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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 22 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AIG AMERICAN INTL GROUP INC Financial Services 18,297.0 $1.4M 0.03% NEW $74.53 +2.1%
422 CDNS CADENCE DESIGN SYSTEM INC Technology 3,629.0 $1.4M 0.03% NEW $375.35 -15.0%
423 PRFZ INVESCO EXCHANGE TRADED FD T 24,248.0 $1.4M 0.03% NEW $55.77 +0.2%
424 CARR CARRIER GLOBAL CORPORATION Industrials 18,433.0 $1.4M 0.03% NEW $73.35 -17.7%
425 MCO MOODYS CORP Financial Services 2,979.0 $1.3M 0.03% NEW $452.97 +11.1%
426 BDX BECTON DICKINSON & CO Healthcare 8,884.0 $1.3M 0.03% NEW $151.33 +26.9%
427 LAMR LAMAR ADVERTISING CO Real Estate 8,588.0 $1.3M 0.03% NEW $155.98 -3.3%
428 MGK VANGUARD WORLD FD 15,217.0 $1.3M 0.03% NEW $87.91 +1.2%
429 AR ANTERO RESOURCES CORP Energy 38,006.0 $1.3M 0.03% NEW $35.14 +8.0%
430 GRMN GARMIN LTD Technology 5,615.0 $1.3M 0.03% NEW $237.53 +24.1%
431 MDLZ MONDELEZ INTL INC Consumer Defensive 22,944.0 $1.3M 0.03% NEW $57.84 +11.4%
432 NTES NETEASE COM INC Technology 10,355.0 $1.3M 0.03% NEW $128.15 +0.0%
433 DOW DOW HLDGS INC Basic Materials 47,604.0 $1.3M 0.02% NEW $27.36 +18.2%
434 EOG EOG RES INC Energy 10,026.0 $1.3M 0.02% NEW $129.73 +18.0%
435 IJK ISHARES TR 11,067.0 $1.3M 0.02% NEW $117.50 -1.7%
436 PB PROSPERITY BANCSHARES INC Financial Services 17,710.0 $1.3M 0.02% NEW $73.03 -0.4%
437 CL COLGATE PALMOLIVE CO Consumer Defensive 14,002.0 $1.3M 0.02% NEW $91.68 -0.7%
438 AA ALCOA CORP Basic Materials 24,589.0 $1.3M 0.02% NEW $52.14 -0.6%
439 XLE SELECT SECTOR SPDR TR 24,115.0 $1.3M 0.02% NEW $53.11 +19.8%
440 PRF INVESCO EXCHANGE TRADED FD T 23,444.0 $1.3M 0.02% NEW $54.03 +3.8%
Page 22 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%