Position in GFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$910,383
+$402,377 QoQ
Shares Held
11,047
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#183
of 439 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BRIGHTON JONES LLC holds $314,101,580 across 26 Semiconductors names. GFS ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
755,690 | $151,206,012 | |
| 2 | MU |
Micron Technology Inc
|
25,764 | $29,739,127 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
47,875 | $27,811,066 | |
| 4 | INTC |
Intel Corp
|
192,202 | $26,837,165 | |
| 5 | AVGO |
Broadcom Inc.
|
66,036 | $24,945,099 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
49,716 | $17,627,802 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
18,720 | $8,940,110 | |
| 8 | QCOM |
Qualcomm Inc/De
|
30,301 | $5,599,321 |
All Filings in GFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,383 | 11,047 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $508,006 | 11,421 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $313,528 | 8,748 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||