Brighton-Jones

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "PINS",
  "HOOD",
  "FLEX",
  "MPWR",
  "NVR",
  "MQ",
  "DJP",
  "SPT",
  "GDX",
  null,
  "RJF",
  "AKAM",
  null,
  null,
  "PCG",
  "SNOW",
  "MU",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "MAIN",
  "ALL",
  null,
  "GOOGL",
  "RIOT",
  "ALNY",
  "VDE",
  null,
  null,
  "AXP",
  null,
  "SCHH",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "EVH",
  "BLK",
  "ASX",
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
  null,
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  "BRO",
  "ARCC",
  "SAN",
  "WRB",
  "BSX",
  null,
  "HHH",
  null,
  null,
  "COF",
  "CMI",
  "LMB",
  "LC",
  null,
  "DUK",
  "D",
  "LASR",
  "ERJ",
  "EBAY",
  "RXRX",
  "RC",
  "WTRG",
  null,
  "EOG",
  "EXPE",
  null,
  "SMRT",
  "FCX",
  "ADPT",
  "ALLO",
  "GD",
  "TSVT",
  "GILD",
  null,
  "GIS",
  "ATHA",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "XPRO",
  "ISRG",
  null,
  "HUBS",
  "IMMR",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  "GSIE",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "NRDY",
  "MODD",
  "IVW",
  "IJH",
  null,
  "PRCH",
  "RNXT",
  null,
  null,
  null,
  null,
  "SEDG",
  null,
  null,
  null,
  "UNFI",
  null,
  "IQV",
  "ESBA",
  "MIND",
  null,
  "KMI",
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "OPK",
  "L",
  null,
  "MPC",
  "MMC",
  "TLRY",
  "SLF",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "EQIX",
  "EXC",
  "EVRG",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "GPC",
  "NI",
  "HAS",
  "NVS",
  null,
  "ODFL",
  "ORLY",
  "PCAR",
  "DLN",
  "ALK",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  null,
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "LPLA",
  "MKC",
  "AMGN",
  "MSTR",
  "NYT",
  "DGX",
  "PPG",
  "REGN",
  "IOT",
  null,
  "RELY",
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "IDR",
  "MET",
  "VXF",
  "AGNC",
  "VV",
  "RCL",
  "PCTY",
  "VOE",
  "OGE",
  "RKLB",
  "HBIO",
  "SCHW",
  null,
  "ACVA",
  null,
  "PNW",
  null,
  "VWO",
  null,
  "JBL",
  "VSS",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "PRF",
  null,
  "OMER",
  null,
  null,
  "CNTM",
  "VIG",
  null,
  null,
  "LYG",
  null,
  "LZ",
  "TTE",
  "TRGP",
  null,
  null,
  "RWT",
  null,
  null,
  "NTNX",
  "ULTA",
  "IWO",
  "WY",
  "IWN",
  "GOGO",
  "SNY",
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  "EA",
  "EW",
  "TT",
  "GBX",
  null,
  "MTG",
  "RYN",
  "MAT",
  "ADSK",
  "AON",
  "GM",
  "ACGL",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "F",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "FSBC",
  "HFWA",
  "IPG",
  "DERM",
  null,
  null,
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "ELME",
  "ABM",
  null,
  null,
  "FAF",
  "NTES",
  "SG",
  null,
  "HBAN",
  null,
  "VEU",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VNQI",
  "MGK",
  "VXUS",
  "VGLT",
  "VBK",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VRSN",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WAT",
  "WAFD",
  "WDC",
  "WFC",
  "WELL",
  "WSM",
  "WTW",
  "WMB",
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "ZG",
  "YUMC",
  "YUM",
  "XPO",
  "Z",
  "IUSG",
  null,
  null,
  null,
  null,
  "GRMN",
  "ONTO",
  "FNF",
  "FCN",
  "GEN",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  "SCHA",
  "MSCI",
  "MTZ",
  "NSC",
  "KEY",
  null,
  "JCI",
  "NXPI",
  "MOH",
  "MFC",
  "MKL",
  "ESLT",
  "SO",
  "TTD",
  "ON",
  "TTMI",
  "TRMB",
  "OKTA",
  "OTIS",
  "PSX",
  "SFL",
  "OPEN",
  "CRM",
  "SNAP",
  "RBLX",
  "SCI",
  "RDDT",
  "SYY",
  "DIA",
  "SEE",
  "SPOT",
  "LII",
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  "GEV",
  "MELI",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  "GWW",
  "ESGU",
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BBVA",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "BA",
  null,
  "BMY",
  "BNL",
  "BR",
  "CDNS",
  "CRDF",
  "CARR",
  "CBOE",
  "CBRE",
  "CENTA",
  "CNC",
  "CNP",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  null,
  "NET",
  "C",
  "CME",
  "KO",
  "CMA",
  "COIN",
  "COLL",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "COMP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CBRL",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DSGR",
  "DLR",
  "DOCU",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 701
Total Value: 3115292005
Accession Number: 0001085146-25-002166
Form Type: 13F-HR
CIK: brighton-jones
Manager Name: Brighton-Jones

Data Enrichment

80% identified

562 identified139 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

701 positions • $3.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 18 of 36

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DOCUSIGN, INC.

DOCU|256163106

Shares:7.6K

Value:$616.9K

% of Portfolio:0.0% ($616.9K/$3.1B)

46435G409

Shares:20.3K

Value:$615.8K

% of Portfolio:0.0% ($615.8K/$3.1B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:4.5K

Value:$614.0K

% of Portfolio:0.0% ($614.0K/$3.1B)

464287606

IJK|464287606

Shares:7.3K

Value:$612.1K

% of Portfolio:0.0% ($612.1K/$3.1B)

46138E511

Shares:54.5K

Value:$611.0K

% of Portfolio:0.0% ($611.0K/$3.1B)

Energy Transfer LP

ET|29273V100

Shares:32.6K

Value:$605.8K

% of Portfolio:0.0% ($605.8K/$3.1B)

UNILEVER PLC

UL|904767704

Shares:10.1K

Value:$603.7K

% of Portfolio:0.0% ($603.7K/$3.1B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.7K

Value:$603.4K

% of Portfolio:0.0% ($603.4K/$3.1B)

808524508

Shares:22.8K

Value:$598.4K

% of Portfolio:0.0% ($598.4K/$3.1B)

46138E206

Shares:25.1K

Value:$597.7K

% of Portfolio:0.0% ($597.7K/$3.1B)

46428Q109

Shares:19.1K

Value:$592.8K

% of Portfolio:0.0% ($592.8K/$3.1B)

UNITED BANKSHARES INC/WV

UBSI|909907107

Shares:17.1K

Value:$592.6K

% of Portfolio:0.0% ($592.6K/$3.1B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:9.3K

Value:$589.8K

% of Portfolio:0.0% ($589.8K/$3.1B)

922020805

Shares:11.8K

Value:$587.0K

% of Portfolio:0.0% ($587.0K/$3.1B)

921937827

BSV|921937827

Shares:7.5K

Value:$583.8K

% of Portfolio:0.0% ($583.8K/$3.1B)

464288802

Shares:5.1K

Value:$581.1K

% of Portfolio:0.0% ($581.1K/$3.1B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:13.3K

Value:$581.0K

% of Portfolio:0.0% ($581.0K/$3.1B)

97717X669

Shares:7.3K

Value:$579.6K

% of Portfolio:0.0% ($579.6K/$3.1B)

46434V621

DGRO|46434V621

Shares:9.2K

Value:$569.5K

% of Portfolio:0.0% ($569.5K/$3.1B)

464289529

Shares:11.2K

Value:$567.5K

% of Portfolio:0.0% ($567.5K/$3.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOCUSIGN, INC.(DOCUcusip256163106)	7.6K	QoQ -9.33% (-780) YoY -43.87% (-5.9K)	All Managers (Combined)	$616.9K	0.0% ($616.9K/$3.1B)	QoQ -17.94% (-$134.9K) YoY -23.27% (-$187.2K)
(cusip46435G409)✕	20.3K	QoQ +21.26% (+3.6K) YoY +27.65% (+4.4K)	All Managers (Combined)	$615.8K	0.0% ($615.8K/$3.1B)	QoQ +35.57% (+$161.6K) YoY +37.05% (+$166.5K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	4.5K	QoQ +8.23% (+339) YoY +10.70% (+431)	All Managers (Combined)	$614.0K	0.0% ($614.0K/$3.1B)	QoQ +26.07% (+$127.0K) YoY +36.28% (+$163.5K)
(IJKcusip464287606)	7.3K	QoQ +1.11% (-81) YoY +24.53% (+1.4K)	All Managers (Combined)	$612.1K	0.0% ($612.1K/$3.1B)	QoQ -7.39% (-$48.9K) YoY +13.65% (+$73.5K)
(cusip46138E511)✕	54.5K	QoQ +0.23% (-128) YoY -0.73% (-401)	All Managers (Combined)	$611.0K	0.0% ($611.0K/$3.1B)	QoQ -2.46% (-$15.4K) YoY -6.24% (-$40.7K)
Energy Transfer LP(ETcusip29273V100)	32.6K	QoQ +32.84% (+8.1K) YoY +66.15% (+13.0K)	All Managers (Combined)	$605.8K	0.0% ($605.8K/$3.1B)	QoQ +26.06% (+$125.2K) YoY +96.35% (+$297.3K)
UNILEVER PLC(ULcusip904767704)	10.1K	QoQ -4.11% (-435) YoY +19.39% (+1.6K)	All Managers (Combined)	$603.7K	0.0% ($603.7K/$3.1B)	QoQ +0.70% (-$4.2K) YoY +41.67% (+$177.6K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.7K	QoQ +11.84% (+183) YoY +78.14% (+758)	All Managers (Combined)	$603.4K	0.0% ($603.4K/$3.1B)	QoQ +14.93% (+$78.4K) YoY +79.06% (+$266.4K)
(cusip808524508)✕	22.8K	QoQ -1.94% (-452) YoY +158.00% (-14.0K)	All Managers (Combined)	$598.4K	0.0% ($598.4K/$3.1B)	QoQ -7.28% (-$47.0K) YoY -16.98% (-$122.5K)
(cusip46138E206)✕	25.1K	QoQ NEW(+25.1K) YoY NEW(+25.1K)	All Managers (Combined)	$597.7K	0.0% ($597.7K/$3.1B)	QoQ NEW(+$597.7K) YoY NEW(+$597.7K)
(cusip46428Q109)✕	19.1K	QoQ +1.43% (+271) YoY +5.60% (+1.0K)	All Managers (Combined)	$592.8K	0.0% ($592.8K/$3.1B)	QoQ +19.38% (+$96.3K) YoY +43.86% (+$180.7K)
UNITED BANKSHARES INC/WV(UBSIcusip909907107)	17.1K	QoQ +1.30% (-221) YoY +2.44% (-408)	All Managers (Combined)	$592.6K	0.0% ($592.6K/$3.1B)	QoQ -6.46% (-$40.9K) YoY -0.75% (-$4.5K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	9.3K	QoQ +16.90% (+1.3K) YoY +77.33% (+4.1K)	All Managers (Combined)	$589.8K	0.0% ($589.8K/$3.1B)	QoQ +8.57% (+$46.6K) YoY +93.41% (+$284.9K)
(cusip922020805)✕	11.8K	QoQ +96.44% (+5.8K) YoY +58.21% (+4.3K)	All Managers (Combined)	$587.0K	0.0% ($587.0K/$3.1B)	QoQ +102.43% (+$297.0K) YoY +64.84% (+$230.9K)
(BSVcusip921937827)	7.5K	QoQ -36.05% (-4.2K) YoY -15.62% (-1.4K)	All Managers (Combined)	$583.8K	0.0% ($583.8K/$3.1B)	QoQ -35.21% (-$317.3K) YoY -13.84% (-$93.8K)
(cusip464288802)✕	5.1K	QoQ -9.30% (-519) YoY -6.17% (-333)	All Managers (Combined)	$581.1K	0.0% ($581.1K/$3.1B)	QoQ -14.32% (-$97.2K) YoY -1.28% (-$7.6K)
DELTA AIR LINES, INC.(DALcusip247361702)	13.3K	QoQ +45.25% (+4.2K) YoY +72.32% (+5.6K)	All Managers (Combined)	$581.0K	0.0% ($581.0K/$3.1B)	QoQ +4.68% (+$26.0K) YoY +56.95% (+$210.8K)
(cusip97717X669)✕	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$579.6K	0.0% ($579.6K/$3.1B)	QoQ NEW(+$579.6K) YoY NEW(+$579.6K)
(DGROcusip46434V621)	9.2K	QoQ +37.66% (+2.5K) YoY NEW(+9.2K)	All Managers (Combined)	$569.5K	0.0% ($569.5K/$3.1B)	QoQ +38.65% (+$158.8K) YoY NEW(+$569.5K)
(cusip464289529)✕	11.2K	QoQ 0.00% (-0) YoY +0.08% (+10)	All Managers (Combined)	$567.5K	0.0% ($567.5K/$3.1B)	QoQ -0.13% (-$783) YoY +0.74% (+$4.2K)