Copley Financial Group, Inc.
Top Portfolio Positions
76 positions ·
$58,878,351 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
164,903 | $15,284,859 | 25.96% | |
| CAT |
Caterpillar Inc
Industrials
|
3,697 | $2,619,176 | 4.45% | |
| PALL |
abrdn Palladium ETF Trust
|
16,991 | $2,288,857 | 3.89% | |
| LMT |
Lockheed Martin Corp
Industrials
|
3,363 | $2,032,563 | 3.45% | |
| CVX |
Chevron Corp
Energy
|
8,406 | $1,739,201 | 2.95% | |
| NREF |
NexPoint Real Estate Finance, Inc.
Real Estate
|
110,507 | $1,488,529 | 2.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,507 | $1,446,990 | 2.46% | |
| SIVR |
abrdn Silver ETF Trust
|
19,480 | $1,394,962 | 2.37% | |
| MSFT |
Microsoft Corp
Technology
|
3,215 | $1,190,095 | 2.02% | |
| NVDA |
Nvidia Corp
Technology
|
4,948 | $862,931 | 1.47% |
Portfolio Trend
Holdings in NXDT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,708 | 10,430 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||