Fund Holdings

BFI Infinity Ltd.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ETF SER SOLUTIONS
DEFIA QUANT ETF
0103,726+103,726011,129,8006.24%+11,129,800
EXXON MOBIL CORP027,902+27,90204,733,8532.65%+4,733,853
HALLIBURTON CO(HAL)0115,972+115,97204,521,7482.54%+4,521,748
GILEAD SCIENCES INC(GILD)029,711+29,71104,140,8222.32%+4,140,822
WALMART INC(WMT)032,614+32,61404,052,9422.27%+4,052,942
MONSTER BEVERAGE CORP NEW(MNST)051,130+51,13003,704,8802.08%+3,704,880
DUPONT DE NEMOURS INC(DD)080,751+80,75103,698,3962.07%+3,698,396
ANALOG DEVICES INC(ADI)011,261+11,26103,582,5752.01%+3,582,575
FEDEX CORP(FDX)76510,579+9,814220,9783,768,0282.11%+3,547,050
SPROTT FDS TR
SPROTT CRITICAL
357,485392,919+35,43410,349,19112,997,7617.29%+2,648,570
ISHARES TR296,961306,962+10,00127,653,00829,557,37116.58%+1,904,363
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
69,90873,260+3,35210,697,32211,983,8716.72%+1,286,549
GLOBAL X FDS
GLOBAL X SILVER
119,423121,319+1,8969,980,18010,918,7106.12%+938,530
ISHARES TR99,542107,374+7,8323,926,9324,569,8372.56%+642,905
VANECK ETF TRUST
OIL REFINERS ETF
011,200+11,2000521,5840.29%+521,584
ISHARES TR04,641+4,6410492,9670.28%+492,967
ISHARES TR011,261+11,2610399,9910.22%+399,991
NIKE INC(NKE)07,200+7,2000380,3040.21%+380,304
MCKESSON CORP(MCK)3,7253,958+2333,055,5803,425,0951.92%+369,515
ISHARES INC
MSCI SINGPOR ETF
012,959+12,9590365,7030.21%+365,703
ISHARES INC09,000+9,0000345,5100.19%+345,510
ISHARES TR
MSCI NORWAY ETF
11,12017,047+5,927320,034629,8870.35%+309,853
SOUTHERN COPPER CORP(SCCO)01,649+1,6490283,7270.16%+283,727
ISHARES INC
MSCI GBL ETF NEW
10,34214,250+3,908530,958806,4080.45%+275,450
COCA COLA CO(KO)03,500+3,5000266,1750.15%+266,175
ISHARES INC
MSCI JAPAN ETF
3,9236,719+2,796316,743567,3520.32%+250,609
SPINNAKER ETF SERIES
SELE STO EUR ETF
06,093+6,0930248,2290.14%+248,229
ISHARES INC7,2849,534+2,250684,842912,7380.51%+227,896
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
02,968+2,9680215,4770.12%+215,477
SPROTT FDS TR
URANI MINER ETF
03,259+3,2590205,8060.12%+205,806
ISHARES TR
CORE MSCI EURO
9,30512,254+2,949660,469861,0890.48%+200,620
GLOBAL X FDS
GLOBAL X COPPER
7,4239,233+1,810532,897704,9400.40%+172,043
ISHARES INC6,56710,755+4,188232,931381,2650.21%+148,334
COEUR MNG INC(CDE)43,64148,687+5,046778,119913,8550.51%+135,736
ROYAL GOLD INC(RGLD)2,0932,225+132465,253566,2400.32%+100,987
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,3971,897+500218,868308,2250.17%+89,357
ISHARES INC4,5376,125+1,588244,590332,6490.19%+88,059
ISHARES TR
MSCI UK ETF NEW
11,83613,150+1,314520,547599,1140.34%+78,567
ISHARES INC25,56327,125+1,5621,532,7571,595,2210.89%+62,464
VANGUARD INDEX FDS2,9853,222+2371,871,9831,925,3061.08%+53,323
ISHARES INC
MSCI ITALY ETF
3,9044,856+952212,104259,4080.15%+47,304
BOOKING HOLDINGS INC(BKNG)4060+20214,213252,6190.14%+38,406
ISHARES TR11,00011,0000601,810624,6900.35%+22,880
LEGG MASON ETF INVT
FRANKLIN INTL LW
19,71318,258-1,455726,818739,2660.41%+12,448
ISHARES TR2,9872,9870641,324652,8090.37%+11,485
MCDONALDS CORP(MCD)1,5001,5000458,445466,1850.26%+7,740
FIRST TR EXCH TRD ALPHDX FD
SWITZLND ALPHA
3,3003,3000265,742261,6890.15%-4,053
BRITISH AMERN TOB PLC(BTI)4,9454,574-371279,986267,4420.15%-12,544
AMAZON COM INC(AMZN)1,5761,630+54363,772339,4800.19%-24,292
SPDR S&P 500 ETF TR(SPY)450-4530,6860-30,686
ISHARES INC13,16913,1690559,683522,4140.29%-37,269
AMPLIFY ETF TR15,47914,356-1,123688,583643,8670.36%-44,716
ISHARES INC
CORE MSCI EMKT
9,8428,745-1,097661,580609,9640.34%-51,616
ISHARES INC2,0561,791-265381,830322,4870.18%-59,343
ISHARES INC91,46091,947+4875,862,5865,759,5603.23%-103,026
NVIDIA CORPORATION(NVDA)2,6202,200-420488,630383,6800.22%-104,950
APPLE INC(AAPL)1,230900-330334,388228,4110.13%-105,977
VANGUARD INTL EQUITY INDEX F230,553232,460+1,90719,276,53619,161,67810.75%-114,858
DENTSPLY SIRONA INC(XRAY)21,1110-21,111241,2990-241,299
ALTRIA GROUP INC(MO)4,2190-4,219243,2680-243,268
VANGUARD INTL EQUITY INDEX F7,6325,977-1,6551,076,570826,7390.46%-249,831
SONY GROUP CORP(SONY)10,0000-10,000256,0000-256,000
ISHARES TR2,2131,868-3451,515,4961,220,4520.68%-295,044
AMPLIFY ETF TR7,4680-7,468600,2030-600,203
NEWMONT CORP(NEM)9,9810-9,981996,6030-996,603
ISHARES TR(Put)28,8000-28,8001,575,6480-1,575,648
VANECK ETF TRUST
GOLD MINERS ETF
83,8740-83,8747,193,8730-7,193,873
VANGUARD INDEX FDS60,14739,655-20,49220,165,48512,721,7217.13%-7,443,764
INVESCO EXCH TRADED FD TR II82,6580-82,6589,863,5790-9,863,579
INVESCO QQQ TR18,832766-18,06611,568,686442,1200.25%-11,126,566
SPDR GOLD TR(GLD)(Put)146,20012,300-133,90057,940,5225,292,567-52,647,955
STATE STR SPDR S&P 500 ETF T(SPY)(Put)140,20011,100-129,10095,605,1847,218,774-88,386,410
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