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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $5.4B AUM 1,423 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1423 New
Page 13 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SCHD SCHWAB STRATEGIC TR 82,170.0 $2.6M 0.05% NEW $31.71 +10.5%
242 DDOG DATADOG INC Technology 10,003.0 $2.6M 0.05% NEW $260.37 -11.0%
243 IUSG ISHARES TR 13,837.0 $2.6M 0.05% NEW $188.09 +0.8%
244 WRD WERIDE INC Technology 444,723.0 $2.6M 0.05% NEW $5.82 +3.6%
245 ON ON SEMICONDUCTOR CORP Technology 27,121.0 $2.6M 0.05% NEW $94.54 -20.4%
246 VBIL VANGUARD INSTL INDEX FD 33,779.0 $2.6M 0.05% NEW $75.68 -0.1%
247 VRSN VERISIGN INC Technology 10,107.0 $2.5M 0.05% NEW $251.57 +10.1%
248 SHOP SHOPIFY INC Technology 22,263.0 $2.5M 0.05% NEW $114.18 +28.3%
249 SOXX ISHARES TR 3,961.0 $2.5M 0.05% NEW $640.69 -18.7%
250 TEAM ATLASSIAN CORPORATION Technology 32,606.0 $2.5M 0.05% NEW $77.79 +125.6%
251 AEP AMERICAN ELEC PWR CO INC Utilities 18,426.0 $2.5M 0.05% NEW $136.81 -7.5%
252 HONEYWELL INTL INC 11,233.0 $2.5M 0.05% NEW $223.90
253 CFG CITIZENS FINL GROUP INC Financial Services 35,456.0 $2.5M 0.05% NEW $70.07 +0.3%
254 WBD WARNER BROS DISCOVERY INC Communication Services 90,975.0 $2.4M 0.04% NEW $26.66 +5.9%
255 LITE LUMENTUM HLDGS INC Technology 2,810.0 $2.4M 0.04% NEW $857.91 +0.7%
256 MCK MCKESSON CORP Healthcare 3,186.0 $2.4M 0.04% NEW $755.68 +12.4%
257 GILD GILEAD SCIENCES INC Healthcare 18,796.0 $2.4M 0.04% NEW $126.34 +15.3%
258 TGT TARGET CORP Consumer Defensive 18,137.0 $2.4M 0.04% NEW $130.61 +21.8%
259 PH PARKER-HANNIFIN CORP Industrials 2,411.0 $2.4M 0.04% NEW $978.26 +3.8%
260 ALL ALLSTATE CORP Financial Services 9,897.0 $2.4M 0.04% NEW $237.95 +8.5%
Page 13 of 72  ·  1,423 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 32.1%
Technology 31.0%
Financial Services 9.5%
Industrials 6.8%
Communication Services 6.2%
Healthcare 5.6%
Consumer Defensive 2.8%
Energy 2.0%
Utilities 1.6%
Real Estate 1.4%