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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 51 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 APA APA CORPORATION Energy 10,207.0 $332K 0.01% NEW $32.57 +34.2%
1002 XLG INVESCO EXCHANGE TRADED FD T 5,422.0 $332K 0.01% NEW $61.23 +1.5%
1003 DON WISDOMTREE TR 5,872.0 $332K 0.01% NEW $56.52 +3.1%
1004 BIV VANGUARD BD INDEX FDS 4,319.0 $331K 0.01% NEW $76.71 -1.7%
1005 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,064.0 $331K 0.01% NEW $160.40 +11.5%
1006 TPC TUTOR PERINI CORP Industrials 3,983.0 $330K 0.01% NEW $82.97 +9.8%
1007 CBOE CBOE GLOBAL MKTS INC Financial Services 1,360.0 $330K 0.01% NEW $242.74 +24.1%
1008 HYMB SPDR SERIES TRUST 12,943.0 $329K 0.01% NEW $25.44 -2.5%
1009 TDIV FIRST TR EXCHANGE TRADED FD 2,865.0 $329K 0.01% NEW $114.88 -0.2%
1010 EXC EXELON CORP Utilities 7,043.0 $328K 0.01% NEW $46.62 -5.8%
1011 PDBC INVESCO ACTVELY MNGD ETC FD 20,658.0 $328K 0.01% NEW $15.88 +17.5%
1012 CASY CASEYS GEN STORES INC Consumer Cyclical 412.0 $328K 0.01% NEW $795.10 +5.0%
1013 MCY MERCURY GENL CORP NEW Financial Services 3,071.0 $327K 0.01% NEW $106.62 -0.5%
1014 WD WALKER & DUNLOP INC Financial Services 5,968.0 $326K 0.01% NEW $54.70 -26.3%
1015 ZETA ZETA GLOBAL HOLDINGS CORP Technology 16,558.0 $326K 0.01% NEW $19.68 +47.3%
1016 MAS MASCO CORP Industrials 4,003.0 $326K 0.01% NEW $81.37 -9.6%
1017 WIP SPDR SERIES TRUST 8,253.0 $325K 0.01% NEW $39.39 +1.3%
1018 AIP ARTERIS INC Technology 6,655.0 $323K 0.01% NEW $48.59 -50.9%
1019 CECO CECO ENVIRONMENTAL CORP Industrials 3,557.0 $323K 0.01% NEW $90.75 -20.9%
1020 SLF SUN LIFE FINANCIAL INC. Financial Services 4,102.0 $322K 0.01% NEW $78.41 +0.7%
Page 51 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%