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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 9 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 CMI CUMMINS INC Industrials 5,144 $2.2M 0.05% SOLD
162 NOC NORTHROP GRUMMAN CORP Industrials 3,545 $2.2M 0.05% SOLD
163 IUSG ISHARES TR 12,941 $2.1M 0.05% SOLD
164 MEDP MEDPACE HLDGS INC Healthcare 4,060 $2.1M 0.05% SOLD
165 DAL DELTA AIR LINES INC DEL Industrials 36,509 $2.1M 0.05% SOLD
166 FISV FISERV INC Technology 15,998 $2.1M 0.05% SOLD
167 SIXA EXCHANGE TRADED CONCEPTS TRU 41,209 $2.0M 0.05% SOLD
168 MS MORGAN STANLEY Financial Services 12,711 $2.0M 0.05% SOLD
169 BBY BEST BUY INC Consumer Cyclical 26,714 $2.0M 0.05% SOLD
170 DE DEERE & CO Industrials 4,416 $2.0M 0.05% SOLD
171 GRMN GARMIN LTD Technology 8,135 $2.0M 0.05% SOLD
172 PANW PALO ALTO NETWORKS INC Technology 9,805 $2.0M 0.05% SOLD
173 SPGI S&P GLOBAL INC Financial Services 4,070 $2.0M 0.05% SOLD
174 SYF SYNCHRONY FINANCIAL Financial Services 27,836 $2.0M 0.05% SOLD
175 EIX EDISON INTL Utilities 35,640 $2.0M 0.05% SOLD
176 GILD GILEAD SCIENCES INC Healthcare 17,634 $2.0M 0.05% SOLD
177 DKNG DRAFTKINGS INC NEW Consumer Cyclical 51,803 $1.9M 0.05% SOLD
178 ULTA ULTA BEAUTY INC Consumer Cyclical 3,524 $1.9M 0.05% SOLD
179 AMLP ALPS ETF TR 40,774 $1.9M 0.05% SOLD
180 ZS ZSCALER INC Technology 6,385 $1.9M 0.05% SOLD
Page 9 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%