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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 39 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SCHO SCHWAB STRATEGIC TR 22,270.0 $538K 0.01% NEW $24.14 -0.2%
762 LFUS LITTELFUSE INC Technology 1,174.0 $535K 0.01% NEW $455.34 -9.5%
763 CGGO CAPITAL GROUP GBL GROWTH EQT 12,575.0 $532K 0.01% NEW $42.33 -3.7%
764 WAFD WAFD INC Financial Services 13,849.0 $531K 0.01% NEW $38.37 -5.2%
765 ADSK AUTODESK INC Technology 2,731.0 $531K 0.01% NEW $194.45 +30.5%
766 FELC FIDELITY COVINGTON TRUST 12,668.0 $531K 0.01% NEW $41.91 +3.7%
767 JEPQ J P MORGAN EXCHANGE TRADED F 8,622.0 $530K 0.01% NEW $61.46 -2.6%
768 CGDV CAPITAL GROUP DIVIDEND VALUE 10,748.0 $530K 0.01% NEW $49.28 +1.9%
769 LH LABCORP HOLDINGS INC Healthcare 1,891.0 $530K 0.01% NEW $280.06 +20.1%
770 GBX GREENBRIER COS INC Industrials 10,751.0 $527K 0.01% NEW $49.01 -6.0%
771 CVLT COMMVAULT SYS INC Technology 3,705.0 $525K 0.01% NEW $141.73 -5.6%
772 RPG INVESCO EXCHANGE TRADED FD T 8,197.0 $523K 0.01% NEW $63.85 -8.8%
773 TCBI TEXAS CAP BANCSHARES INC Financial Services 5,057.0 $522K 0.01% NEW $103.26 -4.8%
774 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 8,097.0 $518K 0.01% NEW $64.01 +16.9%
775 GLPI GAMING & LEISURE P Real Estate 11,630.0 $518K 0.01% NEW $44.53 -2.2%
776 HR HEALTHCARE RLTY TR Real Estate 25,674.0 $518K 0.01% NEW $20.17 -3.9%
777 DFAT DIMENSIONAL ETF TRUST 7,406.0 $518K 0.01% NEW $69.90 +2.5%
778 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 15,356.0 $513K 0.01% NEW $33.39 -22.6%
779 ETSY INC 6,791.0 $512K 0.01% NEW $75.33
780 VLYPN VALLEY NATL BANCORP 34,862.0 $511K 0.01% NEW $14.65
Page 39 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%