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Anfield Capital Management, LLC — 13F Holdings & Portfolio

CIK 1602020 · latest 13F-HR filed 2026-05-12

Backtest portfolio

Anfield Capital Management, LLC manages $363.5M in 13F-reported U.S. long-equity assets across 715 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (11.13%), XLC (7.71%), SOXX (7.65%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 150 new positions, exited 14, added to 194, and trimmed 199.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$363.5M

Long-equity book

Holdings

715

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+150 / −14 / ↑194 / ↓199

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES MBS ETF$7.8M +97.4%
  • AVANTIS US SMALL CAP VALUE$5.2M +56271.8%
  • ISHR IBX USD HIYLD CB ETF-UI$4.8M +15619.8%
  • ISHARES SEMICONDUCTOR ETF$4.5M +19.1%
  • CALAMOS AUTOCALLABLE INC ETF$2.0M +104.4%
Show all 194 →

Top Trims

  • ISHARES US SMALLCAP EQUITY F-$7.3M -97.0%
  • INVESCO S&P MIDCAP QUAL ETF-$7.0M -97.2%
  • JANUS HENDERSON B-BBB CLO ET-$4.4M -96.3%
  • ISHARES 7-10 YEAR TREASURY B-$3.8M -60.4%
  • SS SPDR S&P 500 ETF TRUST-US-$3.1M -7.0%
Show all 199 →

New Positions

  • INVESCO S&P MIDCAP VALUE WIT$7.6M
  • ISHARES MORNINGSTAR SMALL-CA$5.0M
  • LUMENTUM HOLDINGS INC$4.1M
  • CALAMOS NASDAQ AUTOCALL ETF$3.5M
  • AFFILIATED MANAGERS GROUP$1.7M
Show all 150 →

Exited Positions

  • LIBERTY LIVE HOLDINGS-A$2.0M
  • NATIONAL FUEL GAS CO$1.9M
  • QUINCE THERAPEUTICS INC$315.6K
  • VANGUARD SMALL-CAP VALUE ETF$53.2K
  • SS ENERGY SELECT SECTOR$30.0K
Show all 14 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SS SPDR S&P 500 ETF TRUST-US SPY 78462F103 $40.5M 11.13% 62,202 SH
2 SS COMM SELECT SECTOR SPDR XLC 81369Y852 $28.0M 7.71% 252,791 SH
3 ISHARES SEMICONDUCTOR ETF SOXX 464287523 $27.8M 7.65% 84,607 SH
4 ANFIELD US EQUITY SECTOR ROT AESR 90214Q733 $16.0M 4.41% 958,218 SH
5 ISHARES MBS ETF MBB 464288588 $15.8M 4.36% 166,806 SH
6 ARK NEXT GENERATION INTERNET ARKW 00214Q401 $12.5M 3.43% 103,351 SH
7 ISHARES US PHARMACEUTICALS E IHE 464288836 $11.2M 3.09% 129,577 SH
8 ISHR IBX USD INVGD CB ETF-UI LQD 464287242 $8.9M 2.45% 81,694 SH
9 WISDOMTREE JAPAN HEDGED EQ DXJ 97717W851 $8.9M 2.44% 55,878 SH
10 INVESCO S&P MIDCAP VALUE WIT PSCU 46137V456 $7.6M 2.10% 117,148 SH
11 ISHARES US TREASURY BOND ETF GOVT 46429B267 $6.9M 1.89% 299,608 SH
12 JANUS HENDERSON AAA CLO ETF JAAA 47103U845 $6.1M 1.69% 121,918 SH
13 SS INDUSTRIAL SELECT SECTOR XLI 81369Y704 $5.4M 1.48% 33,295 SH
14 AVANTIS US SMALL CAP VALUE AVUV 025072877 $5.2M 1.44% 47,355 SH
15 ISHARES MORNINGSTAR SMALL-CA ISCG 464288604 $5.0M 1.37% 91,144 SH
16 ISHR IBX USD HIYLD CB ETF-UI HYG 464288513 $4.9M 1.34% 61,336 SH
17 FIRST TRUST LOW DURATION OPP LMBS 33739Q200 $4.2M 1.17% 85,015 SH
18 LUMENTUM HOLDINGS INC LITE 55024U109 $4.1M 1.12% 5,806 SH
19 SS CONSUMER DISC SELECT SECT XLY 81369Y407 $4.1M 1.11% 37,175 SH
20 NVIDIA CORP NVDA 67066G104 $4.0M 1.11% 23,082 SH
21 CALAMOS AUTOCALLABLE INC ETF CAIE 12811T571 $4.0M 1.10% 158,548 SH
22 CALAMOS NASDAQ AUTOCALL ETF CAIQ 12811T530 $3.5M 0.95% 145,564 SH
23 FT VEST U.S. EQUITY BUFFER E FJAN 33740F623 $3.4M 0.94% 67,640 SH
24 ROIVANT SCIENCES LTD ROIV G76279101 $3.3M 0.91% 119,451 SH
25 MILLICOM INTL CELLULAR S.A. TIGO L6388F110 $3.2M 0.87% 42,313 SH
26 PACER SWAN SOS MOD OCT ETF PSMO 69374H485 $3.0M 0.83% 99,422 SH
27 GLOBAL X MLP ETF MLPA 37954Y343 $2.9M 0.81% 54,758 SH
28 ISHARES U.S. MEDICAL DEVICES IHI 464288810 $2.9M 0.80% 54,231 SH
29 FT VEST US EQUITY MODERATE B GJAN 33740F516 $2.9M 0.79% 68,702 SH
30 WOODWARD INC WWD 980745103 $2.9M 0.79% 7,982 SH
31 INVESCO KBW BANK ETF KBWB 46138E628 $2.8M 0.78% 35,780 SH
32 RBC BEARINGS INC RBC 75524B104 $2.8M 0.77% 5,159 SH
33 ANGLOGOLD ASHANTI PLC AU G0378L100 $2.7M 0.75% 28,052 SH
34 HUNTINGTON INGALLS INDUSTRIE HII 446413106 $2.7M 0.74% 7,094 SH
35 PACER SWAN SOS MODERATE APR PSMR 69374H519 $2.6M 0.72% 86,208 SH
36 NEWMONT CORP NEM 651639106 $2.5M 0.69% 23,306 SH
37 ISHARES 7-10 YEAR TREASURY B IEF 464287440 $2.5M 0.69% 26,391 SH
38 PACER SWAN SOS MODERATE JANU PSMD 69374H550 $2.5M 0.68% 77,774 SH
39 ADVANCED MICRO DEVICES AMD 007903107 $2.4M 0.67% 11,942 SH
40 MICROSOFT CORP MSFT 594918104 $2.4M 0.65% 6,427 SH
41 ST SR UTL SL SE SPDR ETF-USD XLU 81369Y886 $2.3M 0.62% 49,470 SH
42 FASTENAL CO FAST 311900104 $2.2M 0.60% 46,679 SH
43 LOEWS CORP L 540424108 $2.1M 0.59% 20,134 SH
44 ELECTRONIC ARTS INC EA 285512109 $2.1M 0.59% 10,443 SH
45 APPLE INC AAPL 037833100 $2.1M 0.58% 8,249 SH
46 QXO INC QXO 82846H405 $2.1M 0.57% 106,200 SH
47 GENERAL ELECTRIC GE 369604301 $2.0M 0.56% 7,146 SH
48 NASDAQ INC NDAQ 631103108 $2.0M 0.54% 23,274 SH
49 ANFIELD DYNAMIC FIXED INCOME ADFI 90214Q725 $1.8M 0.50% 215,702 SH
50 NEWMARKET CORP NEU 651587107 $1.8M 0.48% 2,742 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $363.5M 715 0001602020-26-000002
2025-12-31 2026-02-03 $317.0M 579 0001602020-26-000001
2025-09-30 2025-11-12 $339.9M 604 0001602020-25-000008