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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 14 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BOH BANK HAWAII CORP Financial Services 3,165.0 $235K 0.09% -188.0 -5.6% $74.26 +2.0%
262 EMR EMERSON ELEC CO Industrials 1,787.0 $234K 0.09% NEW $131.03 +5.2%
263 CIEN CIENA CORP Technology 595.0 $231K 0.09% NEW $388.11 +42.9%
264 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 6,215.0 $228K 0.09% NEW $36.75 +12.6%
265 SCHW SCHWAB CHARLES CORP Financial Services 2,423.0 $228K 0.09% -192.0 -7.3% $93.96 -4.8%
266 GFL GFL ENVIRONMENTAL INC Industrials 5,441.0 $227K 0.09% NEW $41.72 -10.9%
267 DEO DIAGEO PLC Consumer Defensive 3,042.0 $226K 0.09% +478.0 +18.6% $74.44 +9.7%
268 TLK TELEKOMUNIKASI IND Communication Services 12,118.0 $226K 0.09% -3K -21.0% $18.68 -9.8%
269 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,030.0 $225K 0.09% NEW $111.08 +10.1%
270 MSI MOTOROLA SOLUTIONS INC Technology 520.0 $225K 0.09% -30.0 -5.5% $433.60 -7.9%
271 MELI MERCADOLIBRE INC Consumer Cyclical 130.0 $225K 0.09% +18.0 +16.1% $1731.32 -7.2%
272 SAN BANCO SANTANDER SA Financial Services 19,896.0 $224K 0.09% -3K -13.0% $11.28 +5.0%
273 CNA CNA FINL CORP Financial Services 4,852.0 $223K 0.09% NEW $45.92 -5.7%
274 GPC GENUINE PARTS CO Consumer Cyclical 2,090.0 $221K 0.09% -90.0 -4.1% $105.76 -8.1%
275 KT KT CORP Communication Services 10,263.0 $220K 0.09% -2K -16.9% $21.45 -8.1%
276 AGI ALAMOS GOLD INC Basic Materials 4,945.0 $220K 0.09% NEW $44.43 -9.5%
277 PFE PFIZER INC Healthcare 7,820.0 $220K 0.09% NEW $28.08 -8.3%
278 JLL JONES LANG LASALLE INC Real Estate 719.0 $219K 0.09% $304.43 -5.1%
279 TGT TARGET CORP Consumer Defensive 1,797.0 $218K 0.08% NEW $121.19 +1.6%
280 EHC ENCOMPASS HEALTH CORP Healthcare 2,248.0 $217K 0.08% +655.0 +41.1% $96.72 +10.9%
Page 14 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%