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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 7 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMT AMERICAN TOWER CORP Real Estate 3,014.0 $520K 0.20% +260.0 +9.4% $172.58 +1.0%
122 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,965.0 $519K 0.20% $131.01 -1.7%
123 ICICI BANK LIMITED 19,802.0 $513K 0.20% +8K +75.2% $25.90
124 FNV FRANCO NEV CORP Basic Materials 2,061.0 $509K 0.20% +619.0 +42.9% $247.03 -9.5%
125 IBMO ISHARES TR 19,828.0 $508K 0.20% +1K +7.9% $25.63 -0.1%
126 VTR VENTAS INC Real Estate 6,201.0 $507K 0.20% +3K +71.7% $81.78 +6.6%
127 CDNS CADENCE DESIGN SYSTEM INC Technology 1,823.0 $507K 0.20% +155.0 +9.3% $277.93 +23.7%
128 CRWD CROWDSTRIKE HLDGS INC Technology 1,297.0 $506K 0.20% +281.0 +27.7% $390.28 +57.0%
129 SCHO SCHWAB STRATEGIC TR 20,800.0 $505K 0.20% -274.0 -1.3% $24.27 -0.6%
130 PGR PROGRESSIVE CORP Financial Services 2,515.0 $499K 0.19% +208.0 +9.0% $198.27 +2.1%
131 IBMP ISHARES TR 19,542.0 $497K 0.19% +1K +6.9% $25.44 -0.4%
132 MUNI PIMCO ETF TR 9,290.0 $485K 0.19% +2K +24.4% $52.19 -0.3%
133 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 43,020.0 $485K 0.19% +4K +10.6% $11.27 +13.1%
134 GWW WW GRAINGER INC Industrials 443.0 $483K 0.19% -21.0 -4.5% $1089.91 +16.2%
135 MS MORGAN STANLEY Financial Services 2,926.0 $481K 0.19% +615.0 +26.6% $164.55 +16.8%
136 VOD VODAFONE GROUP PLC Communication Services 31,801.0 $478K 0.18% +1K +3.7% $15.02 -0.2%
137 CTAS CINTAS CORP Industrials 2,824.0 $478K 0.18% -77.0 -2.6% $169.13 +2.5%
138 CINF CINCINNATI FINL CORP Financial Services 3,026.0 $476K 0.18% +103.0 +3.5% $157.33 +7.2%
139 ALL ALLSTATE CORP Financial Services 2,288.0 $474K 0.18% +239.0 +11.7% $207.36 +6.6%
140 CENTRAIS ELET BRAS SA 41,825.0 $472K 0.18% -9K -17.8% $11.28
Page 7 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%