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.
1 positions ·
$245,774 total
· Utilities only
· 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 |
|---|---|---|---|---|---|---|
| DUK |
Duke Energy CORP
Utilities
|
Held | 1,877 | $245,774 | 100.00% |