Anfield Capital Management, LLC

CIK

1602020

Location

IRVINE, CA

Portfolio Value

Micro $505,862

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

16 positions · $505,862 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KEN	Kenon Holdings Ltd. Utilities	Added	4,964	+295	$408,835	+32.1%	80.82%
OKLO	Oklo Inc. Utilities	Held	671	0	$33,274	−30.9%	6.58%
SO	Southern Co Utilities	Reduced	114	-544	$11,003	−80.8%	2.18%
D	Dominion Energy, Inc Utilities	Held	147	0	$9,087	+5.5%	1.80%
ED	Consolidated Edison Inc Utilities	Held	75	0	$8,488	+13.9%	1.68%
AEP	American Electric Power Co Inc Utilities	Reduced	53	-59	$6,947	−46.2%	1.37%
PEG	Public Service Enterprise Group Inc Utilities	Held	79	0	$6,395	+0.8%	1.26%
EIX	Edison International Utilities	Held	75	0	$5,488	+21.9%	1.08%
PNW	Pinnacle West Capital Corp Utilities	Held	41	0	$4,130	+13.6%	0.82%
DTE	Dte Energy Co Utilities	Held	27	0	$3,947	+13.4%	0.78%
NEE	Nextera Energy Inc Utilities	Reduced	39	-270	$3,622	−85.4%	0.72%
DUK	Duke Energy CORP Utilities	Reduced	12	-367	$1,571	−96.5%	0.31%
EXC	Exelon Corp Utilities	Held	29	0	$1,421	+12.4%	0.28%
AWK	American Water Works Company, Inc. Utilities	Held	5	0	$680	+4.3%	0.13%
AES	Aes Corp Utilities	NEW	43	NEW	$605	NEW	0.12%
POR	Portland General Electric Co /Or/ Utilities	Held	7	0	$369	+10.1%	0.07%