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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
CI icon
376
Cigna
CI
$73.7B
$1.09M 0.03%
3,781
-573
-13% -$170K
TEAM icon
377
Atlassian
TEAM
$25.6B
$1.08M 0.03%
6,785
+2,398
+55% +$434K
CPRT icon
378
Copart
CPRT
$27B
$1.08M 0.03%
24,049
+7,405
+44% +$349K
BNY
379
Bank of New York Mellon
BNY
$106B
$1.08M 0.03%
9,891
+2,315
+31% +$236K
MLI icon
380
Mueller Industries
MLI
$14.7B
$1.08M 0.03%
+21,288
New +$977K
IEF icon
381
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$1.07M 0.03%
+11,106
New +$1.06M
CTA icon
382
Simplify Managed Futures Strategy ETF
CTA
$1.56B
$1.07M 0.03%
38,089
+271
+0.7% +$7.48K
DUHP icon
383
Dimensional US High Profitability ETF
DUHP
$12.2B
$1.06M 0.03%
28,194
-7,371
-21% -$270K
ESGD icon
384
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$1.06M 0.03%
11,420
-47
-0.4% -$4.25K
PNFP icon
385
Pinnacle Financial Partners Inc
PNFP
$15.9B
$1.06M 0.03%
+11,321
New +$1.13M
OKE icon
386
Oneok
OKE
$57.2B
$1.05M 0.03%
14,454
-725
-5% -$55.5K
PRF icon
387
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
$1.05M 0.03%
23,291
+58
+0.2% +$2.53K
SEE
388
DELISTED
Sealed Air
SEE
$1.05M 0.03%
29,759
+1,208
+4% +$38.5K
EA icon
389
Electronic Arts
EA
$53B
$1.05M 0.03%
5,206
+470
+10% +$77.8K
TSN icon
390
Tyson Foods
TSN
$20.4B
$1.05M 0.03%
19,324
+8,751
+83% +$483K
CDNS icon
391
Cadence Design Systems
CDNS
$93.6B
$1.05M 0.03%
2,979
+238
+9% +$81.9K
SIRI icon
392
SiriusXM
SIRI
$9.98B
$1.05M 0.03%
44,948
-2,478
-5% -$57.3K
EFX icon
393
Equifax
EFX
$20.3B
$1.04M 0.02%
4,048
+325
+9% +$81.7K
OVV icon
394
Ovintiv
OVV
$17.3B
$1.04M 0.02%
25,692
+18,040
+236% +$736K
DD icon
395
DuPont de Nemours
DD
$18.5B
$1.04M 0.02%
10,609
+1,975
+23% +$186K
PGR icon
396
Progressive
PGR
$123B
$1.03M 0.02%
4,178
-38
-0.9% -$9.37K
SNV
397
DELISTED
Synovus
SNV
$1.03M 0.02%
20,913
+11,877
+131% +$609K
AWI icon
398
Armstrong World Industries
AWI
$7.38B
$1.02M 0.02%
5,191
+2,412
+87% +$449K
DINO icon
399
HF Sinclair
DINO
$16.3B
$1M 0.02%
19,169
+427
+2% +$20.2K
ETSY icon
400
Etsy
ETSY
$7.75B
$1M 0.02%
15,084
-258
-2% -$15.4K
14 15
16
17 18

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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.