Brightworth has filed its 13F form on October 28, 2022 for Q3 2022 where it was disclosed a total value porftolio of $933 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $166M, Ishares Core S&P 500 ETF with a value of $149M, Vanguard Mun Bd Fds Tax Exempt with a value of $65.6M, Technology Sector Spdr with a value of $61.7M, and Vanguard Bd Index Fd Inc Total with a value of $31.8M.

Examining the 13F form we can see an increase of $635K in the current position value, from $933M to 933M.

Below you can find more details about Brightworth portfolio as well as his latest detailed transactions.

Portfolio value $933 Million
ETFs: $564 Million
Financial Services: $58.8 Million
Healthcare: $54.4 Million
Consumer Defensive: $46.1 Million
Consumer Cyclical: $43.7 Million
Technology: $40.4 Million
Industrials: $38 Million
Communication Services: $31.5 Million
Other: $56.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $933 Million
  • Prior Value $933 Million
  • Filing
  • Period Q3 2022
  • Filing Date October 28, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 5 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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