Brighton Securities Corp. holds a concentrated book of 50 stocks worth $232.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ TR ETF and trimmed Oneok Inc. Their largest long position is Vanguard S&P 500 ETF at 31% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/14213/holdings"
Use Arkolith to show BRIGHTON SECURITIES CORP.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +19.1%, a 13.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Brighton Securities Corp.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS ETF Fund | $73.2M | 106.6K | 31.4% | ▲+1.8% Added · +2K sh | |
| 2 | Vanguard Intermediat ETF Fund | $34.0M | 443.5K | 14.6% | ▲+2.0% Added · +9K sh | |
| 3 | SPDR Portfolio ETF Fund | $26.0M | 516.0K | 11.2% | ▲+2.1% Added · +10K sh | |
| 4 | Vanguard Extended ETF Fund | $17.2M | 69.8K | 7.4% | ▲+2.3% Added · +2K sh | |
| 5 | Vanguard Growth ETF Fund | $14.6M | 169.6K | 6.3% | ▲+523% Added · +142K sh | |
| 6 | Vanguard Value ETF Fund | $9.3M | 42.6K | 4.0% | ▲+3.9% Added · +2K sh | |
| 7 | SPDR Portfolio ETF Fund | $8.9M | 171.2K | 3.8% | ▲+2.3% Added · +4K sh | |
| 8 | Vanguard Mid Cap ETF Fund | $6.9M | 85.6K | 3.0% | ▲+314% Added · +65K sh | |
| 9 | Vanguard Total Intl ETF Fund | $6.0M | 123.3K | 2.6% | ▲+1.7% Added · +2K sh | |
| 10 | State Street SPDR ETF Fund | $3.4M | 144.6K | 1.5% | ▲+2.8% Added · +4K sh | |
| 11 | Vanguard Small Cap ETF Fund | $3.2M | 10.4K | 1.4% | ▲+3.4% Added · +340 sh | |
| 12 | Ishares TR ETF Fund | $2.6M | 108.4K | 1.1% | ▲+3.9% Added · +4K sh | |
| 13 | Vanguard Short Term ETF Fund | $2.5M | 31.7K | 1.1% | ▲+1.7% Added · +539 sh | |
| 14 | Vanguard High Divide ETF Fund | $2.3M | 14.7K | 1.0% | ▲+3.4% Added · +489 sh | |
| 15 | SPDR Gold Trust ETF Fund | $2.3M | 6.1K | 1.0% | ▲+6.2% Added · +359 sh | |
| 16 | Vanguard Emerging ETF Fund | $2.2M | 33.3K | 1.0% | ▲+1.7% Added · +564 sh | |
| 17 | Vanguard Long Term ETF Fund | $2.2M | 32.2K | 1.0% | ▲+1.8% Added · +568 sh | |
| 18 | Invesco TR II ETF Fund | $1.9M | 176.2K | 0.8% | ▲+5.0% Added · +8K sh | |
| 19 | Vanguard Internatinl ETF Fund | $1.6M | 15.8K | 0.7% | ▲+3.1% Added · +478 sh | |
| 20 | Vanguard Mortgage ETF Bond | $1.5M | 31.9K | 0.6% | ▲+7.9% Added · +2K sh | |
| 21 | Vanguard Short Term ETF Bond | $1.4M | 28.6K | 0.6% | ▲+1.6% Added · +437 sh | |
| 22 | Ishares ETF Fund | $1.3M | 23.7K | 0.5% | ▲+0.8% Added · +188 sh | |
| 23 | Vanguard Intermediateetf Fund | $1.2M | 14.3K | 0.5% | ▲+8.5% Added · +1K sh | |
| 24 | Microsoft Corp Common Stock | $496K | 1.3K | 0.2% | ▲+5.8% Added · +73 sh | |
| 25 | Apple Inc Common Stock | $440K | 1.5K | 0.2% | ▲+6.9% Added · +98 sh | |
| 26 | Amazon Com Inc Common Stock | $360K | 1.5K | 0.2% | ▲+2.4% Added · +35 sh | |
| 27 | Nvidia Corp Common Stock | $354K | 1.8K | 0.2% | ▲+8.7% Added · +141 sh | |
| 28 | L3harris Technologies Common Stock | $333K | 1.1K | 0.1% | ▲+2.0% Added · +23 sh | |
| 29 | Vanguard Mun BD FDS ETF Fund | $329K | 6.5K | 0.1% | ▲+1.8% Added · +112 sh | |
| 30 | Invesco QQQ TR ETF Fund | $298K | 405 | 0.1% | ▲New New position | |
| 31 | Oneok Inc New Common Stock | $293K | 3.4K | 0.1% | ▼−11% Reduced · −428 sh | |
| 32 | Merck & Co Inc New Common Stock | $270K | 2.1K | 0.1% | ▼−2.1% Reduced · −46 sh | |
| 33 | Eli Lilly & Co Common Stock | $267K | 223 | 0.1% | ▲New New position | |
| 34 | Home Depot Inc Common Stock | $248K | 702 | 0.1% | ▲+3.1% Added · +21 sh | |
| 35 | Itt Inc Common Stock | $247K | 1.2K | 0.1% | ▼−10% Reduced · −140 sh | |
| 36 | Waste Mgmt Inc Del Common Stock | $246K | 1.1K | 0.1% | ▼−3.2% Reduced · −37 sh | |
| 37 | Visa Inc Class A Common Stock | $241K | 702 | 0.1% | ▼−1.5% Reduced · −11 sh | |
| 38 | Rli Corp Common Stock | $241K | 4.1K | 0.1% | ▲+12% Added · +444 sh | |
| 39 | Aaon Inc Common Stock | $240K | 1.9K | 0.1% | ▲New New position | |
| 40 | Southern Company Common Stock | $232K | 2.4K | 0.1% | ▼−5.8% Reduced · −150 sh | |
| 41 | JPMorgan Chase & Co Common Stock | $231K | 707 | 0.1% | ▲New New position | |
| 42 | DT Midstream Inc Common Stock | $225K | 1.5K | 0.1% | ▼−16% Reduced · −292 sh | |
| 43 | Meta Platforms Inc Common Stock | $223K | 396 | 0.1% | ▲+2.3% Added · +9 sh | |
| 44 | International Business Common Stock | $220K | 781 | 0.1% | ▲New New position | |
| 45 | RTX Corp Common Stock | $214K | 1.1K | 0.1% | ▲New New position | |
| 46 | Stryker Corp Common Stock | $208K | 662 | 0.1% | ▲+6.1% Added · +38 sh | |
| 47 | Vanguard Dividend ETF Fund | $208K | 880 | 0.1% | ▼−9.5% Reduced · −92 sh | |
| 48 | Duke Energy Corp Common Stock | $205K | 1.6K | 0.1% | ▼−6.5% Reduced · −113 sh | |
| 49 | Coca-Cola Company Common Stock | $204K | 2.5K | 0.1% | ▲New New position | |
| 50 | Exxon Mobil Corp CHG Common Stock | $202K | 1.5K | 0.1% | ▼−43% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 50 | $232.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 47 | $207.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Mar 6, 2026 | 53 | $202.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Mar 9, 2026 | 59 | $192.0M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Mar 6, 2026 | 61 | $183.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Mar 6, 2026 | 57 | $205.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 6, 2026 | 55 | $205.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.