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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
+19.63%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+533.88%
AUM
$5.38B
AUM Growth
+$850M
Cap. Flow
+$223M
Cap. Flow %
4.14%
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$32.2M
2
ARM icon
Arm
ARM
+$13.2M
3
NVDA icon
NVIDIA
NVDA
+$13.2M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$12.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.8M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$22.9M
2
SBUX icon
Starbucks
SBUX
+$5.78M
3
ABNB icon
Airbnb
ABNB
+$5.74M
4
COMP icon
Compass
COMP
+$4.59M
5
SNDK
Sandisk
SNDK
+$3.15M

Sector Composition

Rank Sector Weight
1 Miscellaneous 32.35%
2 Consumer Discretionary 21.9%
3 Technology 21.1%
4 Financials 5.6%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SFM icon
451
Sprouts Farmers Market
SFM
$7.1B
$1.23M 0.02%
14,586
+6,049
+71% +$489K
COLB icon
452
Columbia Banking Systems
COLB
$8.56B
$1.23M 0.02%
38,238
-1,827
-5% -$54.3K
PCTY icon
453
Paylocity
PCTY
$7.62B
$1.22M 0.02%
11,693
+4,296
+58% +$458K
CPRT icon
454
Copart
CPRT
$30.2B
$1.22M 0.02%
43,318
-5,422
-11% -$175K
DUHP icon
455
Dimensional US High Profitability ETF
DUHP
$12.8B
$1.22M 0.02%
29,136
+343
+1% +$13.7K
CHE icon
456
Chemed
CHE
$6.78B
$1.21M 0.02%
2,606
+1,966
+307% +$827K
KDP icon
457
Keurig Dr Pepper
KDP
$44.3B
$1.21M 0.02%
36,891
-16,600
-31% -$484K
CAH icon
458
Cardinal Health
CAH
$55.9B
$1.2M 0.02%
5,050
+4
+0.1% +$831
AIT icon
459
Applied Industrial Technologies
AIT
$12B
$1.2M 0.02%
3,538
+1,195
+51% +$367K
OEF icon
460
iShares S&P 100 ETF
OEF
$20.4B
$1.18M 0.02%
3,234
-496
-13% -$178K
CMG icon
461
Chipotle Mexican Grill
CMG
$46.8B
$1.18M 0.02%
34,768
-26,707
-43% -$872K
MOS icon
462
The Mosaic Company
MOS
$8.43B
$1.18M 0.02%
55,522
+24,703
+80% +$571K
FLEX icon
463
Flex
FLEX
$42.2B
$1.18M 0.02%
7,254
-2,628
-27% -$319K
GDDY icon
464
GoDaddy
GDDY
$11.8B
$1.17M 0.02%
+13,779
New +$1.16M
CBSH icon
465
Commerce Bancshares
CBSH
$8.36B
$1.16M 0.02%
20,151
+15,391
+323% +$808K
SRE icon
466
Sempra
SRE
$55.9B
$1.15M 0.02%
12,421
+2,130
+21% +$198K
IBIT icon
467
iShares Bitcoin Trust
IBIT
$61B
$1.15M 0.02%
34,577
+4,302
+14% +$175K
FDXF
468
FedEx Freight
FDXF
$19.3B
$1.15M 0.02%
+7,620
New +$1.25M
AMH icon
469
American Homes 4 Rent
AMH
$11.6B
$1.14M 0.02%
34,126
+15,761
+86% +$498K
LHX icon
470
L3Harris
LHX
$47.6B
$1.14M 0.02%
3,927
+1,503
+62% +$478K
WSM icon
471
Williams-Sonoma
WSM
$26.8B
$1.14M 0.02%
4,884
-1,119
-19% -$222K
ED icon
472
Consolidated Edison
ED
$40B
$1.13M 0.02%
10,204
+3,320
+48% +$361K
MNST icon
473
Monster Beverage
MNST
$84.5B
$1.13M 0.02%
23,448
-3,372
-13% -$142K
CUBE icon
474
CubeSmart
CUBE
$8.93B
$1.12M 0.02%
28,083
+20,152
+254% +$802K
ROK icon
475
Rockwell Automation
ROK
$47.7B
$1.12M 0.02%
2,253
+58
+3% +$25.2K
17 18
19
20 21

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Brighton Jones LLC's Q2 2026 Portfolio in Review

As of Q2 2026, Brighton Jones LLC held 1,493 positions worth $5.38B, up 19% from $4.53B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Brighton Jones LLC deployed $223M of net new capital in Q2 2026, opening 292 new positions and adding to 684 existing holdings. Its largest new stake was Arm: 49,716 shares worth $17.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Amazon, an estimated $22.9M trimmed.

  • Brighton Jones LLC's largest Q2 2026 buy was Arm: 49,716 shares worth $17.6M.
  • Brighton Jones LLC added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $32.2M increase.
  • Brighton Jones LLC's biggest Q2 2026 reduction was Amazon, cutting an estimated $22.9M.
  • Brighton Jones LLC fully exited Sealed Air in Q2 2026, selling an estimated $1.24M.
  • Brighton Jones LLC's ten largest holdings make up 40% of its $5.38B portfolio in Q2 2026.
  • Brighton Jones LLC opened 292 new positions and closed 70 in Q2 2026.
  • Brighton Jones LLC's portfolio value rose 19% quarter-over-quarter to $5.38B.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.