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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $5.4B AUM 1,423 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1423 New
Page 20 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SPHQ INVESCO EXCHANGE TRADED FD T 17,046.0 $1.5M 0.03% NEW $90.10 -4.6%
382 WELL WELLTOWER INC Real Estate 6,751.0 $1.5M 0.03% NEW $226.97 +5.4%
383 ENTERGY CORP NEW 13,276.0 $1.5M 0.03% NEW $114.86
384 OXY OCCIDENTAL PETE CORP Energy 31,336.0 $1.5M 0.03% NEW $48.57 +26.2%
385 USHY ISHARES TR 40,940.0 $1.5M 0.03% NEW $37.02 -0.5%
386 PRCH PORCH GROUP INC Technology 100,394.0 $1.5M 0.03% NEW $15.04 +13.6%
387 NOC NORTHROP GRUMMAN CORP Industrials 2,953.0 $1.5M 0.03% NEW $509.38 +8.2%
388 T AT&T INC Communication Services 72,609.0 $1.5M 0.03% NEW $20.70 +22.2%
389 YUM YUM BRANDS INC Consumer Cyclical 9,395.0 $1.5M 0.03% NEW $159.86 -4.3%
390 CARNIVAL CORP LTD 52,369.0 $1.5M 0.03% NEW $28.57
391 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 28,273.0 $1.5M 0.03% NEW $52.85 +1.2%
392 TIP ISHARES TR 13,650.0 $1.5M 0.03% NEW $109.43 -2.1%
393 BPOP POPULAR INC Financial Services 9,092.0 $1.5M 0.03% NEW $164.18 +3.0%
394 RBC RBC BEARINGS INC Industrials 2,297.0 $1.5M 0.03% NEW $644.06 -21.5%
395 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,898.0 $1.5M 0.03% NEW $301.06 -21.5%
396 IEUR ISHARES TR 19,588.0 $1.5M 0.03% NEW $75.17 +4.3%
397 DINO HF SINCLAIR CORP Energy 21,107.0 $1.5M 0.03% NEW $69.65 +39.7%
398 SIRI SIRIUSXM HOLDINGS INC Communication Services 49,402.0 $1.5M 0.03% NEW $29.54 -2.9%
399 LECO LINCOLN ELEC HLDGS INC Industrials 5,473.0 $1.5M 0.03% NEW $265.49 +6.2%
400 JHG JANUS HENDERSON GROUP PLC Financial Services 27,789.0 $1.4M 0.03% NEW $51.95 -0.0%
Page 20 of 72  ·  1,423 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
Consumer Cyclical 32.8%
Technology 31.7%
Financial Services 9.7%
Industrials 7.0%
Healthcare 5.7%
Communication Services 4.2%
Consumer Defensive 2.9%
Energy 2.0%
Utilities 1.6%
Real Estate 1.4%