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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 60 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CLX CLOROX CO DEL Consumer Defensive 2,443.0 $233K 0.00% NEW $95.43 +13.1%
1182 CRVL CORVEL CORP Financial Services 3,726.0 $233K 0.00% NEW $62.52 +13.2%
1183 AFRM AFFIRM HLDGS INC Technology 2,852.0 $233K 0.00% NEW $81.55 -5.2%
1184 MLM MARTIN MARIETTA MATLS INC Basic Materials 401.0 $231K 0.00% NEW $576.82 -7.2%
1185 HLN HALEON PLC Healthcare 24,732.0 $231K 0.00% NEW $9.33 +5.8%
1186 RFG INVESCO EXCHANGE TRADED FD T 3,574.0 $231K 0.00% NEW $64.53 -3.0%
1187 CACC CREDIT ACCEP CORP MICH Financial Services 362.0 $230K 0.00% NEW $636.74 -8.4%
1188 NJR NEW JERSEY RES CORP Utilities 4,102.0 $230K 0.00% NEW $56.03 -1.7%
1189 HLI HOULIHAN LOKEY INC Financial Services 1,706.0 $229K 0.00% NEW $134.12 -3.0%
1190 AIQ GLOBAL X FDS 3,478.0 $228K 0.00% NEW $65.61 -4.0%
1191 BMI BADGER METER INC Technology 1,533.0 $228K 0.00% NEW $148.42 -11.8%
1192 QBTS D-WAVE QUANTUM INC Technology 9,440.0 $226K 0.00% NEW $23.99 -19.4%
1193 VGLT VANGUARD SCOTTSDALE FDS 4,098.0 $226K 0.00% NEW $55.18 -3.4%
1194 LAUR LAUREATE ED INC Consumer Defensive 6,221.0 $226K 0.00% NEW $36.32 +5.7%
1195 QNST QUINSTREET INC Communication Services 15,405.0 $226K 0.00% NEW $14.65 +43.8%
1196 AROC ARCHROCK INC Energy 5,539.0 $225K 0.00% NEW $40.71 -20.7%
1197 R RYDER SYS INC Industrials 852.0 $225K 0.00% NEW $263.67 -5.0%
1198 MSFT CALL MICROSOFT CORP Technology 600.0 $224K 0.00% NEW $373.02 +29.8%
1199 IMNM IMMUNOME INC Healthcare 10,545.0 $223K 0.00% NEW $21.19 +40.8%
1200 BWXT BWX TECHNOLOGIES INC Industrials 1,144.0 $223K 0.00% NEW $194.65 -16.6%
Page 60 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%