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Portfolio (Quarterly) Guide ↗

First Affirmative Financial Network

· CIK 0001656282
13F Portfolio $257.7B AUM 325 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 58 New 190 Added 66 Reduced 29 Exited
Page 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CARR CARRIER GLOBAL CORPORATION Industrials 3,626.0 $204K 0.08% +170.0 +4.9% $56.31 +14.9%
182 AVB AVALONBAY CMNTYS INC Real Estate 1,243.0 $203K 0.08% +198.0 +18.9% $163.37 +10.7%
183 BLUE OWL CAPITAL CORPORATION 15,468.0 $171K 0.07% +365.0 +2.4% $11.06
184 VGSR MANAGER DIRECTED PORTFOLIOS 15,904.0 $164K 0.06% +359.0 +2.3% $10.33 +6.8%
185 NEXA NEXA RES S A Basic Materials 15,458.0 $164K 0.06% +3K +22.2% $10.59 +48.4%
186 WIT WIPRO LTD Technology 56,832.0 $120K 0.05% +21K +58.8% $2.12 -12.7%
187 LPL LG DISPLAY CO LTD Technology 22,005.0 $85K 0.03% +12K +114.6% $3.88 +37.4%
188 BBDO BANCO BRADESCO S A Financial Services 20,876.0 $69K 0.03% +3K +15.0% $3.29 -5.2%
189 SID COMPANHIA SIDERURGICA NACION Basic Materials 36,511.0 $45K 0.02% +2K +5.9% $1.24 +8.9%
190 PLUG PLUG PWR INC Industrials 14,785.0 $33K 0.01% +3K +24.7% $2.26 +67.7%
Page 10 of 10  ·  190 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.6%
Financial Services 15.1%
Healthcare 11.6%
Communication Services 11.4%
Industrials 7.5%
Consumer Cyclical 5.8%
Consumer Defensive 5.5%
Real Estate 3.3%
Basic Materials 3.0%
Utilities 1.3%