
FIRST AFFIRMATIVE FINANCIAL NETWORK
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TMO | 2K | $891.55K |
![]() | CLS | 2K | $446.27K |
![]() | TER | 2K | $248.01K |
![]() | ACN | 2K | $426.14K |
![]() | XYL | 2K | $251.93K |
![]() | ADBE | 2K | $593.46K |
![]() | ADSK | 2K | $532.41K |
![]() | LLY | 2K | $1.28M |
![]() | CDNS | 2K | $586.06K |
![]() | RY | 2K | $238.22K |
![]() | WCN | 2K | $282.60K |
![]() | EHC | 2K | $202.29K |
![]() | WDAY | 2K | $377.32K |
![]() | DLR | 2K | $261.26K |
![]() | COF | 1K | $310.45K |
![]() | NFLX | 1K | $1.74M |
![]() | FNV | 1K | $321.35K |
![]() | TT | 1K | $604.49K |
![]() | UNH | 1K | $490.05K |
![]() | PLTR | 1K | $249.11K |

Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$891.55K

Celestica Inc.
CLS
Shares Held
2K
Value
$446.27K

Teradyne, Inc.
TER
Shares Held
2K
Value
$248.01K

Accenture plc
ACN
Shares Held
2K
Value
$426.14K

Xylem Inc.
XYL
Shares Held
2K
Value
$251.93K

Adobe Inc.
ADBE
Shares Held
2K
Value
$593.46K

Autodesk, Inc.
ADSK
Shares Held
2K
Value
$532.41K

Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.28M

Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$586.06K

Royal Bank of Canada
RY
Shares Held
2K
Value
$238.22K

Waste Connections, Inc.
WCN
Shares Held
2K
Value
$282.60K

Encompass Health Corporation
EHC
Shares Held
2K
Value
$202.29K

Workday, Inc.
WDAY
Shares Held
2K
Value
$377.32K

Digital Realty Trust, Inc.
DLR
Shares Held
2K
Value
$261.26K

Capital One Financial Corporation
COF
Shares Held
1K
Value
$310.45K

Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.74M

Franco-Nevada Corporation
FNV
Shares Held
1K
Value
$321.35K

Trane Technologies plc
TT
Shares Held
1K
Value
$604.49K

UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$490.05K

Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$249.11K
