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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
TXT icon
401
Textron
TXT
$14.7B
$995K 0.02%
11,780
+2,944
+33% +$240K
TWLO icon
402
Twilio
TWLO
$30B
$993K 0.02%
9,919
+43
+0.4% +$4.84K
TFX icon
403
Teleflex
TFX
$6.05B
$992K 0.02%
+8,111
New +$983K
SNDK
404
Sandisk
SNDK
$180B
$989K 0.02%
8,815
+1,068
+14% +$62.4K
SIXH icon
405
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$571M
$984K 0.02%
25,448
– –
HAS icon
406
Hasbro
HAS
$13.2B
$976K 0.02%
12,872
+3,511
+38% +$272K
PYPL icon
407
PayPal
PYPL
$48.9B
$975K 0.02%
14,540
+1,164
+9% +$82K
CRH icon
408
CRH
CRH
$63.2B
$960K 0.02%
8,009
+3,399
+74% +$359K
IVZ icon
409
Invesco
IVZ
$13.1B
$959K 0.02%
41,802
+7,959
+24% +$165K
APP icon
410
Applovin
APP
$133B
$958K 0.02%
1,334
-194
-13% -$89.5K
VLO icon
411
Valero Energy
VLO
$90.1B
$957K 0.02%
5,622
+276
+5% +$41.2K
AMP icon
412
Ameriprise Financial
AMP
$48.3B
$956K 0.02%
1,945
+135
+7% +$69.2K
DHI icon
413
D.R. Horton
DHI
$40B
$951K 0.02%
5,614
+2,558
+84% +$402K
MGM icon
414
MGM Resorts International
MGM
$11.4B
$939K 0.02%
27,102
+20,472
+309% +$751K
CFG icon
415
Citizens Financial Group
CFG
$30.3B
$939K 0.02%
17,663
+3,771
+27% +$188K
CW icon
416
Curtiss-Wright
CW
$26.7B
$929K 0.02%
1,712
+600
+54% +$296K
ICLR icon
417
Icon
ICLR
$12.6B
$919K 0.02%
5,250
-34
-0.6% -$5.69K
IBIT icon
418
iShares Bitcoin Trust
IBIT
$46.7B
$916K 0.02%
14,099
+2,578
+22% +$168K
NDAQ icon
419
Nasdaq
NDAQ
$52.7B
$914K 0.02%
10,331
+6,137
+146% +$568K
MNST icon
420
Monster Beverage
MNST
$94.3B
$913K 0.02%
13,558
-8,503
-39% -$531K
APD icon
421
Air Products & Chemicals
APD
$65.7B
$912K 0.02%
3,346
+83
+3% +$24K
BIIB icon
422
Biogen
BIIB
$30B
$912K 0.02%
6,514
+1,412
+28% +$191K
ETR icon
423
Entergy
ETR
$50.2B
$910K 0.02%
9,765
+582
+6% +$51.2K
AKAM icon
424
Akamai
AKAM
$16.7B
$906K 0.02%
11,961
+6,408
+115% +$494K
XRAY icon
425
Dentsply Sirona
XRAY
$2.68B
$904K 0.02%
71,260
+9,623
+16% +$140K
15 16
17
18 19

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SCA
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HAG
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RG
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MAS
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DSCM
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HFM
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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.