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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 42 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
821 MCY MERCURY GENL CORP NEW Financial Services 2,985 $253K 0.01% SOLD
822 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,541 $252K 0.01% SOLD
823 OXY OCCIDENTAL PETE CORP Energy 5,328 $252K 0.01% SOLD
824 GSIE GOLDMAN SACHS ETF TR 6,104 $251K 0.01% SOLD
825 OGE OGE ENERGY CORP Utilities 5,411 $250K 0.01% SOLD
826 SHYG ISHARES TR 5,759 $249K 0.01% SOLD
827 GSK GSK PLC Healthcare 5,749 $248K 0.01% SOLD
828 HDB HDFC BANK LTD Financial Services 7,250 $248K 0.01% SOLD
829 ACGL ARCH CAP GROUP LTD Financial Services 2,728 $247K 0.01% SOLD
830 IGIB ISHARES TR 4,570 $247K 0.01% SOLD
831 EQT EQT CORP Energy 4,522 $246K 0.01% SOLD
832 SNY SANOFI SA Healthcare 5,182 $245K 0.01% SOLD
833 BC BRUNSWICK CORP Consumer Cyclical 3,868 $245K 0.01% SOLD
834 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,727 $243K 0.01% SOLD
835 HAYW HAYWARD HLDGS INC Industrials 16,041 $243K 0.01% SOLD
836 CF CF INDS HLDGS INC Basic Materials 2,700 $242K 0.01% SOLD
837 IGOV ISHARES TR 5,679 $242K 0.01% SOLD
838 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,151 $241K 0.01% SOLD
839 AYI ACUITY INC Industrials 697 $240K 0.01% SOLD
840 ARCC ARES CAPITAL CORP Financial Services 11,765 $240K 0.01% SOLD
Page 42 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%