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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 9 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DFSE DIMENSIONAL ETF TRUST 91,148.0 $4.5M 0.08% NEW $48.88 -2.5%
162 BSV VANGUARD BD INDEX FDS 56,625.0 $4.4M 0.08% NEW $77.91 -0.4%
163 DFSI DIMENSIONAL ETF TRUST 97,777.0 $4.4M 0.08% NEW $45.10 +4.0%
164 GLW CORNING INC Technology 17,252.0 $4.4M 0.08% NEW $255.43 -37.4%
165 XLK SELECT SECTOR SPDR TR 23,070.0 $4.4M 0.08% NEW $190.52 -2.6%
166 TT TRANE TECHNOLOGIES PLC Industrials 8,687.0 $4.3M 0.08% NEW $491.14 -5.7%
167 VB VANGUARD INDEX FDS 13,962.0 $4.2M 0.08% NEW $303.11 +0.2%
168 SDY SPDR SERIES TRUST 27,796.0 $4.2M 0.08% NEW $152.18 +3.6%
169 RBLX ROBLOX CORP Technology 77,444.0 $4.2M 0.08% NEW $54.38 -30.7%
170 NEM NEWMONT CORP Basic Materials 44,894.0 $4.2M 0.08% NEW $93.40 +24.2%
171 NKE NIKE INC Consumer Cyclical 101,331.0 $4.2M 0.08% NEW $41.05 -2.4%
172 MOH MOLINA HEALTHCARE INC Healthcare 17,998.0 $4.1M 0.08% NEW $228.70 -11.0%
173 INCY INCYTE CORP Healthcare 36,050.0 $4.1M 0.08% NEW $113.36 +8.9%
174 KO COCA COLA CO Consumer Defensive 50,046.0 $4.1M 0.08% NEW $81.27 +9.3%
175 CIEN CIENA CORP Technology 8,279.0 $4.1M 0.08% NEW $490.56 -17.3%
176 PSX PHILLIPS 66 Energy 24,019.0 $4.1M 0.07% NEW $169.05 +44.0%
177 USB US BANCORP Financial Services 66,421.0 $4.0M 0.07% NEW $60.40 +7.3%
178 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,048.0 $4.0M 0.07% NEW $496.73 +6.3%
179 FLCA FRANKLIN TEMPLETON ETF TR 77,399.0 $4.0M 0.07% NEW $51.47 +6.6%
180 QUAL ISHARES TR 17,639.0 $3.9M 0.07% NEW $219.43 +2.1%
Page 9 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%