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Portfolio (Quarterly) Guide ↗

Brio Consultants, LLC

· CIK 0001747799
13F Portfolio $767.1B AUM 144 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 60 Added 70 Reduced 6 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IUSB ISHARES TR 5,186.0 $239K 0.03% -568.0 -9.9% $46.03 -0.5%
62 AXP AMERICAN EXPRESS CO Financial Services 749.0 $237K 0.03% -110.0 -12.8% $315.95 -1.9%
63 CRM SALESFORCE INC Technology 1,197.0 $224K 0.03% -50.0 -4.0% $186.91 -4.0%
64 TJX TJX COS INC NEW Consumer Cyclical 1,443.0 $224K 0.03% -228.0 -13.6% $154.96 -2.8%
65 QCOM QUALCOMM INC Technology 1,183.0 $221K 0.03% -34.0 -2.8% $186.55 +4.9%
66 ED CONSOLIDATED EDISON INC Utilities 1,991.0 $217K 0.03% -61.0 -3.0% $109.15 -2.4%
67 JPM JPMORGAN CHASE & CO Financial Services 692.0 $214K 0.03% -365.0 -34.5% $309.52 -4.5%
68 HSBC HSBC HLDGS PLC Financial Services 2,435.0 $213K 0.03% -112.0 -4.4% $87.40 +1.2%
69 UNH UNITEDHEALTH GROUP INC Healthcare 556.0 $202K 0.03% -106.0 -16.0% $363.83 +7.0%
70 LYG LLOYDS BANKING GROUP PLC Financial Services 18,648.0 $97K 0.01% -2K -10.7% $5.19 -0.6%
Page 4 of 4  ·  70 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
Technology 50.2%
Communication Services 21.1%
Financial Services 13.3%
Consumer Cyclical 7.1%
Industrials 2.9%
Healthcare 2.3%
Consumer Defensive 1.3%
Utilities 1.1%
Energy 0.8%