Portfolio (Quarterly)
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Anfield Capital Management, LLC
· CIK 0001602020| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | KO | COCA-COLA CO/THE | Consumer Defensive | 361.0 | $25K | 0.01% | NEW | — | $69.91 | +24.2% |
| 242 | AMGN | AMGEN INC | Healthcare | 77.0 | $25K | 0.01% | NEW | — | $327.31 | +23.7% |
| 243 | NEE | NEXTERA ENERGY INC | Utilities | 309.0 | $25K | 0.01% | NEW | — | $80.28 | +5.4% |
| 244 | RTX | RTX CORP | Industrials | 134.0 | $25K | 0.01% | NEW | — | $183.40 | +21.7% |
| 245 | ATO | ATMOS ENERGY CORP | Utilities | 144.0 | $24K | 0.01% | NEW | — | $167.63 | +2.6% |
| 246 | DFAE | DIMENSIONAL EMERGING CORE EQ | — | 739.0 | $24K | 0.01% | NEW | — | $32.57 | +18.2% |
| 247 | C | CITIGROUP INC | Financial Services | 201.0 | $23K | 0.01% | NEW | — | $116.69 | +14.7% |
| 248 | STE | STERIS PLC | Healthcare | 91.0 | $23K | 0.01% | NEW | — | $253.52 | -8.6% |
| 249 | GD | GENERAL DYNAMICS CORP | Industrials | 68.0 | $23K | 0.01% | NEW | — | $336.66 | +14.9% |
| 250 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 300.0 | $23K | 0.01% | NEW | — | $76.23 | -26.5% |
| 251 | HD | HOME DEPOT INC | Consumer Cyclical | 66.0 | $23K | 0.01% | NEW | — | $344.11 | +1.6% |
| 252 | GFEB | FT VEST US EQUITY MODERATE B | — | 545.0 | $23K | 0.01% | NEW | — | $41.53 | +7.6% |
| 253 | RC | READY CAPITAL CORP | Real Estate | 10,157.0 | $22K | 0.01% | NEW | — | $2.18 | -28.9% |
| 254 | USB | US BANCORP | Financial Services | 413.0 | $22K | 0.01% | NEW | — | $53.36 | +19.6% |
| 255 | HSY | HERSHEY CO/THE | Consumer Defensive | 118.0 | $21K | 0.01% | NEW | — | $181.98 | +0.6% |
| 256 | PFE | PFIZER INC | Healthcare | 851.0 | $21K | 0.01% | NEW | — | $24.89 | +5.3% |
| 257 | HELO | JPMORGAN HEDGED EQUITY ETF | — | 319.0 | $21K | 0.01% | NEW | — | $66.38 | +5.0% |
| 258 | SCHG | SCHWAB US LARGE-CAP GROWTH | — | 648.0 | $21K | 0.01% | NEW | — | $32.64 | +8.5% |
| 259 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 24.0 | $21K | 0.01% | NEW | — | $879.00 | +17.5% |
| 260 | MCD | MCDONALD'S CORP | Consumer Cyclical | 68.0 | $21K | 0.01% | NEW | — | $305.63 | -9.6% |
① 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
53.3%
Industrials
13.4%
Technology
11.6%
Communication Services
7.4%
Basic Materials
4.5%
Healthcare
3.5%
Energy
2.7%
Consumer Cyclical
1.8%
Consumer Defensive
0.7%
Utilities
0.6%