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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
CRWV
601
CoreWeave
CRWV
$55.1B
$787K 0.01%
+7,903
New +$853K
ORI icon
602
Old Republic International
ORI
$9.84B
$786K 0.01%
19,212
-12,850
-40% -$509K
CPAY icon
603
Corpay
CPAY
$26.7B
$785K 0.01%
2,357
+944
+67% +$314K
FFIV icon
604
F5
FFIV
$22.1B
$776K 0.01%
1,867
+659
+55% +$234K
HII icon
605
Huntington Ingalls Industries
HII
$11.3B
$776K 0.01%
2,771
-2,539
-48% -$848K
AVUS icon
606
Avantis US Equity ETF
AVUS
$14.5B
$775K 0.01%
6,054
– –
CBRL icon
607
Cracker Barrel
CBRL
$1.18B
$773K 0.01%
14,509
+2,279
+19% +$78.9K
ITT icon
608
ITT
ITT
$18B
$771K 0.01%
3,897
-2,491
-39% -$504K
FITB
609
Fifth Third Bancorp
FITB
$49.4B
$770K 0.01%
13,667
+227
+2% +$11.5K
PODD icon
610
Insulet
PODD
$9.87B
$769K 0.01%
5,049
+1,375
+37% +$229K
EVRG icon
611
Evergy
EVRG
$19B
$765K 0.01%
8,849
+528
+6% +$43.7K
IP icon
612
International Paper
IP
$19.3B
$762K 0.01%
+19,995
New +$685K
ATO icon
613
Atmos Energy
ATO
$28.4B
$762K 0.01%
4,420
+1,677
+61% +$300K
ENTG icon
614
Entegris
ENTG
$21.6B
$761K 0.01%
4,234
-3,101
-42% -$447K
VMC icon
615
Vulcan Materials
VMC
$33.5B
$761K 0.01%
2,579
+114
+5% +$32.7K
POR icon
616
Portland General Electric
POR
$5.82B
$752K 0.01%
14,499
+2,773
+24% +$141K
AWR icon
617
American States Water
AWR
$3.51B
$751K 0.01%
9,091
+3,960
+77% +$307K
CTAS icon
618
Cintas
CTAS
$80.2B
$748K 0.01%
4,397
-1,000
-19% -$173K
TW icon
619
Tradeweb Markets
TW
$21.7B
$748K 0.01%
7,502
-4,293
-36% -$466K
EW icon
620
Edwards Lifesciences
EW
$50B
$745K 0.01%
8,236
-1,984
-19% -$166K
RHI icon
621
Robert Half
RHI
$4.01B
$743K 0.01%
24,195
+5,091
+27% +$143K
OTIS icon
622
Otis Worldwide
OTIS
$26.7B
$741K 0.01%
10,347
+4,009
+63% +$299K
NWSA icon
623
News Corp Class A
NWSA
$16B
$740K 0.01%
29,814
+11,293
+61% +$293K
SUSA icon
624
iShares ESG Optimized MSCI USA ETF
SUSA
$4.07B
$737K 0.01%
4,776
-129
-3% -$19K
ESGD icon
625
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$737K 0.01%
7,166
-445
-6% -$45.2K
23 24
25
26 27

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IFG
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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.