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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $2.7B AUM 55 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 33 Added 12 Reduced 971 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCZ ISHARES TR 117,885.0 $9.1M 0.34% +1K +1.0% $77.53 +11.4%
22 INTC INTEL CORP Technology 237,384.0 $8.8M 0.32% +2K +1.0% $36.90 +234.7%
23 DFSU DIMENSIONAL ETF TRUST 200,901.0 $8.7M 0.32% +19K +10.3% $43.43 +6.7%
24 SCHB SCHWAB STRATEGIC TR 304,302.0 $8.0M 0.29% +7K +2.4% $26.23 +10.3%
25 BAC BANK AMERICA CORP Financial Services 133,382.0 $7.3M 0.27% +4K +3.2% $55.00 -5.1%
26 JEPI J P MORGAN EXCHANGE TRADED F 127,528.0 $7.3M 0.27% +120K +1613.9% $57.24 -1.8%
27 SCHX SCHWAB STRATEGIC TR 222,605.0 $6.0M 0.22% +2K +0.8% $26.91 +9.7%
28 BMY BRISTOL-MYERS SQUIBB CO Healthcare 110,540.0 $6.0M 0.22% +76K +220.7% $53.94 +7.6%
29 CNC CENTENE CORP DEL Healthcare 139,542.0 $5.7M 0.21% +90K +183.8% $41.15 +39.1%
30 PCG PG&E CORP Utilities 339,516.0 $5.5M 0.20% +160K +89.5% $16.07 +2.2%
31 RELY REMITLY GLOBAL INC Technology 337,522.0 $4.7M 0.17% +5K +1.5% $13.80 +47.8%
32 SCHF SCHWAB STRATEGIC TR 184,269.0 $4.4M 0.16% +18K +11.1% $24.04 +15.6%
33 LYFT LYFT INC Technology 116,558.0 $2.3M 0.08% +13K +13.0% $19.37 -29.9%
Page 2 of 2  ·  33 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 52.5%
Technology 35.3%
Communication Services 7.0%
Financial Services 1.9%
Healthcare 1.2%
Energy 0.9%
Consumer Defensive 0.9%
Utilities 0.3%