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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 56 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 HUDSON PACIFIC PROPERTIES IN 17,939.0 $272K 0.01% NEW $15.19
1102 KNSL KINSALE CAP GROUP INC Financial Services 826.0 $272K 0.01% NEW $329.87 +16.2%
1103 CPER UNITED STS COMMODITY INDEX F Financial Services 7,220.0 $272K 0.01% NEW $37.73 +5.9%
1104 ZTS ZOETIS INC Healthcare 3,790.0 $272K 0.01% NEW $71.86 +6.1%
1105 XBI SPDR SERIES TRUST 1,719.0 $272K 0.01% NEW $158.22 +4.8%
1106 CANADIAN PACIFIC KANSAS CITY 3,135.0 $272K 0.01% NEW $86.66
1107 DEI DOUGLAS EMMETT INC Real Estate 22,846.0 $270K 0.01% NEW $11.80 +0.5%
1108 OII OCEANEERING INTL INC Energy 6,649.0 $269K 0.01% NEW $40.52 +31.7%
1109 HLNE HAMILTON LANE INC Financial Services 3,414.0 $269K 0.01% NEW $78.83 +34.1%
1110 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 4,530.0 $269K 0.01% NEW $59.36 -7.6%
1111 PD PAGERDUTY INC Technology 27,818.0 $268K 0.01% NEW $9.65 +24.5%
1112 ARCC ARES CAPITAL CORP Financial Services 14,418.0 $267K 0.01% NEW $18.53 +7.1%
1113 RIOT RIOT PLATFORMS INC Financial Services 9,721.0 $266K 0.01% NEW $27.38 -20.1%
1114 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,410.0 $266K 0.01% NEW $110.42 +15.7%
1115 AJG GALLAGHER ARTHUR J & CO Financial Services 1,149.0 $264K 0.01% NEW $229.56 +13.4%
1116 SEB SEABOARD CORP DEL Industrials 59.0 $264K 0.01% NEW $4468.88 -2.7%
1117 IOSP INNOSPEC INC Basic Materials 3,235.0 $263K 0.01% NEW $81.39 +14.9%
1118 FIVN FIVE9 INC Technology 12,331.0 $263K 0.01% NEW $21.32 +49.7%
1119 IYZ ISHARES TR 6,208.0 $263K 0.01% NEW $42.31 +1.3%
1120 NTB BANK OF N T BUTTERFIELD & SO Financial Services 4,414.0 $263K 0.01% NEW $59.50 -0.5%
Page 56 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 32.1%
Technology 31.0%
Financial Services 9.5%
Industrials 6.8%
Communication Services 6.2%
Healthcare 5.6%
Consumer Defensive 2.8%
Energy 2.0%
Utilities 1.6%
Real Estate 1.4%