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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 29 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
561 CRBN ISHARES TR 2,296 $521K 0.01% SOLD
562 SOMNIGROUP INTERNATIONAL INC 6,154 $519K 0.01% SOLD
563 TQQQ PROSHARES TR 4,994 $516K 0.01% SOLD
564 IDEV ISHARES TR 6,439 $516K 0.01% SOLD
565 ROK ROCKWELL AUTOMATION INC Industrials 1,473 $515K 0.01% SOLD
566 MOAT VANECK ETF TRUST 5,184 $514K 0.01% SOLD
567 TM TOYOTA MOTOR CORP Consumer Cyclical 2,682 $513K 0.01% SOLD
568 FRT FEDERAL RLTY INVT TR NEW Real Estate 5,045 $511K 0.01% SOLD
569 SPOT SPOTIFY TECHNOLOGY S A Communication Services 728 $508K 0.01% SOLD
570 CAG CONAGRA BRANDS INC Consumer Defensive 27,722 $508K 0.01% SOLD
571 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,397 $505K 0.01% SOLD
572 SPTM SPDR SERIES TRUST 6,262 $505K 0.01% SOLD
573 ACWX ISHARES TR 7,761 $505K 0.01% SOLD
574 ED CONSOLIDATED EDISON INC Utilities 5,015 $504K 0.01% SOLD
575 CMF ISHARES TR 8,812 $503K 0.01% SOLD
576 XLP SELECT SECTOR SPDR TR 6,387 $501K 0.01% SOLD
577 SCHO SCHWAB STRATEGIC TR 20,507 $500K 0.01% SOLD
578 VGSH VANGUARD SCOTTSDALE FDS 8,456 $498K 0.01% SOLD
579 SOLZ VOLATILITY SHS TR 22,488 $497K 0.01% SOLD
580 VTIP VANGUARD MALVERN FDS 9,736 $493K 0.01% SOLD
Page 29 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%