TRUST | $11.0M | 6.63% | 428,720 | Trimmed |
| 7 | MOAT | VANECK ETF TRUST | $7.1M | 4.31% | 73,860 | Trimmed |
| 8 | PAVE | GLOBAL X FDS | $6.7M | 4.06% | 132,333 | Added |
| 9 | GDXJ | VANECK ETF TRUST | $5.6M | 3.39% | 46,824 | Added |
| 10 | EINC | VANECK ETF TRUST | $5.2M | 3.16% | 44,509 | New |
| 11 | BUYW | NORTHERN LTS FD TR IV | $3.1M | 1.86% | 219,504 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $2.6M | 1.58% | 3,697 | Trimmed |
| 13 | BIL | SPDR SERIES TRUST | $2.4M | 1.42% | 25,702 | Added |
| 14 | PALL | ABRDN PALLADIUM ETF TRUST | $2.3M | 1.38% | 16,991 | Added |
| 15 | LMT | LOCKHEED MARTIN CORP | $2.0M | 1.23% | 3,363 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $1.7M | 1.05% | 8,406 | Added |
| 17 | GBIL | GOLDMAN SACHS ETF TR | $1.7M | 1.03% | 17,048 | Added |
| 18 | NREF | NEXPOINT REAL ESTATE FIN INC | $1.5M | 0.90% | 110,507 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR | $1.4M | 0.87% | 2,507 | Trimmed |
| 20 | SIVR | ABRDN SILVER ETF TRUST | $1.4M | 0.84% | 19,480 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $1.2M | 0.72% | 3,215 | Added |
| 22 | GSY | INVESCO ACTIVELY MANAGED EXC | $1.1M | 0.67% | 22,251 | Trimmed |
| 23 | UYLD | ANGEL OAK FUNDS TRUST | $1.1M | 0.66% | 21,490 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $862,931 | 0.52% | 4,948 | Trimmed |
| 25 | GOOG | ALPHABET INC | $867,752 | 0.52% | 3,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31