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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 38 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BBWI BATH & BODY WORKS INC Consumer Cyclical 24,519.0 $567K 0.01% NEW $23.13 -15.9%
742 PBF PBF ENERGY INC Energy 12,412.0 $565K 0.01% NEW $45.52 +61.5%
743 OMC OMNICOM GROUP INC Communication Services 7,743.0 $564K 0.01% NEW $72.83 +20.2%
744 SUB ISHARES TR 5,294.0 $564K 0.01% NEW $106.47 -0.2%
745 SWK STANLEY BLACK & DECKER INC Industrials 5,977.0 $563K 0.01% NEW $94.11 +6.3%
746 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,333.0 $562K 0.01% NEW $240.98 +5.5%
747 VOX VANGUARD WORLD FD 3,038.0 $559K 0.01% NEW $183.94 +1.1%
748 CWEN CLEARWAY ENERGY INC Utilities 16,253.0 $556K 0.01% NEW $34.18 -4.7%
749 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 6,366.0 $555K 0.01% NEW $87.22 +10.5%
750 IGSB ISHARES TR 10,562.0 $554K 0.01% NEW $52.41 -0.6%
751 BN BROOKFIELD CORP Financial Services 12,981.0 $553K 0.01% NEW $42.59 -2.1%
752 GSLC GOLDMAN SACHS ETF TR 3,872.0 $549K 0.01% NEW $141.91 +3.0%
753 HUM HUMANA INC Healthcare 1,382.0 $549K 0.01% NEW $397.23 -4.6%
754 HBAN HUNTINGTON BANCSHARES INC Financial Services 30,957.0 $549K 0.01% NEW $17.73 -3.9%
755 AXON AXON ENTERPRISE INC Industrials 979.0 $549K 0.01% NEW $560.36 +12.0%
756 XYL XYLEM INC Industrials 4,640.0 $549K 0.01% NEW $118.22 -4.1%
757 TENB TENABLE HLDGS INC Technology 14,849.0 $548K 0.01% NEW $36.88 -6.8%
758 PPL PPL CORP Utilities 14,915.0 $542K 0.01% NEW $36.35 -5.4%
759 ALK ALASKA AIR GROUP INC Industrials 10,360.0 $541K 0.01% NEW $52.20 -22.6%
760 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,178.0 $541K 0.01% NEW $459.02 +16.3%
Page 38 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%