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Portfolio (Quarterly) Guide ↗

Brio Consultants, LLC

· CIK 0001747799
13F Portfolio $853M AUM 164 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 83 Added 39 Reduced
Page 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KO COCA COLA CO Consumer Defensive 2,489.0 $202K 0.02% NEW $81.26 +10.6%
162 ABT ABBOTT LABORATORIES Healthcare 2,222.0 $202K 0.02% NEW $90.74 +26.1%
163 LYG LLOYDS BANKING GROUP PLC Financial Services 21,157.0 $123K 0.01% +3K +13.4% $5.83 +3.7%
164 NMR NOMURA HLDGS INC Financial Services 11,656.0 $102K 0.01% -375.0 -3.1% $8.78 +10.1%
Page 9 of 9  ·  164 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 49.8%
Communication Services 22.0%
Financial Services 12.4%
Consumer Cyclical 6.6%
Healthcare 3.3%
Industrials 2.8%
Consumer Defensive 1.4%
Utilities 1.0%
Energy 0.7%