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 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 45 | $30.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G830 | MSCI ITALY ETF | 3,904 | $212.1K | 0.1% | 00.0% | Unchanged | – |
| BKNGBooking Holdings Inc. | Stock | 40 | $214.2K | 0.1% | −65−61.9% | Reduced | History |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 1,397 | $218.9K | 0.1% | −79−5.4% | Reduced | – |
| FDXFedEx Corp | Stock | 765 | $221.0K | 0.1% | +765 | New | History |
| iShares Inc464286202 | MSCI AUSTRIA ETF | 6,567 | $232.9K | 0.1% | 00.0% | Unchanged | – |
| XRAYDentsply Sirona Inc. | Stock | 21,111 | $241.3K | 0.2% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 4,219 | $243.3K | 0.2% | −55,646−93.0% | Reduced | History |
| iShares Inc464286764 | MSCI SPAIN ETF | 4,537 | $244.6K | 0.2% | 00.0% | Unchanged | – |
| SONYSony Group Corp | SPONSORED ADR | 10,000 | $256.0K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exch TRD Alphdx FD33737J232 | SWITZLND ALPHA | 3,300 | $265.7K | 0.2% | 00.0% | Unchanged | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 4,945 | $280.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 3,923 | $316.7K | 0.2% | −815−17.2% | Reduced | – |
| iShares Tr46429B499 | MSCI NORWAY ETF | 11,120 | $320.0K | 0.2% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 1,230 | $334.4K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,576 | $363.8K | 0.2% | 00.0% | Unchanged | History |
| iShares Inc464286392 | MSCI WORLD ETF | 2,056 | $381.8K | 0.2% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,500 | $458.4K | 0.3% | 00.0% | Unchanged | History |
| RGLDRoyal Gold Inc | Stock | 2,093 | $465.3K | 0.3% | +343+19.6% | Added | History |
| NVDANVIDIA Corp | Stock | 2,620 | $488.6K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46435G334 | MSCI UK ETF NEW | 11,836 | $520.5K | 0.3% | 00.0% | Unchanged | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 10,342 | $531.0K | 0.3% | 00.0% | Unchanged | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 7,423 | $532.9K | 0.3% | 00.0% | Unchanged | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 13,169 | $559.7K | 0.3% | 00.0% | Unchanged | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 7,468 | $600.2K | 0.4% | −110,701−93.7% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,000 | $601.8K | 0.4% | −2,447−18.2% | Reduced | – |
| iShares Tr464288760 | US AER DEF ETF | 2,987 | $641.3K | 0.4% | 00.0% | Unchanged | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 9,305 | $660.5K | 0.4% | −301−3.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,842 | $661.6K | 0.4% | 00.0% | Unchanged | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 7,284 | $684.8K | 0.4% | 00.0% | Unchanged | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 15,479 | $688.6K | 0.4% | +7,796+101.5% | Added | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 19,713 | $726.8K | 0.5% | +7,638+63.3% | Added | – |
| CDECoeur Mining, Inc. | COM NEW | 43,641 | $778.1K | 0.5% | +6,899+18.8% | Added | History |
| NEMNEWMONT Corp | Stock | 9,981 | $996.6K | 0.6% | −427−4.1% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 7,632 | $1.08M | 0.7% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,213 | $1.52M | 0.9% | 00.0% | Unchanged | – |
| iShares Inc464286749 | MSCI SWITZERLAND | 25,563 | $1.53M | 1.0% | +239+0.9% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,985 | $1.87M | 1.2% | +18+0.6% | Added | – |
| MCKMcKesson Corp | Stock | 3,725 | $3.06M | 1.9% | +3,725 | New | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 99,542 | $3.93M | 2.4% | +988+1.0% | Added | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 91,460 | $5.86M | 3.7% | +16,193+21.5% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 83,874 | $7.19M | 4.5% | −97,634−53.8% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 82,658 | $9.86M | 6.1% | −66,912−44.7% | Reduced | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 119,423 | $9.98M | 6.2% | +11,465+10.6% | Added | – |
| Sprott FDS Tr85208P402 | SPROTT CRITICAL | 357,485 | $10.3M | 6.4% | +357,485 | New | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 69,908 | $10.7M | 6.7% | +69,908 | New | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,832 | $11.6M | 7.2% | +954+5.3% | Added | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 230,553 | $19.3M | 12.0% | +11,060+5.0% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 60,147 | $20.2M | 12.6% | +2,076+3.6% | Added | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 296,961 | $27.7M | 17.2% | +132,421+80.5% | Added | – |
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 |