Copley Financial Group, Inc. Top Holdings and 13F Report (2026) About Copley Financial Group, Inc.Investment ActivityCopley Financial Group, Inc. has $165.74 million in total holdings as of March 31, 2026.Copley Financial Group, Inc. owns shares of 115 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 9.95% of the portfolio was purchased this quarter.About 8.77% of the portfolio was sold this quarter.This quarter, Copley Financial Group, Inc. has purchased 112 new stocks and bought additional shares in 24 stocks.Copley Financial Group, Inc. sold shares of 86 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Gold MiniShares Trust $15,284,859Main Sector Rotation ETF $14,749,134Pacer US Cash Cows 100 ETF $13,446,813Pacer Emerging Markets Cash Cows 100 ETF $11,861,857Pacer Swan SOS Fund of Funds ETF $11,357,497 Largest New Holdings this Quarter 92189H870 - VanEck Energy Income ETF $5,243,797 Holding20825C104 - ConocoPhillips $470,712 HoldingG0593M107 - AstraZeneca $441,378 Holding867224107 - Suncor Energy $209,503 Holding65340G205 - NexPoint Diversified Real Estate Trust $48,708 Holding Largest Purchases this Quarter SPDR Gold MiniShares Trust 59,293 shares (about $5.50M)VanEck Energy Income ETF 44,509 shares (about $5.24M)Goldman Sachs Access Treasury 0-1 Year ETF 6,387 shares (about $639.91K)Pacer Emerging Markets Cash Cows 100 ETF 21,492 shares (about $573.19K)Pacer US Cash Cows 100 ETF 8,577 shares (about $536.58K) Largest Sales this Quarter abrdn Physical Silver Shares ETF 78,433 shares (about $5.62M)Main Sector Rotation ETF 57,039 shares (about $3.44M)SPDR Portfolio Aggregate Bond ETF 36,761 shares (about $941.82K)VanEck Morningstar Wide Moat ETF 3,720 shares (about $359.73K)Pacer Swan SOS Fund of Funds ETF 10,121 shares (about $324.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCopley Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDMSPDR Gold MiniShares Trust$15,284,859$5,495,868 â–²56.1%164,9039.2%FinanceSECTMain Sector Rotation ETF$14,749,134$3,444,591 â–¼-18.9%244,2318.9%ETFCOWZPacer US Cash Cows 100 ETF$13,446,813$536,576 â–²4.2%214,9438.1%ETFECOWPacer Emerging Markets Cash Cows 100 ETF$11,861,857$573,192 â–²5.1%444,7647.2%ETFPSFFPacer Swan SOS Fund of Funds ETF$11,357,497$324,321 â–¼-2.8%354,4306.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$10,983,806$941,817 â–¼-7.9%428,7206.6%ETFMOATVanEck Morningstar Wide Moat ETF$7,142,296$359,726 â–¼-4.8%73,8604.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$6,723,840$334,482 â–²5.2%132,3334.1%ETFGDXJVanEck Junior Gold Miners ETF$5,620,753$246,202 â–²4.6%46,8243.4%ETFEINCVanEck Energy Income ETF$5,243,797$5,243,797 â–²New Holding44,5093.2%ETFBUYWMain BuyWrite ETF$3,090,621$47,731 â–¼-1.5%219,5041.9%ETFCATCaterpillar$2,619,177$56,677 â–¼-2.1%3,6971.6%IndustrialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,355,292$326,874 â–²16.1%25,7021.4%ETFPALLabrdn Physical Palladium Shares ETF$2,288,858$179,434 â–²8.5%16,9911.4%ManufacturingLMTLockheed Martin$2,032,564$4,231 â–¼-0.2%3,3631.2%AerospaceCVXChevron$1,739,109$318,195 â–²22.4%8,4061.0%EnergyGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,708,039$639,913 â–²59.9%17,0481.0%ETFNREFNexPoint Real Estate Finance$1,488,529$172,416 â–¼-10.4%110,5070.9%FinanceQQQInvesco QQQ$1,446,840$53,672 â–¼-3.6%2,5070.9%FinanceSIVRabrdn Physical Silver Shares ETF$1,394,963$5,616,588 â–¼-80.1%19,4800.8%ETFMSFTMicrosoft$1,190,097$172,869 â–²17.0%3,2150.7%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$1,115,220$310,443 â–¼-21.8%22,2510.7%ETFANGEL OAK FUNDS TRUST$1,096,742$297,228 â–¼-21.3%21,4900.7%OAK ULTRASHORTGOOGAlphabet$867,752$69,420 â–¼-7.4%3,0250.5%Computer and TechnologyNVDANVIDIA$862,931$43,600 â–¼-4.8%4,9480.5%Computer and TechnologyIGTRInnovator Gradient Tactical Rotation Strategy ETF$852,971$174,858 â–¼-17.0%30,0880.5%ETFXOMExxonMobil$822,116$216,980 â–²35.9%4,8460.5%EnergySPLGSPDR Portfolio S&P 500 ETF$815,993$29,315 â–¼-3.5%10,6610.5%ETFJPMJPMorgan Chase & Co.$793,860$3,824 â–¼-0.5%2,6990.5%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$676,867$4,583 â–¼-0.7%11,9630.4%ETFAMZNAmazon.com$675,419$38,946 â–¼-5.5%3,2430.4%Retail/WholesaleTGTTarget$658,722$71,144 â–¼-9.7%5,4350.4%Retail/WholesaleCCitigroup$656,530$18,146 â–¼-2.7%5,7890.4%Financial ServicesGDGeneral Dynamics$628,093$1,373 â–¼-0.2%1,8300.4%AerospaceAAPLApple$614,172$31,724 â–¼-4.9%2,4200.4%Computer and TechnologyEOGEOG Resources$609,796$70,550 â–²13.1%4,2180.4%EnergyWALMART INC$606,735$20,879 â–¼-3.3%4,8820.4%COMLYBLyondellBasell Industries$598,480$91,516 â–¼-13.3%7,4290.4%Basic MaterialsMSMorgan Stanley$591,300$42,624 â–¼-6.7%3,5930.4%FinanceGSThe Goldman Sachs Group$573,581$55,835 â–¼-8.9%6780.3%FinanceKOCocaCola$555,545$45,630 â–¼-7.6%7,3050.3%Consumer StaplesAVGOBroadcom$550,928$26,308 â–¼-4.6%1,7800.3%Computer and TechnologyXYLDGlobal X S&P 500 Covered Call ETF$522,855$94,499 â–²22.1%13,3620.3%ETFJNJJohnson & Johnson$521,798$8,554 â–²1.7%2,1350.3%MedicalRAAXVanEck Real Assets ETF$518,605$9,323 â–¼-1.8%12,7390.3%ETFTMATMain Thematic Innovation ETF$517,531$33,857 â–¼-6.1%22,3170.3%ETFMDTMedtronic$508,462$37,086 â–¼-6.8%5,8680.3%MedicalMOOVanEck Agribusiness ETF$501,254$12,253 â–¼-2.4%5,9320.3%ETFMCDMcDonald's$498,507$36,052 â–¼-6.7%1,6040.3%Retail/WholesaleETNEaton$493,227$32,190 â–¼-6.1%1,3790.3%IndustrialsEIXEdison International$484,086$54,300 â–¼-10.1%6,6150.3%UtilitiesMETAMeta Platforms$482,176$28,027 â–¼-5.5%8430.3%Computer and TechnologyBACBank of America$473,314$39,878 â–¼-7.8%9,7090.3%FinancePGProcter & Gamble$472,608$31,055 â–¼-6.2%3,2720.3%Consumer StaplesKMIKinder Morgan$472,136$44,964 â–¼-8.7%14,0810.3%EnergyCOPConocoPhillips$470,712$470,712 â–²New Holding3,5660.3%EnergyVODVodafone Group$459,777$102,797 â–²28.8%30,6110.3%Computer and TechnologyKEYKeyCorp$444,468$28,130 â–¼-6.0%22,1680.3%FinanceAZNCFAstraZeneca$441,378$441,378 â–²New Holding2,2380.3%MedicalABTAbbott Laboratories$435,218$20,123 â–¼-4.4%4,2390.3%MedicalUNHUnitedHealth Group$435,109$24,353 â–¼-5.3%1,6080.3%MedicalHDHome Depot$430,041$17,096 â–¼-3.8%1,3080.3%Retail/WholesaleAEPAmerican Electric Power$426,010$32,901 â–¼-7.2%3,2500.3%UtilitiesAMGNAmgen$419,126$35,895 â–¼-7.9%1,1910.3%MedicalRTXRTX$415,507$35,494 â–¼-7.9%2,1540.3%AerospaceMOAltria Group$411,382$30,553 â–¼-6.9%6,2340.2%Consumer StaplesSPYINEOS S&P 500 High Income ETF$411,153$188,593 â–²84.7%8,3280.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$409,558$1,567 â–¼-0.4%4,1830.2%ETFTXNTexas Instruments$407,112$46,594 â–¼-10.3%2,0970.2%Computer and TechnologyUSBU.S. Bancorp$402,401$35,991 â–¼-8.2%7,7370.2%FinanceHIIHuntington Ingalls Industries$400,795$53,186 â–¼-11.7%1,0550.2%AerospaceITWIllinois Tool Works$399,025$32,536 â–¼-7.5%1,5330.2%IndustrialsFLEXFlex$395,771$24,678 â–¼-5.9%6,0460.2%Computer and TechnologyCSCOCisco Systems$388,622$23,974 â–¼-5.8%5,0090.2%Computer and TechnologyARWArrow Electronics$384,339$76,007 â–²24.7%2,6800.2%Computer and TechnologyABBVAbbVie$383,870$26,969 â–¼-6.6%1,7650.2%MedicalASMLASML$383,041$79,250 â–¼-17.1%2900.2%Computer and TechnologyUPSUnited Parcel Service$379,452$32,170 â–¼-7.8%3,8570.2%TransportationROKRockwell Automation$375,747$5,383 â–¼-1.4%1,0470.2%Computer and TechnologyALLAllstate$373,765$25,498 â–¼-6.4%1,8030.2%FinanceMHOM/I Homes$364,534$25,837 â–¼-6.6%2,9770.2%ConstructionVOOVanguard S&P 500 ETF$350,164$2,390 â–¼-0.7%5860.2%ETFKHCKraft Heinz$349,495$18,397 â–¼-5.0%15,5400.2%Consumer StaplesWFCWells Fargo & Company$343,199$21,176 â–¼-5.8%4,3110.2%FinanceSJMJ. M. Smucker$340,047$19,867 â–¼-5.5%3,5260.2%Consumer StaplesPRUPrudential Financial$337,226$19,636 â–¼-5.5%3,4520.2%FinanceBRK.BBerkshire Hathaway$328,252$2,396 â–¼-0.7%6850.2%FinanceAVDEAvantis International Equity ETF$326,379$15,356 â–¼-4.5%3,8470.2%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$325,130$95,097 â–²41.3%18,9580.2%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$322,380$15,567 â–¼-4.6%7,0620.2%ETFKLACKLA$319,513$44,172 â–¼-12.1%2170.2%Computer and TechnologyIBMInternational Business Machines$319,040$7,515 â–¼-2.3%1,3160.2%Computer and TechnologyGLDSPDR Gold Shares$314,542$21,084 â–²7.2%7310.2%FinanceAREAlexandria Real Estate Equities$313,614$16,154 â–¼-4.9%6,7560.2%FinanceFDXFedEx$307,740$60,551 â–¼-16.4%8640.2%TransportationTHOThor Industries$307,417$117,199 â–²61.6%3,8480.2%Auto/Tires/TrucksJEFJefferies Financial Group$302,715$17,540 â–¼-5.5%7,3350.2%FinanceSMOTVanEck Morningstar SMID Moat ETF$301,367$25,231 â–¼-7.7%8,5640.2%ETFLENLennar$296,038$107,074 â–²56.7%3,4090.2%ConstructionMGAMagna International$288,259$12,167 â–¼-4.0%5,1650.2%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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