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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPI J P MORGAN EXCHANGE TRADED F 127,528.0 $7.3M 0.27% +120K +1613.9% $57.24 -1.7%
42 COMP COMPASS INC Technology 628,046.0 $6.6M 0.24% $10.57 -20.5%
43 EEM ISHARES TR 112,030.0 $6.1M 0.23% -5K -4.4% $54.71 +24.7%
44 SCHX SCHWAB STRATEGIC TR 222,605.0 $6.0M 0.22% +2K +0.8% $26.91 +9.6%
45 BMY BRISTOL-MYERS SQUIBB CO Healthcare 110,540.0 $6.0M 0.22% +76K +220.7% $53.94 +8.0%
46 LC LENDINGCLUB CORP Financial Services 311,340.0 $5.9M 0.22% -100K -24.3% $18.94 -15.3%
47 CNC CENTENE CORP DEL Healthcare 139,542.0 $5.7M 0.21% +90K +183.8% $41.15 +40.7%
48 PCG PG&E CORP Utilities 339,516.0 $5.5M 0.20% +160K +89.5% $16.07 +2.8%
49 FSBC FIVE STAR BANCORP Financial Services 142,107.0 $5.1M 0.19% $35.78 +17.9%
50 RELY REMITLY GLOBAL INC Technology 337,522.0 $4.7M 0.17% +5K +1.5% $13.80 +52.8%
51 SCHF SCHWAB STRATEGIC TR 184,269.0 $4.4M 0.16% +18K +11.1% $24.04 +15.2%
52 WRD WERIDE INC Technology 444,723.0 $3.9M 0.14% $8.68 -14.9%
53 CMCSA COMCAST CORP NEW Communication Services 106,716.0 $3.2M 0.12% -25K -18.7% $29.89 -15.9%
54 RSMC TIDAL TRUST III 120,663.0 $3.0M 0.11% $25.25 +11.3%
55 LYFT LYFT INC Technology 116,558.0 $2.3M 0.08% +13K +13.0% $19.37 -29.5%
Page 3 of 3  ·  55 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 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%