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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 11 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STN STANTEC INC Industrials 3,739.0 $323K 0.12% +952.0 +34.2% $86.40 -10.6%
202 CI THE CIGNA GROUP Healthcare 1,203.0 $321K 0.12% -25.0 -2.0% $266.66 +7.5%
203 CBRE CBRE GROUP INC Real Estate 2,365.0 $320K 0.12% +455.0 +23.8% $135.49 -3.7%
204 TD TORONTO DOMINION BK ONT Financial Services 3,394.0 $317K 0.12% -1K -26.6% $93.31 +15.4%
205 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,334.0 $314K 0.12% NEW $72.46 +20.2%
206 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,079.0 $313K 0.12% $290.54 +1.0%
207 ANNALY CAPITAL MANAGEMENT IN 14,684.0 $311K 0.12% +3K +21.3% $21.15
208 SNPS SYNOPSYS INC Technology 780.0 $309K 0.12% -247.0 -24.1% $396.23 +26.8%
209 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,888.0 $307K 0.12% NEW $23.81 +39.0%
210 SKM SK TELECOM CO LTD Communication Services 10,474.0 $307K 0.12% +576.0 +5.8% $29.29 +30.6%
211 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,412.0 $306K 0.12% +521.0 +13.4% $69.36 +17.2%
212 SBUX STARBUCKS CORP Consumer Cyclical 3,341.0 $299K 0.12% +68.0 +2.1% $89.59 +19.2%
213 SNY SANOFI SA Healthcare 6,156.0 $297K 0.12% -330.0 -5.1% $48.18 -11.4%
214 WDC WESTERN DIGITAL CORP Technology 1,090.0 $295K 0.11% NEW $270.43 +78.2%
215 COF CAPITAL ONE FINL CORP Financial Services 1,606.0 $293K 0.11% +146.0 +10.0% $182.38 +2.6%
216 SLF SUN LIFE FINANCIAL INC. Financial Services 4,657.0 $291K 0.11% -248.0 -5.1% $62.56 +15.0%
217 BMO BANK MONTREAL MEDIUM Financial Services 2,148.0 $291K 0.11% +167.0 +8.4% $135.36 +13.6%
218 PLTR PALANTIR TECHNOLOGIES INC Technology 1,970.0 $288K 0.11% +604.0 +44.2% $146.28 -8.4%
219 GSK GSK PLC Healthcare 5,218.0 $288K 0.11% NEW $55.19 -10.0%
220 LYG LLOYDS BANKING GROUP PLC Financial Services 57,044.0 $287K 0.11% -3K -4.3% $5.03 +0.4%
Page 11 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%