Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brightworth (CIK 1656666) reported $933.4M across 126 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: IXUS ($166.0M, 17.79%), IVV ($149.0M, 15.96%), VTEB ($65.6M, 7.03%), XLK ($61.7M, 6.61%), BND ($31.8M, 3.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IXUS | iShares Core MSCI Total Intl Stk ETF | $166.0M | 17.79% | 3.3M | Added |
| 2 | IVV | iShares S&P 500 | $149.0M | 15.96% | 415,493 | Added |
| 3 | VTEB | Vanguard Muni Bnd Tax | $65.6M | 7.03% | 1.4M | Added |
| 4 | XLK | Technology Select Sector SPDR | $61.7M | 6.61% | 519,160 | Added |
| 5 | BND | Vanguard Total Bond Market Index ETF | $31.8M | 3.41% | 445,978 | Added |
| 6 | AAPL | Apple Computer Inc | $25.9M | 2.78% | 187,706 | Added |
| 7 | COST | Costco Whsl Corp New | $15.7M | 1.68% | 33,226 | Trimmed |
| 8 | DE | Deere & Co | $15.3M | 1.64% | 45,757 | Added |
| 9 | GOOGL | Google Inc Class A | $15.2M | 1.63% | 158,749 | Added |
| 10 | HD | Home Depot Inc | $14.0M | 1.50% | 50,712 | Added |
| 11 | CVX | Chevrontexaco Corp | $13.3M | 1.42% | 92,427 | Trimmed |
| 12 | VXUS | Vanguard Star Fd Vanguard Total Intl Sto | $13.0M | 1.40% | 284,886 | Added |
| 13 | AMZN | Amazon.com Inc | $13.0M | 1.39% | 114,832 | Added |
| 14 | NEE | Nextera Energy Inc Com | $12.5M | 1.33% | 158,804 | Trimmed |
| 15 | MRK | Merck & Co Inc | $12.0M | 1.28% | 138,804 | Added |
| 16 | MMC | Marsh & Mc Lennan Co Inc | $11.8M | 1.27% | 79,340 | Trimmed |
| 17 | YUM | Yum Brands Inc | $11.3M | 1.21% | 106,471 | Trimmed |
| 18 | V | Visa Inc Cl A | $10.9M | 1.16% | 61,078 | Trimmed |
| 19 | AMT | Amern Tower Corp Class A | $10.3M | 1.10% | 48,015 | Trimmed |
| 20 | APD | Air Prod & Chemicals Inc | $10.1M | 1.08% | 43,313 | Trimmed |
| 21 | SYK | Stryker Corp | $10.1M | 1.08% | 49,827 | Added |
| 22 | VLO | Valero Energy Group | $10.0M | 1.07% | 93,506 | Trimmed |
| 23 | MS | Morgan Stanley | $9.8M | 1.06% | 124,652 | Trimmed |
| 24 | BDX | Becton Dickinson & Co | $9.7M | 1.04% | 43,482 | Added |
| 25 | DEO | Diageo Plc New Adr | $9.3M | 1.00% | 55,023 | Trimmed |
Source: SEC Form 13F filings · as of 2022-09-30