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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $4.2B AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1025 New
Page 22 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 APD AIR PRODS & CHEMS INC Basic Materials 3,346.0 $912K 0.02% NEW $272.70 +4.8%
422 BIIB BIOGEN INC Healthcare 6,514.0 $912K 0.02% NEW $140.07 +40.6%
423 ENTERGY CORP NEW 9,765.0 $910K 0.02% NEW $93.19
424 AKAM AKAMAI TECHNOLOGIES INC Technology 11,961.0 $906K 0.02% NEW $75.76 +90.6%
425 XRAY DENTSPLY SIRONA INC Healthcare 71,260.0 $904K 0.02% NEW $12.69 -21.3%
426 PKG PACKAGING CORP AMER Consumer Cyclical 4,145.0 $903K 0.02% NEW $217.91 +0.0%
427 SPLV INVESCO EXCH TRADED FD TR II 12,272.0 $902K 0.02% NEW $73.48 +0.1%
428 CL COLGATE PALMOLIVE CO Consumer Defensive 11,262.0 $900K 0.02% NEW $79.94 +14.2%
429 PEGA PEGASYSTEMS INC Technology 15,640.0 $899K 0.02% NEW $57.50 -41.3%
430 ESTC ELASTIC N V Technology 10,614.0 $897K 0.02% NEW $84.49 -36.2%
431 CWB SPDR SERIES TRUST 9,900.0 $896K 0.02% NEW $90.50 +18.1%
432 DDOG DATADOG INC Technology 6,248.0 $890K 0.02% NEW $142.41 +55.8%
433 SCHM SCHWAB STRATEGIC TR 30,009.0 $889K 0.02% NEW $29.64 +18.6%
434 CCK CROWN HLDGS INC Consumer Cyclical 9,168.0 $886K 0.02% NEW $96.59 +1.5%
435 LECO LINCOLN ELEC HLDGS INC Industrials 3,745.0 $883K 0.02% NEW $235.81 +11.5%
436 NRG NRG ENERGY INC Utilities 5,450.0 $883K 0.02% NEW $161.96 -14.8%
437 HAL HALLIBURTON CO Energy 35,775.0 $880K 0.02% NEW $24.60 +61.0%
438 IWN ISHARES TR 4,973.0 $879K 0.02% NEW $176.83 +21.5%
439 PAYX PAYCHEX INC Industrials 6,936.0 $879K 0.02% NEW $126.77 -25.5%
440 TER TERADYNE INC Technology 6,351.0 $874K 0.02% NEW $137.64 +173.1%
Page 22 of 52  ·  1,025 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 36.5%
Technology 30.3%
Financial Services 8.9%
Communication Services 6.5%
Industrials 5.1%
Healthcare 5.1%
Consumer Defensive 3.0%
Energy 1.7%
Real Estate 1.1%
Utilities 0.9%