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First Affirmative Financial Network

· CIK 0001656282
13F Portfolio $213M AUM Filed Nov 20, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 296 New
Page 3 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIN LINDE PLC Basic Materials 1,968.0 $935K 0.44% NEW $475.00 +7.7%
42 DHR DANAHER CORPORATION Healthcare 4,669.0 $926K 0.44% NEW $198.26 -17.0%
43 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,838.0 $892K 0.42% NEW $485.06 -7.6%
44 AMD ADVANCED MICRO DEVICES INC Technology 5,383.0 $871K 0.41% NEW $161.80 +162.1%
45 SUB ISHARES TR 7,925.0 $846K 0.40% NEW $106.79 -0.6%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 2,980.0 $841K 0.40% NEW $282.13 -22.6%
47 CRM SALESFORCE INC Technology 3,507.0 $831K 0.39% NEW $237.02 -29.3%
48 INTU INTUIT Technology 1,214.0 $829K 0.39% NEW $682.73 -44.6%
49 TELEFONICA S A 161,830.0 $822K 0.39% NEW $5.08
50 NOW SERVICENOW INC Technology 892.0 $821K 0.39% NEW $920.40 -90.2%
51 LRCX LAM RESEARCH CORP Technology 6,087.0 $815K 0.38% NEW $133.90 +123.4%
52 KO COCA COLA CO Consumer Defensive 11,930.0 $791K 0.37% NEW $66.32 +21.3%
53 TM TOYOTA MOTOR CORP Consumer Cyclical 4,079.0 $779K 0.37% NEW $191.07 -0.3%
54 PVI INVESCO EXCH TRADED FD TR II 30,956.0 $769K 0.36% NEW $24.83 -0.2%
55 PANW PALO ALTO NETWORKS INC Technology 3,662.0 $746K 0.35% NEW $203.63 +17.0%
56 PUK PRUDENTIAL PLC Financial Services 26,379.0 $738K 0.35% NEW $27.99 +12.4%
57 CGW INVESCO EXCH TRADED FD TR II 11,454.0 $736K 0.35% NEW $64.24 -4.2%
58 EQIX EQUINIX INC Real Estate 928.0 $727K 0.34% NEW $783.62 +37.8%
59 JPM JPMORGAN CHASE & CO. Financial Services 2,305.0 $727K 0.34% NEW $315.37 -4.9%
60 CB CHUBB LIMITED Financial Services 2,575.0 $727K 0.34% NEW $282.25 +14.8%
Page 3 of 15  ·  296 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 36.5%
Financial Services 15.2%
Communication Services 11.7%
Healthcare 10.5%
Industrials 6.7%
Consumer Cyclical 6.6%
Consumer Defensive 5.8%
Real Estate 3.1%
Basic Materials 2.7%
Utilities 1.1%