Copley Financial Group, Inc.
•CIK: 2045258•Filing: Q4 2025
**Copley Financial Group, Inc.** manages $162M across a diversified portfolio of 112 positions. The firm maintains significant exposure to select sectors, highlighted by a top holding in SECT at $19.4M. Further concentration includes substantial allocations to COWZ ($12.4M), SPAB ($12.0M), and PSFF ($11.8M). This positioning suggests a tactical, conviction-driven approach across key market segments.
Total AUM
$161.6M
QoQ Performance
+10.6%
Positions
93
Top 10 Concentration
62.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SECT
COWZ
SPAB
PSFF
ECOW
GLDM
SECT12.0%
COWZ7.7%
SPAB7.4%
PSFF7.3%
ECOW6.4%
GLDM5.6%
MOAT5.0%
SIVR4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.2%
Technology4.3%
Industrial3.1%
Financial2.5%
Healthcare1.9%
Consumer1.6%
Consumer Staples0.8%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+17 more exited positions
Changes from Q3 2025
NEW29 new positions
↑26 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024