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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 57 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 APTIV PLC 4,270.0 $262K 0.01% NEW $61.37
1122 EXLS EXLSERVICE HLDGS INC Technology 10,133.0 $262K 0.01% NEW $25.86 +45.6%
1123 IMMR IMMERSION CORP Technology 38,666.0 $262K 0.01% NEW $6.77 +13.6%
1124 AVUV AMERICAN CENTY ETF TR 2,096.0 $261K 0.01% NEW $124.74 +0.7%
1125 EPR EPR PPTYS Real Estate 4,506.0 $261K 0.01% NEW $58.01 +5.5%
1126 VRSK VERISK ANALYTICS INC Industrials 1,452.0 $261K 0.01% NEW $179.54 +4.7%
1127 GO GROCERY OUTLET HLDG CORP Consumer Defensive 26,013.0 $260K 0.01% NEW $9.98 +11.1%
1128 PXH INVESCO EXCH TRADED FD TR II 9,300.0 $259K 0.01% NEW $27.88 +4.2%
1129 FIW FIRST TR EXCHANGE-TRADED FD 2,366.0 $259K 0.01% NEW $109.53 +1.8%
1130 BAND BANDWIDTH INC Technology 4,076.0 $258K 0.01% NEW $63.30 -21.8%
1131 PTCT PTC THERAPEUTICS INC Healthcare 3,148.0 $257K 0.01% NEW $81.57 -12.2%
1132 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,157.0 $257K 0.01% NEW $61.76 -8.0%
1133 RMD RESMED INC Healthcare 1,314.0 $256K 0.01% NEW $194.89 +18.9%
1134 ASAN ASANA INC Technology 36,541.0 $256K 0.01% NEW $7.00 +37.4%
1135 PINS PINTEREST INC Communication Services 12,124.0 $255K 0.01% NEW $21.03 +9.4%
1136 SM SM ENERGY COMPANY Energy 9,758.0 $255K 0.01% NEW $26.10 +45.0%
1137 NTAP NETAPP INC Technology 1,642.0 $254K 0.01% NEW $154.77 +25.5%
1138 SPYD SPDR SERIES TRUST 5,320.0 $254K 0.01% NEW $47.71 +5.9%
1139 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,342.0 $254K 0.01% NEW $108.35 -3.0%
1140 DDEC FIRST TR EXCHNG TRADED FD VI 5,338.0 $253K 0.01% NEW $47.38 +1.7%
Page 57 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%