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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 62 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PRGS PROGRESS SOFTWARE CORP Technology 6,412.0 $215K 0.00% NEW $33.58 +30.5%
1222 SCHI SCHWAB STRATEGIC TR 9,483.0 $215K 0.00% NEW $22.64 -1.5%
1223 PGNY PROGYNY INC Healthcare 7,444.0 $215K 0.00% NEW $28.83 -11.4%
1224 ITA ISHARES TR 883.0 $214K 0.00% NEW $242.51 +1.5%
1225 WST WEST PHARMACEUTICAL SVSC INC Healthcare 594.0 $213K 0.00% NEW $359.01 -1.7%
1226 DRAM ROUNDHILL ETF TRUST 2,880.0 $213K 0.00% NEW $73.85 -25.3%
1227 APG API GROUP CORP Industrials 5,018.0 $213K 0.00% NEW $42.35 +0.4%
1228 CRL CHARLES RIV LABS INTL INC Healthcare 935.0 $212K 0.00% NEW $226.70 +27.9%
1229 LZB LA Z BOY INC Consumer Cyclical 5,281.0 $212K 0.00% NEW $40.12 -15.5%
1230 AGNC AGNC INVT CORP Real Estate 19,373.0 $211K 0.00% NEW $10.90 +1.6%
1231 SWX SOUTHWEST GAS HLDGS INC Utilities 2,379.0 $211K 0.00% NEW $88.67 +3.5%
1232 FMC FMC CORP Basic Materials 18,308.0 $211K 0.00% NEW $11.50 -6.0%
1233 AXSM AXSOME THERAPEUTICS INC. Healthcare 858.0 $210K 0.00% NEW $244.77 -10.9%
1234 WDAY WORKDAY INC Technology 1,702.0 $208K 0.00% NEW $122.45 +62.0%
1235 IDA IDACORP INC Utilities 1,377.0 $208K 0.00% NEW $151.27 -6.9%
1236 FESM FIDELITY COVINGTON TRUST 4,305.0 $208K 0.00% NEW $48.29 -0.0%
1237 DOC HEALTHPEAK PROPERTIES INC Real Estate 9,699.0 $208K 0.00% NEW $21.40 -3.0%
1238 VTWO VANGUARD SCOTTSDALE FDS 1,697.0 $206K 0.00% NEW $121.39 +0.5%
1239 MTH MERITAGE HOMES CORP Consumer Cyclical 2,447.0 $205K 0.00% NEW $83.85 -11.5%
1240 FORM FORMFACTOR INC Technology 1,279.0 $205K 0.00% NEW $159.93 -28.1%
Page 62 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%