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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 36 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CRUS CIRRUS LOGIC INC Technology 3,237.0 $406K 0.01% NEW $125.29 +37.4%
702 DTE DTE ENERGY CO Utilities 2,865.0 $405K 0.01% NEW $141.41 +2.5%
703 IXC ISHARES TR 9,655.0 $403K 0.01% NEW $41.75 +29.3%
704 BKLC BNY MELLON ETF TRUST 3,131.0 $402K 0.01% NEW $128.38 +12.0%
705 WBS WEBSTER FINL CORP Financial Services 6,750.0 $401K 0.01% NEW $59.44 +22.7%
706 CROX CROCS INC Consumer Cyclical 4,781.0 $399K 0.01% NEW $83.55 +41.7%
707 EVRG EVERGY INC Utilities 5,239.0 $398K 0.01% NEW $76.03 +10.6%
708 PPL PPL CORP Utilities 10,679.0 $397K 0.01% NEW $37.16 -3.8%
709 SPMD SPDR SERIES TRUST 6,874.0 $393K 0.01% NEW $57.19 +14.0%
710 MAN MANPOWERGROUP INC WIS Industrials 10,334.0 $392K 0.01% NEW $37.90 -23.1%
711 FLRN SPDR SERIES TRUST 12,673.0 $391K 0.01% NEW $30.86 -0.1%
712 RPG INVESCO EXCHANGE TRADED FD T 8,195.0 $391K 0.01% NEW $47.72 +23.8%
713 MORN MORNINGSTAR INC Financial Services 1,680.0 $390K 0.01% NEW $232.01 -24.3%
714 IYW ISHARES TR 1,988.0 $389K 0.01% NEW $195.87 +25.7%
715 GDX VANECK ETF TRUST 5,083.0 $388K 0.01% NEW $76.40 +12.7%
716 GDDY GODADDY INC Technology 2,835.0 $388K 0.01% NEW $136.85 -36.0%
717 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 15,831.0 $387K 0.01% NEW $24.47 -9.9%
718 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,293.0 $387K 0.01% NEW $61.54 +25.9%
719 XEL XCEL ENERGY INC Utilities 4,786.0 $386K 0.01% NEW $80.65 -0.0%
720 SCHP SCHWAB STRATEGIC TR 14,312.0 $386K 0.01% NEW $26.95 -0.7%
Page 36 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%