First Affirmative Financial Network has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. This report is crucial for understanding the company’s investment strategies and market positioning.
First Affirmative Financial Network, based in Colorado Springs, Colorado, focuses on financial services. The firm is registered with the SEC and is known for its commitment to socially responsible investing. The latest filing, accession number 0001656282-26-000008, was filed on October 21, 2026, and provides insights into the company’s investment activities.
What the Filing Says
The filing includes a summary of the company’s holdings, totaling 419 positions worth approximately $456.4 million. Kathleen Lewis, the Chief Compliance Officer, signed the document, affirming the accuracy of the reported information. The report highlights notable investments in major companies such as 3M Co, Abbott Laboratories, and Apple Inc, among others.
Impact
This filing may influence various stakeholders, including investors, analysts, and competitors within the financial services industry. The detailed disclosures can provide insights into market trends and investment strategies that others in the sector may consider adopting or adapting.
What's Next
The filing does not specify what happens next regarding these investments or any potential changes in strategy moving forward.
Detailed Holdings Overview
Among the 419 positions reported, First Affirmative Financial Network has made significant investments in various sectors. For instance, the firm holds 16,919 shares of Apple Inc, valued at approximately $15.6 million, marking it as one of the largest positions in their portfolio. Other substantial holdings include 5,625 shares of Advanced Micro Devices Inc, valued at around $3.4 million, and 24,919 shares of Alphabet Inc, with a total value of approximately $7.4 million for Class A shares and $6.4 million for Class C shares.
Investment Discretion and Voting Authority
The filing indicates that First Affirmative Financial Network exercises sole investment discretion over all reported positions, meaning they have complete control over the investment decisions regarding these assets. In terms of voting authority, the firm has reported no shared or none voting authority for the holdings, which suggests they maintain full control over the voting rights associated with their investments.
Geographic and Sectoral Distribution
The report does not provide specific details on the geographic distribution of investments or the sectoral breakdown beyond the names of the companies. However, the diverse range of companies listed suggests a broad investment strategy that may encompass various sectors, including technology, healthcare, and consumer goods.
Conclusion
While the filing provides a comprehensive overview of First Affirmative Financial Network's holdings, it does not include any commentary on future investment strategies or potential shifts in their portfolio management approach. Stakeholders may be interested in understanding how the firm plans to adapt to changing market conditions or if there are any upcoming changes in their investment philosophy.