Fund HoldingsBFI Infinity Ltd.

Total Portfolio Value
$119.58M
Total Bought
$116.18M
Total Sold
$16.30M
Net Transaction
+$99.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)0120,100+120,100074,204+74,204
INVESCO EXCH TRADED FD TR II9,526138,176+128,65088115,53412.99%+14,653
ISHARES TR98,153152,858+54,7057,26312,62910.56%+5,366
ROBLOX CORP(RBLX)033,955+33,95503,5722.99%+3,572
VANGUARD INTL EQUITY INDEX F170,880197,608+26,72811,99715,31512.81%+3,317
ISHARES INC18,45861,235+42,7779833,6403.04%+2,658
AMPLIFY ETF TR111,042115,728+4,6867,9739,9958.36%+2,023
ISHARES TR(Put)028,800+28,80001,389+1,389
ISHARES TR02,213+2,21301,3741.15%+1,374
VANGUARD INDEX FDS58,60856,601-2,00716,10817,20314.39%+1,095
VANGUARD INTL EQUITY INDEX F07,632+7,63209810.82%+981
ISHARES TR88,41699,719+11,3035,3226,2465.22%+925
ISHARES TR16,72841,332+24,6045191,4261.19%+907
VANGUARD INDEX FDS1,7052,734+1,0298761,5531.30%+677
BOOKING HOLDINGS INC(BKNG)45142+972078220.69%+615
ISHARES INC
CORE MSCI EMKT
09,842+9,84205910.49%+591
ISHARES INC
MSCI JAPAN ETF
04,738+4,73803550.30%+355
ISHARES INC02,056+2,05603480.29%+348
DENTSPLY SIRONA INC(XRAY)021,111+21,11103350.28%+335
ISHARES TR
CORE MSCI EURO
5,3279,547+4,2203206320.53%+312
FIRST TR EXCH TRD ALPHDX FD
SWITZLND ALPHA
03,300+3,30002520.21%+252
BRITISH AMERN TOB PLC(BTI)04,945+4,94502340.20%+234
CME GROUP INC(CME)0828+82802280.19%+228
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
01,441+1,44102040.17%+204
ISHARES INC18,19820,117+1,9199421,1030.92%+160
COEUR MNG INC(CDE)42,20543,560+1,3552503860.32%+136
ISHARES TR2,9872,98704595630.47%+105
ISHARES INC6,9457,284+3395146010.50%+87
NVIDIA CORPORATION(NVDA)3,1542,620-5343424140.35%+72
ROYAL GOLD INC(RGLD)2,0582,280+2223374050.34%+69
ISHARES INC13,16913,16904885570.47%+69
ISHARES TR13,44713,44705886490.54%+61
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
5,9037,258+1,3552983560.30%+58
LEGG MASON ETF INVT
FRANKLIN INTL LW
11,45512,710+1,2553714130.35%+43
GLOBAL X FDS
GLOBAL X COPPER
5,6055,60502192520.21%+33
ISHARES TR
MSCI UK ETF NEW
13,11113,11104915210.44%+30
AT&T INC(T)7,3688,167+7992082360.20%+28
SPDR S&P 500 ETF TR(SPY)045+450280.02%+28
NIKE INC(NKE)3,3663,36602142390.20%+25
ISHARES TR
MSCI NORWAY ETF
11,12011,12002893100.26%+21
ISHARES TR3,7004,150+4503373570.30%+20
ALPS ETF TR
ALERIAN MLP
9,21010,163+9534784970.42%+18
ISHARES INC
MSCI GBL ETF NEW
10,34210,34203713890.33%+18
ALTRIA GROUP INC(MO)3,4683,843+3752082250.19%+17
INTERCONTINENTAL EXCHANGE IN(ICE)1,3331,320-132302420.20%+12
SONY GROUP CORP(SONY)10,00010,00002542600.22%+6
TRAVELERS COMPANIES INC(TRV)1,8401,808-324874840.40%-3
MCDONALDS CORP(MCD)1,1751,17503673430.29%-24
AMAZON COM INC(AMZN)2,2341,692-5424253710.31%-54
INVESCO QQQ TR748514-2343512840.24%-67
SPROTT FDS TR
URANI MINER ETF
14,2328,099-6,1334623880.32%-74
NEWMONT CORP(NEM)13,7909,382-4,4086665470.46%-119
APPLE INC(AAPL)1,8601,367-4934132800.23%-133
CHEVRON CORP NEW(CVX)1,2710-1,2712130-213
VANECK ETF TRUST
URANI NUCLE ETF
2,9190-2,9192140-214
COCA COLA CO(KO)7,5224,166-3,3565392950.25%-244
AMPLIFY ETF TR20,8300-20,8302520-252
STEEL DYNAMICS INC(STLD)2,2820-2,2822850-285
VANGUARD INDEX FDS4,0842,176-1,9087053850.32%-321
EXCHANGE TRADED CONCEPTS TRU7,2770-7,2773750-375
VERIZON COMMUNICATIONS INC(VZ)11,3960-11,3965170-517
ABBVIE INC(ABBV)2,4970-2,4975230-523
EXXON MOBIL CORP4,6770-4,6775560-556
MICROSOFT CORP(MSFT)1,7880-1,7886710-671
ISHARES TR6,7661,672-5,0941,3503610.30%-989
KLA CORP(KLAC)6,3160-6,3164,2940-4,294
VANECK ETF TRUST
GOLD MINERS ETF
404,173256,688-147,48518,58013,36311.18%-5,217
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