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Portfolio (Quarterly) Guide ↗

Anfield Capital Management, LLC

· CIK 0001602020
13F Portfolio $363M AUM 716 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New 120 Added 61 Reduced 14 Exited
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 YJUN FT VEST INT EQ MODT ETF-JUNE 3,682.0 $95K 0.03% +846.0 +29.8% $25.75 +4.9%
82 BAC BANK OF AMERICA CORP Financial Services 1,926.0 $94K 0.03% +2K +887.7% $48.75 +15.3%
83 JNJ JOHNSON & JOHNSON Healthcare 342.0 $84K 0.02% +136.0 +66.0% $244.44 -6.6%
84 CARR CARRIER GLOBAL CORP Industrials 1,451.0 $82K 0.02% +1K +10000.0% $56.31 +27.5%
85 PG PROCTER & GAMBLE CO/THE Consumer Defensive 536.0 $77K 0.02% +299.0 +126.2% $144.41 +4.1%
86 IXUS ISHARES CORE INTL STOCK ETF 857.0 $74K 0.02% +10.0 +1.2% $86.64 +11.9%
87 PFE PFIZER INC Healthcare 2,543.0 $71K 0.02% +2K +198.8% $28.08 -10.2%
88 BLK BLACKROCK INC Financial Services 72.0 $69K 0.02% +65.0 +928.6% $961.71 +9.2%
89 KO COCA-COLA CO/THE Consumer Defensive 865.0 $66K 0.02% +504.0 +139.6% $76.05 +4.4%
90 UNH UNITEDHEALTH GROUP INC Healthcare 234.0 $63K 0.02% +154.0 +192.5% $270.59 +48.2%
91 PCAR PACCAR INC Industrials 535.0 $62K 0.02% +517.0 +2872.2% $115.50 +3.0%
92 SPOT SPOTIFY TECHNOLOGY SA Communication Services 114.0 $55K 0.01% +112.0 +5600.0% $484.91 -3.5%
93 ABT ABBOTT LABORATORIES Healthcare 521.0 $53K 0.01% +386.0 +285.9% $102.67 -13.9%
94 EMR EMERSON ELECTRIC CO Industrials 384.0 $50K 0.01% +297.0 +341.4% $131.02 +15.0%
95 DE DEERE & CO Industrials 83.0 $47K 0.01% +72.0 +654.5% $563.30 +4.6%
96 BA BOEING CO/THE Industrials 234.0 $47K 0.01% +139.0 +146.3% $199.03 +11.9%
97 ORCL ORACLE CORP Technology 271.0 $40K 0.01% +248.0 +1078.3% $147.11 +25.3%
98 PEP PEPSICO INC Consumer Defensive 253.0 $39K 0.01% +165.0 +187.5% $155.29 -8.5%
99 PMAR INNOVATOR U.S. EQUITY POWER 801.0 $36K 0.01% +488.0 +155.9% $44.62 +6.9%
100 ING ING GROEP N.V.-SPONSORED ADR Financial Services 1,368.0 $36K 0.01% +1K +1143.6% $26.05 +20.4%
Page 5 of 6  ·  120 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.0%
Technology 16.3%
Industrials 14.1%
Communication Services 6.5%
Healthcare 5.2%
Basic Materials 4.4%
Consumer Cyclical 2.5%
Energy 1.9%
Consumer Defensive 1.2%
Real Estate 0.5%