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BFI Infinity Ltd. Portfolio
$212.1M across 72 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 6
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | — | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +11.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +12.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +1.6% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAXJISHARES TR | $24.2M | 11.4% | 207,830 |
| VGKVanguard FTSEEuropean ETF | $20.2M | 9.5% | 232,604 |
| VTIVanguard Total Stock Market ETF | $19.8M | 9.3% | 52,901 |
| QTUMDefiance Quantum ETF | $16.9M | 7.9% | 111,206 |
| GDXVanEck Gold Miners ETF | $14.1M | 6.6% | 160,104 |
| HACKETFMG Prime Cyber Security ETF | $14M | 6.6% | 115,089 |
| SPROTT FDS TR | $11.9M | 5.6% | 405,466 |
| EZUiShares MSCI Eurozone ETF | $6.4M | 3.0% | 95,165 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $5.4M | 2.6% | 11,914 |
| NVDANVIDIA Corp | $5.3M | 2.5% | 23,229 |
| AAPLApple Inc | $5.3M | 2.5% | 15,901 |
| GOOGLAlphabet Inc | $5.2M | 2.4% | 14,980 |
| IDViShares International Select Dividend ETF | $5M | 2.4% | 119,589 |
| ADIAnalog Devices Inc | $4.7M | 2.2% | 11,820 |
| BIIBBiogen Inc | $4.3M | 2.0% | 19,095 |
| ABBVAbbVie Inc | $4.2M | 2.0% | 15,882 |
| PSXPhillips 66 | $4M | 1.9% | 15,820 |
| MSFTMicrosoft Corp | $3.9M | 1.9% | 7,668 |
| SPYState Street SPDR S&P 500 ETF Trustput — a bet against | $3M | 1.4% | 3,900 |
| VOOVanguard S&P 500 ETF | $2.4M | 1.2% | 3,484 |
| SILGLOBAL X FDS | $2.3M | 1.1% | 27,301 |
| EEMiShares MSCI Emerging Index Fundput — a bet against | $1.7M | 0.8% | 26,000 |
| EWLiShares MSCI Switzerland ETF | $1.6M | 0.8% | 27,629 |
| IVViShares Core S&P 500 ETF | $1.4M | 0.7% | 1,868 |
| LEGG MASON ETF INVT | $1.4M | 0.6% | 32,554 |
| DIVOAmplify CWP Enhanced Dividend Income ETF | $1.2M | 0.6% | 25,390 |
| EEMAiShares MSCI Emerging Markets Asia ETF | $1.1M | 0.5% | 9,534 |
| COPXGlobal X Copper Miners ETF | $1M | 0.5% | 12,305 |
| VTVanguard Total World Stock Index ETF | $943.5K | 0.4% | 5,977 |
| IEURiShares Core MSCI Europe ETF | $882.6K | 0.4% | 11,976 |
| PICKiShares MSCI Global Select Metals & Mining Producers Fund | $854.4K | 0.4% | 14,250 |
| CDECoeur Mining, Inc | $846.9K | 0.4% | 48,117 |
| SMHVanEck Semiconductor ETF | $816.7K | 0.4% | 1,341 |
| EEMiShares MSCI Emerging Index Fund | $734.7K | 0.3% | 11,000 |
| IEMGiShares Core MSCI Emerging Markets ETF | $709.7K | 0.3% | 8,745 |
| EWJiShares MSCI Japan Index Fund | $654.8K | 0.3% | 6,719 |
| ITAiShares U.S. Aerospace & Defense ETF | $620.1K | 0.3% | 2,987 |
| EWUiShares MSCI United Kingdom ETF | $611.9K | 0.3% | 13,150 |
| ISHARES TR | $596.8K | 0.3% | 17,047 |
| VANECK ETF TRUST | $570.1K | 0.3% | 9,000 |
| RGLDRoyal Gold Inc | $554.1K | 0.3% | 2,348 |
| EWSiShares MSCI Singapore ETF | $541.2K | 0.3% | 16,271 |
| QQQInvesco QQQ Trust, Series 1 | $534.1K | 0.3% | 722 |
| IBITiShares Bitcoin Trust ETF | $496.9K | 0.2% | 10,496 |
| ISHARES TR | $496.5K | 0.2% | 4,641 |
| ISHARES INC | $457.7K | 0.2% | 10,755 |
| ISHARES INC | $456.3K | 0.2% | 7,771 |
| PFEPfizer Inc | $452.5K | 0.2% | 15,866 |
| SPINNAKER ETF SERIES | $420.2K | 0.2% | 10,030 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $412.8K | 0.2% | 2,331 |
| AMZNAmazon.com Inc | $406.1K | 0.2% | 1,630 |
| AMLPAlerian MLP ETF | $404.3K | 0.2% | 7,795 |
| ISHARES INC | $370K | 0.2% | 1,791 |
| ISHARES INC | $362.6K | 0.2% | 6,125 |
| FDXFedEx Corp | $358.9K | 0.2% | 1,259 |
| IYHiShares U.S. Healthcare ETF | $353.6K | 0.2% | 4,913 |
| MCDMcDonald's Corp | $346.4K | 0.2% | 1,500 |
| PAYXPaychex Inc | $342.5K | 0.2% | 3,477 |
| CATCaterpillar Inc | $342.2K | 0.2% | 422 |
| EWZISHARES INC | $335.3K | 0.2% | 9,000 |
| KOCoca-Cola Co | $301.3K | 0.1% | 3,500 |
| SCCOSouthern Copper Corp | $273.4K | 0.1% | 1,349 |
| FIRST TR EXCH TRD ALPHDX FD | $258.9K | 0.1% | 3,300 |
| NKENike Inc | $254.9K | 0.1% | 7,200 |
| BKNGBooking Holdings Inc | $244.4K | 0.1% | 1,500 |
| FIRST TR EXCH TRD ALPHDX FD | $232K | 0.1% | 2,968 |
| GLOBAL X FDS | $223.2K | 0.1% | 2,693 |
| MSMorgan Stanley | $221.6K | 0.1% | 1,178 |
| AMDAdvanced Micro Devices Inc | $214.1K | 0.1% | 350 |
| ISHARES INC | $213.1K | 0.1% | 3,145 |
| DDDupont De Nemours Inc | $212.8K | 0.1% | 1,638 |
| KEYSKeysight Technologies Inc | $207.9K | 0.1% | 571 |
Quarter ending 2026-09-30.
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