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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 4 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,256.0 $851K 0.33% +1K +21.0% $136.08 -7.6%
62 SUB ISHARES TR 7,982.0 $850K 0.33% +57.0 +0.7% $106.50 -0.3%
63 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,102.0 $833K 0.32% +189.0 +4.8% $203.16 +6.7%
64 CB CHUBB LTD SWITZ Financial Services 2,491.0 $812K 0.32% -84.0 -3.3% $325.98 -0.1%
65 AMGN AMGEN INC Healthcare 2,302.0 $810K 0.31% +291.0 +14.5% $351.87 -8.4%
66 PANW PALO ALTO NETWORKS INC Technology 5,039.0 $808K 0.31% +1K +37.6% $160.31 +49.0%
67 PEP PEPSICO INC Consumer Defensive 5,107.0 $793K 0.31% +529.0 +11.6% $155.29 -4.3%
68 JCI JOHNSON CONTROLS INTERNATION Industrials 6,052.0 $792K 0.31% +1K +22.0% $130.95 +8.7%
69 TT TRANE TECHNOLOGIES PLC Industrials 1,872.0 $780K 0.30% +439.0 +30.6% $416.84 +11.8%
70 T AT&T INC Communication Services 26,687.0 $774K 0.30% +9K +50.1% $28.99 -17.0%
71 ARCC ARES CAPITAL CORP Financial Services 42,679.0 $769K 0.30% +12K +37.7% $18.02 +4.1%
72 TU TELUS CORPORATION Communication Services 59,412.0 $762K 0.30% +18K +45.2% $12.83 -4.6%
73 PUK PRUDENTIAL PLC Financial Services 26,443.0 $752K 0.29% $28.43 +9.2%
74 JPM JPMORGAN CHASE & CO Financial Services 2,521.0 $742K 0.29% +216.0 +9.4% $294.17 +1.6%
75 TJX TJX COS INC NEW Consumer Cyclical 4,641.0 $741K 0.29% +1K +44.9% $159.71 -6.9%
76 CPLB NEW YORK LIFE INVTS ACTIVE E 34,853.0 $731K 0.28% +2K +5.5% $20.98 -0.7%
77 SHM SPDR SERIES TRUST 15,156.0 $725K 0.28% +1K +8.9% $47.83 -0.3%
78 KLAC KLA CORP Technology 487.0 $717K 0.28% -9.0 -1.8% $1471.34 +21.9%
79 WMT WALMART INC Consumer Defensive 5,764.0 $716K 0.28% -190.0 -3.2% $124.28 +5.8%
80 ING ING GROEP N.V. Financial Services 27,495.0 $716K 0.28% +3K +11.7% $26.05 +13.4%
Page 4 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%