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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 34 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PLD PROLOGIS INC Real Estate 4.0 $529.0 $132.25 +6.3%
662 BJ BJ'S WHOLESALE CLUB HOLDINGS Consumer Defensive 5.0 $492.0 $98.40 -13.4%
663 ANET ARISTA NETWORKS INC Technology 4.0 $491.0 $122.75 +38.2%
664 MAA MID-AMERICA APARTMENT COMM Real Estate 4.0 $488.0 $122.00 +8.6%
665 HOOD ROBINHOOD MARKETS INC - A Financial Services 7.0 $485.0 $69.29 +56.1%
666 EW EDWARDS LIFESCIENCES CORP Healthcare 6.0 $480.0 $80.00 +9.2%
667 PSTG EVERPURE INC-A Technology 8.0 $472.0 $59.00 +26.6%
668 LEIDOS HOLDINGS INC 3.0 $467.0 $155.67
669 MLR MILLER INDUSTRIES INC/TENN Consumer Cyclical 10.0 $456.0 -10.0 -50.0% $45.60 +9.1%
670 FLHY FRANKLIN HIGH YIELD CORPORAT 18.0 $444.0 NEW $24.67 -1.5%
671 AIZ ASSURANT INC Financial Services 2.0 $436.0 $218.00 +19.2%
672 TQQQ PROSHARES ULTRAPRO QQQ 10.0 $434.0 $43.40 +90.9%
673 ZS ZSCALER INC Technology 3.0 $421.0 $140.33 -11.0%
674 CDE COEUR MINING INC Basic Materials 22.0 $413.0 $18.77 -6.7%
675 AUR AURORA INNOVATION INC Technology 100.0 $412.0 $4.12 +52.4%
676 HL HECLA MINING CO Basic Materials 22.0 $410.0 $18.64 -14.4%
677 ZM ZOOM COMMUNICATIONS INC Technology 5.0 $402.0 $80.40 +7.4%
678 EPD ENTERPRISE PRODUCTS PARTNERS Energy 10.0 $378.0 NEW $37.80 -3.2%
679 TWLO TWILIO INC - A Communication Services 3.0 $377.0 $125.67 +48.1%
680 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 7.0 $369.0 $52.71 +14.0%
Page 34 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%