1y return+25.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $144 against $127 in the S&P 500.2
BFI Infinity Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAXJIshares Tr | $37.6M | 18.1% | +2.7% |
| VGKVanguard Intl Equity Index F | $21.4M | 10.3% | +4.0% |
| QTUMEtf Ser Solutions | $18.0M | 8.7% | +5.0% |
| VTIVanguard Index Fds | $15.3M | 7.3% | +4.0% |
| GRIDFirst Tr Exchange-traded Fd | $14.7M | 7.1% | +4.5% |
| SETMSprott Fds Tr | $12.6M | 6.1% | +2.9% |
| SILGlobal X Fds | $9.5M | 4.6% | +1.2% |
| EZUIshares Inc | $6.7M | 3.2% | +4.3% |
| GDXVaneck Etf Trust | $5.5M | 2.7% | New |
| ADIAnalog Devices Inc | $4.6M | 2.2% | +3.7% |
| IDVIshares Tr | $4.4M | 2.1% | |
| GOOGLAlphabet Inc | $4.3M | 2.1% | New |
| MSMorgan Stanley | $4.3M | 2.1% | New |
| AAPLApple Inc | $4.2M | 2.0% | +1516.4% |
| HALHalliburton Co | $4.1M | 2.0% | +3.7% |
| WMTWalmart Inc | $3.8M | 1.8% | +3.5% |
| MARMarriott Intl Inc New | $3.8M | 1.8% | New |
| DDDupont De Nemours Inc | $3.4M | 1.7% | New |
| FDXFedex Corp | $3.4M | 1.7% | +3.9% |
| VOOVanguard Index Fds | $2.2M | 1.1% | |
| EWLIshares Inc | $1.7M | 0.8% | +2.0% |
| IVVIshares Tr | $1.4M | 0.7% | |
| EEMAIshares Inc | $1.1M | 0.5% | |
| COPXGlobal X Fds | $947K | 0.5% | +33.3% |
| VTVanguard Intl Equity Index F | $938K | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CDECoeur Mng Inc | March 31, 2025 | +175.7% | $723K |
| COPXGlobal X Fds | December 31, 2024 | +101.6% | $947K |
| ITAIshares Tr | December 31, 2024 | +66.8% | $724K |
| PICKIshares Inc | December 31, 2024 | +66.2% | $829K |
| EEMIshares Tr | December 31, 2024 | +63.6% | $753K |
| EEMAIshares Inc | December 31, 2024 | +63.2% | $1.1M |
| AAXJIshares Tr | March 31, 2025 | +61.3% | $37.6M |
| QTUMEtf Ser Solutions | March 31, 2026 | +54.1% | $18.0M |
| EZUIshares Inc | December 31, 2024 | +47.2% | $6.7M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $564K |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $4.7M
- GILDGilead Sciences Inc was $4.1M
- MNSTMonster Beverage Corp New was $3.7M
- Dupont De Nemours IncCUSIP 26614N102 was $3.7M
- MCKMckesson Corp was $3.4M
- EWGIshares Inc was $522K
- PPAInvesco Exchange Traded Fd T was $308K
- SCCOSouthern Copper Corp was $284K
- URNMSprott Fds Tr was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | +1.6% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +11.4% | +7.8% |
| June 30, 2025 | +12.5% | +10.5% |
| March 31, 2025 | +1.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: BFI Infinity Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043810&type=13F-HR&dateb=&owner=include&count=40CIK 2043810
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2043810/000204381026000004/Filed July 10, 2026 · accession 0002043810-26-000004