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CIK: 0001602020
Total reported value
$363.5M
$363.5M
404 檔
25.5%
The Q2 2024 SEC filing reveals that Anfield Capital Management, LLC held a total portfolio value of $363.5M, covering 404 public equity positions.
During Q2 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 404 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 | 18.66% | -2.59% | +18.47% | |
| 2 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 7.03% | -0.87% | +112.12% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 6.50% | — | +11.24% | |
| 4 | AESR | Anfield US Equity Sector Rot | ETF-Other | 6.42% | -0.70% | +0.65% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 6.35% | — | -1.08% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 5.91% | -0.01% | +19.13% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.88% | +0.10% | +60.33% | |
| 8 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 4.66% | — | +40.76% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.63% | -0.02% | +2.45% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 3.19% | — | -35.79% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.79% | -0.17% | +44884.29% | |
| 12 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.46% | +0.11% | +0.71% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.10% | -0.03% | -0.75% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.86% | -0.01% | +10.93% | |
| 15 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.69% | -0.19% | — | |
| 16 | PSMR | Pacer Swan Sos Moderate Apr | ETF-Other | 1.60% | -0.14% | — | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.44% | — | +16.22% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.43% | -0.01% | +50.54% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.09% | +653.69% | |
| 20 | ADFI | Anfield Dynamic Fixed Income | ETF-Other | 0.93% | -0.08% | — | |
| 21 | PSMD | Pacer Swan Sos Moderate Janu | ETF-Other | 0.87% | +0.23% | — | |
| 22 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.76% | -0.06% | — | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.65% | — | +48.14% | |
| 24 | RPHS | Regents Park Hedged Market | ETF-Other | 0.65% | -0.03% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.01% | -17.38% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.01% | +9445.71% | |
| 27 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.57% | — | — | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | +0.02% | +13061.54% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.07% | -3.00% | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.52% | — | -12.51% | |
| 31 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.49% | -0.05% | — | |
| 32 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 0.43% | -0.03% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.20% | +28.21% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.04% | +4.21% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.01% | +29.75% | |
| 36 | ✓ | Stock-Other | 0.27% | — | — | ||
| 37 | ✓ | Two Rds Shared Tr | Stock-Other | 0.26% | — | — | |
| 38 | ✓ | Two Rds Shared Tr | Stock-Other | 0.26% | — | — | |
| 39 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.20% | -0.02% | — | |
| 40 | PSMJ | Pacer Swan Sos Moderate July | ETF-Other | 0.18% | -0.04% | — | |
| 41 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.17% | -0.01% | -3.65% | |
| 42 | LPG | Dorian LPG Ltd. | Stock-Other | 0.17% | +0.01% | — | |
| 43 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.16% | -0.01% | — | |
| 44 | ARI | Apollo Commercial Real Estat | Stock-Other | 0.16% | — | — | |
| 45 | HTGC | Hercules Capital Inc | Stock-Financials | 0.15% | -0.03% | — | |
| 46 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.13% | -0.02% | — | |
| 47 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.13% | -0.01% | — | |
| 48 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.12% | -0.02% | — | |
| 49 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.12% | -0.03% | — | |
| 50 | ARCC | Ares Capital CORP | Stock-Financials | 0.11% | -0.01% | -90.71% |
According to official SEC Form 13F filings, Anfield Capital Management, LLC reported a total U.S. public equity portfolio value of $363.5M across 404 disclosed positions in Q2 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, XLC, XLF) accounted for 25.5% of total reported equity market value during Q2 2024.
During Q2 2024, Anfield Capital Management, LLC's top holdings by market value included SPY (18.7%)、XLC (7.0%)、XLF (6.5%). The largest single position, SPY, represented 18.7% of total portfolio value.
In Q2 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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