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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
PKG icon
426
Packaging Corp of America
PKG
$21.9B
$903K 0.02%
4,145
+1,573
+61% +$324K
SPLV icon
427
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$902K 0.02%
12,272
-575
-4% -$42K
CL icon
428
Colgate-Palmolive
CL
$73.1B
$900K 0.02%
11,262
+290
+3% +$24.7K
PEGA icon
429
Pegasystems
PEGA
$5.02B
$899K 0.02%
15,640
+1,306
+9% +$72K
ESTC icon
430
Elastic
ESTC
$6.84B
$897K 0.02%
10,614
+3,048
+40% +$257K
CWB icon
431
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$896K 0.02%
9,900
– –
DDOG icon
432
Datadog
DDOG
$95.4B
$890K 0.02%
6,248
-296
-5% -$40.8K
SCHM icon
433
Schwab US Mid-Cap ETF
SCHM
$14.5B
$889K 0.02%
30,009
-685
-2% -$19.9K
CCK icon
434
Crown Holdings
CCK
$12.8B
$886K 0.02%
9,168
+560
+7% +$56.2K
LECO icon
435
Lincoln Electric
LECO
$14.2B
$883K 0.02%
3,745
+686
+22% +$161K
NRG icon
436
NRG Energy
NRG
$28.3B
$883K 0.02%
5,450
-87
-2% -$13.6K
HAL icon
437
Halliburton
HAL
$26.9B
$880K 0.02%
35,775
+1,926
+6% +$42.6K
IWN icon
438
iShares Russell 2000 Value ETF
IWN
$14.3B
$879K 0.02%
4,973
+370
+8% +$62.5K
PAYX icon
439
Paychex
PAYX
$41.6B
$879K 0.02%
6,936
-18
-0.3% -$2.5K
TER icon
440
Teradyne
TER
$57.6B
$874K 0.02%
6,351
+11
+0.2% +$1.2K
IJJ icon
441
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$871K 0.02%
6,715
+1,673
+33% +$214K
ASML icon
442
ASML
ASML
$626B
$869K 0.02%
897
+126
+16% +$99K
DUK icon
443
Duke Energy
DUK
$97.8B
$868K 0.02%
7,014
+975
+16% +$118K
MET icon
444
MetLife
MET
$61.9B
$860K 0.02%
10,437
+4,535
+77% +$357K
DUOL icon
445
Duolingo
DUOL
$6.28B
$859K 0.02%
2,670
+1,164
+77% +$389K
NVS icon
446
Novartis
NVS
$297B
$857K 0.02%
6,679
+677
+11% +$82.6K
CHTR icon
447
Charter Communications
CHTR
$17.3B
$851K 0.02%
+3,093
New +$935K
BABA icon
448
Alibaba
BABA
$293B
$848K 0.02%
4,745
+1,513
+47% +$198K
AME icon
449
Ametek
AME
$55.4B
$845K 0.02%
4,493
+1,972
+78% +$363K
EW icon
450
Edwards Lifesciences
EW
$49.6B
$842K 0.02%
10,833
+5,648
+109% +$441K
16 17
18
19 20

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HAG
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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.