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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 32 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FRT FEDERAL RLTY INVT TR NEW Real Estate 5,045.0 $511K 0.01% NEW $101.31 +19.5%
622 SPOT SPOTIFY TECHNOLOGY S A Communication Services 728.0 $508K 0.01% NEW $697.72 -26.5%
623 CAG CONAGRA BRANDS INC Consumer Defensive 27,722.0 $508K 0.01% NEW $18.31 -27.2%
624 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,397.0 $505K 0.01% NEW $53.79 -5.1%
625 SPTM SPDR SERIES TRUST 6,262.0 $505K 0.01% NEW $80.64 +12.8%
626 ACWX ISHARES TR 7,761.0 $505K 0.01% NEW $65.01 +17.4%
627 ED CONSOLIDATED EDISON INC Utilities 5,015.0 $504K 0.01% NEW $100.52 +7.5%
628 CMF ISHARES TR 8,812.0 $503K 0.01% NEW $57.04 +0.2%
629 XLP SELECT SECTOR SPDR TR 6,387.0 $501K 0.01% NEW $78.36 +7.9%
630 SCHO SCHWAB STRATEGIC TR 20,507.0 $500K 0.01% NEW $24.40 -0.9%
631 VGSH VANGUARD SCOTTSDALE FDS 8,456.0 $498K 0.01% NEW $58.85 -1.0%
632 SOLZ VOLATILITY SHS TR 22,488.0 $497K 0.01% NEW $22.12 -62.0%
633 VTIP VANGUARD MALVERN FDS 9,736.0 $493K 0.01% NEW $50.63 -0.6%
634 AXTA AXALTA COATING SYS LTD Basic Materials 17,195.0 $492K 0.01% NEW $28.62 +6.0%
635 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5,059.0 $491K 0.01% NEW $97.01 -10.4%
636 BBWI BATH & BODY WORKS INC Consumer Cyclical 18,978.0 $489K 0.01% NEW $25.76 -24.5%
637 SAM BOSTON BEER INC Consumer Defensive 2,307.0 $488K 0.01% NEW $211.42 -13.2%
638 EXACT SCIENCES CORP 8,893.0 $487K 0.01% NEW $54.71
639 ETHA ISHARES ETHEREUM TR Financial Services 15,423.0 $486K 0.01% NEW $31.51 -50.9%
640 DGX QUEST DIAGNOSTICS INC Healthcare 2,548.0 $486K 0.01% NEW $190.61 +1.8%
Page 32 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%