BFI Infinity Ltd.
- SEC CIK
- 0002043810
- Latest filing
- Jul 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jul 24, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 50
- −4 vs. Q3 2025
- Portfolio value
- $160.6M
- +$10.3M (+6.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288182 | MSCI AC ASIA ETF | 296,961 | $27.7M | 17.2% | +132,421+80.5% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 60,147 | $20.2M | 12.6% | +2,076+3.6% | Added | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 230,553 | $19.3M | 12.0% | +11,060+5.0% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,832 | $11.6M | 7.2% | +954+5.3% | Added | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 69,908 | $10.7M | 6.7% | +69,908 | New | – |
| Sprott FDS Tr85208P402 | SPROTT CRITICAL | 357,485 | $10.3M | 6.4% | +357,485 | New | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 119,423 | $9.98M | 6.2% | +11,465+10.6% | Added | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 82,658 | $9.86M | 6.1% | −66,912−44.7% | Reduced | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 83,874 | $7.19M | 4.5% | −97,634−53.8% | Reduced | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 91,460 | $5.86M | 3.7% | +16,193+21.5% | Added | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 99,542 | $3.93M | 2.4% | +988+1.0% | Added | – |
| MCKMcKesson Corp | Stock | 3,725 | $3.06M | 1.9% | +3,725 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,985 | $1.87M | 1.2% | +18+0.6% | Added | – |
| iShares Inc464286749 | MSCI SWITZERLAND | 25,563 | $1.53M | 1.0% | +239+0.9% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,213 | $1.52M | 0.9% | 00.0% | Unchanged | – |
| Vanguard Total World Stock ETF922042742 | ETF | 7,632 | $1.08M | 0.7% | 00.0% | Unchanged | – |
| NEMNEWMONT Corp | Stock | 9,981 | $996.6K | 0.6% | −427−4.1% | Reduced | History |
| CDECoeur Mining, Inc. | COM NEW | 43,641 | $778.1K | 0.5% | +6,899+18.8% | Added | History |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 19,713 | $726.8K | 0.5% | +7,638+63.3% | Added | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 15,479 | $688.6K | 0.4% | +7,796+101.5% | Added | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 7,284 | $684.8K | 0.4% | 00.0% | Unchanged | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,842 | $661.6K | 0.4% | 00.0% | Unchanged | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 9,305 | $660.5K | 0.4% | −301−3.1% | Reduced | – |
| iShares Tr464288760 | US AER DEF ETF | 2,987 | $641.3K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,000 | $601.8K | 0.4% | −2,447−18.2% | Reduced | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 7,468 | $600.2K | 0.4% | −110,701−93.7% | Reduced | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 13,169 | $559.7K | 0.3% | 00.0% | Unchanged | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 7,423 | $532.9K | 0.3% | 00.0% | Unchanged | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 10,342 | $531.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 11,836 | $520.5K | 0.3% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 2,620 | $488.6K | 0.3% | 00.0% | Unchanged | History |
| RGLDRoyal Gold Inc | Stock | 2,093 | $465.3K | 0.3% | +343+19.6% | Added | History |
| MCDMcDonalds Corp | Stock | 1,500 | $458.4K | 0.3% | 00.0% | Unchanged | History |
| iShares Inc464286392 | MSCI WORLD ETF | 2,056 | $381.8K | 0.2% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 1,576 | $363.8K | 0.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,230 | $334.4K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46429B499 | MSCI NORWAY ETF | 11,120 | $320.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 3,923 | $316.7K | 0.2% | −815−17.2% | Reduced | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 4,945 | $280.0K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exch TRD Alphdx FD33737J232 | SWITZLND ALPHA | 3,300 | $265.7K | 0.2% | 00.0% | Unchanged | – |
| SONYSony Group Corp | SPONSORED ADR | 10,000 | $256.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Inc464286764 | MSCI SPAIN ETF | 4,537 | $244.6K | 0.2% | 00.0% | Unchanged | – |
| MOAltria Group, Inc. | Stock | 4,219 | $243.3K | 0.2% | −55,646−93.0% | Reduced | History |
| XRAYDentsply Sirona Inc. | Stock | 21,111 | $241.3K | 0.2% | 00.0% | Unchanged | History |
| iShares Inc464286202 | MSCI AUSTRIA ETF | 6,567 | $232.9K | 0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 765 | $221.0K | 0.1% | +765 | New | History |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 1,397 | $218.9K | 0.1% | −79−5.4% | Reduced | – |
| BKNGBooking Holdings Inc. | Stock | 40 | $214.2K | 0.1% | −65−61.9% | Reduced | History |
| iShares Inc46434G830 | MSCI ITALY ETF | 3,904 | $212.1K | 0.1% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 45 | $30.7K | <0.1% | 00.0% | Unchanged | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2025 (8)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| RBLXRoblox Corp | Stock | 33,720 | $4.67M | 3.1% | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 12,407 | $582.3K | 0.4% | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 5,928 | $358.2K | 0.2% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,817 | $338.9K | 0.2% | – |
| CBRECbre Group, Inc. | CL A | 1,915 | $301.7K | 0.2% | History |
| NKENIKE, Inc. | Stock | 3,366 | $234.7K | 0.2% | History |
| TAT&T Inc. | Stock | 8,167 | $230.6K | 0.2% | History |
| VICIVici Properties Inc. | COM | 6,629 | $216.2K | 0.1% | History |