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CIK: 0001602020
Total reported value
$363.5M
$363.5M
344 檔
21.4%
According to the latest 13F quarterly dataset, Anfield Capital Management, LLC managed an equity portfolio of $363.5M at the end of Q1 2024, spanning 344 distinct U.S. exchange-listed positions.
During Q1 2024, Anfield Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.03% | -2.59% | -5.55% | |
| 2 | AESR | Anfield US Equity Sector Rot | ETF-Other | 6.03% | -0.70% | -2.21% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 5.94% | — | — | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.49% | — | -14.89% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 5.00% | — | +45.22% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.53% | -0.01% | -15.23% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.49% | -0.01% | — | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.65% | -0.02% | +107.79% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 3.31% | — | +47.04% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.14% | -0.87% | -57.27% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.05% | +0.10% | +22.23% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.45% | +1.83% | — | |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.33% | +0.11% | +109.03% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.19% | -0.03% | -46.62% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.72% | -0.01% | -19.62% | |
| 16 | FCG | First Trust Natural Gas ETF | ETF-Other | 1.30% | — | +7.45% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.23% | — | — | |
| 18 | ARCC | Ares Capital CORP | Stock-Financials | 1.22% | -0.01% | +7.41% | |
| 19 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.12% | — | +7.88% | |
| 20 | PXE | Invesco Energy Exploration | ETF-Other | 1.10% | — | +7.37% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.09% | -15.78% | |
| 22 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | Stock-Other | 1.00% | — | +8.08% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.95% | -0.01% | -14.87% | |
| 24 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.82% | — | +7.36% | |
| 25 | ✓ | Stock-Other | 0.75% | — | +0.31% | ||
| 26 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.75% | — | — | |
| 27 | DBE | Invesco Db Energy Fund | ETF-Other | 0.73% | — | +7.36% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | +0.01% | — | |
| 29 | SKYY | First Trust Cloud Computing | ETF-Other | 0.69% | — | +7.99% | |
| 30 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.69% | +0.03% | +7.37% | |
| 31 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.69% | — | +7.36% | |
| 32 | PWR | Quanta Services Inc | Stock-Industrials | 0.67% | — | — | |
| 33 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 0.67% | — | +7.39% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.06% | — | |
| 35 | DALI | Ishrs Ms Wr Co Di SA Uci-usd | ETF-Other | 0.64% | — | +7.36% | |
| 36 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.63% | — | +7.37% | |
| 37 | ANETEUR | Arista Networks Inc | Stock-Other | 0.61% | — | — | |
| 38 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.61% | — | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | +0.12% | — | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.57% | — | +7.51% | |
| 41 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.57% | — | +7.36% | |
| 42 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.57% | — | — | |
| 43 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.56% | — | +7.36% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.07% | -1.17% | |
| 45 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-Other | 0.55% | — | +7.35% | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.54% | — | — | |
| 47 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.53% | — | +8.04% | |
| 48 | CORN | Teucrium Corn Fund | ETF-Other | 0.53% | — | +7.37% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.52% | — | — | |
| 50 | KBWY | Invesco Kbw Premium Yield Eq | ETF-Other | 0.49% | — | +7.36% |
According to official SEC Form 13F filings, Anfield Capital Management, LLC reported a total U.S. public equity portfolio value of $363.5M across 344 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AESR, XLF) accounted for 21.4% of total reported equity market value during Q1 2024.
During Q1 2024, Anfield Capital Management, LLC's top holdings by market value included SPY (15.0%)、AESR (6.0%)、XLF (5.9%). The largest single position, SPY, represented 15.0% of total portfolio value.
In Q1 2024, Anfield Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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