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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 47 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 9,958.0 $386K 0.01% NEW $38.77 -0.9%
922 SF STIFEL FINL CORP Financial Services 5,526.0 $386K 0.01% NEW $69.77 +16.0%
923 DJP BARCLAYS BANK PLC Financial Services 8,817.0 $385K 0.01% NEW $43.71 +15.8%
924 CENCORA INC 1,362.0 $385K 0.01% NEW $282.92
925 AVIV AMERICAN CENTY ETF TR 4,967.0 $385K 0.01% NEW $77.42 +7.9%
926 SCHWAB STRATEGIC TR 15,125.0 $384K 0.01% NEW $25.42
927 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,771.0 $384K 0.01% NEW $101.89 +10.5%
928 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,348.0 $383K 0.01% NEW $114.41 -16.1%
929 CART MAPLEBEAR INC Consumer Cyclical 8,032.0 $380K 0.01% NEW $47.35 +5.2%
930 IYY ISHARES TR 2,085.0 $380K 0.01% NEW $182.31 +2.4%
931 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 4,513.0 $380K 0.01% NEW $84.22 -11.4%
932 LEA LEAR CORP Consumer Cyclical 2,835.0 $380K 0.01% NEW $134.07 -4.1%
933 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,713.0 $380K 0.01% NEW $139.95 +2.7%
934 IDCC INTERDIGITAL INC Technology 1,340.0 $379K 0.01% NEW $283.18 +20.9%
935 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,963.0 $379K 0.01% NEW $76.41 +5.1%
936 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,847.0 $377K 0.01% NEW $132.55 +2.7%
937 UBS UBS GROUP AG Financial Services 7,607.0 $377K 0.01% NEW $49.56 +7.5%
938 TD TORONTO DOMINION BK ONT Financial Services 3,094.0 $376K 0.01% NEW $121.41 -3.5%
939 FTSL FIRST TR EXCHANGE-TRADED FD 8,388.0 $375K 0.01% NEW $44.75 +0.0%
940 VMBS VANGUARD SCOTTSDALE FDS 7,968.0 $373K 0.01% NEW $46.81 -1.4%
Page 47 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%