AMERICAFIRST CAPITAL MANAGEMENT, LLC current holdings: USA Stocks
AMERICAFIRST CAPITAL MANAGEMENT, LLC reported $71.02 billion in share positions in stocks (listed in the US), 133 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are CALM, NUS, Y104L.
- CALM: Country of operation United States; Class Common Stock; Shares 52,806; Value $2,035,143,000.
- NUS: Country of operation United States; Class Common Stock; Shares 29,917; Value $1,938,023,000.
- Y104L: Country of operation United States; Class Common Stock; Shares 551,804; Value $1,848,543,000.
- MRK: Country of operation United States; Class Common Stock; Shares 29,346; Value $1,831,484,000.
Form 13F-HR as filed (SEC CIK 1476380): quarter ended 2016-09-30, filed 2016-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| CALM Cal-Maine Foods Inc | United States | Common Stock | 52,806 | $2,035,143,000 | 2.81% | 2016-09-30 | 2016-11-08 | +77.87% |
| NUS Nu Skin Enterprises Inc | United States | Common Stock | 29,917 | $1,938,023,000 | 2.67% | 2016-09-30 | 2016-11-08 | -92.91% |
| Y104L PDL BioPharma Inc | United States | Common Stock | 551,804 | $1,848,543,000 | 2.55% | 2016-09-30 | 2016-11-08 | |
| MRK Merck & Co Inc | United States | Common Stock | 29,346 | $1,831,484,000 | 2.53% | 2016-09-30 | 2016-11-08 | +150.68% |
| ANGO AngioDynamics Inc | United States | Common Stock | 103,451 | $1,814,531,000 | 2.50% | 2016-09-30 | 2016-11-08 | -11.06% |
| TAP Molson Coors Brewing Co | Common Stock | 16,510 | $1,812,798,000 | 2.50% | 2016-09-30 | 2016-11-08 | -67.20% | |
| PFE Pfizer Inc | United States | Common Stock | 53,352 | $1,807,032,000 | 2.49% | 2016-09-30 | 2016-11-08 | -10.63% |
| ZBH Zimmer Biomet Holdings Inc | United States | Common Stock | 13,755 | $1,788,425,000 | 2.47% | 2016-09-30 | 2016-11-08 | -27.64% |
| EPC Edgewell Personal Care Co | United States | Common Stock | 22,459 | $1,785,940,000 | 2.46% | 2016-09-30 | 2016-11-08 | -65.42% |
| UVV Universal Corp/VA | United States | Common Stock | 30,494 | $1,775,361,000 | 2.45% | 2016-09-30 | 2016-11-08 | -28.46% |
| CNMD CONMED Corp | United States | Common Stock | 44,187 | $1,770,131,000 | 2.44% | 2016-09-30 | 2016-11-08 | +16.55% |
| BIO Bio-Rad Laboratories Inc | United States | Common Stock | 10,760 | $1,762,596,000 | 2.43% | 2016-09-30 | 2016-11-08 | +131.70% |
| ABT Abbott Laboratories | United States | Common Stock | 41,599 | $1,759,222,000 | 2.43% | 2016-09-30 | 2016-11-08 | +138.71% |
| DMC Fresh Del Monte Produce Inc | Common Stock | 29,366 | $1,759,023,000 | 2.43% | 2016-09-30 | 2016-11-08 | -48.90% | |
| ACH Owens & Minor Inc | United States | Common Stock | 50,547 | $1,755,497,000 | 2.42% | 2016-09-30 | 2016-11-08 | — split 2018-10-31, ratio not on file |
| MDLZ Mondelez International Inc | United States | Common Stock | 39,663 | $1,741,206,000 | 2.40% | 2016-09-30 | 2016-11-08 | +35.13% |
| TSN Tyson Foods Inc | United States | Common Stock | 23,291 | $1,739,139,000 | 2.40% | 2016-09-30 | 2016-11-08 | -31.73% |
| BAX Baxter International Inc | United States | Common Stock | 36,319 | $1,728,784,000 | 2.38% | 2016-09-30 | 2016-11-08 | -50.67% |
| MDT Medtronic PLC | Ireland | Common Stock | 19,962 | $1,724,717,000 | 2.38% | 2016-09-30 | 2016-11-08 | +0.80% |
| JJSF J&J Snack Foods Corp | United States | Common Stock | 14,370 | $1,711,754,000 | 2.36% | 2016-09-30 | 2016-11-08 | -35.18% |
| HAIN Hain Celestial Group Inc/The | United States | Common Stock | 48,084 | $1,710,829,000 | 2.36% | 2016-09-30 | 2016-11-08 | — split 2025-05-07, ratio not on file |
| TR Tootsie Roll Industries Inc | United States | Common Stock | 46,310 | $1,705,597,000 | 2.35% | 2016-09-30 | 2016-11-08 | +30.75% |
| ADM Archer-Daniels-Midland Co | United States | Common Stock | 40,366 | $1,702,234,000 | 2.35% | 2016-09-30 | 2016-11-08 | +88.29% |
| AORT CryoLife Inc | United States | Common Stock | 96,507 | $1,695,628,000 | 2.34% | 2016-09-30 | 2016-11-08 | +30.11% |
| SJM JM Smucker Co/The | United States | Common Stock | 12,379 | $1,677,850,000 | 2.31% | 2016-09-30 | 2016-11-08 | -10.95% |
| HAE Haemonetics Corp | United States | Common Stock | 45,927 | $1,663,017,000 | 2.29% | 2016-09-30 | 2016-11-08 | +192.18% |
| IART Integra LifeSciences Holdings Corp | United States | Common Stock | 19,845 | $1,638,205,000 | 2.26% | 2016-09-30 | 2016-11-08 | -59.69% |
| IDCC InterDigital Inc/PA | United States | Common Stock | 10,278 | $814,018,000 | 1.12% | 2016-09-30 | 2016-11-08 | +309.47% |
| AGO Assured Guaranty Ltd | Common Stock | 26,642 | $739,316,000 | 1.02% | 2016-09-30 | 2016-11-08 | +148.54% | |
| HPQ HP Inc | United States | Common Stock | 45,185 | $701,723,000 | 0.97% | 2016-09-30 | 2016-11-08 | +97.88% |
| URI United Rentals Inc | United States | Common Stock | 8,465 | $664,418,000 | 0.92% | 2016-09-30 | 2016-11-08 | +1192.57% |
| VYX NCR Corp | United States | Common Stock | 20,336 | $654,616,000 | 0.90% | 2016-09-30 | 2016-11-08 | -66.48% |
| NNI Nelnet Inc | United States | Common Stock | 15,343 | $619,397,000 | 0.85% | 2016-09-30 | 2016-11-08 | +207.23% |
| PLD Prologis Inc | United States | REIT | 10,994 | $588,619,000 | 0.81% | 2016-09-30 | 2016-11-08 | +147.68% |
| HCA HCA Holdings Inc | United States | Common Stock | 7,412 | $560,570,000 | 0.77% | 2016-09-30 | 2016-11-08 | +470.71% |
| AXP American Express Co | United States | Common Stock | 8,753 | $560,542,000 | 0.77% | 2016-09-30 | 2016-11-08 | +376.89% |
| EG Everest Re Group Ltd | Common Stock | 2,928 | $556,232,000 | 0.77% | 2016-09-30 | 2016-11-08 | +94.14% | |
| VRE Mack-Cali Realty Corp | United States | REIT | 19,969 | $543,556,000 | 0.75% | 2016-09-30 | 2016-11-08 | |
| BIGGQ Big Lots Inc | United States | Common Stock | 11,261 | $537,713,000 | 0.74% | 2016-09-30 | 2016-11-08 | |
| TRV Travelers Cos Inc/The | United States | Common Stock | 4,479 | $513,069,000 | 0.71% | 2016-09-30 | 2016-11-08 | +217.08% |
| VZ Verizon Communications Inc | United States | Common Stock | 9,733 | $505,921,000 | 0.70% | 2016-09-30 | 2016-11-08 | -11.54% |
| BIIB Biogen Inc | United States | Common Stock | 1,502 | $470,171,000 | 0.65% | 2016-09-30 | 2016-11-08 | -27.46% |
| NTAP NetApp Inc | United States | Common Stock | 11,612 | $415,942,000 | 0.57% | 2016-09-30 | 2016-11-08 | +483.98% |
| HOLX Hologic Inc | United States | Common Stock | 10,545 | $409,462,000 | 0.56% | 2016-09-30 | 2016-11-08 | |
| SHEN Shenandoah Telecommunications Co | United States | Common Stock | 13,905 | $378,355,000 | 0.52% | 2016-09-30 | 2016-11-08 | — split 2021-08-03, ratio not on file |
| GILD Gilead Sciences Inc | United States | Common Stock | 4,373 | $345,992,000 | 0.48% | 2016-09-30 | 2016-11-08 | +91.20% |
| FE FirstEnergy Corp | United States | Common Stock | 10,417 | $344,594,000 | 0.48% | 2016-09-30 | 2016-11-08 | +31.92% |
| NFG National Fuel Gas Co | United States | Common Stock | 6,352 | $343,453,000 | 0.47% | 2016-09-30 | 2016-11-08 | +42.67% |
| MO Altria Group Inc | United States | Common Stock | 5,431 | $343,402,000 | 0.47% | 2016-09-30 | 2016-11-08 | +8.68% |
| TXNM PNM Resources Inc | United States | Common Stock | 10,326 | $337,867,000 | 0.47% | 2016-09-30 | 2016-11-08 | +78.79% |
| POST Post Holdings Inc | United States | Common Stock | 4,347 | $335,458,000 | 0.46% | 2016-09-30 | 2016-11-08 | +45.41% |
| PLXS Plexus Corp | United States | Common Stock | 6,561 | $306,924,000 | 0.42% | 2016-09-30 | 2016-11-08 | +468.90% |
| THS TreeHouse Foods Inc | United States | Common Stock | 3,489 | $304,206,000 | 0.42% | 2016-09-30 | 2016-11-08 | |
| SANM Sanmina Corp | United States | Common Stock | 10,680 | $304,060,000 | 0.42% | 2016-09-30 | 2016-11-08 | +682.33% |
| PPC Pilgrim's Pride Corp | United States | Common Stock | 14,274 | $301,467,000 | 0.42% | 2016-09-30 | 2016-11-08 | +29.12% |
| MEI Methode Electronics Inc | United States | Common Stock | 8,306 | $290,461,000 | 0.40% | 2016-09-30 | 2016-11-08 | -58.99% |
| BIP Brookfield Infrastructure Partners LP | Ltd Part | 7,945 | $275,215,000 | 0.38% | 2016-09-30 | 2016-11-08 | ||
| PLCE Children's Place Inc/The | United States | Common Stock | 3,327 | $265,727,000 | 0.37% | 2016-09-30 | 2016-11-08 | — split 2024-02-15, ratio not on file |
| F Ford Motor Co | United States | Common Stock | 21,150 | $255,281,000 | 0.35% | 2016-09-30 | 2016-11-08 | +1.91% |
| MYGN Myriad Genetics Inc | United States | Common Stock | 11,878 | $244,449,000 | 0.34% | 2016-09-30 | 2016-11-08 | — split 2019-08-14, ratio not on file |
| LVS Las Vegas Sands Corp | United States | Common Stock | 4,151 | $238,849,000 | 0.33% | 2016-09-30 | 2016-11-08 | -33.40% |
| COST Costco Wholesale Corp | United States | Common Stock | 1,533 | $233,798,000 | 0.32% | 2016-09-30 | 2016-11-08 | +506.25% |
| NGL NGL Energy Partners LP | United States | MLP | 12,320 | $232,109,000 | 0.32% | 2016-09-30 | 2016-11-08 | — split 2020-03-09, ratio not on file |
| WKC World Fuel Services Corp | United States | Common Stock | 5,000 | $231,300,000 | 0.32% | 2016-09-30 | 2016-11-08 | -22.52% |
| GRMN Garmin Ltd | Common Stock | 4,154 | $199,849,000 | 0.28% | 2016-09-30 | 2016-11-08 | +503.26% | |
| CPB Campbell Soup Co | United States | Common Stock | 3,619 | $197,959,000 | 0.27% | 2016-09-30 | 2016-11-08 | -63.02% |
| CMI Cummins Inc | United States | Common Stock | 1,234 | $158,137,000 | 0.22% | 2016-09-30 | 2016-11-08 | +306.84% |
| GME GameStop Corp | United States | Common Stock | 5,625 | $155,194,000 | 0.21% | 2016-09-30 | 2016-11-08 | — split 2021-01-26, ratio not on file |
| QCOM QUALCOMM Inc | United States | Common Stock | 2,251 | $154,194,000 | 0.21% | 2016-09-30 | 2016-11-08 | +168.76% |
| BMO Bank of Montreal | Common Stock | 2,284 | $149,762,000 | 0.21% | 2016-09-30 | 2016-11-08 | +158.67% | |
| M Macy's Inc | United States | Common Stock | 3,971 | $147,126,000 | 0.20% | 2016-09-30 | 2016-11-08 | -37.19% |
| PM Philip Morris International Inc | United States | Common Stock | 1,504 | $146,219,000 | 0.20% | 2016-09-30 | 2016-11-08 | +99.44% |
| GAP Gap Inc/The | United States | Common Stock | 6,546 | $145,583,000 | 0.20% | 2016-09-30 | 2016-11-08 | +5.85% |
| RY Royal Bank of Canada | Common Stock | 2,347 | $145,420,000 | 0.20% | 2016-09-30 | 2016-11-08 | +222.47% | |
| EMR Emerson Electric Co | United States | Common Stock | 2,445 | $133,277,000 | 0.18% | 2016-09-30 | 2016-11-08 | +188.46% |
| PKG Packaging Corp of America | United States | Common Stock | 1,640 | $133,266,000 | 0.18% | 2016-09-30 | 2016-11-08 | +187.08% |
| WDC Western Digital Corp | United States | Common Stock | 2,277 | $133,136,000 | 0.18% | 2016-09-30 | 2016-11-08 | +925.97% |
| IBM International Business Machines Corp | United States | Common Stock | 789 | $125,333,000 | 0.17% | 2016-09-30 | 2016-11-08 | +44.86% |
| PFG Principal Financial Group Inc | United States | Common Stock | 2,431 | $125,221,000 | 0.17% | 2016-09-30 | 2016-11-08 | +121.26% |
| ABBV AbbVie Inc | United States | Common Stock | 1,965 | $123,933,000 | 0.17% | 2016-09-30 | 2016-11-08 | +317.46% |
| PEG Public Service Enterprise Group Inc | United States | Common Stock | 2,895 | $121,214,000 | 0.17% | 2016-09-30 | 2016-11-08 | +61.64% |
| PG Procter & Gamble Co/The | United States | Common Stock | 1,322 | $118,650,000 | 0.16% | 2016-09-30 | 2016-11-08 | +65.26% |
| WU Western Union Co/The | United States | Common Stock | 5,691 | $118,487,000 | 0.16% | 2016-09-30 | 2016-11-08 | -71.33% |
| AEO American Eagle Outfitters Inc | United States | Common Stock | 6,626 | $118,340,000 | 0.16% | 2016-09-30 | 2016-11-08 | +1.57% |
| ORI Old Republic International Corp | United States | Common Stock | 6,641 | $117,014,000 | 0.16% | 2016-09-30 | 2016-11-08 | +115.95% |
| BBY Best Buy Co Inc | United States | Common Stock | 3,038 | $115,991,000 | 0.16% | 2016-09-30 | 2016-11-08 | +132.45% |
| LYB LyondellBasell Industries NV | Common Stock | 1,418 | $114,376,000 | 0.16% | 2016-09-30 | 2016-11-08 | -27.87% | |
| PRU Prudential Financial Inc | United States | Common Stock | 1,397 | $114,065,000 | 0.16% | 2016-09-30 | 2016-11-08 | +40.92% |
| PBI Pitney Bowes Inc | United States | Common Stock | 6,258 | $113,645,000 | 0.16% | 2016-09-30 | 2016-11-08 | — split 2021-01-26, ratio not on file |
| SLF Sun Life Financial Inc | Common Stock | 3,346 | $108,879,000 | 0.15% | 2016-09-30 | 2016-11-08 | +142.96% | |
| PAYX Paychex Inc | United States | Common Stock | 1,868 | $108,101,000 | 0.15% | 2016-09-30 | 2016-11-08 | +71.61% |
| CSCO Cisco Systems Inc | United States | Common Stock | 3,405 | $108,007,000 | 0.15% | 2016-09-30 | 2016-11-08 | +237.14% |
| INTC Intel Corp | United States | Common Stock | 2,833 | $106,946,000 | 0.15% | 2016-09-30 | 2016-11-08 | +207.10% |
| CMP Compass Minerals International Inc | United States | Common Stock | 1,450 | $106,865,000 | 0.15% | 2016-09-30 | 2016-11-08 | -70.08% |
| UNP Union Pacific Corp | United States | Common Stock | 1,077 | $105,040,000 | 0.14% | 2016-09-30 | 2016-11-08 | +181.09% |
| CSX CSX Corp | United States | Common Stock | 3,431 | $104,646,000 | 0.14% | 2016-09-30 | 2016-11-08 | +361.46% |
| WMT Wal-Mart Stores Inc | United States | Common Stock | 1,447 | $104,358,000 | 0.14% | 2016-09-30 | 2016-11-08 | +344.26% |
| UPS United Parcel Service Inc | United States | Common Stock | 948 | $103,673,000 | 0.14% | 2016-09-30 | 2016-11-08 | -14.11% |
| FHI Federated Investors Inc | United States | Common Stock | 3,498 | $103,646,000 | 0.14% | 2016-09-30 | 2016-11-08 | +94.13% |
| ADI Analog Devices Inc | United States | Common Stock | 1,570 | $101,187,000 | 0.14% | 2016-09-30 | 2016-11-08 | +517.87% |
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