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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 48 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ICLN ISHARES TR 18,191.0 $373K 0.01% NEW $20.49 -14.2%
942 PNR PENTAIR PLC Industrials 4,862.0 $373K 0.01% NEW $76.65 -16.0%
943 TRIPLE FLAG PRECIOUS METAL 12,421.0 $372K 0.01% NEW $29.97
944 XRAY DENTSPLY SIRONA INC Healthcare 35,005.0 $371K 0.01% NEW $10.61 +2.9%
945 OKTA OKTA INC Technology 2,721.0 $371K 0.01% NEW $136.46 -1.0%
946 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,122.0 $371K 0.01% NEW $52.09 -5.1%
947 VPL VANGUARD INTL EQUITY INDEX F 3,203.0 $371K 0.01% NEW $115.68 -0.5%
948 BNL BROADSTONE NET LEASE INC Real Estate 17,914.0 $370K 0.01% NEW $20.67 +2.2%
949 VIOV VANGUARD ADMIRAL FDS INC 3,139.0 $368K 0.01% NEW $117.33 +1.3%
950 PLXS PLEXUS CORP Technology 1,219.0 $367K 0.01% NEW $300.77 -20.2%
951 CNO CNO FINL GROUP INC Financial Services 7,175.0 $366K 0.01% NEW $50.98 +5.0%
952 NI NISOURCE INC Utilities 7,691.0 $366K 0.01% NEW $47.55 -14.6%
953 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 9,496.0 $366K 0.01% NEW $38.50 +2.7%
954 TNET TRINET GROUP INC Industrials 7,385.0 $365K 0.01% NEW $49.49 +42.4%
955 MAIN MAIN STR CAP CORP Financial Services 6,977.0 $362K 0.01% NEW $51.88 +12.4%
956 SPT SPROUT SOCIAL INC Technology 47,750.0 $361K 0.01% NEW $7.55 +32.7%
957 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,899.0 $358K 0.01% NEW $60.67 +27.0%
958 VST VISTRA CORP Utilities 2,249.0 $357K 0.01% NEW $158.65 -14.1%
959 LUV SOUTHWEST AIRLS CO Industrials 6,925.0 $356K 0.01% NEW $51.42 -21.5%
960 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,307.0 $355K 0.01% NEW $271.98 -15.2%
Page 48 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%