1y return+17.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $121 against $130 in the S&P 500.2
Copley Financial Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SECTNorthern Lts Fd Tr Iv | $27.7M | 16.8% | +57.6% |
| COWZPacer Fds Tr | $13.7M | 8.3% | +2.7% |
| PSFFPacer Fds Tr | $12.3M | 7.4% | +1.1% |
| ECOWPacer Fds Tr | $12.1M | 7.3% | +2.9% |
| PAVEGlobal X Fds | $8.0M | 4.8% | +2.3% |
| MOATVaneck Etf Trust | $7.8M | 4.7% | +2.0% |
| GLDMWorld Gold Tr | $7.1M | 4.3% | −46.1% |
| EINCVaneck Etf Trust | $6.1M | 3.7% | +15.6% |
| GDXJVaneck Etf Trust | $5.4M | 3.3% | +18.5% |
| SPABSpdr Series Trust | $4.5M | 2.7% | −58.8% |
| BUYWNorthern Lts Fd Tr Iv | $3.5M | 2.1% | +11.9% |
| AGGHSimplify Exchange Traded Fun | $2.6M | 1.6% | New |
| CATCaterpillar Inc | $2.1M | 1.3% | −46.8% |
| GBILGoldman Sachs Etf Tr | $2.0M | 1.2% | +14.9% |
| QQQInvesco Qqq Tr | $1.9M | 1.2% | +3.2% |
| NREFNexpoint Real Estate Fin Inc | $1.7M | 1.0% | |
| LMTLockheed Martin Corp | $1.7M | 1.0% | |
| SIVRAbrdn Silver Etf Trust | $1.7M | 1.0% | +54.5% |
| BILSpdr Series Trust | $1.6M | 1.0% | −32.3% |
| GLDSpdr Gold Tr | $1.6M | 1.0% | +485.6% |
| NVDANvidia Corporation | $1.2M | 0.7% | +22.2% |
| CVXChevron Corporation | $1.2M | 0.7% | −16.2% |
| TMATNorthern Lts Fd Tr Iv | $1.1M | 0.7% | +59.5% |
| MSFTMicrosoft Corp | $1.1M | 0.6% | −11.3% |
| GDXVaneck Etf Trust | $1.0M | 0.6% | +373.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | September 30, 2024 | +172.3% | $2.1M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $523K |
| GOOGAlphabet Inc | September 30, 2024 | +111.3% | $802K |
| SIVRAbrdn Silver Etf Trust | September 30, 2024 | +89.0% | $1.7M |
| TMATNorthern Lts Fd Tr Iv | September 30, 2024 | +76.8% | $1.1M |
| NVDANvidia Corporation | September 30, 2024 | +64.8% | $1.2M |
| JNJJohnson & Johnson | September 30, 2024 | +56.7% | $530K |
| JPMJpmorgan Chase & Co | September 30, 2024 | +55.2% | $726K |
| GLDMWorld Gold Tr | September 30, 2024 | +52.3% | $7.1M |
| QQQInvesco Qqq Tr | September 30, 2024 | +50.9% | $1.9M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $822K
- ABTAbbott Laboratories was $435K
- HIIHuntington Ingalls Inds Inc was $401K
- Flextronics Intl LtdCUSIP Y2573F102 was $396K
- QCOMQualcomm Inc was $276K
- SUSuncor Energy Inc New was $210K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.0% | +14.8% |
| March 31, 2026 | +1.3% | −4.6% |
| December 31, 2025 | +4.2% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Copley Financial Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2045258&type=13F-HR&dateb=&owner=include&count=40CIK 2045258
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2045258/000204525826000003/Filed August 11, 2026 · accession 0002045258-26-000003