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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 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HDB HDFC BANK LTD Financial Services 15,134.0 $377K 0.15% +7K +97.8% $24.88 -1.7%
182 L LOEWS CORP Financial Services 3,495.0 $373K 0.14% +1K +46.8% $106.73 -0.9%
183 RPRX ROYALTY PHARMA PLC Healthcare 7,764.0 $372K 0.14% NEW $47.97 +10.2%
184 XYL XYLEM INC Industrials 3,090.0 $369K 0.14% +1K +80.9% $119.50 -9.5%
185 EBAY EBAY INC. Consumer Cyclical 4,042.0 $368K 0.14% +597.0 +17.3% $91.03 +27.6%
186 CL COLGATE PALMOLIVE CO Consumer Defensive 4,283.0 $365K 0.14% +909.0 +26.9% $85.23 +5.5%
187 MFC MANULIFE FINL CORP Financial Services 10,552.0 $363K 0.14% +149.0 +1.4% $34.44 +9.1%
188 OWNS TIDAL TRUST III 20,870.0 $362K 0.14% +1K +6.2% $17.34 -0.9%
189 SONY SONY GROUP CORP Technology 17,174.0 $355K 0.14% +5K +42.0% $20.70 +7.8%
190 MFG MIZUHO FINANCIAL GROUP INC Financial Services 44,098.0 $350K 0.14% -782.0 -1.7% $7.94 +9.4%
191 RGLD ROYAL GOLD INC Basic Materials 1,367.0 $348K 0.14% +342.0 +33.4% $254.51 -10.3%
192 WPC WP CAREY INC Real Estate 5,006.0 $340K 0.13% NEW $67.96 +7.3%
193 UNP UNION PAC CORP Industrials 1,399.0 $340K 0.13% +60.0 +4.5% $242.69 +11.5%
194 MKC MCCORMICK & CO INC Consumer Defensive 6,697.0 $338K 0.13% +445.0 +7.1% $50.44 -8.1%
195 ACN ACCENTURE PLC IRELAND Technology 1,688.0 $335K 0.13% -40.0 -2.3% $198.28 -10.5%
196 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,560.0 $332K 0.13% NEW $93.31 +3.7%
197 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 75,483.0 $332K 0.13% +3K +3.4% $4.40 -8.9%
198 LOGI LOGITECH INTL S A Technology 3,618.0 $330K 0.13% +2K +81.9% $91.13 +13.0%
199 CIG CIA ENERGETICA DE MINAS GERA Utilities 136,015.0 $325K 0.13% +44K +47.4% $2.39 -5.9%
200 TRV TRAVELERS COMPANIES INC Financial Services 1,110.0 $324K 0.13% +259.0 +30.4% $291.81 +2.7%
Page 10 of 17  ·  325 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%