Anfield Capital Management, LLC

CIK

1602020

Location

IRVINE, CA

Portfolio Value

Small $120,145,997

Diversification

Diversified

Filing Date

Global Rank

#4,955 / 8,232 ▲ 574

Top Industry

Aerospace & Defense 10.0%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed May 12, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.1%

SPY

+76.3%

Annualised alpha

+0.2%

Max drawdown

−19.4%

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

451 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.7%

−7.6 pts

Top 5

45.8%

−5.8 pts

Top 10

57.1%

−5.6 pts

HHI

1,241

Diversified−568

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.5%	$41,392,459	15
Technology	15.7%	$18,861,129	68
Industrials	13.5%	$16,170,480	47
Financial Services	12.3%	$14,748,293	90
Basic Materials	6.5%	$7,788,876	23
Communication Services	6.2%	$7,483,305	20
Healthcare	5.0%	$5,947,445	56
Consumer Cyclical	2.4%	$2,892,399	30
Energy	1.9%	$2,286,232	32
Consumer Defensive	1.2%	$1,442,480	28
Real Estate	0.5%	$627,037	26
Utilities	0.4%	$505,862	16

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ZNTL	Zentalis Pharmaceuticals, Inc.	+31,911	274,516	$642,367
PDI	PIMCO Dynamic Income Fund	+8,577	11,611	$198,664
NVDA	Nvidia Corp	+5,680	23,082	$4,025,500
AAPL	Apple Inc.	+3,846	8,249	$2,093,513
FCX	Freeport-Mcmoran Inc	+3,078	3,355	$197,206
BP	Bp PLC	+3,062	3,499	$164,453
SAN	Banco Santander, S.A.	+2,630	2,697	$30,422
SBUX	Starbucks Corp	+2,584	3,878	$347,430
BRK-B	Berkshire Hathaway Inc	+2,514	3,619	$1,734,224
CSX	Csx Corp	+2,431	2,450	$100,572
MSFT	Microsoft Corp	+2,229	6,427	$2,379,082
XOM	Exxon Mobil Corp	+2,192	2,760	$468,261
AMZN	Amazon Com Inc	+1,893	6,171	$1,285,234
GOOGL	Alphabet Inc.	+1,803	3,358	$965,626
BAC	Bank Of America Corp /De/	+1,731	1,926	$93,892
PFE	Pfizer Inc	+1,692	2,543	$71,407
GSK	GSK plc	+1,668	1,852	$102,211
SHEL	Shell plc	+1,650	1,683	$156,519
ARCC	Ares Capital Corp	+1,629	17,796	$320,683
WMT	Walmart Inc.	+1,595	2,110	$262,230
TMUS	T-Mobile US, Inc.	+1,530	1,930	$405,357
CARR	CARRIER GLOBAL Corp	+1,446	1,451	$81,705
MFIC	MidCap Financial Investment Corp	+1,434	15,499	$174,208
ING	Ing Groep NV	+1,258	1,368	$35,636
ARDC	Ares Dynamic Credit Allocation Fund, Inc.	+1,135	13,744	$167,127
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HTGC	Hercules Capital, Inc.	−3,920	6,908	$102,031
SPY	Spdr S&P 500 ETF Trust	−1,604	62,202	$40,452,448
VZ	Verizon Communications Inc	−621	534	$26,806
SO	Southern Co	−544	114	$11,003
WBD	Warner Bros. Discovery, Inc.	−425	123	$3,377
DUK	Duke Energy CORP	−367	12	$1,571
CSCO	Cisco Systems, Inc.	−346	139	$10,785
GEN	Gen Digital Inc.	−275	145	$2,730
NEE	Nextera Energy Inc	−270	39	$3,622
BMY	Bristol Myers Squibb Co	−250	93	$5,640
DVN	Devon Energy Corp/De	−236	2,234	$112,414
TFC	Truist Financial Corp	−236	174	$7,998
MDT	Medtronic plc	−230	56	$4,852
USB	US Bancorp De	−219	194	$10,089
NKE	NIKE, Inc.	−210	24	$1,267
MO	Altria Group, Inc.	−210	329	$21,710
CALM	Cal-Maine Foods Inc	−203	1,134	$89,756
DIS	Walt Disney Co	−135	166	$15,999
TXN	Texas Instruments Inc	−133	345	$66,978
PM	Philip Morris International Inc.	−128	69	$11,408
WMB	Williams Companies, Inc.	−116	209	$15,211
T	At&T Inc.	−114	1,182	$34,266
HSY	Hershey Co	−113	5	$1,039
ARI	Apollo Commercial Real Estate Finance, Inc.	−100	10,362	$109,422
CVS	CVS HEALTH Corp	−95	73	$5,242
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	5,806	$4,080,224
AMG	Affiliated Managers Group, Inc.	6,226	$1,722,734
IMNM	Immunome Inc.	13,647	$298,459
SHOP	Shopify Inc.	2,510	$297,736
OSS	One Stop Systems, Inc.	17,000	$128,690
RIO	Rio Tinto PLC	1,321	$123,236
UBS	UBS Group AG	3,034	$118,538
SCHW	Schwab Charles Corp	1,136	$106,761
SONY	Sony Group Corp	5,039	$104,307
BCS	Barclays PLC	4,400	$93,104
HSBC	Hsbc Holdings PLC	1,125	$92,801
DJT	Trump Media & Technology Group Corp.	10,000	$92,800
TTE	TotalEnergies SE	992	$90,252
MUFG	Mitsubishi Ufj Financial Group Inc	5,057	$85,817
LYG	Lloyds Banking Group plc	16,973	$85,374
UNP	Union Pacific Corp	338	$82,005
JCI	Johnson Controls International plc	609	$79,748
AZN	Astrazeneca PLC	385	$75,929
AJG	Arthur J. Gallagher & Co.	300	$64,974
SNY	Sanofi	1,286	$61,959
CMI	Cummins Inc	114	$61,334
DHR	Danaher Corp /De/	322	$61,051
RY	Royal Bank Of Canada	377	$60,991
CNQ	Canadian Natural Resources Ltd	1,198	$58,378
SU	Suncor Energy Inc	861	$56,920
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
LLYVA	Liberty Live Holdings, Inc.	24,178	$1,970,507
NFG	National Fuel Gas Co	24,192	$1,936,811
QNCX	Quince Therapeutics, Inc.	94,201	$315,573
ATO	Atmos Energy Corp	144	$24,138
MKC	Mccormick & Co Inc	242	$16,482
WTRG	Essential Utilities, Inc.	240	$9,206
DFIN	Donnelley Financial Solutions, Inc.	15	$700
DELL	Dell Technologies Inc.	1	$125
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

451 positions · $120,145,997 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 451 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	62,202	-1,604	$40,452,448	−7.0%	33.67%
LITE	Lumentum Holdings Inc. Technology	NEW	5,806	NEW	$4,080,224	NEW	3.40%
NVDA	Nvidia Corp Technology	Added	23,082	+5,680	$4,025,500	+24.0%	3.35%
ROIV	Roivant Sciences Ltd. Healthcare	Added	119,451	+500	$3,308,792	+28.2%	2.75%
TIGO	Millicom International Cellular SA Communication Services	Held	42,313	0	$3,170,936	+35.2%	2.64%
WWD	Woodward, Inc. Industrials	Held	7,982	0	$2,856,917	+18.4%	2.38%
RBC	RBC Bearings INC Industrials	Held	5,159	0	$2,801,956	+21.1%	2.33%
AU	AngloGold Ashanti PLC Basic Materials	Held	28,052	0	$2,731,142	+14.2%	2.27%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	7,094	0	$2,695,010	+11.7%	2.24%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	23,306	0	$2,522,874	+8.4%	2.10%
AMD	Advanced Micro Devices Inc Technology	Held	11,942	0	$2,429,361	−5.0%	2.02%
MSFT	Microsoft Corp Technology	Added	6,427	+2,229	$2,379,082	+17.2%	1.98%
FAST	Fastenal Co Industrials	Held	46,679	0	$2,165,905	+15.6%	1.80%
L	Loews Corp Financial Services	Held	20,134	0	$2,149,103	+1.4%	1.79%
EA	Electronic Arts Inc. Communication Services	Held	10,443	0	$2,129,014	−0.2%	1.77%
AAPL	Apple Inc. Technology	Added	8,249	+3,846	$2,093,513	+74.9%	1.74%
QXO	QXO, Inc. Industrials	Held	106,200	0	$2,062,404	+0.7%	1.72%
GE	General Electric Co Industrials	Reduced	7,146	-35	$2,027,820	−8.3%	1.69%
NDAQ	Nasdaq, Inc. Financial Services	Held	23,274	0	$1,975,729	−12.6%	1.64%
NEU	Newmarket Corp Basic Materials	Held	2,742	0	$1,757,484	−6.7%	1.46%
PLTR	Palantir Technologies Inc. Technology	Held	11,901	0	$1,740,878	−17.7%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,619	+2,514	$1,734,224	+212.2%	1.44%
AMG	Affiliated Managers Group, Inc. Financial Services	NEW	6,226	NEW	$1,722,734	NEW	1.43%
RKT	Rocket Companies, Inc. Financial Services	Held	112,618	0	$1,604,806	−26.4%	1.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,171	+1,893	$1,285,234	+30.2%	1.07%
GOOGL	Alphabet Inc. Communication Services	Added	3,358	+1,803	$965,626	+98.4%	0.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	718	+415	$715,436	+173.8%	0.60%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,784	+884	$663,202	+63.9%	0.55%
ZNTL	Zentalis Pharmaceuticals, Inc. Healthcare	Added	274,516	+31,911	$642,367	+96.1%	0.53%
XOM	Exxon Mobil Corp Energy	Added	2,760	+2,192	$468,261	+585.1%	0.39%
CAT	Caterpillar Inc Industrials	Added	613	+548	$434,285	+1066.3%	0.36%
META	Meta Platforms, Inc. Communication Services	Added	725	+261	$414,794	+35.4%	0.35%
KEN	Kenon Holdings Ltd. Utilities	Added	4,964	+295	$408,835	+32.1%	0.34%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,930	+1,530	$405,357	+399.1%	0.34%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,878	+2,584	$347,430	+218.8%	0.29%
ARCC	Ares Capital Corp Financial Services	Added	17,796	+1,629	$320,683	−1.9%	0.27%
IMNM	Immunome Inc. Healthcare	NEW	13,647	NEW	$298,459	NEW	0.25%
SHOP	Shopify Inc. Technology	NEW	2,510	NEW	$297,736	NEW	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	976	+624	$287,100	+153.1%	0.24%
GLTR	abrdn Precious Metals Basket ETF Trust	Held	1,284	0	$280,836	+6.4%	0.23%
ASML	Asml Holding NV Technology	Added	209	+201	$276,053	+3125.7%	0.23%
PSLV	Sprott Physical Silver Trust Financial Services	Held	10,930	0	$266,582	+3.1%	0.22%
WMT	Walmart Inc. Consumer Defensive	Added	2,110	+1,595	$262,230	+357.0%	0.22%
LLY	ELI LILLY & Co Healthcare	Added	281	+253	$258,455	+758.9%	0.22%
GS	Goldman Sachs Group Inc Financial Services	Added	292	+268	$247,029	+1071.0%	0.21%
QQQ	Invesco Qqq Trust, Series 1	Added	413	+9	$238,375	−4.0%	0.20%
GLD	Spdr Gold Trust	Added	519	+281	$223,320	+136.8%	0.19%
BHP	BHP Group Ltd Basic Materials	Added	2,953	+1,022	$214,801	+84.3%	0.18%
MS	Morgan Stanley Financial Services	Added	1,242	+1,039	$204,395	+467.2%	0.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	589	+587	$199,052	+32692.8%	0.17%