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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 5 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DELL DELL TECHNOLOGIES INC Technology 46,647.0 $6.6M 0.16% NEW $141.77 +115.2%
82 ABBV ABBVIE INC Healthcare 28,557.0 $6.6M 0.16% NEW $231.54 -8.0%
83 MAR MARRIOTT INTL INC NEW Consumer Cyclical 25,346.0 $6.6M 0.16% NEW $260.44 +43.5%
84 IVW ISHARES TR 54,045.0 $6.5M 0.16% NEW $120.72 +14.6%
85 SYY SYSCO CORP Consumer Defensive 78,160.0 $6.4M 0.15% NEW $82.34 -8.5%
86 DASH DOORDASH INC Communication Services 23,144.0 $6.3M 0.15% NEW $271.99 -43.4%
87 GE GE AEROSPACE Industrials 20,888.0 $6.3M 0.15% NEW $300.83 +4.5%
88 EEM ISHARES TR 117,208.0 $6.3M 0.15% NEW $53.40 +28.1%
89 LC LENDINGCLUB CORP Financial Services 411,329.0 $6.2M 0.15% NEW $15.19 +6.4%
90 EFG ISHARES TR 53,809.0 $6.1M 0.15% NEW $113.88 +8.0%
91 MRK MERCK & CO INC Healthcare 72,969.0 $6.1M 0.15% NEW $83.93 +42.7%
92 KLAC KLA CORP Technology 5,538.0 $6.0M 0.14% NEW $1078.60 +86.5%
93 ANET ARISTA NETWORKS INC Technology 40,520.0 $5.9M 0.14% NEW $145.71 +8.4%
94 SCHX SCHWAB STRATEGIC TR 220,868.0 $5.8M 0.14% NEW $26.34 +12.1%
95 IJH ISHARES TR 88,791.0 $5.8M 0.14% NEW $65.26 +14.4%
96 WFC WELLS FARGO CO NEW Financial Services 69,028.0 $5.8M 0.14% NEW $83.82 -8.9%
97 CSCO CISCO SYS INC Technology 82,687.0 $5.7M 0.14% NEW $68.42 +72.9%
98 EMXC ISHARES INC 80,430.0 $5.4M 0.13% NEW $67.51 +48.1%
99 PLTR PALANTIR TECHNOLOGIES INC Technology 29,738.0 $5.4M 0.13% NEW $182.42 -25.1%
100 RELY REMITLY GLOBAL INC Technology 332,570.0 $5.4M 0.13% NEW $16.30 +25.1%
Page 5 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%