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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 8 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HD HOME DEPOT INC Consumer Cyclical 512.0 $168K 0.05% +446.0 +675.8% $328.89 +1.6%
142 GDEC FT VEST US EQUITY MODERATE B 4,539.0 $168K 0.05% $37.02 +7.5%
143 ARDC ARES DYNAMIC CREDIT ALL Financial Services 13,744.0 $167K 0.05% +1K +9.0% $12.16 +5.0%
144 PFFA VIRTUS INFRACAP US PREF STCK 8,153.0 $166K 0.05% +140.0 +1.8% $20.36 +4.8%
145 BP BP PLC-SPONS ADR Energy 3,499.0 $164K 0.04% +3K +700.7% $47.00 -16.8%
146 MRK MERCK & CO. INC. Healthcare 1,338.0 $161K 0.04% +1K +320.8% $120.29 -5.3%
147 SHEL SHELL PLC-ADR Energy 1,683.0 $157K 0.04% +2K +5000.0% $93.00 -15.3%
148 SCHA SCHWAB US SMALL-CAP ETF 5,334.0 $155K 0.04% -2K -25.3% $29.08 +21.0%
149 IJR ISHARES CORE S&P SMALL-CAP E 1,242.0 $154K 0.04% NEW $124.31 +15.2%
150 SAP SAP SE-SPONSORED ADR Technology 901.0 $154K 0.04% +891.0 +8910.0% $171.21 -9.3%
151 FTSL FIRST TRUST SENIOR LOAN ETF 3,421.0 $153K 0.04% $44.80 +0.4%
152 SQM QUIMICA Y MINERA CHIL-SP ADR Basic Materials 1,845.0 $149K 0.04% $80.94 -1.5%
153 CVX CHEVRON CORP Energy 711.0 $147K 0.04% +524.0 +280.2% $206.89 -16.1%
154 VGT VANGUARD INFO TECH ETF 208.0 $145K 0.04% $697.72 -82.8%
155 LPG DORIAN LPG LTD Energy 4,105.0 $140K 0.04% $34.20 +15.7%
156 FT VEST US EQ MAX BUF AUG 3,989.0 $135K 0.04% -1K -26.9% $33.87
157 EC ECOPETROL SA-SPONSORED ADR Energy 8,988.0 $135K 0.04% $14.99 +10.6%
158 GOCT FT VEST US EQUITY MODERATE B 3,375.0 $130K 0.04% $38.63 +7.4%
159 COP CONOCOPHILLIPS Energy 986.0 $130K 0.04% +859.0 +676.4% $132.00 -18.4%
160 OSS ONE STOP SYSTEMS INC Technology 17,000.0 $129K 0.04% NEW $7.57 +143.6%
Page 8 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%