Institutional Fund
Brighton Securities Corp.
Rochester, NYCIK 142137 filings on record
Portfolio Value
$207.58M
Q1 2026
Holdings
47
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.5%
from $202.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds30.1%
- Vanguard Bd Index Fds16.2%
- Spdr Index Shs Fds11.1%
- Vanguard Index Fds6.8%
- Vanguard Index Fds5.7%
- Vanguard Index Fds3.9%
- Other26.2%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 104.7K | $62.55M | 30.1% | −1.5K | Reduced |
| 2 | Vanguard Bd Index Fds | 434.8K | $33.56M | 16.2% | +49.1K | Added |
| 3 | Spdr Index Shs Fds | 505.5K | $23.08M | 11.1% | −34.7K | Reduced |
| 4 | Vanguard Index Fds | 68.3K | $14.05M | 6.8% | −740 | Reduced |
| 5 | Vanguard Index Fds | 27.2K | $11.89M | 5.7% | +3.3K | Added |
| 6 | Vanguard Index Fds | 41.0K | $8.04M | 3.9% | +14.6K | Added |
| 7 | Spdr Index Shs Fds | 167.3K | $7.85M | 3.8% | −4.0K | Reduced |
| 8 | Vanguard Index Fds | 20.7K | $5.93M | 2.9% | +5.0K | Added |
| 9 | Vanguard Charlotte Fds | 121.2K | $5.82M | 2.8% | −9.6K | Reduced |
| 10 | Spdr Series Trust | 140.7K | $3.28M | 1.6% | +18.5K | Added |
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