Copley Financial Group, Inc. Top Holdings and 13F Report (2026)

About Copley Financial Group, Inc.

Investment Activity

Copley Financial Group, Inc. has $165.37 million in total holdings as of June 30, 2026.
Copley Financial Group, Inc. owns shares of 118 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 14.06% of the portfolio was purchased this quarter.
About 17.04% of the portfolio was sold this quarter.
This quarter, Copley Financial Group, Inc. has purchased 115 new stocks and bought additional shares in 30 stocks.
Copley Financial Group, Inc. sold shares of 77 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Main Sector Rotation ETF: $27,742,264
Pacer US Cash Cows 100 ETF: $13,732,109
Pacer Swan SOS Fund of Funds ETF: $12,294,440
Pacer Emerging Markets Cash Cows 100 ETF: $12,139,309
Global X U.S. Infrastructure Development ETF: $7,979,005

Largest New Holdings this Quarter

82889N723 - Simplify Aggregate Bond ETF: $2,600,760 Holding
007903107 - Advanced Micro Devices: $452,529 Holding
512807306 - LAM RESEARCH CORP: $330,197 Holding
697435105 - Palo Alto Networks: $291,572 Holding
892356106 - Tractor Supply: $238,845 Holding

Largest Purchases this Quarter

Main Sector Rotation ETF: 140,757 shares (about $10.14M)
Simplify Aggregate Bond ETF: 128,942 shares (about $2.60M)
SPDR Gold Shares: 3,550 shares (about $1.31M)
VanEck Junior Gold Miners ETF: 8,644 shares (about $849.27K)
VanEck Energy Income ETF: 6,950 shares (about $828.44K)

Largest Sales this Quarter

SPDR Portfolio Aggregate Bond ETF: 251,909 shares (about $6.43M)
SPDR Gold MiniShares Trust: 76,000 shares (about $6.04M)
Caterpillar: 1,732 shares (about $1.84M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 8,294 shares (about $760.05K)
Invesco Ultra Short Duration ETF: 8,334 shares (about $417.95K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SECT Main Sector Rotation ETF	$27,742,264	$10,142,960 â–²	57.6%	384,988	16.8%	ETF
COWZ Pacer US Cash Cows 100 ETF	$13,732,109	$362,627 â–²	2.7%	220,773	8.3%	ETF
PSFF Pacer Swan SOS Fund of Funds ETF	$12,294,440	$133,946 â–²	1.1%	358,334	7.4%	ETF
ECOW Pacer Emerging Markets Cash Cows 100 ETF	$12,139,309	$343,274 â–²	2.9%	457,707	7.3%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$7,979,005	$181,945 â–²	2.3%	135,421	4.8%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$7,831,099	$152,613 â–²	2.0%	75,328	4.7%	ETF
GLDM SPDR Gold MiniShares Trust	$7,060,676	$6,035,920 â–¼	-46.1%	88,903	4.3%	ETF
EINC VanEck Energy Income ETF	$6,133,913	$828,440 â–²	15.6%	51,459	3.7%	ETF
GDXJ VanEck Junior Gold Miners ETF	$5,449,731	$849,273 â–²	18.5%	55,468	3.3%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$4,512,217	$6,428,718 â–¼	-58.8%	176,811	2.7%	ETF
BUYW Main BuyWrite ETF	$3,549,409	$377,578 â–²	11.9%	245,634	2.1%	ETF
AGGH Simplify Aggregate Bond ETF	$2,600,760	$2,600,760 â–²	New Holding	128,942	1.6%	ETF
CAT Caterpillar	$2,092,529	$1,844,407 â–¼	-46.8%	1,965	1.3%	Industrials
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$1,962,735	$255,208 â–²	14.9%	19,596	1.2%	ETF
QQQ Invesco QQQ	$1,905,612	$59,642 â–²	3.2%	2,588	1.2%	ETF
NREF NexPoint Real Estate Finance	$1,714,094	$1,240 â–²	0.1%	110,587	1.0%	Finance
LMT Lockheed Martin	$1,713,314		0.0%	3,363	1.0%	Industrials
SIVR abrdn Physical Silver Shares ETF	$1,692,222	$597,056 â–²	54.5%	30,100	1.0%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,595,253	$760,054 â–¼	-32.3%	17,408	1.0%	ETF
GLD SPDR Gold Shares	$1,577,035	$1,307,749 â–²	485.6%	4,281	1.0%	ETF
NVDA NVIDIA	$1,209,745	$219,699 â–²	22.2%	6,046	0.7%	Technology
CVX Chevron	$1,167,448	$225,931 â–¼	-16.2%	7,043	0.7%	Energy
TMAT Main Thematic Innovation ETF	$1,118,605	$417,175 â–²	59.5%	35,590	0.7%	ETF
MSFT Microsoft	$1,064,226	$135,033 â–¼	-11.3%	2,853	0.6%	Technology
GDX VanEck Gold Miners ETF	$1,030,119	$812,521 â–²	373.4%	13,653	0.6%	ETF
PALL abrdn Physical Palladium Shares ETF	$997,354	$622,193 â–²	165.8%	45,170	0.6%	ETF
GOOG Alphabet	$802,059	$266,764 â–¼	-25.0%	2,270	0.5%	Communication Services
SPLG SPDR Portfolio S&P 500 ETF	$759,459	$177,430 â–¼	-18.9%	8,642	0.5%	ETF
JPM JPMorgan Chase & Co.	$726,018	$157,446 â–¼	-17.8%	2,218	0.4%	Finance
ANGEL OAK FUNDS TRUST	$706,827	$389,270 â–¼	-35.5%	13,858	0.4%	OAK ULTRASHORT
GSY Invesco Ultra Short Duration ETF	$697,937	$417,950 â–¼	-37.5%	13,917	0.4%	ETF
AMZN Amazon.com	$652,575	$120,362 â–¼	-15.6%	2,738	0.4%	Consumer Discretionary
GD General Dynamics	$648,259		0.0%	1,830	0.4%	Industrials
SPYV SPDR Portfolio S&P 500 Value ETF	$639,085	$88,145 â–¼	-12.1%	10,513	0.4%	ETF
IGTR Innovator Gradient Tactical Rotation Strategy ETF	$628,785	$393,415 â–¼	-38.5%	18,508	0.4%	ETF
AAPL Apple	$617,784	$82,468 â–¼	-11.8%	2,135	0.4%	Technology
XYLD Global X S&P 500 Covered Call ETF	$610,300	$65,264 â–²	12.0%	14,962	0.4%	ETF
C Citigroup	$531,568	$278,660 â–¼	-34.4%	3,798	0.3%	Finance
JNJ Johnson & Johnson	$530,459	$11,681 â–¼	-2.2%	2,089	0.3%	Healthcare
AVGO Broadcom	$523,184	$149,211 â–¼	-22.2%	1,385	0.3%	Technology
MS Morgan Stanley	$517,792	$233,289 â–¼	-31.1%	2,477	0.3%	Finance
WALMART INC	$507,971	$44,964 â–¼	-8.1%	4,485	0.3%	COM
GS The Goldman Sachs Group	$495,571	$190,137 â–¼	-27.7%	490	0.3%	Finance
MOO VanEck Agribusiness ETF	$469,022	$792 â–¼	-0.2%	5,922	0.3%	ETF
SPYI NEOS S&P 500 High Income ETF	$455,821	$13,697 â–²	3.1%	8,586	0.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$455,494	$42,241 â–¼	-8.5%	3,828	0.3%	ETF
AMD Advanced Micro Devices	$452,529	$452,529 â–²	New Holding	779	0.3%	Technology
TGT Target	$450,866	$259,000 â–¼	-36.5%	3,452	0.3%	Consumer Staples
UNH UnitedHealth Group	$446,802	$221,531 â–¼	-33.1%	1,075	0.3%	Healthcare
RAAX VanEck Real Assets ETF	$441,884	$63,472 â–¼	-12.6%	11,139	0.3%	ETF
META Meta Platforms	$435,913	$38,860 â–¼	-8.2%	774	0.3%	Communication Services
ETN Eaton	$412,484	$175,135 â–¼	-29.8%	968	0.2%	Industrials
RYLD Global X Russell 2000 Covered Call ETF	$405,970	$118,246 â–²	41.1%	25,389	0.2%	ETF
QYLD Global X Nasdaq 100 Covered Call ETF	$405,534	$56,138 â–²	16.1%	22,004	0.2%	ETF
KO CocaCola	$397,492	$196,186 â–¼	-33.0%	4,891	0.2%	Consumer Staples
VOD Vodafone Group	$394,925	$9,906 â–¼	-2.4%	29,862	0.2%	Communication Services
KLAC KLA	$389,508	$324,037 â–²	494.9%	1,291	0.2%	Technology
VOO Vanguard S&P 500 ETF	$377,746	$24,725 â–¼	-6.1%	550	0.2%	ETF
BAC Bank of America	$372,820	$180,399 â–¼	-32.6%	6,543	0.2%	Finance
LEN Lennar	$371,190	$62,710 â–²	20.3%	4,102	0.2%	Consumer Discretionary
TXN Texas Instruments	$363,347	$261,705 â–¼	-41.9%	1,219	0.2%	Technology
THO Thor Industries	$358,513	$69,297 â–²	24.0%	4,770	0.2%	Consumer Discretionary
ASML ASML	$356,110	$220,828 â–¼	-38.3%	179	0.2%	Technology
BRK.B Berkshire Hathaway	$353,275	$10,508 â–²	3.1%	706	0.2%	Finance
MGA Magna International	$343,664	$4,531 â–²	1.3%	5,234	0.2%	Consumer Discretionary
CSCO Cisco Systems	$343,649	$244,641 â–¼	-41.6%	2,926	0.2%	Technology
EOG EOG Resources	$343,395	$203,806 â–¼	-37.2%	2,647	0.2%	Energy
PG Procter & Gamble	$342,404	$137,402 â–¼	-28.6%	2,335	0.2%	Consumer Staples
LAM RESEARCH CORP	$330,197	$330,197 â–²	New Holding	762	0.2%	COM NEW
KEY KeyCorp	$325,005	$185,967 â–¼	-36.4%	14,100	0.2%	Finance
MDT Medtronic	$324,576	$134,477 â–¼	-29.3%	4,149	0.2%	Healthcare
SMOT VanEck Morningstar SMID Moat ETF	$309,209	$23,588 â–¼	-7.1%	7,957	0.2%	ETF
ROK Rockwell Automation	$303,979	$214,370 â–¼	-41.4%	614	0.2%	Industrials
EIX Edison International	$303,012	$189,476 â–¼	-38.5%	4,070	0.2%	Utilities
MHO M/I Homes	$300,999	$177,673 â–¼	-37.1%	1,872	0.2%	Consumer Discretionary
GM General Motors	$300,766	$83,709 â–²	38.6%	3,902	0.2%	Consumer Discretionary
SCHG Schwab U.S. Large-Cap Growth ETF	$297,894	$8,189 â–¼	-2.7%	8,803	0.2%	ETF
PANW Palo Alto Networks	$291,572	$291,572 â–²	New Holding	855	0.2%	Technology
USB U.S. Bancorp	$290,705	$176,609 â–¼	-37.8%	4,813	0.2%	Finance
MCD McDonald's	$290,583	$142,994 â–¼	-33.0%	1,075	0.2%	Consumer Discretionary
COP ConocoPhillips	$287,657	$83,064 â–¼	-22.4%	2,767	0.2%	Energy
SPDW SPDR Portfolio Developed World ex-US ETF	$286,014	$69,841 â–¼	-19.6%	5,676	0.2%	ETF
AVDE Avantis International Equity ETF	$282,942	$60,210 â–¼	-17.5%	3,172	0.2%	ETF
KMI Kinder Morgan	$282,039	$168,130 â–¼	-37.3%	8,822	0.2%	Energy
FDX FedEx	$278,686	$8,141 â–²	3.0%	890	0.2%	Industrials
MO Altria Group	$275,137	$173,400 â–¼	-38.7%	3,824	0.2%	Consumer Staples
ARW Arrow Electronics	$275,085	$296,853 â–¼	-51.9%	1,289	0.2%	Technology
ABBV AbbVie	$274,791	$169,354 â–¼	-38.1%	1,092	0.2%	Healthcare
AEP American Electric Power	$274,030	$170,602 â–¼	-38.4%	2,003	0.2%	Utilities
HD Home Depot	$271,916	$189,389 â–¼	-41.1%	771	0.2%	Consumer Discretionary
AMGN Amgen	$270,624	$160,853 â–¼	-37.3%	747	0.2%	Healthcare
AZNCF AstraZeneca	$269,071	$155,299 â–¼	-36.6%	1,419	0.2%	Healthcare
ALL Allstate	$264,272	$164,605 â–¼	-38.4%	1,111	0.2%	Finance
ITW Illinois Tool Works	$264,249	$150,381 â–¼	-36.3%	977	0.2%	Industrials
AIM ETF PRODUCTS TRUST	$262,033	$21,342 â–¼	-7.5%	8,435	0.2%	ALLIANZIM US EQU
UPS United Parcel Service	$258,323	$156,305 â–¼	-37.7%	2,403	0.2%	Industrials
LIBERTY GLOBAL LTD	$256,780	$830 â–¼	-0.3%	22,584	0.2%	COM CL A
RTX RTX	$253,290	$155,389 â–¼	-38.0%	1,335	0.2%	Industrials
IBM International Business Machines	$247,730	$122,318 â–¼	-33.1%	881	0.1%	Technology
SJM J. M. Smucker	$246,825	$149,850 â–¼	-37.8%	2,194	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Copley Financial Group, Inc. Top Holdings and 13F Report (2026)

About Copley Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Copley Financial Group, Inc. Top Holdings and 13F Report (2026)

About Copley Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCopley Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools