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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
(+19%)
Cap. Flow
+$223M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$32.2M |
| 2 |
Arm
ARM
|
+$13.2M |
| 3 |
NVIDIA
NVDA
|
+$13.2M |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$12.3M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$11.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$22.9M |
| 2 |
Starbucks
SBUX
|
+$5.78M |
| 3 |
Airbnb
ABNB
|
+$5.74M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1476
Constellation Brands
STZ
$20.7B
| – | – |
-1,371
| Closed | -$206K |
|
1477
Suncor Energy
SU
$79.4B
| – | – |
-3,353
| Closed | -$222K |
|
|
TMHC
1478
DELISTED
Taylor Morrison
TMHC
| – | – |
-3,940
| Closed | -$229K |
|
1479
Thomson Reuters
TRI
$42.8B
| – | – |
-2,489
| Closed | -$227K |
|
1480
TransUnion
TRU
$14.9B
| – | – |
-5,321
| Closed | -$368K |
|
1481
Tyler Technologies
TYL
$14.2B
| – | – |
-654
| Closed | -$224K |
|
|
UDMY
1482
DELISTED
Udemy
UDMY
| – | – |
-14,999
| Closed | -$69.3K |
|
1483
Universal Health Services
UHS
$10.1B
| – | – |
-2,093
| Closed | -$375K |
|
1484
Ubiquiti
UI
$35.1B
| – | – |
-282
| Closed | -$223K |
|
1485
United Natural Foods
UNFI
$2.72B
| – | – |
-18,985
| Closed | -$855K |
|
|
WBS
1486
DELISTED
Webster Financial
WBS
| – | – |
-9,617
| Closed | -$668K |
|
1487
WEX
WEX
$6.38B
| – | – |
-5,380
| Closed | -$823K |
|
1488
Yum China
YUMC
$14.7B
| – | – |
-4,323
| Closed | -$211K |
|
|
WAY
1489
Waystar Holding Corp
WAY
$4.65B
| – | – |
-13,860
| Closed | -$334K |
|
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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.