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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 7 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ABT ABBOTT LABORATORIES Healthcare 67,673.0 $6.1M 0.11% NEW $90.74 +24.2%
122 GLD SPDR GOLD TR Financial Services 16,479.0 $6.1M 0.11% NEW $368.38 +8.2%
123 SCHX SCHWAB STRATEGIC TR 206,037.0 $6.1M 0.11% NEW $29.43 +2.9%
124 PNC PNC FINL SVCS GROUP INC Financial Services 24,569.0 $6.0M 0.11% NEW $246.22 +3.3%
125 PYLD PIMCO ETF TR 224,624.0 $6.0M 0.11% NEW $26.52 -1.4%
126 EFG ISHARES TR 47,348.0 $5.9M 0.11% NEW $124.42 +0.3%
127 VBK VANGUARD INDEX FDS 15,564.0 $5.7M 0.11% NEW $365.70 -2.0%
128 PM PHILIP MORRIS INTL INC Consumer Defensive 31,276.0 $5.7M 0.10% NEW $180.91 +3.7%
129 JBHT HUNT J B TRANS SVCS INC Industrials 19,511.0 $5.6M 0.10% NEW $289.43 -5.3%
130 TECHNIPFMC PLC 84,926.0 $5.6M 0.10% NEW $66.30
131 QCOM QUALCOMM INC Technology 30,301.0 $5.6M 0.10% NEW $184.79 -13.3%
132 TXN TEXAS INSTRS INC Technology 18,750.0 $5.6M 0.10% NEW $298.07 -8.7%
133 VOE VANGUARD INDEX FDS 27,941.0 $5.5M 0.10% NEW $197.60 +5.7%
134 TER TERADYNE INC Technology 11,390.0 $5.5M 0.10% NEW $483.86 -16.4%
135 IJR ISHARES TR 37,132.0 $5.5M 0.10% NEW $148.31 -0.4%
136 VBR VANGUARD INDEX FDS 22,237.0 $5.4M 0.10% NEW $242.99 +1.8%
137 FORTINET INC 34,818.0 $5.3M 0.10% NEW $153.62
138 UBER UBER TECHNOLOGIES INC Technology 73,227.0 $5.3M 0.10% NEW $72.16 +3.5%
139 VGT VANGUARD WORLD FD 43,824.0 $5.2M 0.10% NEW $119.52 +0.2%
140 VWO VANGUARD INTL EQUITY INDEX F 86,820.0 $5.2M 0.10% NEW $59.69 -0.1%
Page 7 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%