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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CALM CAL-MAINE FOODS INC Consumer Defensive 1,134.0 $90K 0.03% -203.0 -15.2% $79.15 -1.8%
22 TXN TEXAS INSTRUMENTS INC Technology 345.0 $67K 0.02% -133.0 -27.8% $194.14 +66.3%
23 QYLD GLOBAL X NASD 100 COV CALL 3,029.0 $52K 0.01% -561.0 -15.6% $17.15 +8.0%
24 DJUN FT VEST US EQUITY DEEP BUFFE 736.0 $35K 0.01% -23.0 -3.0% $47.04 +4.7%
25 T AT&T INC Communication Services 1,182.0 $34K 0.01% -114.0 -8.8% $28.99 -24.1%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 534.0 $27K 0.01% -621.0 -53.8% $50.20 -9.6%
27 MO ALTRIA GROUP INC Consumer Defensive 329.0 $22K 0.01% -210.0 -39.0% $65.90 +4.9%
28 PNC PNC FINANCIAL SERVICES GROUP Financial Services 94.0 $20K 0.01% -1.0 -1.1% $207.52 +11.8%
29 DIS WALT DISNEY CO/THE Communication Services 166.0 $16K 0.00% -135.0 -44.9% $96.38 +7.8%
30 LMT LOCKHEED MARTIN CORP Industrials 26.0 $16K 0.00% -15.0 -36.6% $604.38 -15.5%
31 WMB WILLIAMS COS INC Energy 209.0 $15K 0.00% -116.0 -35.7% $72.78 +0.5%
32 GOOG ALPHABET INC-CL C Communication Services 42.0 $12K 0.00% -24.0 -36.4% $286.86 +28.1%
33 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 69.0 $11K 0.00% -128.0 -65.0% $165.33 +7.9%
34 CME CME GROUP INC Financial Services 38.0 $11K 0.00% -75.0 -66.4% $295.34 -16.6%
35 SO SOUTHERN CO/THE Utilities 114.0 $11K 0.00% -544.0 -82.7% $96.52 -3.6%
36 CSCO CISCO SYSTEMS INC Technology 139.0 $11K 0.00% -346.0 -71.3% $77.59 +54.1%
37 USB US BANCORP Financial Services 194.0 $10K 0.00% -219.0 -53.0% $52.01 +11.8%
38 DLR DIGITAL REALTY TRUST INC Real Estate 55.0 $10K 0.00% -19.0 -25.7% $180.22 +4.4%
39 TFC TRUIST FINANCIAL CORP Financial Services 174.0 $8K 0.00% -236.0 -57.6% $45.97 +5.1%
40 AEP AMERICAN ELECTRIC POWER Utilities 53.0 $7K 0.00% -59.0 -52.7% $131.08 -2.6%
Page 2 of 4  ·  61 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%