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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 27 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 UBSI UNITED BANKSHARES INC WEST V Financial Services 21,106.0 $967K 0.02% NEW $45.83 +4.3%
522 RY ROYAL BK CDA Financial Services 4,665.0 $966K 0.02% NEW $206.98 -0.8%
523 VSS VANGUARD INTL EQUITY INDEX F 6,240.0 $963K 0.02% NEW $154.30 +3.7%
524 POOL POOL CORP Industrials 4,455.0 $957K 0.02% NEW $214.91 -12.5%
525 PGR PROGRESSIVE CORP Financial Services 4,371.0 $955K 0.02% NEW $218.45 +0.4%
526 ZVIA ZEVIA PBC Consumer Defensive 584,709.0 $953K 0.02% NEW $1.63 -20.9%
527 KR KROGER CO Consumer Defensive 17,158.0 $953K 0.02% NEW $55.53 +4.3%
528 D DOMINION ENERGY INC Utilities 13,952.0 $953K 0.02% NEW $68.29 -2.5%
529 COKE COCA COLA CONS INC Consumer Defensive 4,981.0 $951K 0.02% NEW $190.91 -0.9%
530 MKC MCCORMICK & CO INC Consumer Defensive 18,823.0 $949K 0.02% NEW $50.42 +9.9%
531 MPWR MONOLITHIC PWR SYS INC Technology 684.0 $946K 0.02% NEW $1382.42 -4.8%
532 CRH PLC 8,833.0 $945K 0.02% NEW $107.01
533 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 89,072.0 $941K 0.02% NEW $10.57 +13.1%
534 DECK DECKERS OUTDOOR CORP Consumer Cyclical 9,416.0 $935K 0.02% NEW $99.29 -7.7%
535 CGNX COGNEX CORP Technology 12,905.0 $935K 0.02% NEW $72.42 -16.4%
536 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 11,767.0 $932K 0.02% NEW $79.22 +6.4%
537 LINE LINEAGE INC Real Estate 21,444.0 $927K 0.02% NEW $43.25 -3.8%
538 KEY KEYCORP Financial Services 40,224.0 $927K 0.02% NEW $23.05 -5.1%
539 CHTR CHARTER COMMUNICATIONS INC Communication Services 6,519.0 $927K 0.02% NEW $142.20 +5.6%
540 BAFE ADVISORS INNER CIRCLE FD III 31,535.0 $920K 0.02% NEW $29.16 +3.3%
Page 27 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%