Anfield Capital Management, LLC

CIK

1602020

Location

IRVINE, CA

Portfolio Value

Small $343,845,802

Diversification

Diversified

Filing Date

Global Rank

#4,465 / 8,827 ▲ 472 · as of Mar 2026

Top Industry

Aerospace & Defense 9.6%

Period ended 7 months ago

Filed May 12, 2026 · 6mo

25 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Registered funds advised

2 series (0 index, 1 ETF)

$263,645,512 net assets· N-CEN Apr 30, 2026

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.8% of the book (60%+)

Turnover

Medium turnover

46.7% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 9.4 quarters, but 12.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 82.5%; sector active share 63.1% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

25.5%

+1.1 pts

Top 5

57.3%

−4.5 pts

Top 10

68.8%

−5.5 pts

HHI

1,005

Diversified−69

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.2%	$261,949,162	259
Technology	5.5%	$18,861,129	68
Financial Services	5.2%	$17,876,851	98
Industrials	4.7%	$16,170,480	47
Basic Materials	2.3%	$7,788,876	23
Communication Services	2.2%	$7,497,848	22
Healthcare	1.7%	$5,947,445	56
Consumer Cyclical	0.8%	$2,892,399	30
Energy	0.7%	$2,286,233	32
Consumer Defensive	0.4%	$1,442,480	28
Real Estate	0.2%	$627,037	26
Utilities	0.1%	$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
CAIE	Calamos Autocallable Income ETF	+85,636	158,548	$3,985,896
MBB	iShares MBS ETF	+82,545	166,806	$15,838,229
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+60,951	61,336	$4,879,892
GOVT	iShares U.S. Treasury Bond ETF	+53,418	299,608	$6,864,019
AVUV	Avantis U.S. Small Cap Value ETF	+47,264	47,355	$5,231,306
PSMD	Pacer Swan SOS Moderate (January) ETF	+33,846	77,774	$2,480,212
ZNTL	Zentalis Pharmaceuticals, Inc.	+31,911	274,516	$642,367
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+21,600	252,791	$28,024,410
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+17,866	18,873	$1,561,740
IHE	iShares U.S. Pharmaceuticals ETF	+11,612	129,577	$11,231,734
JAAA	Janus Henderson AAA CLO ETF	+9,722	121,918	$6,141,009
PDI	PIMCO Dynamic Income Fund	+8,577	11,611	$198,664
—		+8,235	103,351	$12,465,164
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+7,956	81,694	$8,903,829
SOXX	iShares Semiconductor ETF	+7,065	84,607	$27,806,936
LMBS	First Trust Low Duration Opportunities ETF	+6,765	85,015	$4,234,597
NVDA	Nvidia Corp	+5,680	23,082	$4,025,500
MLPA	Global X MLP ETF	+4,700	54,758	$2,949,813
IHI	iShares U.S. Medical Devices ETF	+4,674	54,231	$2,893,223
DXJ	WisdomTree Japan Hedged Equity Fund	+4,610	55,878	$8,861,133
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+4,225	49,470	$2,270,178
AAPL	Apple Inc.	+3,846	8,249	$2,093,513
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+3,175	37,175	$4,051,331
FCX	Freeport-Mcmoran Inc	+3,078	3,355	$197,206
KBWB	Invesco Ltd.	+3,075	35,780	$2,830,913
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SMLF	iShares U.S. Small-Cap Equity Factor ETF	−97,112	2,959	$223,374
JBBB	Janus Henderson B-BBB CLO ETF	−92,838	3,659	$170,527
XMHQ	Victory Portfolios II	−68,267	1,922	$198,677
IEF	iShares 7-10 Year Treasury Bond ETF	−39,833	26,391	$2,518,757
PSMR	Pacer Swan SOS Moderate (April) ETF	−5,490	86,208	$2,618,999
HTGC	Hercules Capital, Inc.	−3,920	6,908	$102,031
PSMJ	Pacer Swan SOS Moderate (July) ETF	−2,307	11,633	$370,324
SCHA	Schwab U.S. Small-Cap ETF	−1,806	5,334	$155,112
QCAP	FT Vest Nasdaq-100 Conservative Buffer ETF - April	−1,767	10,283	$246,740
SPY	Spdr S&P 500 ETF Trust	−1,604	62,202	$40,452,448
AUGM	FT Vest U.S. Equity Max Buffer ETF - August	−1,464	3,989	$135,119
FJAN	FT Vest U.S. Equity Buffer ETF - January	−1,454	67,640	$3,409,732
PSMO	Pacer Swan SOS Moderate (October) ETF	−1,408	99,422	$3,000,158
VZ	Verizon Communications Inc	−621	534	$26,806
QYLD	Global X NASDAQ 100 Covered Call ETF	−561	3,029	$51,947
GJAN	FT Vest U.S. Equity Moderate Buffer ETF - January	−546	68,702	$2,879,300
SO	Southern Co	−544	114	$11,003
—		−425	123	$3,377
DUK	Duke Energy CORP	−367	12	$1,571
CSCO	Cisco Systems, Inc.	−346	139	$10,785
GAPR	FT Vest U.S. Equity Moderate Buffer ETF - April	−288	11,789	$477,100
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
GMAR	FT Vest U.S. Equity Moderate Buffer ETF - March	−243	40,393	$1,683,984
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XMVM	Victory Portfolios II	117,148	$7,628,677
ISCG	iShares Morningstar Small-Cap Growth ETF	91,144	$4,994,691
LITE	Lumentum Holdings Inc.	5,806	$4,080,224
CAIQ		145,564	$3,469,809
AMG	Affiliated Managers Group, Inc.	6,226	$1,722,734
FTEC	Fidelity MSCI Information Technology Index ETF	7,341	$1,527,295
TDEC	FT Vest Emerging Markets Buffer ETF - December	22,563	$549,273
MUB	iShares National Muni Bond ETF	5,063	$537,437
YDEC	FT Vest International Equity Moderate Buffer ETF - December	20,117	$529,077
FDVV	Fidelity High Dividend ETF	7,772	$429,325
QDEC	FT Vest Nasdaq-100 Buffer ETF - December	10,056	$316,361
IMNM	Immunome Inc.	13,647	$298,459
SHOP	Shopify Inc.	2,510	$297,736
BFEB		4,484	$213,895
ACYN	First Trust Exchange-Traded Fund	9,856	$200,865
ACII	Innovator Index Autocallable Income Strategy ETF	7,877	$197,555
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	2,956	$176,029
REM	iShares Mortgage Real Estate ETF	8,051	$172,854
IJR	iShares Core S&P Small-Cap ETF	1,242	$154,393
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
EUFN	iShares MSCI Europe Financials ETF	3,272	$114,029
SCHW	Schwab Charles Corp	1,136	$106,761
SONY	Sony Group Corp	5,039	$104,307
No positions match the current search.

Sold Out

Positions the filer fully exited

13 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
IRLA	IRulya Therapeutics Inc.	94,201	$315,573
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	251	$53,159
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	672	$30,045
ATO	Atmos Energy Corp	144	$24,138
MKC	Mccormick & Co Inc	242	$16,482
WTRG	Essential Utilities, Inc.	240	$9,206
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	116	$6,741
SBAR		44	$1,151
XV		44	$1,116
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

705 tracked positions · $343,845,802 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 705 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	62,202	-1,604	$40,452,448	−7.0%	25+	before history	11.76%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	252,791	+21,600	$28,024,410	+3.0%	12	unpriced	8.15%
SOXX	iShares Semiconductor ETF	Added	84,607	+7,065	$27,806,936	+19.1%	7	unpriced	8.09%
MBB	iShares MBS ETF	Added	166,806	+82,545	$15,838,229	+97.4%	9	unpriced	4.61%
		Added	103,351	+8,235	$12,465,164	−11.3%	5	$138.51	3.63%
IHE	iShares U.S. Pharmaceuticals ETF	Added	129,577	+11,612	$11,231,734	+12.2%	2	unpriced	3.27%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	81,694	+7,956	$8,903,829	+9.6%	8	unpriced	2.59%
DXJ	WisdomTree Japan Hedged Equity Fund	Added	55,878	+4,610	$8,861,133	+19.9%	11	unpriced	2.58%
XMVM	Victory Portfolios II	NEW	117,148	NEW	$7,628,677	NEW	1	$66.47	2.22%
GOVT	iShares U.S. Treasury Bond ETF	Added	299,608	+53,418	$6,864,019	+21.1%	23	unpriced	2.00%
JAAA	Janus Henderson AAA CLO ETF	Added	121,918	+9,722	$6,141,009	+8.2%	5	$50.77	1.79%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	33,295	+2,825	$5,384,800	+13.9%	21	unpriced	1.57%
AVUV	Avantis U.S. Small Cap Value ETF	Added	47,355	+47,264	$5,231,306	+56271.8%	8	$110.07	1.52%
ISCG	iShares Morningstar Small-Cap Growth ETF	NEW	91,144	NEW	$4,994,691	NEW	1	unpriced	1.45%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	61,336	+60,951	$4,879,892	+15620.3%	9	unpriced	1.42%
LMBS	First Trust Low Duration Opportunities ETF	Added	85,015	+6,765	$4,234,597	+8.3%	7	$49.05	1.23%
LITE	Lumentum Holdings Inc. Technology	NEW	5,806	NEW	$4,080,224	NEW	1	$549.36	1.19%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	37,175	+3,175	$4,051,331	−0.2%	14	unpriced	1.18%
NVDA	Nvidia Corp Technology	Added	23,082	+5,680	$4,025,500	+24.0%	11	$147.04	1.17%
CAIE	Calamos Autocallable Income ETF	Added	158,548	+85,636	$3,985,896	+104.4%	3	$26.68	1.16%
CAIQ		NEW	145,564	NEW	$3,469,809	NEW	1	$25.03	1.01%
FJAN	FT Vest U.S. Equity Buffer ETF - January	Reduced	67,640	-1,454	$3,409,732	−4.6%	8	unpriced	0.99%
ROIV	Roivant Sciences Ltd. Healthcare	Added	119,451	+500	$3,308,792	+28.2%	3	$12.44	0.96%
TIGO	Millicom International Cellular SA Communication Services	Held	42,313	0	$3,170,936	+35.2%	3	$43.89	0.92%
PSMO	Pacer Swan SOS Moderate (October) ETF	Reduced	99,422	-1,408	$3,000,158	−3.3%	8	$29.88	0.87%
MLPA	Global X MLP ETF	Added	54,758	+4,700	$2,949,813	+21.7%	2	unpriced	0.86%
IHI	iShares U.S. Medical Devices ETF	Added	54,231	+4,674	$2,893,223	−6.1%	4	unpriced	0.84%
GJAN	FT Vest U.S. Equity Moderate Buffer ETF - January	Reduced	68,702	-546	$2,879,300	−2.8%	5	unpriced	0.84%
WWD	Woodward, Inc. Industrials	Held	7,982	0	$2,856,917	+18.4%	3	$248.47	0.83%
KBWB	Invesco Ltd. Financial Services	Added	35,780	+3,075	$2,830,913	+2.7%	5	$70.32	0.82%
RBC	RBC Bearings INC Industrials	Held	5,159	0	$2,801,956	+21.1%	3	$389.28	0.81%
AU	AngloGold Ashanti PLC Basic Materials	Held	28,052	0	$2,731,142	+14.2%	3	$55.92	0.79%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	7,094	0	$2,695,010	+11.7%	3	$266.44	0.78%
PSMR	Pacer Swan SOS Moderate (April) ETF	Reduced	86,208	-5,490	$2,618,999	−4.2%	8	$25.63	0.76%
NEM	NEWMONT Corp Basic Materials	Held	23,306	0	$2,522,874	+8.4%	3	$69.74	0.73%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	26,391	-39,833	$2,518,757	−60.4%	7	unpriced	0.73%
PSMD	Pacer Swan SOS Moderate (January) ETF	Added	77,774	+33,846	$2,480,212	+73.9%	8	$29.52	0.72%
AMD	Advanced Micro Devices Inc Technology	Held	11,942	0	$2,429,361	−5.0%	9	$161.36	0.71%
MSFT	Microsoft Corp Technology	Added	6,427	+2,229	$2,379,082	+17.2%	10	$449.98	0.69%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	49,470	+4,225	$2,270,178	+17.5%	7	unpriced	0.66%
FAST	Fastenal Co Industrials	Held	46,679	0	$2,165,905	+15.6%	3	$47.25	0.63%
L	Loews Corp Financial Services	Held	20,134	0	$2,149,103	+1.4%	2	$103.26	0.63%
		Held	10,443	0	$2,129,014	−0.2%	2	$201.84	0.62%
AAPL	Apple Inc. Technology	Added	8,249	+3,846	$2,093,513	+74.9%	25+	before history	0.61%
QXO	QXO, Inc. Industrials	Held	106,200	0	$2,062,404	+0.7%	3	$20.71	0.60%
GE	General Electric Co Industrials	Reduced	7,146	-35	$2,027,820	−8.3%	8	unpriced	0.59%
NDAQ	Nasdaq, Inc. Financial Services	Held	23,274	0	$1,975,729	−12.6%	3	$92.62	0.57%
NEU	Newmarket Corp Basic Materials	Held	2,742	0	$1,757,484	−6.7%	3	$770.31	0.51%
PLTR	Palantir Technologies Inc. Technology	Held	11,901	0	$1,740,878	−17.7%	6	$161.21	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,619	+2,514	$1,734,224	+212.2%	9	$488.90	0.50%

Showing the top 50 of 705 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.