§ 13F · FUND PROFILE
Copley Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135M (13F)Positions · 111Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | 165K | $15M | 9.2% | +56% |
| 2 | SECT | NORTHERN LTS FD TR IV | 235K | $14M | 8.5% | −19% |
| 3 | ECOW | PACER FDS TR | 423K | $11M | 6.8% | +5% |
| 4 | SPAB | SPDR SERIES TRUST | 429K | $11M | 6.6% | −8% |
| 5 | COWZ | PACER FDS TR | 172K | $11M | 6.5% | +4% |
| 6 | PAVE | GLOBAL X FDS | 127K | $6M | 3.9% | +5% |
| 7 | PSFF | PACER FDS TR | 186K | $6M | 3.6% | −3% |
| 8 | PSFF | PACER FDS TR | 168K | $5M | 3.3% | — |
| 9 | GDXJ | VANECK ETF TRUST | 43K | $5M | 3.1% | +5% |
| 10 | MOAT | VANECK ETF TRUST | 53K | $5M | 3.1% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COPLEY SIGNAL
AC read
Copley Financial Group, Inc. is a Other fund managing $135 million in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed