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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
ZVIA icon
526
Zevia
ZVIA
$96.7M
$953K 0.02%
+584,709
New +$795K
KR icon
527
Kroger
KR
$35B
$953K 0.02%
17,158
-13
-0.1% -$848
D icon
528
Dominion Energy
D
$58.2B
$953K 0.02%
13,952
-905
-6% -$58.8K
COKE icon
529
Coca-Cola Consolidated
COKE
$12.5B
$951K 0.02%
4,981
+483
+11% +$90K
MKC icon
530
McCormick & Company Non-Voting
MKC
$14B
$949K 0.02%
+18,823
New +$923K
MPWR icon
531
Monolithic Power Systems
MPWR
$59.9B
$946K 0.02%
684
+61
+10% +$91.6K
CRH icon
532
CRH
CRH
$60.3B
$945K 0.02%
8,833
-3,446
-28% -$379K
GPK icon
533
Graphic Packaging
GPK
$2.93B
$941K 0.02%
89,072
+69,897
+365% +$713K
DECK icon
534
Deckers Outdoor
DECK
$11.2B
$935K 0.02%
9,416
-6,544
-41% -$689K
CGNX icon
535
Cognex
CGNX
$10.5B
$935K 0.02%
12,905
-781
-6% -$47.4K
IFF icon
536
International Flavors & Fragrances
IFF
$21.8B
$932K 0.02%
11,767
-502
-4% -$37.4K
LINE
537
Lineage Inc
LINE
$8.63B
$927K 0.02%
21,444
+9,546
+80% +$375K
KEY icon
538
KeyCorp
KEY
$23.3B
$927K 0.02%
40,224
-2,444
-6% -$53.2K
CHTR icon
539
Charter Communications
CHTR
$17.4B
$927K 0.02%
+6,519
New +$1.09M
BAFE
540
Brown Advisory Flexible Equity ETF
BAFE
$1.72B
$920K 0.02%
+31,535
New +$886K
ICLR icon
541
Icon
ICLR
$12.2B
$915K 0.02%
5,270
+20
+0.4% +$2.55K
ORLY icon
542
O'Reilly Automotive
ORLY
$69.5B
$915K 0.02%
9,934
-1,417
-12% -$129K
RGTI icon
543
Rigetti Computing
RGTI
$5.28B
$914K 0.02%
47,293
+793
+2% +$15.3K
GFS icon
544
GlobalFoundries
GFS
$24.7B
$910K 0.02%
11,047
-374
-3% -$26.1K
BRO icon
545
Brown & Brown
BRO
$22.8B
$907K 0.02%
14,143
+6,556
+86% +$400K
SPLV icon
546
Invesco S&P 500 Low Volatility ETF
SPLV
$7.1B
$907K 0.02%
12,110
-168
-1% -$12.4K
GAP
547
The Gap Inc
GAP
$7.86B
$901K 0.02%
48,230
-3,828
-7% -$88.3K
THC icon
548
Tenet Healthcare
THC
$20.9B
$901K 0.02%
4,814
-3,423
-42% -$629K
ASH icon
549
Ashland
ASH
$3.33B
$899K 0.02%
13,648
-1,929
-12% -$112K
MSCI icon
550
MSCI
MSCI
$40.1B
$899K 0.02%
1,605
-339
-17% -$198K
20 21
22
23 24

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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.