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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HBM HUDBAY MINERALS INC Basic Materials 13,397.0 $280K 0.11% -4K -22.5% $20.90 +18.4%
42 BGRN ISHARES TR 5,817.0 $276K 0.11% -219.0 -3.6% $47.47 -0.6%
43 STM STMICROELECTRONICS N V Technology 7,845.0 $271K 0.10% -788.0 -9.1% $34.55 +81.7%
44 UPS UNITED PARCEL SVCS INC Industrials 2,688.0 $264K 0.10% -22.0 -0.8% $98.38 -2.8%
45 WCN WASTE CONNECTIONS INC Industrials 1,598.0 $260K 0.10% -9.0 -0.6% $162.45 -3.5%
46 RACE FERRARI N V Consumer Cyclical 763.0 $258K 0.10% -108.0 -12.4% $338.48 -5.2%
47 UMBF UMB FINL CORP Financial Services 2,272.0 $256K 0.10% -190.0 -7.7% $112.81 +11.6%
48 SPOT SPOTIFY TECHNOLOGY S A Communication Services 513.0 $249K 0.10% -60.0 -10.5% $484.90 -10.6%
49 NATWEST GROUP PLC 16,691.0 $249K 0.10% -1K -7.5% $14.90
50 ICLN ISHARES TR 13,195.0 $241K 0.09% -19K -59.4% $18.29 +17.5%
51 BOH BANK HAWAII CORP Financial Services 3,165.0 $235K 0.09% -188.0 -5.6% $74.26 +2.7%
52 SCHW SCHWAB CHARLES CORP Financial Services 2,423.0 $228K 0.09% -192.0 -7.3% $93.96 -2.7%
53 TLK TELEKOMUNIKASI IND Communication Services 12,118.0 $226K 0.09% -3K -21.0% $18.68 -8.0%
54 MSI MOTOROLA SOLUTIONS INC Technology 520.0 $225K 0.09% -30.0 -5.5% $433.60 -8.4%
55 SAN BANCO SANTANDER SA Financial Services 19,896.0 $224K 0.09% -3K -13.0% $11.28 +5.1%
56 GPC GENUINE PARTS CO Consumer Cyclical 2,090.0 $221K 0.09% -90.0 -4.1% $105.76 -12.5%
57 KT KT CORP Communication Services 10,263.0 $220K 0.09% -2K -16.9% $21.45 -9.5%
58 TNC TENNANT CO Industrials 3,225.0 $214K 0.08% -45.0 -1.4% $66.39 +21.4%
59 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 699.0 $212K 0.08% -152.0 -17.9% $303.94 +4.2%
60 APH AMPHENOL CORP Technology 1,654.0 $209K 0.08% -399.0 -19.4% $126.31 -3.1%
Page 3 of 4  ·  66 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%