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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 20 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IEF ISHARES TR 11,106.0 $1.1M 0.03% NEW $96.46 -2.2%
382 CTA SIMPLIFY EXCHANGE TRADED FUN 38,089.0 $1.1M 0.03% NEW $27.97 +4.5%
383 DUHP DIMENSIONAL ETF TRUST 28,194.0 $1.1M 0.03% NEW $37.77 +8.6%
384 ESGD ISHARES TR 11,420.0 $1.1M 0.03% NEW $92.98 +11.4%
385 PNFP PINNACLE FINL PARTNERS INC Financial Services 11,321.0 $1.1M 0.03% NEW $93.79 +4.4%
386 OKE ONEOK INC NEW Energy 14,454.0 $1.1M 0.03% NEW $72.97 +20.9%
387 PRF INVESCO EXCHANGE TRADED FD T 23,291.0 $1.1M 0.03% NEW $45.21 +18.4%
388 SEALED AIR CORP NEW 29,759.0 $1.1M 0.03% NEW $35.35
389 EA ELECTRONIC ARTS INC Communication Services 5,206.0 $1.1M 0.03% NEW $201.70 -0.5%
390 TSN TYSON FOODS INC Consumer Defensive 19,324.0 $1.0M 0.03% NEW $54.30 +21.6%
391 CDNS CADENCE DESIGN SYSTEM INC Technology 2,979.0 $1.0M 0.03% NEW $351.21 +6.5%
392 SIRI SIRIUSXM HOLDINGS INC Communication Services 44,948.0 $1.0M 0.03% NEW $23.28 +27.5%
393 EFX EQUIFAX INC Industrials 4,048.0 $1.0M 0.03% NEW $256.54 -36.2%
394 OVV OVINTIV INC Energy 25,692.0 $1.0M 0.03% NEW $40.38 +37.8%
395 DD DUPONT DE NEMOURS INC Basic Materials 13,317.0 $1.0M 0.03% NEW $77.90 -38.8%
396 PGR PROGRESSIVE CORP Financial Services 4,178.0 $1.0M 0.03% NEW $246.96 -20.3%
397 SYNOVUS FINL CORP 20,913.0 $1.0M 0.03% NEW $49.08
398 AWI ARMSTRONG WORLD INDS INC NEW Industrials 5,191.0 $1.0M 0.02% NEW $196.02 -18.5%
399 DINO HF SINCLAIR CORP Energy 19,169.0 $1.0M 0.02% NEW $52.34 +30.1%
400 ETSY INC 15,084.0 $1.0M 0.02% NEW $66.39
Page 20 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%