Copley Financial Group, Inc.

Q1 2025 13F Detailed Holdings

Location
San Diego, CA
Holdings as of
3/31/2025
Value ($000)
$130,578
Num holdings
127
Date filed
6/27/2025
Form type
13F-HR
Prev filing
3/4/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
2 Troy Robertson
3 Dave Magee
4 Philip Denstad
5 Kent Hulse
6 Matthew Klein