StockDriftsStockDriftsTop 50 BFI Infinity Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | 18.07% | 315.3K | $37.6M | +2.70%(+8.30K) | $84.29(+35.14%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 10.28% | 241.6K | $21.4M | +3.95%(+9.19K) | $70.57(+31.29%) | 2026-06-30 | |
| QTUM | ETF SER SOLUTIONS | 8.66% | 108.9K | $18.0M | +5.03%(+5.22K) | $109.69(+39.05%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.33% | 41.2K | $15.3M | +3.96%(+1.57K) | $290.79(+31.38%) | 2026-06-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 7.06% | 76.6K | $14.7M | +4.54%(+3.33K) | $153.31(+22.63%) | 2026-06-30 | |
| SETM | SPROTT FDS TR | 6.05% | 404.3K | $12.6M | +2.88%(+11.33K) | $27.30(+22.52%) | 2026-06-30 | |
| SIL | GLOBAL X FDS | 4.57% | 122.8K | $9.5M | +1.20%(+1.45K) | $77.75(+16.78%) | 2026-06-30 | |
| EZU | ISHARES INC | 3.2% | 95.9K | $6.7M | +4.34%(+3.99K) | $57.71(+24.44%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 2.65% | 73.2K | $5.5M | new | $36.94(+145.54%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 2.23% | 11.7K | $4.6M | +3.70%(+417) | $296.65(+31.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +48.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.04% |
BFI Infinity Ltd. reports $336.74M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are AAXJ (18.1%), VGK (10.3%) and QTUM (8.7%). The top 20 holdings account for 87.58% of reported assets. Its disclosed equity book has returned +48.27% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BFI Infinity Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043810). View BFI Infinity Ltd.’s 13F filings on SEC