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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 44 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 WEC WEC ENERGY GROUP INC Utilities 3,685.0 $430K 0.01% NEW $116.78 -9.2%
862 ESLT ELBIT SYS LTD Industrials 566.0 $429K 0.01% NEW $758.37 -2.2%
863 KEX KIRBY CORP Industrials 3,152.0 $429K 0.01% NEW $135.97 +2.9%
864 AES AES CORP Utilities 29,168.0 $428K 0.01% NEW $14.66 +0.7%
865 NTCT NETSCOUT SYS INC Technology 9,800.0 $427K 0.01% NEW $43.55 -11.6%
866 WLK WESTLAKE CORPORATION Basic Materials 5,843.0 $427K 0.01% NEW $73.00 +8.1%
867 ONON ON HLDG AG Consumer Cyclical 12,008.0 $425K 0.01% NEW $35.42 -15.2%
868 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 5,561.0 $425K 0.01% NEW $76.42 -6.2%
869 PECO PHILLIPS EDISON & CO INC Real Estate 10,192.0 $424K 0.01% NEW $41.62 -5.6%
870 NUVB NUVATION BIO INC Healthcare 74,632.0 $424K 0.01% NEW $5.68 +22.0%
871 CNQ CANADIAN NAT RES LTD MED TER Energy 10,730.0 $424K 0.01% NEW $39.50 +30.1%
872 EXR EXTRA SPACE STORAGE INC Real Estate 2,917.0 $424K 0.01% NEW $145.29 +1.0%
873 CPB THE CAMPBELLS COMPANY Consumer Defensive 19,000.0 $423K 0.01% NEW $22.27 +7.5%
874 FISV FISERV INC Technology 8,616.0 $423K 0.01% NEW $49.05 +7.2%
875 VNQI VANGUARD INTL EQUITY INDEX F 9,410.0 $422K 0.01% NEW $44.85 +1.9%
876 STLD STEEL DYNAMICS INC Basic Materials 1,838.0 $422K 0.01% NEW $229.41 -0.3%
877 CINF CINCINNATI FINL CORP Financial Services 2,275.0 $421K 0.01% NEW $185.15 -9.1%
878 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 21,136.0 $420K 0.01% NEW $19.89 +10.8%
879 CGXU CAPITAL GROUP INTL FOCUS EQT 12,098.0 $419K 0.01% NEW $34.62 +1.5%
880 ISHARES TR 8,436.0 $418K 0.01% NEW $49.55
Page 44 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%