Copley Fund (COPLX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
200.80
+0.39 (0.19%)
At close: Apr 2, 2026

COPLX Holdings Information

COPLX is a mutual fund with a total of 35 individual holdings. The top holdings are Meta Platforms stock at 6.37%, Microsoft at 6.36%, Alphabet at 6.32%, The Goldman Sachs Group at 6.05%, and Morgan Stanley at 5.77%.

Total Holdings
35
Top 10 Percentage
54.97%
Asset Class
Equity
Fund Category
Large Value
Assets
108.81M
Forward PE Ratio
16.01

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1METAMeta Platforms, Inc.6.37%9,874
2MSFTMicrosoft Corporation6.36%16,410
3GOOGLAlphabet Inc.6.32%20,756
4GSThe Goldman Sachs Group, Inc.6.05%7,173
5MSMorgan Stanley5.77%35,010
6AAPLApple Inc.5.37%22,972
7WFCWells Fargo & Company4.88%59,871
8DISThe Walt Disney Company4.82%47,400
9BACBank of America Corporation4.75%99,174
10CMCSAComcast Corporation4.27%159,293
11AXPAmerican Express Company4.19%13,195
12JPMJPMorgan Chase & Co.4.09%14,827
13RTXRTX Corporation3.94%21,740
14AIGAmerican International Group, Inc.3.82%56,607
15BRK.BBerkshire Hathaway Inc.3.39%7,834
16MPCMarathon Petroleum Corporation3.09%19,486
17ABBVAbbVie Inc.3.05%15,202
18DELLDell Technologies Inc.3.04%29,458
19ORCLOracle Corporation3.03%20,453
20CVSCVS Health Corporation2.88%42,870
21RHRH2.55%14,219
22PMPhilip Morris International Inc.2.39%14,773
23CSXCSX Corporation1.98%58,324
24TRIPTripadvisor, Inc.1.93%160,884
25VZVerizon Communications Inc.1.81%45,160
Showing 25 of 35 holdings
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As of Jan 31, 2026