AMERICAFIRST CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001476380 · Roseville, CA

As of Sep 30, 2017, AMERICAFIRST CAPITAL MANAGEMENT, LLC reported 189 positions worth $74.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SYSCO CORPSYYConsumer Defensive32,225 .7M2.35%
VANECK FALLEN ANGEL HIGH YIELD BOND ETFANGL—43,987 .3M1.80%
US TREASURY——905,000 .3M1.70%
EDISON INTERNATIONALEIXUtilities15,357 .2M1.60%
EXELON CORPEXCUtilities26,966 .0M1.37%
U S TREASURY BONDS 08/28——770,000 .0M1.36%
US TREASUR NT——1,000,000$993.9K1.34%
US TREASUR NT 2 02 25UST NOTE DUE 02 15 25——1,000,000$986.3K1.33%
UNITED STATES TREAS BDS——730,000$980.7K1.32%
THERMO FISHER SCIENTIFIC INCTMOHealthcare4,629$875.8K1.18%
BIOGEN INCBIIBHealthcare2,636$825.4K1.11%
XCEL ENERGY INCXELUtilities17,434$825.0K1.11%
BRIGHTSTAR LOTTERY PLCBRSLConsumer Cyclical33,500$822.4K1.11%
SEMPRASREUtilities7,151$816.1K1.10%
PROCTER & GAMBLE COPGConsumer Defensive8,746$795.7K1.07%
PPL CORPPPLUtilities20,922$794.0K1.07%
AGILENT TECHNOLOGIES INCAHealthcare11,580$743.4K1.00%
COMPANHIA SIDERURGICA NACIONSIDBasic Materials243,900$721.9K0.98%
BAXTER INTERNATIONAL INCBAXHealthcare11,312$709.8K0.96%
CONSTELLATION BRANDS INCSTZConsumer Defensive3,538$705.7K0.95%
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare7,548$702.5K0.95%
REGENERON PHARMACEUTICALS INCREGNHealthcare1,565$699.7K0.95%
HERSHEY COHSYConsumer Defensive6,392$697.8K0.94%
DANAHER CORPDHRHealthcare8,126$697.0K0.94%
SPIRIT RLTY CAP INC NEWSRCReal Estate80,500$689.9K0.93%