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BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+13.79%
1 Year Est. Return
+16.36%
3 Year Est. Return
+81.04%
5 Year Est. Return
+91.07%
10 Year Est. Return
+455.51%
AUM
$3.69B
AUM Growth
+$574M
Cap. Flow
+$183M
Cap. Flow %
4.95%
Top 10 Hldgs %
47.74%
Holding
950
New
245
Increased
496
Reduced
155
Closed
20

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.97M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$6.61M
3
ABNB icon
Airbnb
ABNB
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$26M
2
AMZN icon
Amazon
AMZN
+$12.2M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 26.73%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OKE icon
276
Oneok
OKE
$56.7B
$1.24M 0.03%
15,179
-256
-2% -$21.3K
FTI icon
277
TechnipFMC
FTI
$28.6B
$1.23M 0.03%
+35,792
New +$1.08M
ETN icon
278
Eaton
ETN
$141B
$1.23M 0.03%
3,448
-57
-2% -$17.6K
TWLO icon
279
Twilio
TWLO
$28.6B
$1.23M 0.03%
9,876
-14
-0.1% -$1.49K
ADSK icon
280
Autodesk
ADSK
$51.8B
$1.22M 0.03%
3,955
+2,589
+190% +$735K
TPR icon
281
Tapestry
TPR
$30.3B
$1.21M 0.03%
13,766
+10,268
+294% +$778K
MANH icon
282
Manhattan Associates
MANH
$11.9B
$1.2M 0.03%
+6,081
New +$1.1M
DFUV icon
283
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$1.2M 0.03%
28,387
+759
+3% +$30.5K
PINS icon
284
Pinterest
PINS
$13.7B
$1.2M 0.03%
33,437
+21,634
+183% +$657K
KR icon
285
Kroger
KR
$36.7B
$1.2M 0.03%
16,706
+671
+4% +$46.3K
USHY icon
286
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$1.2M 0.03%
31,929
+2,415
+8% +$88.6K
VAW icon
287
Vanguard Materials ETF
VAW
$3.01B
$1.2M 0.03%
6,137
+249
+4% +$46.7K
CMG icon
288
Chipotle Mexican Grill
CMG
$43.9B
$1.19M 0.03%
21,205
+1,794
+9% +$91.3K
EXR icon
289
Extra Space Storage
EXR
$32.3B
$1.18M 0.03%
+7,989
New +$1.16M
PRCH icon
290
Porch Group
PRCH
$1.35B
$1.18M 0.03%
99,774
+141
+0.1% +$1.21K
ELV icon
291
Elevance Health
ELV
$81.5B
$1.18M 0.03%
3,023
-154
-5% -$61.9K
BX icon
292
Blackstone
BX
$104B
$1.17M 0.03%
7,792
-319
-4% -$43.8K
BDX icon
293
Becton Dickinson
BDX
$46.4B
$1.16M 0.03%
6,737
+4,852
+257% +$889K
BMY icon
294
Bristol-Myers Squibb
BMY
$129B
$1.15M 0.03%
24,828
+2,997
+14% +$147K
EPD icon
295
Enterprise Products Partners
EPD
$83.7B
$1.14M 0.03%
36,760
+4,201
+13% +$131K
LHX icon
296
L3Harris
LHX
$55.4B
$1.13M 0.03%
4,524
+248
+6% +$57K
BMRN icon
297
BioMarin Pharmaceuticals
BMRN
$11.9B
$1.13M 0.03%
+20,480
New +$1.21M
PGR icon
298
Progressive
PGR
$128B
$1.13M 0.03%
4,216
+251
+6% +$68.8K
AZO icon
299
AutoZone
AZO
$51.3B
$1.1M 0.03%
297
+174
+141% +$641K
TFC icon
300
Truist Financial
TFC
$63.9B
$1.1M 0.03%
25,565
+2,497
+11% +$97.7K
10 11
12
13 14

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HAG
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Brighton Jones LLC's Q2 2025 Portfolio in Review

As of Q2 2025, Brighton Jones LLC held 950 positions worth $3.69B, up 18% from $3.12B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Brighton Jones LLC deployed $183M of net new capital in Q2 2025, opening 245 new positions and adding to 496 existing holdings. Its largest new stake was Incyte: 31,116 shares worth $2.12M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 27% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $26M trimmed.

  • Brighton Jones LLC's largest Q2 2025 buy was Incyte: 31,116 shares worth $2.12M.
  • Brighton Jones LLC added most to NVIDIA in Q2 2025, an estimated $6.97M increase.
  • Brighton Jones LLC's biggest Q2 2025 reduction was Microsoft, cutting an estimated $26M.
  • Brighton Jones LLC fully exited FTI Consulting in Q2 2025, selling an estimated $888K.
  • Brighton Jones LLC's ten largest holdings make up 48% of its $3.69B portfolio in Q2 2025.
  • Brighton Jones LLC opened 245 new positions and closed 20 in Q2 2025.
  • Brighton Jones LLC's portfolio value rose 18% quarter-over-quarter to $3.69B.

Based on Brighton Jones LLC's 13F filing for Q2 2025, filed 31 Jul 2025.