Infinity Wealth Counsel, LLC
Filing Date
Global Rank
#7,815
/ 8,232
▲ 192
Top Industry
Household & Personal Products
22.4%
3Y Alpha vs SPY
-0.5%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.8%
SPY
+23.4%
Annualised alpha
-0.5%
Max drawdown
−18.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.4%
−0.8 pts
Top 5
74.0%
+2.8 pts
Top 10
93.2%
+0.9 pts
HHI
1,403
Diversified+19
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 39.1% | $3,436,897 |
| Technology | 20.3% | $1,786,883 |
| Consumer Defensive | 13.7% | $1,202,751 |
| Energy | 12.9% | $1,137,329 |
| Communication Services | 4.4% | $391,369 |
| Utilities | 2.8% | $245,774 |
| Financial Services | 2.7% | $233,849 |
| Consumer Cyclical | 2.4% | $207,020 |
| Basic Materials | 1.8% | $154,237 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
13 positions ·
$8,796,109 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Held | 18,253 | $154,237 | 1.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 994 | $207,020 | 2.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 488 | $233,849 | 2.66% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 1,877 | $245,774 | 2.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,888 | $329,267 | 3.74% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 924 | $342,037 | 3.89% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,242 | $384,411 | 4.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,361 | $391,369 | 4.45% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,881 | $731,168 | 8.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,575 | $1,024,285 | 11.64% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,497 | $1,137,329 | 12.93% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 8,327 | $1,202,751 | 13.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,180 | $2,412,612 | 27.43% |