BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 49 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 IYM ISHARES TR 1,374.0 $204K 0.01% NEW $148.21 +24.5%
962 TTE TOTALENERGIES SE Energy 3,407.0 $203K 0.01% NEW $59.69 +46.8%
963 KRE SPDR SERIES TRUST 3,210.0 $203K 0.01% NEW $63.30 +10.3%
964 MAS MASCO CORP Industrials 2,882.0 $203K 0.01% NEW $70.39 -1.0%
965 IJT ISHARES TR 1,429.0 $202K 0.01% NEW $141.47 +16.2%
966 MUSA MURPHY USA INC Consumer Cyclical 520.0 $202K 0.01% NEW $388.02 +33.4%
967 OUNZ VANECK MERK GOLD ETF Financial Services 5,424.0 $202K 0.01% NEW $37.19 +14.8%
968 FNDE SCHWAB STRATEGIC TR 5,565.0 $201K 0.01% NEW $36.16 +13.7%
969 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,683.0 $201K 0.01% NEW $42.92 +2.5%
970 IYZ ISHARES TR 6,208.0 $200K 0.01% NEW $32.26 +40.0%
971 LZ LEGALZOOM COM INC Industrials 19,140.0 $199K 0.01% NEW $10.38 -38.2%
972 ASX ASE TECHNOLOGY HLDG CO LTD Technology 16,922.0 $188K 0.01% NEW $11.09 +250.3%
973 VLYPN VALLEY NATL BANCORP Financial Services 16,532.0 $175K 0.00% NEW $10.60 +145.1%
974 PATH UIPATH INC Technology 12,915.0 $173K 0.00% NEW $13.38 -16.9%
975 HLN HALEON PLC Healthcare 18,836.0 $169K 0.00% NEW $8.97 +4.1%
976 CFFN CAPITOL FED FINL INC Financial Services 25,701.0 $163K 0.00% NEW $6.35 +22.8%
977 AGNC AGNC INVT CORP Real Estate 16,252.0 $159K 0.00% NEW $9.79 +7.6%
978 SFL SFL CORPORATION LTD Industrials 20,471.0 $154K 0.00% NEW $7.53 +54.0%
979 MIND TECHNOLOGY INC 18,448.0 $149K 0.00% NEW $8.09
980 SMRT SMARTRENT INC Technology 103,405.0 $146K 0.00% NEW $1.41 -5.3%
Page 49 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%