Anfield Capital Management, LLC
Filing Date
Global Rank
#5,316
/ 8,623
▲ 449
· as of Mar 2026
Top Industry
Aerospace & Defense
10.0%
3Y Alpha vs SPY
+0.3%
Period ended 4 months ago
Filed May 12, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+68.3%
SPY
+67.9%
Annualised alpha
+0.1%
Max drawdown
−19.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
451 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Unclassified | 34.5% | $41,392,459 |
| Technology | 15.7% | $18,861,129 |
| Industrials | 13.5% | $16,170,480 |
| Financial Services | 12.3% | $14,748,293 |
| Basic Materials | 6.5% | $7,788,876 |
| Communication Services | 6.2% | $7,483,305 |
| Healthcare | 5.0% | $5,947,445 |
| Consumer Cyclical | 2.4% | $2,892,399 |
| Energy | 1.9% | $2,286,232 |
| Consumer Defensive | 1.2% | $1,442,480 |
| Real Estate | 0.5% | $627,037 |
| Utilities | 0.4% | $505,862 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | ExxonMobil Holdings 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
451 tracked positions ·
$120,145,997 total
· filing declares
716 positions · $363,452,206
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 62,202 | $40,452,448 | 33.67% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 5,806 | $4,080,224 | 3.40% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 23,082 | $4,025,500 | 3.35% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
Added | 119,451 | $3,308,792 | 2.75% | |
| TIGO |
Millicom International Cellular SA
Communication Services
|
Held | 42,313 | $3,170,936 | 2.64% | |
| WWD |
Woodward, Inc.
Industrials
|
Held | 7,982 | $2,856,917 | 2.38% | |
| RBC |
RBC Bearings INC
Industrials
|
Held | 5,159 | $2,801,956 | 2.33% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
Held | 28,052 | $2,731,142 | 2.27% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Held | 7,094 | $2,695,010 | 2.24% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 23,306 | $2,522,874 | 2.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 11,942 | $2,429,361 | 2.02% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,427 | $2,379,082 | 1.98% | |
| FAST |
Fastenal Co
Industrials
|
Held | 46,679 | $2,165,905 | 1.80% | |
| L |
Loews Corp
Financial Services
|
Held | 20,134 | $2,149,103 | 1.79% | |
| EA |
Electronic Arts Inc.
Communication Services
|
Held | 10,443 | $2,129,014 | 1.77% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,249 | $2,093,513 | 1.74% | |
| QXO |
QXO, Inc.
Industrials
|
Held | 106,200 | $2,062,404 | 1.72% | |
| GE |
General Electric Co
Industrials
|
Reduced | 7,146 | $2,027,820 | 1.69% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Held | 23,274 | $1,975,729 | 1.64% | |
| NEU |
Newmarket Corp
Basic Materials
|
Held | 2,742 | $1,757,484 | 1.46% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 11,901 | $1,740,878 | 1.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,619 | $1,734,224 | 1.44% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
NEW | 6,226 | $1,722,734 | 1.43% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Held | 112,618 | $1,604,806 | 1.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,171 | $1,285,234 | 1.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,358 | $965,626 | 0.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 718 | $715,436 | 0.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,784 | $663,202 | 0.55% | |
| ZNTL |
Zentalis Pharmaceuticals, Inc.
Healthcare
|
Added | 274,516 | $642,367 | 0.53% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,760 | $468,261 | 0.39% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 613 | $434,285 | 0.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 725 | $414,794 | 0.35% | |
| KEN |
Kenon Holdings Ltd.
Utilities
|
Added | 4,964 | $408,835 | 0.34% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 1,930 | $405,357 | 0.34% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,878 | $347,430 | 0.29% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 17,796 | $320,683 | 0.27% | |
| IMNM |
Immunome Inc.
Healthcare
|
NEW | 13,647 | $298,459 | 0.25% | |
| SHOP |
Shopify Inc.
Technology
|
NEW | 2,510 | $297,736 | 0.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 976 | $287,100 | 0.24% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Held | 1,284 | $280,836 | 0.23% | |
| ASML |
Asml Holding NV
Technology
|
Added | 209 | $276,053 | 0.23% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Held | 10,930 | $266,582 | 0.22% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,110 | $262,230 | 0.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 281 | $258,455 | 0.22% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 292 | $247,029 | 0.21% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 413 | $238,375 | 0.20% | |
| GLD |
Spdr Gold Trust
|
Added | 519 | $223,320 | 0.19% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Added | 2,953 | $214,801 | 0.18% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 1,242 | $204,395 | 0.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 589 | $199,052 | 0.17% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.