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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
+7.11%
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
$4.17B
AUM Growth
+$477M
Cap. Flow
+$254M
Cap. Flow %
6.09%
Top 10 Hldgs %
45.12%
Holding
1,066
New
139
Increased
640
Reduced
211
Closed
39

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$19.5M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.7M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.8M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.2M
5
TSLA icon
Tesla
TSLA
+$7.85M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$9.21M
2
IOT icon
Samsara
IOT
+$7.18M
3
RDDT icon
Reddit
RDDT
+$4.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.68M
5
TMUS icon
T-Mobile US
TMUS
+$1.16M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 25.2%
2 Technology 20.56%
3 Financials 5.46%
4 Communication Services 4.47%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JCI icon
301
Johnson Controls International
JCI
$88.8B
$1.4M 0.03%
12,740
+501
+4% +$53.5K
SO icon
302
Southern Company
SO
$109B
$1.4M 0.03%
14,780
+620
+4% +$57.9K
USMV icon
303
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$1.39M 0.03%
14,657
-126
-0.9% -$11.8K
BOXX icon
304
Alpha Architect 1-3 Month Box ETF
BOXX
$13.1B
$1.39M 0.03%
12,227
– –
TXRH icon
305
Texas Roadhouse
TXRH
$13.5B
$1.39M 0.03%
8,353
-1,001
-11% -$176K
PSA icon
306
Public Storage
PSA
$60.5B
$1.39M 0.03%
4,802
+321
+7% +$92.1K
BAH icon
307
Booz Allen Hamilton
BAH
$8.39B
$1.39M 0.03%
13,873
+9,556
+221% +$1.02M
UPS icon
308
United Parcel Service
UPS
$88.6B
$1.38M 0.03%
16,535
-1,382
-8% -$125K
FNCL icon
309
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$1.38M 0.03%
+18,044
New +$1.36M
NTRA icon
310
Natera
NTRA
$38.3B
$1.38M 0.03%
8,555
+2,513
+42% +$398K
FCX icon
311
Freeport-McMoran
FCX
$90B
$1.38M 0.03%
35,084
+2,391
+7% +$104K
LMB icon
312
Limbach Holdings
LMB
$855M
$1.37M 0.03%
14,133
+25
+0.2% +$3.01K
YUM icon
313
Yum! Brands
YUM
$41.8B
$1.37M 0.03%
9,003
+244
+3% +$35.9K
MDT icon
314
Medtronic
MDT
$109B
$1.36M 0.03%
14,297
+6,647
+87% +$611K
NUE icon
315
Nucor
NUE
$58.6B
$1.36M 0.03%
10,030
+2,135
+27% +$302K
TEL icon
316
TE Connectivity
TEL
$59.6B
$1.34M 0.03%
6,106
+28
+0.5% +$5.61K
NWSA icon
317
News Corp Class A
NWSA
$14.9B
$1.34M 0.03%
43,639
+9,679
+29% +$287K
CHRW icon
318
C.H. Robinson
CHRW
$17.4B
$1.33M 0.03%
+10,081
New +$1.18M
WBD icon
319
Warner Bros
WBD
$65.9B
$1.31M 0.03%
67,305
-4,638
-6% -$63.2K
OEF icon
320
iShares S&P 100 ETF
OEF
$20.1B
$1.31M 0.03%
3,935
-470
-11% -$149K
PH icon
321
Parker-Hannifin
PH
$123B
$1.31M 0.03%
1,727
-211
-11% -$156K
TTC icon
322
Toro Company
TTC
$8.75B
$1.31M 0.03%
17,180
+4,551
+36% +$349K
EME icon
323
Emcor
EME
$35.2B
$1.31M 0.03%
2,009
+562
+39% +$341K
SPYM
324
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$1.3M 0.03%
16,631
+5,908
+55% +$446K
TOL icon
325
Toll Brothers
TOL
$13.6B
$1.3M 0.03%
9,412
+1,176
+14% +$154K
11 12
13
14 15

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HAG
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MAS
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DSCM
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Brighton Jones LLC's Q3 2025 Portfolio in Review

As of Q3 2025, Brighton Jones LLC held 1,066 positions worth $4.17B, up 13% from $3.69B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Brighton Jones LLC deployed $254M of net new capital in Q3 2025, opening 139 new positions and adding to 640 existing holdings. Its largest new stake was WeRide Inc: 444,823 shares worth $4.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 25% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $9.21M trimmed.

  • Brighton Jones LLC's largest Q3 2025 buy was WeRide Inc: 444,823 shares worth $4.4M.
  • Brighton Jones LLC added most to Amazon in Q3 2025, an estimated $19.5M increase.
  • Brighton Jones LLC's biggest Q3 2025 reduction was Microsoft, cutting an estimated $9.21M.
  • Brighton Jones LLC fully exited FMC in Q3 2025, selling an estimated $620K.
  • Brighton Jones LLC's ten largest holdings make up 45% of its $4.17B portfolio in Q3 2025.
  • Brighton Jones LLC opened 139 new positions and closed 39 in Q3 2025.
  • Brighton Jones LLC's portfolio value rose 13% quarter-over-quarter to $4.17B.

Based on Brighton Jones LLC's 13F filing for Q3 2025, filed 14 Oct 2025.