Arkolith/Funds/Copley Financial Group, Inc.

Copley Financial Group, Inc.

CIK 2045258
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Copley Financial Group, Inc. holds a focused book of 118 stocks worth $165.4M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Simplify Aggregate Bond ETF and trimmed SPDR Gold Minishares Trust. Their largest long position is Main Sector Rotation ETF at 17% of the equity book.

Opened
9
bought for the first time
Added to
30
already held, bought more
Trimmed
77
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
63%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Financials
10%
Information Technology
5%
Industrials
4%
Consumer Discretionary
2%
Health Care
1%
Real Estate
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Copley Financial Group, Inc.

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC33 / 80$2.5B
9823 Capital, L.P.10 / 80$123.5M
Ardent Capital Management, Inc.14 / 80$190.8M
Hoey Investments, Inc43 / 80$609.0M
Fortune 45 LLC14 / 80$177.7M
ACR Alpine Capital Research, LLC12 / 80$5.3B
JBF Capital, Inc.10 / 80$531.6M
Independent Investors Inc19 / 80$392.0M

Ranked by the share of each fund's own book sitting in the names it shares with Copley Financial Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

118 positions
#SecurityValueShares% PortLast moveHistory
1Northern LTS FD TR IV
MAIN SECTR ROTN
$27.7M385.0K
16.8%
+58%
Added · +141K sh
2Pacer FDS TR
US CASH COWS 100
$13.7M220.8K
8.3%
+2.7%
Added · +6K sh
3Pacer FDS TR
SWAN SOS FD OF
$12.3M358.3K
7.4%
+1.1%
Added · +4K sh
4Pacer FDS TR
EMRG MKT CASH
$12.1M457.7K
7.3%
+2.9%
Added · +13K sh
5Global X FDS
US INFR DEV ETF
$8.0M135.4K
4.8%
+2.3%
Added · +3K sh
6Vaneck ETF Trust
MRNGSTR WDE MOAT
$7.8M75.3K
4.7%
+2.0%
Added · +1K sh
7World Gold TR
SPDR GLD MINIS
$7.1M88.9K
4.3%
−46%
Reduced · −76K sh
8Vaneck ETF Trust
ENERGY INCME ET
$6.1M51.5K
3.7%
+16%
Added · +7K sh
9Vaneck ETF Trust
JUNIOR GOLD MINE
$5.4M55.5K
3.3%
+18%
Added · +9K sh
10SPDR Series Trust
STATE STREET SPD
$4.5M176.8K
2.7%
−59%
Reduced · −252K sh
11Northern LTS FD TR IV
MAIN BUYWRITE
$3.5M245.6K
2.1%
+12%
Added · +26K sh
12Simplify Exchange Traded Fun
AGGREGATE BOND E
$2.6M128.9K
1.6%
New
New position
13Caterpillar Inc
COM
$2.1M2.0K
1.3%
−47%
Reduced · −2K sh
14Goldman Sachs ETF TR
ACCES TREASURY
$2.0M19.6K
1.2%
+15%
Added · +3K sh
15Invesco QQQ TR
UNIT SER 1
$1.9M2.6K
1.2%
+3.2%
Added · +81 sh
16Nexpoint Real Estate Fin Inc
COM
$1.7M110.6K
1.0%
+0.1%
Added · +80 sh
17Lockheed Martin Corp
COM
$1.7M3.4K
1.0%
Held
18Abrdn Silver ETF Trust
PHYSCL SILVR SHS
$1.7M30.1K
1.0%
+55%
Added · +11K sh
19SPDR Series Trust
STATE STREET SPD
$1.6M17.4K
1.0%
−32%
Reduced · −8K sh
20SPDR Gold TR
GOLD SHS
$1.6M4.3K
1.0%
+486%
Added · +4K sh
21Nvidia Corporation
COM
$1.2M6.0K
0.7%
+22%
Added · +1K sh
22Chevron Corporation
COM
$1.2M7.0K
0.7%
−16%
Reduced · −1K sh
23Northern LTS FD TR IV
MAIN THEMATC IN
$1.1M35.6K
0.7%
+59%
Added · +13K sh
24Microsoft Corp
COM
$1.1M2.9K
0.6%
−11%
Reduced · −362 sh
25Vaneck ETF Trust
GOLD MINERS ETF
$1.0M13.7K
0.6%
+373%
Added · +11K sh
26Abrdn Palladium ETF Trust
PHYSICAL PALLADM
$997K45.2K
0.6%
+166%
Added · +28K sh
27Alphabet Inc
CAP STK CL C
$802K2.3K
0.5%
−25%
Reduced · −755 sh
28SPDR Series Trust
STATE STREET SPD
$759K8.6K
0.5%
−19%
Reduced · −2K sh
29JPMorgan Chase & Co
COM
$726K2.2K
0.4%
−18%
Reduced · −481 sh
30Angel Oak Funds Trust
OAK ULTRASHORT
$707K13.9K
0.4%
−36%
Reduced · −8K sh
31Invesco Actively Managed Exc
ULTRA SHRT DUR
$698K13.9K
0.4%
−37%
Reduced · −8K sh
32Amazon Com Inc
COM
$653K2.7K
0.4%
−16%
Reduced · −505 sh
33General Dynamics Corp
COM
$648K1.8K
0.4%
Held
34SPDR Series Trust
STATE STREET SPD
$639K10.5K
0.4%
−12%
Reduced · −1K sh
35Innovator Etfs Trust
GRADIENT TACTIC
$629K18.5K
0.4%
−38%
Reduced · −12K sh
36Apple Inc
COM
$618K2.1K
0.4%
−12%
Reduced · −285 sh
37Global X FDS
S&P 500 COVERED
$610K15.0K
0.4%
+12%
Added · +2K sh
38Citigroup Inc
COM NEW
$532K3.8K
0.3%
−34%
Reduced · −2K sh
39Johnson & Johnson
COM
$530K2.1K
0.3%
−2.1%
Reduced · −46 sh
40Broadcom Inc
COM
$523K1.4K
0.3%
−22%
Reduced · −395 sh
41Morgan Stanley
COM NEW
$518K2.5K
0.3%
−31%
Reduced · −1K sh
42Walmart Inc
COM
$508K4.5K
0.3%
−8.1%
Reduced · −397 sh
43Goldman Sachs Group Inc
COM
$496K490
0.3%
−28%
Reduced · −188 sh
44Vaneck ETF Trust
AGRIBUSINESS ETF
$469K5.9K
0.3%
−0.2%
Reduced · −10 sh
45NEOS ETF Trust
NEOS S&P 500 HI
$456K8.6K
0.3%
+3.1%
Added · +258 sh
46SPDR Series Trust
STATE STREET SPD
$455K3.8K
0.3%
−8.5%
Reduced · −355 sh
47Advanced Micro Devices Inc
COM
$453K779
0.3%
New
New position
48Target Corp
COM
$451K3.5K
0.3%
−36%
Reduced · −2K sh
49Unitedhealth Group Inc
COM
$447K1.1K
0.3%
−33%
Reduced · −533 sh
50Vaneck ETF Trust
REAL ASSETS ETF
$442K11.1K
0.3%
−13%
Reduced · −2K sh
Showing 50 of 118 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026141$165.4M13F-HR
Q1 2026Mar 31, 2026May 15, 2026134$165.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026130$161.6M13F-HR
Q3 2025Sep 30, 2025Nov 18, 2025114$146.2M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025111$134.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.