BRIGHTON SECURITIES CORP.
Broker-DealerFiling Date
Global Rank
#176
/ 186
▲ 8026
Top Industry
Drug Manufacturers - General
8.6%
3Y Alpha vs SPY
-9.1%
Period ended 8 days ago
Filed Jul 7, 2026 · 1d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.9%
SPY
+24.4%
Annualised alpha
-8.6%
Max drawdown
−12.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
24 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
26.6%
−3.2 pts
Top 5
46.1%
−3.7 pts
Top 10
62.7%
−4.6 pts
HHI
962
Diversified−183
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.6% | $2,261,484 |
| Technology | 17.8% | $1,509,932 |
| Industrials | 12.5% | $1,064,808 |
| Healthcare | 8.8% | $746,003 |
| Energy | 8.5% | $719,679 |
| Financial Services | 8.4% | $713,040 |
| Consumer Cyclical | 7.2% | $607,236 |
| Utilities | 5.2% | $437,695 |
| Communication Services | 2.6% | $223,062 |
| Consumer Defensive | 2.4% | $204,475 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| 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
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −1,118 | 1,479 | $202,208 | |
| 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 quarter
5 positions
24 positions ·
$8,487,414 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 6,139 | $2,261,484 | 26.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,329 | $495,743 | 5.84% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,522 | $440,405 | 5.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,509 | $359,655 | 4.24% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,770 | $354,159 | 4.17% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 1,144 | $332,434 | 3.92% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 3,368 | $292,813 | 3.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,102 | $270,107 | 3.18% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 223 | $267,472 | 3.15% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 702 | $247,581 | 2.92% | |
| ITT |
Itt Inc.
Industrials
|
Reduced | 1,248 | $246,804 | 2.91% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 1,104 | $246,059 | 2.90% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 702 | $240,849 | 2.84% | |
| RLI |
Rli Corp
Financial Services
|
Added | 4,076 | $240,769 | 2.84% | |
| AAON |
Aaon, Inc.
Industrials
|
NEW | 1,888 | $239,511 | 2.82% | |
| SO |
Southern Co
Utilities
|
Reduced | 2,428 | $232,383 | 2.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 707 | $231,422 | 2.73% | |
| DTM |
DT Midstream, Inc.
Energy
|
Reduced | 1,531 | $224,658 | 2.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 396 | $223,062 | 2.63% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 781 | $219,625 | 2.59% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 662 | $208,424 | 2.46% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 1,622 | $205,312 | 2.42% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,516 | $204,475 | 2.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 1,479 | $202,208 | 2.38% |