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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 6 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADBE ADOBE INC Technology 15,094.0 $5.3M 0.13% NEW $352.75 -31.8%
102 CVX CHEVRON CORP NEW Energy 34,026.0 $5.3M 0.13% NEW $155.29 +18.9%
103 RBLX ROBLOX CORP Technology 37,645.0 $5.2M 0.12% NEW $138.52 -66.8%
104 BA BOEING CO Industrials 24,088.0 $5.2M 0.12% NEW $215.83 +1.4%
105 FTEC FIDELITY COVINGTON TRUST 23,248.0 $5.2M 0.12% NEW $222.17 +26.9%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 31,647.0 $5.1M 0.12% NEW $162.20 +11.9%
107 MA MASTERCARD INCORPORATED Financial Services 8,968.0 $5.1M 0.12% NEW $568.80 -13.3%
108 VIG VANGUARD SPECIALIZED FUNDS 23,363.0 $5.0M 0.12% NEW $215.79 +8.1%
109 COMP COMPASS INC Technology 627,597.0 $5.0M 0.12% NEW $8.03 +3.4%
110 DIA SPDR DOW JONES INDL AVERAGE Financial Services 10,632.0 $4.9M 0.12% NEW $463.76 +8.9%
111 ACN ACCENTURE PLC IRELAND Technology 19,436.0 $4.8M 0.12% NEW $246.60 -28.2%
112 QCOM QUALCOMM INC Technology 28,745.0 $4.8M 0.12% NEW $166.36 +49.6%
113 COF CAPITAL ONE FINL CORP Financial Services 22,426.0 $4.8M 0.11% NEW $212.58 -12.3%
114 PNC PNC FINL SVCS GROUP INC Financial Services 23,218.0 $4.7M 0.11% NEW $200.93 +9.9%
115 RSG REPUBLIC SVCS INC Industrials 20,034.0 $4.6M 0.11% NEW $229.48 -9.8%
116 FSBC FIVE STAR BANCORP Financial Services 142,050.0 $4.6M 0.11% NEW $32.20 +31.5%
117 VWO VANGUARD INTL EQUITY INDEX F 82,251.0 $4.5M 0.11% NEW $54.18 +11.2%
118 GM GENERAL MTRS CO Consumer Cyclical 72,622.0 $4.4M 0.11% NEW $60.97 +30.9%
119 VBR VANGUARD INDEX FDS 21,169.0 $4.4M 0.11% NEW $208.71 +12.7%
120 IEFA ISHARES TR 50,530.0 $4.4M 0.11% NEW $87.31 +12.6%
Page 6 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%