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CIK: 0001602020
Total reported value
$363.5M
$363.5M
435 檔
28.6%
At the close of Q4 2024, Anfield Capital Management, LLC disclosed equity holdings valued at approximately $363.5M, spread across 435 reported holdings.
During Q4 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 435 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 | 14.64% | -2.59% | +0.79% | |
| 2 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 7.24% | -0.87% | +1.20% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.44% | -0.01% | +1.04% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.26% | -0.01% | +1.03% | |
| 5 | AESR | Anfield US Equity Sector Rot | ETF-Other | 5.10% | -0.70% | +0.46% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.63% | — | +1.47% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 4.33% | — | +1.56% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.03% | +0.10% | +2.98% | |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 3.87% | +0.11% | +106.84% | |
| 10 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 3.61% | — | -1.81% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 3.49% | — | +1.38% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.12% | -0.02% | +102.42% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.89% | -0.11% | +2.91% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 2.76% | +1.83% | +2.88% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.19% | -1.32% | +3.17% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.78% | -0.01% | +1.40% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.75% | -0.03% | +1.48% | |
| 18 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.27% | -0.19% | -2.54% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.20% | — | +1.90% | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.16% | -0.01% | +2.07% | |
| 21 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.15% | -0.06% | -3.88% | |
| 22 | PSMR | Pacer Swan Sos Moderate Apr | ETF-Other | 1.02% | -0.14% | -6.55% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.09% | -0.72% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | +0.02% | +0.55% | |
| 25 | FICO | Fair Isaac CORP | Stock-Tech | 0.69% | — | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.01% | -0.99% | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 0.65% | — | — | |
| 28 | ADFI | Anfield Dynamic Fixed Income | ETF-Other | 0.62% | -0.08% | +0.27% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | +0.03% | — | |
| 30 | NRG | Nrg Energy Inc | Stock-Utilities | 0.60% | — | — | |
| 31 | PSMD | Pacer Swan Sos Moderate Janu | ETF-Other | 0.60% | +0.23% | -1.96% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | +0.12% | +1.65% | |
| 33 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.57% | -0.06% | -1.56% | |
| 34 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.56% | +0.02% | NEW | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.01% | -0.16% | |
| 36 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.48% | -0.05% | +40.54% | |
| 37 | RPHS | Regents Park Hedged Market | ETF-Other | 0.46% | -0.03% | -4.50% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.07% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.06% | — | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.43% | — | — | |
| 41 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 0.34% | -0.03% | — | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.20% | -11.79% | |
| 43 | ✓ | Stock-Other | 0.22% | — | — | ||
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.04% | +2.48% | |
| 45 | ✓ | Two Rds Shared Tr | Stock-Other | 0.21% | — | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.01% | +0.70% | |
| 47 | ✓ | Two Rds Shared Tr | Stock-Other | 0.17% | — | — | |
| 48 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.16% | -0.02% | — | |
| 49 | JUNM | Ft Vest US Eq Max Buf June | ETF-Other | 0.16% | -0.02% | — | |
| 50 | PSMO | Pacer Swan Sos Mod Oct ETF | ETF-Other | 0.16% | -0.15% | +245.97% |
According to official SEC Form 13F filings, Anfield Capital Management, LLC reported a total U.S. public equity portfolio value of $363.5M across 435 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, XLC, QQQ) accounted for 28.6% of total reported equity market value during Q4 2024.
During Q4 2024, Anfield Capital Management, LLC's top holdings by market value included SPY (14.6%)、XLC (7.2%)、QQQ (5.4%). The largest single position, SPY, represented 14.6% of total portfolio value.
In Q4 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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