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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
-3.57%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+557.65%
AUM
$4.53B
AUM Growth
+$1.82B
(+67%)
Cap. Flow
+$2.11B
Cap. Flow
% of AUM
46.5%
Top 10 Holdings %
Top 10 Hldgs %
41.6%
Holding
1,200
New
1,145
Increased
37
Reduced
16
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$44.1M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$41.4M |
| 3 |
Tesla
TSLA
|
+$40.9M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$37M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$34.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pfizer
PFE
|
+$7.85M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$6.67M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.82M |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$2.1M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 23.66% |
| 2 | Technology | 19.54% |
| 3 | Financials | 5.61% |
| 4 | Industrials | 4.66% |
| 5 | Communication Services | 4.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Microvision
MVIS
$87.3M
| $33.6K | ﹤0.01% |
+3,497
| New | +$40K |
|
|
CMRC
1177
Commerce.com Inc Series 1
CMRC
$183M
| $30.3K | ﹤0.01% |
+11,341
| New | +$35.3K |
|
|
NXDR
1178
Nextdoor Holdings
NXDR
$1.04B
| $29.8K | ﹤0.01% |
+21,298
| New | +$37K |
|
1179
Sabre
SABR
$815M
| $29K | ﹤0.01% |
+20,014
| New | +$26.6K |
|
1180
Cardiff Oncology
CRDF
$78.6M
| $27.5K | ﹤0.01% |
+16,956
| New | +$34.8K |
|
|
ORBS
1181
Eightco Holdings
ORBS
$284M
| $21.7K | ﹤0.01% |
+23,278
| New | +$29.8K |
|
1182
Quantum-Si Incorporated
QSI
$181M
| $21.3K | ﹤0.01% |
+27,560
| New | +$28.6K |
|
1183
GoodRx Holdings
GDRX
$1.3B
| $21K | ﹤0.01% |
+10,711
| New | +$25.1K |
|
1184
Getty Images
GETY
$121M
| $20.3K | ﹤0.01% |
+25,560
| New | +$25.8K |
|
1185
Pacific Biosciences
PACB
$361M
| $18.5K | ﹤0.01% |
+14,006
| New | +$25.1K |
|
1186
Conduent
CNDT
$242M
| $18.3K | ﹤0.01% |
+14,272
| New | +$21.8K |
|
1187
Fate Therapeutics
FATE
$316M
| $17.3K | ﹤0.01% |
+14,437
| New | +$17.6K |
|
|
SVC
1188
Service Properties Trust
SVC
$1.05B
| $15.9K | ﹤0.01% |
+2,340
| New | +$24.3K |
|
|
LPRO
1189
DELISTED
Open Lending Corp
LPRO
| $15.6K | ﹤0.01% |
+12,475
| New | +$19.7K |
|
1190
Humacyte
HUMA
$193M
| $13.6K | ﹤0.01% |
+22,487
| New | +$23.4K |
|
1191
Standard BioTools
LAB
$314M
| $10.6K | ﹤0.01% |
+11,479
| New | +$13.9K |
|
1192
New Fortress Energy
NFE
$94.6M
| $8.2K | ﹤0.01% |
+13,895
| New | +$16.3K |
|
1193
MaxCyte
MXCT
$134M
| $7.75K | ﹤0.01% |
+11,024
| New | +$10.3K |
|
1194
SelectQuote
SLQT
$123M
| $7.42K | ﹤0.01% |
+11,778
| New | +$12.4K |
|
1195
DocGo
DCGO
$58.9M
| $6.87K | ﹤0.01% |
+10,914
| New | +$8.22K |
|
1196
Gossamer Bio
GOSS
$90.3M
| $6.59K | ﹤0.01% |
+20,068
| New | +$31.5K |
|
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Brighton Jones LLC's Q1 2026 Portfolio in Review
As of Q1 2026, Brighton Jones LLC held 1,200 positions worth $4.53B, up 67% from $2.71B the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Brighton Jones LLC deployed $2.11B of net new capital in Q1 2026, opening 1,145 new positions and adding to 37 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 60,915 shares worth $39.6M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 24% of assets, down from 36% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Pfizer, an estimated $7.85M trimmed.
- Brighton Jones LLC's largest Q1 2026 buy was State Street SPDR S&P 500 ETF Trust: 60,915 shares worth $39.6M.
- Brighton Jones LLC added most to Microsoft in Q1 2026, an estimated $44.1M increase.
- Brighton Jones LLC's biggest Q1 2026 reduction was Pfizer, cutting an estimated $7.85M.
- Brighton Jones LLC's ten largest holdings make up 42% of its $4.53B portfolio in Q1 2026.
- Brighton Jones LLC opened 1,145 new positions and closed 0 in Q1 2026.
- Brighton Jones LLC's portfolio value rose 67% quarter-over-quarter to $4.53B.
Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.