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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 31 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
601 BMO BANK MONTREAL QUE Financial Services 3,552 $463K 0.01% SOLD
602 SHV ISHARES TR 4,170 $461K 0.01% SOLD
603 KEY KEYCORP Financial Services 24,620 $460K 0.01% SOLD
604 URI UNITED RENTALS INC Industrials 480 $459K 0.01% SOLD
605 JBL JABIL INC Technology 2,091 $454K 0.01% SOLD
606 ZG ZILLOW GROUP INC Communication Services 6,086 $453K 0.01% SOLD
607 Z ZILLOW GROUP INC Communication Services 5,877 $453K 0.01% SOLD
608 WEN WENDYS CO Consumer Cyclical 49,378 $452K 0.01% SOLD
609 ONEQ FIDELITY COMWLTH TR 5,053 $450K 0.01% SOLD
610 SOXX ISHARES TR 1,651 $448K 0.01% SOLD
611 ROST ROSS STORES INC Consumer Cyclical 2,938 $448K 0.01% SOLD
612 FIVE FIVE BELOW INC Consumer Cyclical 2,884 $446K 0.01% SOLD
613 ARTY ISHARES TR 9,731 $446K 0.01% SOLD
614 XPO XPO INC Industrials 3,442 $445K 0.01% SOLD
615 PPG PPG INDS INC Basic Materials 4,221 $444K 0.01% SOLD
616 THOMSON REUTERS CORP 2,844 $442K 0.01% SOLD
617 HST HOST HOTELS & RESORTS INC Real Estate 25,942 $442K 0.01% SOLD
618 FTSL FIRST TR EXCHANGE-TRADED FD 9,602 $440K 0.01% SOLD
619 CCL CARNIVAL CORP Consumer Cyclical 15,176 $439K 0.01% SOLD
620 CME CME GROUP INC Financial Services 1,621 $438K 0.01% SOLD
Page 31 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%