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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 7 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IX ORIX CORP Financial Services 14,417.0 $432K 0.17% +1K +10.2% $29.99 +23.3%
122 FIX COMFORT SYS USA INC Industrials 311.0 $428K 0.17% +40.0 +14.8% $1377.05 +48.3%
123 AMERICA MOVIL SAB DE CV 16,492.0 $420K 0.16% +3K +23.7% $25.48
124 MRVL MARVELL TECHNOLOGY INC Technology 4,164.0 $412K 0.16% +2K +69.0% $99.05 +84.3%
125 IBMQ ISHARES TR 16,103.0 $411K 0.16% +3K +23.1% $25.53 -0.3%
126 JMSI J P MORGAN EXCHANGE TRADED F 8,210.0 $408K 0.16% +402.0 +5.2% $49.75 +0.0%
127 HLN HALEON PLC Healthcare 40,028.0 $401K 0.15% +25K +163.1% $10.01 -11.0%
128 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 20,279.0 $401K 0.15% +441.0 +2.2% $19.75 +10.0%
129 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,544.0 $400K 0.15% +466.0 +22.4% $157.29 -1.0%
130 ETN EATON CORP PLC Industrials 1,116.0 $399K 0.15% +171.0 +18.1% $357.64 +14.1%
131 AFL AFLAC INC Financial Services 3,608.0 $396K 0.15% +1K +43.0% $109.72 +6.5%
132 ABEV AMBEV SA Consumer Defensive 132,956.0 $388K 0.15% +37K +38.0% $2.92 +5.1%
133 WTRG ESSENTIAL UTILS INC Utilities 9,577.0 $386K 0.15% +717.0 +8.1% $40.27 -6.9%
134 MPWR MONOLITHIC PWR SYS INC Technology 346.0 $379K 0.15% +5.0 +1.5% $1094.90 +47.4%
135 MDLZ MONDELEZ INTL INC Consumer Defensive 6,564.0 $378K 0.15% +2K +51.6% $57.64 +5.8%
136 PHG KONINKLIJKE PHILIPS N V Healthcare 13,791.0 $378K 0.15% +2K +20.8% $27.40 -6.9%
137 PDD PDD HOLDINGS INC Consumer Cyclical 3,695.0 $378K 0.15% +1K +56.4% $102.17 -6.4%
138 HDB HDFC BANK LTD Financial Services 15,134.0 $377K 0.15% +7K +97.8% $24.88 -0.2%
139 L LOEWS CORP Financial Services 3,495.0 $373K 0.14% +1K +46.8% $106.73 -1.4%
140 XYL XYLEM INC Industrials 3,090.0 $369K 0.14% +1K +80.9% $119.50 -8.4%
Page 7 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%