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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 29 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 STT STATE STR CORP Financial Services 5,141.0 $872K 0.02% NEW $169.60 +10.3%
562 FAST FASTENAL CO Industrials 18,151.0 $872K 0.02% NEW $48.03 +6.7%
563 RKLB ROCKET LAB CORP Industrials 8,516.0 $866K 0.02% NEW $101.65 -28.6%
564 QQQM INVESCO EXCH TRADED FD TR II 2,837.0 $860K 0.02% NEW $302.99 -3.0%
565 TXG 10X GENOMICS INC Healthcare 22,353.0 $857K 0.02% NEW $38.34 +69.8%
566 SHEL SHELL PLC Energy 11,040.0 $856K 0.02% NEW $77.54 +20.4%
567 TWLO TWILIO INC Communication Services 4,146.0 $856K 0.02% NEW $206.34 +9.2%
568 VXF VANGUARD INDEX FDS 3,471.0 $855K 0.02% NEW $246.22 -0.3%
569 HRB BLOCK H & R INC Consumer Cyclical 22,367.0 $852K 0.02% NEW $38.08 +41.0%
570 AOA ISHARES TR 8,669.0 $846K 0.02% NEW $97.61 +1.4%
571 ENB ENBRIDGE INC Energy 15,575.0 $844K 0.02% NEW $54.21 -6.9%
572 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,691.0 $844K 0.02% NEW $109.76 -0.4%
573 EMBJ EMBRAER S.A. Industrials 13,215.0 $843K 0.02% NEW $63.80 +19.0%
574 LW LAMB WESTON HLDGS INC Consumer Defensive 19,403.0 $838K 0.02% NEW $43.18 +24.3%
575 LEN LENNAR CORP Consumer Cyclical 9,253.0 $837K 0.02% NEW $90.49 -3.8%
576 OGE OGE ENERGY CORP Utilities 17,195.0 $837K 0.02% NEW $48.66 -6.2%
577 AGG ISHARES TR 8,449.0 $836K 0.02% NEW $98.98 -1.6%
578 BE BLOOM ENERGY CORP Industrials 2,751.0 $833K 0.01% NEW $302.72 -33.5%
579 OVV OVINTIV INC Energy 15,813.0 $833K 0.01% NEW $52.65 +26.9%
580 HPQ HP INC Technology 37,832.0 $830K 0.01% NEW $21.94 +35.4%
Page 29 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%