Copley Financial Group, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Mar 5, 2025
Value $: $131M
Signature - Title: Matthew David Copley - President
Location: San Diego, CA
Summary: This page shows a list of all the recent 13F filings made by Copley Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Copley Financial Group, Inc. reported 108 stock holdings with total value $131M as of Q4 2024. Top holdings included SECT, SPAB, COWZ, MOAT, and GLDM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	108	$131M	+$34.1M	-$10.6M	+$23.4M	SECT, SPAB, COWZ, MOAT, GLDM	13F-HR	3/4/2025, 05:33 PM
Q3 2024	215	$110M	$0	$0		SPAB, SECT, GLDM, COWZ, MOAT	13F-HR	12/9/2024, 02:21 PM