BRIGHTON SECURITIES CORP.
Broker-DealerClone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 27.3% | $2,261,484 |
| Technology | 18.2% | $1,509,932 |
| Industrials | 12.9% | $1,064,808 |
| Healthcare | 9.0% | $746,003 |
| Financial Services | 8.6% | $713,040 |
| Consumer Cyclical | 7.3% | $607,236 |
| Energy | 6.2% | $517,471 |
| Utilities | 5.3% | $437,695 |
| Communication Services | 2.7% | $223,062 |
| Consumer Defensive | 2.5% | $204,475 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RLI | Rli Corp | +444 | 4,076 | $240,769 | |
| GLD | Spdr Gold Trust | +359 | 6,139 | $2,261,484 | |
| NVDA | Nvidia Corp | +141 | 1,770 | $354,159 | |
| AAPL | Apple Inc. | +98 | 1,522 | $440,405 | |
| MSFT | Microsoft Corp | +73 | 1,329 | $495,743 | |
| SYK | Stryker Corp | +38 | 662 | $208,424 | |
| AMZN | Amazon Com Inc | +35 | 1,509 | $359,655 | |
| LHX | L3harris Technologies, Inc. /De/ | +23 | 1,144 | $332,434 | |
| HD | Home Depot, Inc. | +21 | 702 | $247,581 | |
| META | Meta Platforms, Inc. | +9 | 396 | $223,062 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OKE | Oneok Inc /New/ | −428 | 3,368 | $292,813 | |
| DTM | DT Midstream, Inc. | −292 | 1,531 | $224,658 | |
| SO | Southern Co | −150 | 2,428 | $232,383 | |
| ITT | Itt Inc. | −140 | 1,248 | $246,804 | |
| DUK | Duke Energy CORP | −113 | 1,622 | $205,312 | |
| MRK | Merck & Co., Inc. | −46 | 2,102 | $270,107 | |
| WM | Waste Management Inc | −37 | 1,104 | $246,059 | |
| V | Visa Inc. | −11 | 702 | $240,849 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | 434,815 | $33,559,021 | |
| VXF | Vanguard Extended Market ETF | 68,263 | $14,048,525 | |
| BNDX | Vanguard Total International Bond ETF | 121,180 | $5,822,699 | |
| VB | Vanguard Morningstar Small-Cap ETF | 10,069 | $2,637,272 | |
| XOM | ExxonMobil Holdings Corp | 2,597 | $440,607 | |
| VZ | Verizon Communications Inc | 5,253 | $263,700 | |
| VIG | Vanguard Dividend Appreciation ETF | 972 | $209,038 | |
| ADI | Analog Devices Inc | 635 | $202,018 | |
| RTX | RTX Corp | 1,038 | $200,230 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 6,139 | $2,261,484 | 27.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,329 | $495,743 | 5.98% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,522 | $440,405 | 5.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,509 | $359,655 | 4.34% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,770 | $354,159 | 4.27% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 1,144 | $332,434 | 4.01% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 3,368 | $292,813 | 3.53% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,102 | $270,107 | 3.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 223 | $267,472 | 3.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 702 | $247,581 | 2.99% | |
| ITT |
Itt Inc.
Industrials
|
Reduced | 1,248 | $246,804 | 2.98% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 1,104 | $246,059 | 2.97% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 702 | $240,849 | 2.91% | |
| RLI |
Rli Corp
Financial Services
|
Added | 4,076 | $240,769 | 2.91% | |
| AAON |
Aaon, Inc.
Industrials
|
NEW | 1,888 | $239,511 | 2.89% | |
| SO |
Southern Co
Utilities
|
Reduced | 2,428 | $232,383 | 2.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 707 | $231,422 | 2.79% | |
| DTM |
DT Midstream, Inc.
Energy
|
Reduced | 1,531 | $224,658 | 2.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 396 | $223,062 | 2.69% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 781 | $219,625 | 2.65% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 662 | $208,424 | 2.52% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 1,622 | $205,312 | 2.48% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,516 | $204,475 | 2.47% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.