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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 46 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
901 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,299 $206K 0.01% SOLD
902 IBB ISHARES TR 1,418 $205K 0.01% SOLD
903 ICLN ISHARES TR 13,221 $205K 0.01% SOLD
904 VDC VANGUARD WORLD FD 957 $204K 0.01% SOLD
905 SPT SPROUT SOCIAL INC Technology 15,784 $204K 0.01% SOLD
906 FITB FIFTH THIRD BANCORP Financial Services 4,575 $204K 0.01% SOLD
907 IYM ISHARES TR 1,374 $204K 0.01% SOLD
908 TTE TOTALENERGIES SE Energy 3,407 $203K 0.01% SOLD
909 KRE SPDR SERIES TRUST 3,210 $203K 0.01% SOLD
910 MAS MASCO CORP Industrials 2,882 $203K 0.01% SOLD
911 IJT ISHARES TR 1,429 $202K 0.01% SOLD
912 MUSA MURPHY USA INC Consumer Cyclical 520 $202K 0.01% SOLD
913 OUNZ VANECK MERK GOLD ETF Financial Services 5,424 $202K 0.01% SOLD
914 FNDE SCHWAB STRATEGIC TR 5,565 $201K 0.01% SOLD
915 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,683 $201K 0.01% SOLD
916 IYZ ISHARES TR 6,208 $200K 0.01% SOLD
917 LZ LEGALZOOM COM INC Industrials 19,140 $199K 0.01% SOLD
918 ASX ASE TECHNOLOGY HLDG CO LTD Technology 16,922 $188K 0.01% SOLD
919 VLYPN VALLEY NATL BANCORP Financial Services 16,532 $175K 0.00% SOLD
920 PATH UIPATH INC Technology 12,915 $173K 0.00% SOLD
Page 46 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%