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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 3 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NFLX NETFLIX INC Communication Services 5,675 $6.8M 0.16% SOLD
42 DELL DELL TECHNOLOGIES INC Technology 46,647 $6.6M 0.16% SOLD
43 ABBV ABBVIE INC Healthcare 28,557 $6.6M 0.16% SOLD
44 MAR MARRIOTT INTL INC NEW Consumer Cyclical 25,346 $6.6M 0.16% SOLD
45 IVW ISHARES TR 54,045 $6.5M 0.16% SOLD
46 SYY SYSCO CORP Consumer Defensive 78,160 $6.4M 0.15% SOLD
47 DASH DOORDASH INC Communication Services 23,144 $6.3M 0.15% SOLD
48 GE GE AEROSPACE Industrials 20,888 $6.3M 0.15% SOLD
49 EFG ISHARES TR 53,809 $6.1M 0.15% SOLD
50 MRK MERCK & CO INC Healthcare 72,969 $6.1M 0.15% SOLD
51 KLAC KLA CORP Technology 5,538 $6.0M 0.14% SOLD
52 ANET ARISTA NETWORKS INC Technology 40,520 $5.9M 0.14% SOLD
53 IJH ISHARES TR 88,791 $5.8M 0.14% SOLD
54 WFC WELLS FARGO CO NEW Financial Services 69,028 $5.8M 0.14% SOLD
55 CSCO CISCO SYS INC Technology 82,687 $5.7M 0.14% SOLD
56 EMXC ISHARES INC 80,430 $5.4M 0.13% SOLD
57 PLTR PALANTIR TECHNOLOGIES INC Technology 29,738 $5.4M 0.13% SOLD
58 ADBE ADOBE INC Technology 15,094 $5.3M 0.13% SOLD
59 CVX CHEVRON CORP NEW Energy 34,026 $5.3M 0.13% SOLD
60 RBLX ROBLOX CORP Technology 37,645 $5.2M 0.12% SOLD
Page 3 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%