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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 33 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BTGO BITGO HOLDINGS INC-CL A Financial Services 103.0 $848.0 NEW $8.23 -27.5%
642 CDNS CADENCE DESIGN SYS INC Technology 3.0 $834.0 $278.00 +39.3%
643 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 3.0 $826.0 $275.33 +13.5%
644 JPMORGAN ULTRA-SHORT INCOME 16.0 $810.0 $50.62
645 IAGG ISHARES INTL AGGREGATE BOND 16.0 $801.0 $50.06 +0.9%
646 LH LABCORP HOLDINGS INC Healthcare 3.0 $800.0 $266.67 -4.1%
647 IBM INTL BUSINESS MACHINES CORP Technology 3.0 $727.0 -14.0 -82.3% $242.33 +2.8%
648 AWK AMERICAN WATER WORKS CO INC Utilities 5.0 $680.0 $136.00 -8.0%
649 DFTX DEFINIUM THERAPEUTICS INC Healthcare 36.0 $680.0 NEW $18.89 +29.6%
650 LW LAMB WESTON HOLDINGS INC Consumer Defensive 16.0 $676.0 $42.25 +6.7%
651 WRB WR BERKLEY CORP Financial Services 10.0 $663.0 $66.30 +1.3%
652 PANW PALO ALTO NETWORKS INC Technology 4.0 $641.0 $160.25 +79.6%
653 BAX BAXTER INTERNATIONAL INC Healthcare 37.0 $622.0 $16.81 +18.3%
654 O REALTY INCOME CORP Real Estate 10.0 $612.0 $61.20 -1.6%
655 AES AES CORP Utilities 43.0 $606.0 NEW $14.09 +3.7%
656 ACN ACCENTURE PLC-CL A Technology 3.0 $595.0 -41.0 -93.2% $198.33 -35.5%
657 MRVL MARVELL TECHNOLOGY INC Technology 6.0 $594.0 $99.00 +213.7%
658 UBER UBER TECHNOLOGIES INC Technology 8.0 $575.0 $71.88 -0.3%
659 WTFC WINTRUST FINANCIAL CORP Financial Services 4.0 $556.0 $139.00 +10.9%
660 ITRI ITRON INC Technology 6.0 $538.0 $89.67 -9.9%
Page 33 of 36  ·  715 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%