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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
RGLD icon
1051
Royal Gold
RGLD
$22.1B
$299K 0.01%
1,498
-112
-7% -$26K
NDSN icon
1052
Nordson
NDSN
$17.6B
$299K 0.01%
990
+234
+31% +$66.4K
IPGP icon
1053
IPG Photonics
IPGP
$3.38B
$298K 0.01%
2,543
+34
+1% +$3.91K
IR icon
1054
Ingersoll Rand
IR
$29.1B
$298K 0.01%
3,634
+83
+2% +$6.42K
NSP icon
1055
Insperity
NSP
$1.9B
$297K 0.01%
+7,181
New +$235K
SAIA icon
1056
Saia
SAIA
$9.44B
$297K 0.01%
+704
New +$309K
UCTT
1057
Ultra Clean Holdings
UCTT
$3.42B
$296K 0.01%
+2,078
New +$183K
VRTS icon
1058
Virtus Investment Partners
VRTS
$1.05B
$296K 0.01%
+2,064
New +$291K
PHM icon
1059
Pultegroup
PHM
$22.9B
$295K 0.01%
2,153
+104
+5% +$12.6K
Z icon
1060
Zillow
Z
$7.28B
$295K 0.01%
9,351
+1,463
+19% +$56.2K
KLIC icon
1061
Kulicke & Soffa
KLIC
$4.35B
$294K 0.01%
+2,197
New +$215K
CNI icon
1062
Canadian National Railway
CNI
$74.3B
$293K 0.01%
2,460
+38
+2% +$4.33K
NMIH icon
1063
NMI Holdings
NMIH
$3.34B
$293K 0.01%
+7,125
New +$272K
TPL icon
1064
Texas Pacific Land
TPL
$26.3B
$293K 0.01%
+669
New +$271K
TTMI icon
1065
TTM Technologies
TTMI
$13.6B
$293K 0.01%
+1,564
New +$252K
UMC icon
1066
United Microelectronic
UMC
$54.7B
$292K 0.01%
10,715
+625
+6% +$10.7K
GDXJ icon
1067
VanEck Junior Gold Miners ETF
GDXJ
$9.47B
$291K 0.01%
2,962
+121
+4% +$14K
BUD icon
1068
AB InBev
BUD
$157B
$291K 0.01%
3,532
+55
+2% +$4.33K
LYG icon
1069
Lloyds Banking Group
LYG
$86.8B
$291K 0.01%
49,887
+6,507
+15% +$35.3K
PHR icon
1070
Phreesia
PHR
$634M
$289K 0.01%
28,128
+16,720
+147% +$155K
TFII icon
1071
TFI International
TFII
$11B
$289K 0.01%
+2,011
New +$284K
SIGI icon
1072
Selective Insurance
SIGI
$5.41B
$287K 0.01%
2,963
-403
-12% -$34.8K
AVT icon
1073
Avnet
AVT
$7.59B
$287K 0.01%
+3,227
New +$264K
RXT icon
1074
Rackspace Technology
RXT
$823M
$286K 0.01%
43,833
-2,236
-5% -$8.72K
BCS icon
1075
Barclays
BCS
$89.8B
$285K 0.01%
10,625
+175
+2% +$4.22K
41 42
43
44 45

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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.