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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 35 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 LNG CHENIERE ENERGY INC Energy 2,739.0 $655K 0.01% NEW $238.99 +16.1%
682 XPO XPO INC Industrials 3,181.0 $653K 0.01% NEW $205.26 -3.7%
683 Q QNITY ELECTRONICS INC Technology 3,992.0 $652K 0.01% NEW $163.31 -21.1%
684 FLR FLUOR CORP Industrials 12,441.0 $652K 0.01% NEW $52.39 +0.1%
685 RVMD REVOLUTION MEDICINES INC Healthcare 3,466.0 $649K 0.01% NEW $187.29 +11.8%
686 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,044.0 $649K 0.01% NEW $317.48 -8.0%
687 CORT CORCEPT THERAPEUTICS INC Healthcare 7,463.0 $649K 0.01% NEW $86.95 +40.6%
688 DFUV DIMENSIONAL ETF TRUST 11,756.0 $647K 0.01% NEW $55.01 +4.4%
689 BLOCK INC 8,507.0 $647K 0.01% NEW $76.00
690 PNW PINNACLE WEST CAP CORP Utilities 6,034.0 $646K 0.01% NEW $107.00 -9.0%
691 SHW SHERWIN WILLIAMS CO Basic Materials 1,868.0 $643K 0.01% NEW $344.32 +0.7%
692 MSI MOTOROLA SOLUTIONS INC Technology 1,547.0 $642K 0.01% NEW $415.20 +15.7%
693 ALB ALBEMARLE CORP Basic Materials 4,751.0 $642K 0.01% NEW $135.03 +6.1%
694 DFAW DIMENSIONAL ETF TRUST 7,740.0 $641K 0.01% NEW $82.79 +3.1%
695 VNO VORNADO RLTY TR Real Estate 16,229.0 $638K 0.01% NEW $39.30 -3.6%
696 FNDA SCHWAB STRATEGIC TR 16,747.0 $637K 0.01% NEW $38.06 -0.9%
697 FLS FLOWSERVE CORP Industrials 8,577.0 $636K 0.01% NEW $74.16 +7.1%
698 EVEREST GROUP LTD 1,775.0 $634K 0.01% NEW $357.33
699 ACWX ISHARES TR 8,325.0 $634K 0.01% NEW $76.11 +2.4%
700 PGX INVESCO EXCH TRADED FD TR II 58,373.0 $633K 0.01% NEW $10.84 -2.2%
Page 35 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%