Holdings
Copley Financial Group, Inc.
As of Jun 30, 2026, Copley Financial Group, Inc. reported 70 positions worth US$31.4M. Largest: Caterpillar, Inc., Nexpoint Real Estate Finance, Inc. and Lockheed Martin Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 1,965 | US$2.09M | −1,732 | Jun 30, 2026 |
| Nexpoint Real Estate Finance, Inc. | 111K | US$1.71M | +80 | Jun 30, 2026 |
| Lockheed Martin Corporation | 3,363 | US$1.71M | no change | Jun 30, 2026 |
| Nvidia Corporation | 6,046 | US$1.21M | +1,098 | Jun 30, 2026 |
| Chevron Corporation | 7,043 | US$1.17M | −1,363 | Jun 30, 2026 |
| Microsoft Corp. | 2,853 | US$1.06M | −362 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,244 | US$802K | −773 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,218 | US$726K | −481 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,738 | US$653K | −505 | Jun 30, 2026 |
| General Dynamics Corporation | 1,830 | US$648K | no change | Jun 30, 2026 |