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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $2.7B AUM 55 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 33 Added 12 Reduced 971 Exited
Page 13 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
241 GLW CORNING INC Technology 17,577 $1.4M 0.04% SOLD
242 USHY ISHARES TR 38,089 $1.4M 0.04% SOLD
243 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 10,216 $1.4M 0.03% SOLD
244 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 26,000 $1.4M 0.03% SOLD
245 BPOP POPULAR INC Financial Services 11,086 $1.4M 0.03% SOLD
246 IQVIA HLDGS INC 7,408 $1.4M 0.03% SOLD
247 TFC TRUIST FINL CORP Financial Services 30,748 $1.4M 0.03% SOLD
248 JCI JOHNSON CTLS INTL PLC Industrials 12,740 $1.4M 0.03% SOLD
249 SO SOUTHERN CO Utilities 14,780 $1.4M 0.03% SOLD
250 USMV ISHARES TR 14,657 $1.4M 0.03% SOLD
251 BOXX EA SERIES TRUST 12,227 $1.4M 0.03% SOLD
252 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 8,353 $1.4M 0.03% SOLD
253 PSA PUBLIC STORAGE OPER CO Real Estate 4,802 $1.4M 0.03% SOLD
254 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 13,873 $1.4M 0.03% SOLD
255 UPS UNITED PARCEL SERVICE INC Industrials 16,535 $1.4M 0.03% SOLD
256 FNCL FIDELITY COVINGTON TRUST 18,044 $1.4M 0.03% SOLD
257 NTRA NATERA INC Healthcare 8,555 $1.4M 0.03% SOLD
258 FCX FREEPORT-MCMORAN INC Basic Materials 35,084 $1.4M 0.03% SOLD
259 LMB LIMBACH HLDGS INC Industrials 14,133 $1.4M 0.03% SOLD
260 YUM YUM BRANDS INC Consumer Cyclical 9,003 $1.4M 0.03% SOLD
Page 13 of 49  ·  971 positions
Sector Allocation
Consumer Cyclical 52.5%
Technology 35.3%
Communication Services 7.0%
Financial Services 1.9%
Healthcare 1.2%
Energy 0.9%
Consumer Defensive 0.9%
Utilities 0.3%