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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
TTC icon
351
Toro Company
TTC
$8.72B
$893K 0.02%
+12,629
New +$896K
TEAM icon
352
Atlassian
TEAM
$24.9B
$891K 0.02%
4,387
+3,418
+353% +$712K
NRG icon
353
NRG Energy
NRG
$28.3B
$889K 0.02%
5,537
-141
-2% -$18.6K
CCK icon
354
Crown Holdings
CCK
$12.9B
$886K 0.02%
+8,608
New +$820K
SEE
355
DELISTED
Sealed Air
SEE
$886K 0.02%
28,551
+626
+2% +$18.6K
GL icon
356
Globe Life
GL
$14.2B
$883K 0.02%
+7,100
New +$862K
ORI icon
357
Old Republic International
ORI
$10.6B
$880K 0.02%
+22,894
New +$861K
DDOG icon
358
Datadog
DDOG
$95.6B
$879K 0.02%
+6,544
New +$725K
RGLD icon
359
Royal Gold
RGLD
$17.2B
$878K 0.02%
+4,938
New +$874K
EG icon
360
Everest Group
EG
$14.9B
$875K 0.02%
+2,573
New +$888K
HOOD icon
361
Robinhood
HOOD
$77.7B
$869K 0.02%
9,276
+3,425
+59% +$203K
MKTX icon
362
MarketAxess Holdings
MKTX
$5.78B
$866K 0.02%
+3,878
New +$852K
JBHT icon
363
JB Hunt Transport Services
JBHT
$25.3B
$863K 0.02%
+6,012
New +$832K
SCHM icon
364
Schwab US Mid-Cap ETF
SCHM
$14.5B
$861K 0.02%
30,694
+7,853
+34% +$207K
RHI icon
365
Robert Half
RHI
$3.81B
$858K 0.02%
+20,895
New +$952K
ICE icon
366
Intercontinental Exchange
ICE
$88.4B
$853K 0.02%
4,647
+873
+23% +$150K
KDP icon
367
Keurig Dr Pepper
KDP
$43B
$851K 0.02%
+25,755
New +$871K
AXON
368
Axon Enterprise
AXON
$42.3B
$849K 0.02%
1,025
+212
+26% +$144K
DOV icon
369
Dover
DOV
$27.5B
$848K 0.02%
4,630
+1,626
+54% +$283K
CDNS icon
370
Cadence Design Systems
CDNS
$91.7B
$845K 0.02%
2,741
+1,738
+173% +$505K
AGG icon
371
iShares Core US Aggregate Bond ETF
AGG
$138B
$840K 0.02%
8,463
+3,095
+58% +$303K
SUB icon
372
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$833K 0.02%
7,833
-488
-6% -$51.5K
KMB icon
373
Kimberly-Clark
KMB
$36.6B
$832K 0.02%
6,453
+349
+6% +$47.3K
FBTC icon
374
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$828K 0.02%
8,813
+2,419
+38% +$208K
ORLY icon
375
O'Reilly Automotive
ORLY
$72.4B
$828K 0.02%
9,188
+8
+0.1% +$729
13 14
15
16 17

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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.