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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $4.2B AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1025 New
Page 15 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TIP ISHARES TR 13,584.0 $1.5M 0.04% NEW $111.22 -0.3%
282 VHT VANGUARD WORLD FD 5,819.0 $1.5M 0.04% NEW $259.59 +8.0%
283 VRT VERTIV HOLDINGS CO Industrials 9,920.0 $1.5M 0.04% NEW $150.85 +111.1%
284 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,628.0 $1.5M 0.04% NEW $323.12 +20.8%
285 XLV SELECT SECTOR SPDR TR 10,745.0 $1.5M 0.04% NEW $139.17 +7.3%
286 MDLZ MONDELEZ INTL INC Consumer Defensive 23,786.0 $1.5M 0.04% NEW $62.47 -0.1%
287 JSTC TIDAL TRUST I 72,900.0 $1.5M 0.04% NEW $20.33 +9.7%
288 CVS CVS HEALTH CORP Healthcare 19,542.0 $1.5M 0.04% NEW $75.39 +21.2%
289 ORI OLD REP INTL CORP Financial Services 34,423.0 $1.5M 0.04% NEW $42.47 -7.9%
290 ZM ZOOM COMMUNICATIONS INC Technology 17,691.0 $1.5M 0.04% NEW $82.50 +23.0%
291 PINS PINTEREST INC Communication Services 45,311.0 $1.5M 0.04% NEW $32.17 -37.5%
292 BX BLACKSTONE INC Financial Services 8,488.0 $1.5M 0.04% NEW $170.86 -30.0%
293 THC TENET HEALTHCARE CORP Healthcare 7,106.0 $1.4M 0.04% NEW $203.04 -11.8%
294 GLW CORNING INC Technology 17,577.0 $1.4M 0.04% NEW $82.03 +129.1%
295 USHY ISHARES TR 38,089.0 $1.4M 0.04% NEW $37.78 -1.8%
296 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 10,216.0 $1.4M 0.03% NEW $140.38 +11.4%
297 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 26,000.0 $1.4M 0.03% NEW $54.16 -2.8%
298 BPOP POPULAR INC Financial Services 11,086.0 $1.4M 0.03% NEW $127.01 +19.2%
299 IQVIA HLDGS INC 7,408.0 $1.4M 0.03% NEW $189.95
300 TFC TRUIST FINL CORP Financial Services 30,748.0 $1.4M 0.03% NEW $45.72 +6.9%
Page 15 of 52  ·  1,025 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 36.5%
Technology 30.3%
Financial Services 8.9%
Communication Services 6.5%
Industrials 5.1%
Healthcare 5.1%
Consumer Defensive 3.0%
Energy 1.7%
Real Estate 1.1%
Utilities 0.9%