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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 45 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RPRX ROYALTY PHARMA PLC Healthcare 7,453.0 $418K 0.01% NEW $56.07 +9.3%
882 IXN ISHARES TR 2,888.0 $417K 0.01% NEW $144.48 -3.5%
883 WKC WORLD KINECT CORPORATION Energy 12,598.0 $415K 0.01% NEW $32.94 +9.1%
884 MKTX MARKETAXESS HLDGS INC Financial Services 3,656.0 $415K 0.01% NEW $113.49 +42.8%
885 SWKS SKYWORKS SOLUTIONS INC Technology 6,105.0 $414K 0.01% NEW $67.80 -1.0%
886 FAF FIRST AMERN FINL CORP Financial Services 6,023.0 $413K 0.01% NEW $68.59 +4.6%
887 FSLR FIRST SOLAR INC Energy 1,750.0 $413K 0.01% NEW $235.90 -9.2%
888 EQWL INVESCO EXCHANGE TRADED FD T 3,194.0 $412K 0.01% NEW $129.02 +4.6%
889 GAB GABELLI EQUITY TR INC Financial Services 72,704.0 $412K 0.01% NEW $5.66 -0.2%
890 SCHK SCHWAB STRATEGIC TR 11,409.0 $411K 0.01% NEW $36.06 +2.5%
891 GWW WW GRAINGER INC Industrials 302.0 $411K 0.01% NEW $1360.86 -3.6%
892 XSD SPDR SERIES TRUST 658.0 $410K 0.01% NEW $623.64 -20.1%
893 VCIT VANGUARD SCOTTSDALE FDS 4,959.0 $410K 0.01% NEW $82.66 -1.9%
894 SPEM SPDR INDEX SHS FDS 7,874.0 $408K 0.01% NEW $51.78 +1.2%
895 HDV ISHARES TR 14,859.0 $407K 0.01% NEW $27.41 +8.8%
896 RF REGIONS FINANCIAL CORP NEW Financial Services 13,470.0 $407K 0.01% NEW $30.20 +0.7%
897 CDW CDW CORP Technology 2,890.0 $406K 0.01% NEW $140.62 -2.4%
898 NVST ENVISTA HOLDINGS CORPORATION Healthcare 15,368.0 $405K 0.01% NEW $26.35 +3.2%
899 REGCO REGENCY CTRS CORP 5,077.0 $405K 0.01% NEW $79.74
900 CNS COHEN & STEERS INC Financial Services 5,291.0 $403K 0.01% NEW $76.15 +6.9%
Page 45 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 32.8%
Technology 31.7%
Financial Services 9.7%
Industrials 7.0%
Healthcare 5.7%
Communication Services 4.2%
Consumer Defensive 2.9%
Energy 2.0%
Utilities 1.6%
Real Estate 1.4%