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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
VRT icon
326
Vertiv
VRT
$85.9B
$990K 0.03%
+7,712
New +$750K
ARE icon
327
Alexandria Real Estate Equities
ARE
$9.37B
$989K 0.03%
+13,616
New +$1.01M
PRF icon
328
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$982K 0.03%
23,233
+605
+3% +$24.2K
LAMR icon
329
Lamar Advertising Co
LAMR
$16.7B
$979K 0.03%
+8,070
New +$936K
XRAY icon
330
Dentsply Sirona
XRAY
$2.84B
$979K 0.03%
+61,637
New +$922K
SIXH icon
331
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$576M
$978K 0.03%
25,448
-15,916
-38% -$608K
NVO
332
Novo Nordisk
NVO
$228B
$974K 0.03%
14,106
+343
+2% +$23.3K
HUM icon
333
Humana
HUM
$43.9B
$971K 0.03%
+3,972
New +$990K
AMP icon
334
Ameriprise Financial
AMP
$47.8B
$966K 0.03%
1,810
+235
+15% +$116K
LNG icon
335
Cheniere Energy
LNG
$54.2B
$966K 0.03%
3,966
+2,107
+113% +$488K
EFX icon
336
Equifax
EFX
$22B
$966K 0.03%
3,723
+58
+2% +$14.8K
MU icon
337
Micron Technology
MU
$835B
$959K 0.03%
7,784
+148
+2% +$13.8K
WDAY icon
338
Workday
WDAY
$41.5B
$957K 0.03%
3,988
+12
+0.3% +$2.92K
FICO icon
339
Fair Isaac
FICO
$31.8B
$957K 0.03%
523
+35
+7% +$65.7K
ZS icon
340
Zscaler
ZS
$24.9B
$956K 0.03%
+3,046
New +$759K
DVN icon
341
Devon Energy
DVN
$51.3B
$950K 0.03%
29,878
+24,225
+429% +$771K
BP icon
342
BP
BP
$112B
$950K 0.03%
31,729
-232
-0.7% -$6.8K
MDB icon
343
MongoDB
MDB
$25.8B
$942K 0.03%
+4,486
New +$829K
TOL icon
344
Toll Brothers
TOL
$14B
$940K 0.03%
+8,236
New +$855K
SAP icon
345
SAP
SAP
$215B
$939K 0.03%
3,087
+482
+19% +$138K
SPLV icon
346
Invesco S&P 500 Low Volatility ETF
SPLV
$7.24B
$936K 0.03%
12,847
-50
-0.4% -$3.62K
GLW icon
347
Corning
GLW
$107B
$924K 0.03%
17,567
+9,879
+128% +$463K
APD icon
348
Air Products & Chemicals
APD
$65.5B
$920K 0.02%
3,263
-34
-1% -$9.3K
IQV icon
349
IQVIA
IQV
$40.7B
$916K 0.02%
5,810
+2,179
+60% +$328K
AXS icon
350
AXIS Capital
AXS
$7.73B
$901K 0.02%
+8,677
New +$864K
12 13
14
15 16

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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.