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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 58 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,378.0 $252K 0.01% NEW $183.11 +0.3%
1142 KURA KURA ONCOLOGY INC Healthcare 22,947.0 $252K 0.01% NEW $10.97 +7.7%
1143 TDUP THREDUP INC Consumer Cyclical 36,721.0 $252K 0.01% NEW $6.85 -60.5%
1144 LKQ LKQ CORP Consumer Cyclical 9,509.0 $250K 0.01% NEW $26.33 -2.2%
1145 SBAC SBA COMMUNICATIONS CORP Real Estate 1,418.0 $250K 0.01% NEW $176.47 +2.7%
1146 BLMN BLOOMIN BRANDS INC Consumer Cyclical 27,311.0 $250K 0.01% NEW $9.14 +13.5%
1147 GKOS GLAUKOS CORP Healthcare 1,784.0 $249K 0.01% NEW $139.76 +35.2%
1148 FLRG FIDELITY COVINGTON TRUST 6,076.0 $249K 0.01% NEW $41.02 +3.7%
1149 ASB ASSOCIATED BANC-CORP Financial Services 8,091.0 $249K 0.01% NEW $30.77 -0.2%
1150 EAT BRINKER INTL INC Consumer Cyclical 1,480.0 $249K 0.01% NEW $167.95 +37.5%
1151 AM ANTERO MIDSTREAM CORP Energy 10,913.0 $248K 0.01% NEW $22.75 -1.5%
1152 SFL SFL CORPORATION LTD Industrials 24,239.0 $247K 0.01% NEW $10.20 +23.3%
1153 IYM ISHARES TR 1,374.0 $247K 0.01% NEW $179.53 +6.1%
1154 CIBR FIRST TR EXCHANGE-TRADED FD 2,734.0 $246K 0.01% NEW $89.84 +4.8%
1155 FN FABRINET Technology 437.0 $246K 0.01% NEW $561.86 -21.3%
1156 CVSA COVISTA INC Consumer Cyclical 1,967.0 $245K 0.01% NEW $124.66 +4.2%
1157 ZG ZILLOW GROUP INC Communication Services 7,769.0 $244K 0.01% NEW $31.37 +16.2%
1158 NUBD NUSHARES ETF TR 10,994.0 $243K 0.01% NEW $22.13 -1.6%
1159 J JACOBS SOLUTIONS INC Industrials 1,930.0 $243K 0.01% NEW $125.98 +17.6%
1160 CWT CALIFORNIA WTR SVC GROUP Utilities 4,997.0 $243K 0.01% NEW $48.65 +3.1%
Page 58 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%