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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 46 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FSMD FIDELITY COVINGTON TRUST 7,620.0 $403K 0.01% NEW $52.85 -1.5%
902 MFC MANULIFE FINL CORP Financial Services 9,935.0 $402K 0.01% NEW $40.51 +4.9%
903 WRLD WORLD ACCEP CORPORATION Financial Services 1,798.0 $402K 0.01% NEW $223.83 -15.9%
904 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,567.0 $402K 0.01% NEW $112.74 +18.2%
905 INDY ISHARES TR 9,207.0 $400K 0.01% NEW $43.45 +0.3%
906 HNGE HINGE HEALTH INC Healthcare 4,817.0 $400K 0.01% NEW $83.00 +6.5%
907 VTHR VANGUARD SCOTTSDALE FDS 1,204.0 $399K 0.01% NEW $331.31 +2.3%
908 MKL MARKEL GROUP INC Financial Services 204.0 $398K 0.01% NEW $1953.01 -8.1%
909 PK PARK HOTELS & RESORTS INC Real Estate 27,947.0 $398K 0.01% NEW $14.25 +10.7%
910 HSY HERSHEY CO Consumer Defensive 2,258.0 $396K 0.01% NEW $175.43 +6.3%
911 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 10,926.0 $396K 0.01% NEW $36.20 -25.1%
912 AGL AGILON HEALTH INC Healthcare 3,656.0 $392K 0.01% NEW $107.18 -9.9%
913 DVA DAVITA INC Healthcare 1,761.0 $392K 0.01% NEW $222.48 -21.9%
914 FNDX SCHWAB STRATEGIC TR 12,574.0 $391K 0.01% NEW $31.10 +4.6%
915 EDV VANGUARD WORLD FD 6,007.0 $391K 0.01% NEW $65.08 -8.6%
916 OLN OLIN CORP Basic Materials 19,695.0 $390K 0.01% NEW $19.82 -7.2%
917 COLD AMERICOLD REALTY TRUST INC Real Estate 24,741.0 $389K 0.01% NEW $15.72 -3.0%
918 ZION ZIONS BANCORPORATION NATL AS Financial Services 5,601.0 $388K 0.01% NEW $69.19 -1.5%
919 VLTO VERALTO CORP Industrials 4,359.0 $387K 0.01% NEW $88.69 +11.4%
920 FE FIRSTENERGY CORP Utilities 8,127.0 $386K 0.01% NEW $47.54 -3.3%
Page 46 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%