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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 45 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
881 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,242 $217K 0.01% SOLD
882 CPER UNITED STS COMMODITY INDEX F Financial Services 7,220 $217K 0.01% SOLD
883 ENS ENERSYS Industrials 1,909 $216K 0.01% SOLD
884 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,127 $215K 0.01% SOLD
885 DV DOUBLEVERIFY HLDGS INC Technology 17,878 $214K 0.01% SOLD
886 TRP TC ENERGY CORP Energy 3,900 $212K 0.01% SOLD
887 AIVL WISDOMTREE TR 1,853 $212K 0.01% SOLD
888 ICICI BANK LIMITED 6,999 $212K 0.01% SOLD
889 SAN BANCO SANTANDER S.A. Financial Services 20,078 $210K 0.01% SOLD
890 EMB ISHARES TR 2,207 $210K 0.01% SOLD
891 GPN GLOBAL PMTS INC Industrials 2,521 $209K 0.01% SOLD
892 DJD INVESCO EXCHANGE TRADED FD T 3,778 $209K 0.01% SOLD
893 TTD THE TRADE DESK INC Technology 4,250 $208K 0.01% SOLD
894 SEB SEABOARD CORP DEL Industrials 57 $208K 0.01% SOLD
895 FNDX SCHWAB STRATEGIC TR 7,887 $207K 0.01% SOLD
896 SPTS SPDR SERIES TRUST 7,062 $207K 0.01% SOLD
897 BITO PROSHARES TR 10,467 $206K 0.01% SOLD
898 NWL NEWELL BRANDS INC Consumer Defensive 39,305 $206K 0.01% SOLD
899 ISHG ISHARES TR 2,702 $206K 0.01% SOLD
900 JBGS JBG SMITH PPTYS Real Estate 9,248 $206K 0.01% SOLD
Page 45 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%