Fund HoldingsBFI Infinity Ltd.

Total Portfolio Value
$160.56M
Total Bought
$118.22M
Total Sold
$36.17M
Net Transaction
+$82.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR GOLD TR(GLD)(Put)0146,200+146,200057,941+57,941
SPDR S&P 500 ETF TR(SPY)(Put)121,800140,200+18,40081,14195,605+14,464
ISHARES TR164,540296,961+132,42115,00927,65317.22%+12,644
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
069,908+69,908010,6976.66%+10,697
SPROTT FDS TR
SPROTT CRITICAL
0357,485+357,485010,3496.45%+10,349
MCKESSON CORP(MCK)03,725+3,72503,0561.90%+3,056
GLOBAL X FDS
GLOBAL X SILVER
107,958119,423+11,4657,7299,9806.22%+2,251
VANGUARD INTL EQUITY INDEX F219,493230,553+11,06017,51619,27712.01%+1,761
ISHARES INC75,26791,460+16,1934,6625,8633.65%+1,201
VANGUARD INDEX FDS58,07160,147+2,07619,05720,16512.56%+1,108
INVESCO QQQ TR17,87818,832+95410,73311,5697.21%+835
AMPLIFY ETF TR7,68315,479+7,7963426890.43%+346
ISHARES TR98,55499,542+9883,6023,9272.45%+325
ISHARES INC
MSCI JAPAN ETF
03,923+3,92303170.20%+317
LEGG MASON ETF INVT
FRANKLIN INTL LW
12,07519,713+7,6384197270.45%+307
FEDEX CORP(FDX)0765+76502210.14%+221
ISHARES INC25,32425,563+2391,3991,5330.95%+134
NEWMONT CORP(NEM)10,4089,981-4278779970.62%+119
ROYAL GOLD INC(RGLD)1,7502,093+3433514650.29%+114
GLOBAL X FDS
GLOBAL X COPPER
7,4237,42304445330.33%+89
COEUR MNG INC(CDE)36,74243,641+6,8996897780.48%+89
ISHARES INC
MSCI GBL ETF NEW
10,34210,34204605310.33%+71
VANGUARD INDEX FDS2,9672,985+181,8171,8721.17%+55
ISHARES TR(Put)28,80028,80001,5381,576+38
ISHARES TR2,2132,21301,4821,5150.94%+34
ISHARES INC6,5676,56702042330.15%+29
VANGUARD INTL EQUITY INDEX F7,6327,63201,0521,0770.67%+25
ISHARES TR
MSCI UK ETF NEW
11,83611,83604975210.32%+24
APPLE INC(AAPL)1,2301,23003133340.21%+21
ISHARES INC4,5374,53702252450.15%+20
AMAZON COM INC(AMZN)1,5761,57603463640.23%+18
BRITISH AMERN TOB PLC(BTI)4,9454,94502622800.17%+18
ISHARES TR2,9872,98706246410.40%+17
ISHARES INC7,2847,28406686850.43%+17
ISHARES INC
CORE MSCI EMKT
9,8429,84206496620.41%+13
FIRST TR EXCH TRD ALPHDX FD
SWITZLND ALPHA
3,3003,30002532660.17%+13
ISHARES INC13,16913,16905485600.35%+12
ISHARES INC
MSCI ITALY ETF
3,9043,90402032120.13%+9
ISHARES INC2,0562,05603733820.24%+9
ISHARES TR
CORE MSCI EURO
9,6069,305-3016546600.41%+6
ISHARES TR
MSCI NORWAY ETF
11,12011,12003173200.20%+3
MCDONALDS CORP(MCD)1,5001,50004564580.29%+3
SPDR S&P 500 ETF TR(SPY)4545030310.02%+1
NVIDIA CORPORATION(NVDA)2,6202,62004894890.30%-0
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,4761,397-792292190.14%-10
DENTSPLY SIRONA INC(XRAY)21,11121,11102682410.15%-27
SONY GROUP CORP(SONY)10,00010,00002882560.16%-32
ISHARES TR13,44711,000-2,4477186020.37%-116
VICI PPTYS INC(VICI)6,6290-6,6292160-216
AT&T INC(T)8,1670-8,1672310-231
NIKE INC(NKE)3,3660-3,3662350-235
CBRE GROUP INC(CBRE)1,9150-1,9153020-302
VANGUARD INDEX FDS1,8170-1,8173390-339
BOOKING HOLDINGS INC(BKNG)10540-655672140.13%-353
SPROTT FDS TR
URANI MINER ETF
5,9280-5,9283580-358
ISHARES INC
MSCI JAPAN ETF
4,7380-4,7383800-380
ALPS ETF TR
ALERIAN MLP
12,4070-12,4075820-582
ALTRIA GROUP INC(MO)59,8654,219-55,6463,9192430.15%-3,675
ROBLOX CORP(RBLX)33,7200-33,7204,6710-4,671
VANECK ETF TRUST
GOLD MINERS ETF
181,50883,874-97,63413,8677,1944.48%-6,673
INVESCO EXCH TRADED FD TR II149,57082,658-66,91218,1109,8646.14%-8,246
AMPLIFY ETF TR118,1697,468-110,70110,2576000.37%-9,657
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