COPLEY FINANCIAL GROUP, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NREF | 111K | $1.49M |
 | VOD | 31K | $459.78K |
 | LBTYA | 23K | $273.92K |
 | KEY | 22K | $444.47K |
 | KHC | 16K | $349.50K |
 | KMI | 14K | $472.14K |
 | BAC | 10K | $473.31K |
 | CVX | 8K | $1.74M |
 | USB | 8K | $402.40K |
 | LYB | 7K | $598.48K |
 | JEF | 7K | $302.71K |
 | KO | 7K | $555.54K |
 | ARE | 7K | $313.61K |
 | EIX | 7K | $484.09K |
 | MO | 6K | $411.38K |
 | FLEX | 6K | $395.77K |
 | MDT | 6K | $508.46K |
 | C | 6K | $656.53K |
 | TGT | 5K | $658.72K |
 | MGA | 5K | $288.26K |
NexPoint Real Estate Finance, Inc.
NREF
Shares Held
111K
Value
$1.49M
Vodafone Group Public Limited Company
VOD
Shares Held
31K
Value
$459.78K
Liberty Global plc
LBTYA
Shares Held
23K
Value
$273.92K
KeyCorp
KEY
Shares Held
22K
Value
$444.47K
The Kraft Heinz Company
KHC
Shares Held
16K
Value
$349.50K
Kinder Morgan, Inc.
KMI
Shares Held
14K
Value
$472.14K
Bank of America Corporation
BAC
Shares Held
10K
Value
$473.31K
Chevron Corporation
CVX
Shares Held
8K
Value
$1.74M
U.S. Bancorp
USB
Shares Held
8K
Value
$402.40K
LyondellBasell Industries N.V.
LYB
Shares Held
7K
Value
$598.48K
Jefferies Financial Group Inc.
JEF
Shares Held
7K
Value
$302.71K
The Coca-Cola Company
KO
Shares Held
7K
Value
$555.54K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
7K
Value
$313.61K
Edison International
EIX
Shares Held
7K
Value
$484.09K
Altria Group, Inc.
MO
Shares Held
6K
Value
$411.38K
Flex Ltd.
FLEX
Shares Held
6K
Value
$395.77K
Medtronic plc
MDT
Shares Held
6K
Value
$508.46K
Citigroup Inc.
C
Shares Held
6K
Value
$656.53K
Target Corporation
TGT
Shares Held
5K
Value
$658.72K
Magna International Inc.
MGA
Shares Held
5K
Value
$288.26K