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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 39 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BLOCK INC 4,747.0 $343K 0.01% NEW $72.26
762 FAF FIRST AMERN FINL CORP Financial Services 5,333.0 $343K 0.01% NEW $64.24 +6.0%
763 VTRS VIATRIS INC Healthcare 34,558.0 $342K 0.01% NEW $9.90 +64.3%
764 INTERPUBLIC GROUP COS INC 12,117.0 $338K 0.01% NEW $27.91
765 AVIV AMERICAN CENTY ETF TR 4,967.0 $335K 0.01% NEW $67.44 +18.0%
766 NTRS NORTHERN TR CORP Financial Services 2,488.0 $335K 0.01% NEW $134.59 +25.1%
767 OKTA OKTA INC Technology 3,648.0 $335K 0.01% NEW $91.71 -0.8%
768 POR PORTLAND GEN ELEC CO Utilities 7,600.0 $334K 0.01% NEW $44.00 +16.2%
769 THG HANOVER INS GROUP INC Financial Services 1,839.0 $334K 0.01% NEW $181.64 +7.9%
770 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,374.0 $330K 0.01% NEW $139.17 -10.5%
771 MCO MOODYS CORP Financial Services 693.0 $330K 0.01% NEW $476.72 -5.1%
772 WAFD WAFD INC Financial Services 10,866.0 $329K 0.01% NEW $30.29 +18.8%
773 CR CRANE COMPANY Industrials 1,785.0 $329K 0.01% NEW $184.16 -2.0%
774 CENCORA INC 1,050.0 $328K 0.01% NEW $312.58
775 LIBERTY GLOBAL LTD 28,625.0 $328K 0.01% NEW $11.46
776 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,944.0 $327K 0.01% NEW $82.90 +26.0%
777 SCHZ SCHWAB STRATEGIC TR 13,866.0 $325K 0.01% NEW $23.47 -1.6%
778 ATRO ASTRONICS CORP Industrials 7,085.0 $323K 0.01% NEW $45.61 +85.3%
779 EXLS EXLSERVICE HOLDINGS INC Technology 7,336.0 $323K 0.01% NEW $44.03 -34.4%
780 FTV FORTIVE CORP Technology 6,575.0 $322K 0.01% NEW $48.99 +23.1%
Page 39 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%