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CIK: 0001602020
Total reported value
$363.5M
$363.5M
454 檔
27.4%
As reported in its official Q3 2024 Form 13F filing, Anfield Capital Management, LLC's tracked investment portfolio stood at $363.5M with 454 total positions.
During Q3 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 454 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 | 14.94% | -2.59% | -3.30% | |
| 2 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 7.02% | -0.87% | +20.52% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.40% | -0.01% | +10893.56% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.31% | -0.01% | +14.74% | |
| 5 | AESR | Anfield US Equity Sector Rot | ETF-Other | 5.24% | -0.70% | +0.04% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 5.01% | — | +89.28% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.86% | — | +3.69% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.19% | +0.10% | +5.44% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 3.96% | — | +5.06% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 3.39% | — | -39.68% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.12% | -0.11% | +19949.58% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.95% | +1.83% | +6023.50% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.36% | -1.32% | — | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.90% | -0.01% | +17.43% | |
| 15 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.89% | +0.11% | +4.07% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.81% | -0.03% | +2.88% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.61% | -0.02% | +4.37% | |
| 18 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.33% | -0.19% | -2.21% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.30% | — | +6.29% | |
| 20 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.28% | -0.06% | — | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.22% | -0.01% | +4.94% | |
| 22 | PSMR | Pacer Swan Sos Moderate Apr | ETF-Other | 1.12% | -0.14% | -14.57% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.09% | -10.65% | |
| 24 | FICO | Fair Isaac CORP | Stock-Tech | 0.71% | — | +47900.00% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.01% | +25.97% | |
| 26 | ADFI | Anfield Dynamic Fixed Income | ETF-Other | 0.68% | -0.08% | -9.54% | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 0.64% | — | — | |
| 28 | NRG | Nrg Energy Inc | Stock-Utilities | 0.64% | — | — | |
| 29 | PSMD | Pacer Swan Sos Moderate Janu | ETF-Other | 0.63% | +0.23% | -10.94% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | +0.03% | +23400.00% | |
| 31 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.60% | -0.06% | -3.57% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | +0.12% | +1457.52% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | +0.02% | +27.59% | |
| 34 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.59% | +0.02% | NEW | |
| 35 | ANETEUR | Arista Networks Inc | Stock-Other | 0.59% | — | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.06% | +10320.00% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.53% | — | — | |
| 38 | RPHS | Regents Park Hedged Market | ETF-Other | 0.51% | -0.03% | -3.02% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.01% | +14.73% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.07% | — | |
| 41 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.35% | -0.05% | -9.78% | |
| 42 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 0.35% | -0.03% | +0.76% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.20% | +4.35% | |
| 44 | ✓ | Two Rds Shared Tr | Stock-Other | 0.22% | — | — | |
| 45 | ✓ | Two Rds Shared Tr | Stock-Other | 0.22% | — | — | |
| 46 | ✓ | Stock-Other | 0.22% | — | — | ||
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.01% | +1.65% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.04% | -13.06% | |
| 49 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.17% | -0.02% | +4.68% | |
| 50 | JUNM | Ft Vest US Eq Max Buf June | ETF-Other | 0.17% | -0.02% | — |
According to official SEC Form 13F filings, Anfield Capital Management, LLC reported a total U.S. public equity portfolio value of $363.5M across 454 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, XLC, QQQ) accounted for 27.4% of total reported equity market value during Q3 2024.
During Q3 2024, Anfield Capital Management, LLC's top holdings by market value included SPY (14.9%)、XLC (7.0%)、QQQ (5.4%). The largest single position, SPY, represented 14.9% of total portfolio value.
In Q3 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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