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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 8 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EBAY EBAY INC. Consumer Cyclical 4,042.0 $368K 0.14% +597.0 +17.3% $91.03 +24.4%
142 CL COLGATE PALMOLIVE CO Consumer Defensive 4,283.0 $365K 0.14% +909.0 +26.9% $85.23 +3.4%
143 MFC MANULIFE FINL CORP Financial Services 10,552.0 $363K 0.14% +149.0 +1.4% $34.44 +9.0%
144 OWNS TIDAL TRUST III 20,870.0 $362K 0.14% +1K +6.2% $17.34 -0.9%
145 SONY SONY GROUP CORP Technology 17,174.0 $355K 0.14% +5K +42.0% $20.70 +6.9%
146 RGLD ROYAL GOLD INC Basic Materials 1,367.0 $348K 0.14% +342.0 +33.4% $254.51 -5.5%
147 UNP UNION PAC CORP Industrials 1,399.0 $340K 0.13% +60.0 +4.5% $242.69 +11.0%
148 MKC MCCORMICK & CO INC Consumer Defensive 6,697.0 $338K 0.13% +445.0 +7.1% $50.44 -7.8%
149 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 75,483.0 $332K 0.13% +3K +3.4% $4.40 -8.9%
150 LOGI LOGITECH INTL S A Technology 3,618.0 $330K 0.13% +2K +81.9% $91.13 +10.8%
151 CIG CIA ENERGETICA DE MINAS GERA Utilities 136,015.0 $325K 0.13% +44K +47.4% $2.39 -8.4%
152 TRV TRAVELERS COMPANIES INC Financial Services 1,110.0 $324K 0.13% +259.0 +30.4% $291.81 +2.2%
153 STN STANTEC INC Industrials 3,739.0 $323K 0.12% +952.0 +34.2% $86.40 -15.8%
154 CBRE CBRE GROUP INC Real Estate 2,365.0 $320K 0.12% +455.0 +23.8% $135.49 -4.1%
155 ANNALY CAPITAL MANAGEMENT IN 14,684.0 $311K 0.12% +3K +21.3% $21.15
156 SKM SK TELECOM CO LTD Communication Services 10,474.0 $307K 0.12% +576.0 +5.8% $29.29 +32.1%
157 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,412.0 $306K 0.12% +521.0 +13.4% $69.36 +16.4%
158 SBUX STARBUCKS CORP Consumer Cyclical 3,341.0 $299K 0.12% +68.0 +2.1% $89.59 +18.8%
159 COF CAPITAL ONE FINL CORP Financial Services 1,606.0 $293K 0.11% +146.0 +10.0% $182.38 +1.9%
160 BMO BANK MONTREAL MEDIUM Financial Services 2,148.0 $291K 0.11% +167.0 +8.4% $135.36 +12.6%
Page 8 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%