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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
Cap. Flow
+$2.11B
Cap. Flow %
46.5%
Top 10 Hldgs %
41.6%
Holding
1,200
New
1,145
Increased
37
Reduced
16
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$44.1M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.4M
3
TSLA icon
Tesla
TSLA
+$40.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.4M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$7.85M
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.67M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.82M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.1M
5
IWB icon
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
PH icon
301
Parker-Hannifin
PH
$134B
$1.74M 0.04%
+1,947
New +$1.84M
SF
302
Stifel
SF
$12.7B
$1.73M 0.04%
+23,356
New +$1.85M
BDX icon
303
Becton Dickinson
BDX
$49.4B
$1.72M 0.04%
+10,949
New +$2.01M
IT icon
304
Gartner
IT
$11.8B
$1.72M 0.04%
+10,852
New +$2M
ASML icon
305
ASML
ASML
$691B
$1.71M 0.04%
+1,297
New +$1.78M
BX icon
306
Blackstone
BX
$110B
$1.71M 0.04%
+14,903
New +$1.94M
CW icon
307
Curtiss-Wright
CW
$26.1B
$1.7M 0.04%
+2,500
New +$1.66M
DXCM icon
308
DexCom
DXCM
$33.8B
$1.7M 0.04%
+27,052
New +$1.88M
HAS icon
309
Hasbro
HAS
$13.7B
$1.7M 0.04%
+18,150
New +$1.69M
NUE icon
310
Nucor
NUE
$61.9B
$1.69M 0.04%
+9,993
New +$1.74M
PFF icon
311
iShares Preferred and Income Securities ETF
PFF
$13.2B
$1.69M 0.04%
+55,680
New +$1.74M
SNPS icon
312
Synopsys
SNPS
$78.7B
$1.69M 0.04%
+4,251
New +$1.92M
LULU icon
313
lululemon athletica
LULU
$14.3B
$1.68M 0.04%
+10,944
New +$1.96M
ON icon
314
ON Semiconductor
ON
$31.6B
$1.67M 0.04%
+26,929
New +$1.69M
VOTE icon
315
TCW Transform 500 ETF
VOTE
$1.13B
$1.66M 0.04%
+21,780
New +$1.74M
JHG
316
DELISTED
Janus Henderson
JHG
$1.66M 0.04%
+32,272
New +$1.6M
BNY
317
Bank of New York Mellon
BNY
$109B
$1.65M 0.04%
+13,884
New +$1.65M
VTR icon
318
Ventas
VTR
$44.6B
$1.65M 0.04%
+20,123
New +$1.65M
SMH icon
319
VanEck Semiconductor ETF
SMH
$70.6B
$1.65M 0.04%
+4,291
New +$1.7M
KKR icon
320
KKR & Co
KKR
$99.6B
$1.64M 0.04%
+17,719
New +$1.87M
CHRW icon
321
C.H. Robinson
CHRW
$17B
$1.64M 0.04%
+9,854
New +$1.76M
EFX icon
322
Equifax
EFX
$21.4B
$1.63M 0.04%
+9,026
New +$1.79M
PNFP icon
323
Pinnacle Financial Partners Inc
PNFP
$16B
$1.62M 0.04%
+18,824
New +$1.75M
CPRT icon
324
Copart
CPRT
$27.2B
$1.62M 0.04%
+48,740
New +$1.83M
AKAM icon
325
Akamai
AKAM
$16.8B
$1.62M 0.04%
+14,066
New +$1.41M
11 12
13
14 15

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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.