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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
NFG icon
451
National Fuel Gas
NFG
$7.82B
$842K 0.02%
+9,116
New +$795K
PWR icon
452
Quanta Services
PWR
$100B
$830K 0.02%
2,002
+49
+3% +$19K
IJS icon
453
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$827K 0.02%
7,474
+18
+0.2% +$1.91K
ONTO icon
454
Onto Innovation
ONTO
$12.9B
$820K 0.02%
6,349
+87
+1% +$9.31K
USFD icon
455
US Foods
USFD
$22.2B
$819K 0.02%
10,690
+118
+1% +$9.38K
ASH icon
456
Ashland
ASH
$3.33B
$816K 0.02%
17,041
+2,090
+14% +$110K
CMG icon
457
Chipotle Mexican Grill
CMG
$47.2B
$809K 0.02%
20,641
-564
-3% -$25.4K
OSK icon
458
Oshkosh
OSK
$8.79B
$806K 0.02%
6,212
+114
+2% +$15.1K
SLV icon
459
iShares Silver Trust
SLV
$28B
$804K 0.02%
18,964
+54
+0.3% +$1.94K
RHI icon
460
Robert Half
RHI
$3.87B
$801K 0.02%
23,580
+2,685
+13% +$101K
SAP icon
461
SAP
SAP
$212B
$801K 0.02%
2,998
-89
-3% -$25K
KMB icon
462
Kimberly-Clark
KMB
$36.3B
$800K 0.02%
6,431
-22
-0.3% -$2.84K
UAL icon
463
United Airlines
UAL
$39.4B
$797K 0.02%
8,256
+1,949
+31% +$187K
IVLU icon
464
iShares MSCI Intl Value Factor ETF
IVLU
$4.42B
$794K 0.02%
22,385
-1,937
-8% -$66.5K
ACVA icon
465
ACV Auctions
ACVA
$1.31B
$794K 0.02%
80,103
+39,400
+97% +$505K
EMBJ
466
Embraer S.A. ADS
EMBJ
$12.2B
$791K 0.02%
13,078
+99
+0.8% +$5.59K
D icon
467
Dominion Energy
D
$60.8B
$790K 0.02%
12,916
+1,092
+9% +$64.9K
VMC icon
468
Vulcan Materials
VMC
$34.8B
$785K 0.02%
2,552
+309
+14% +$87.7K
DG icon
469
Dollar General
DG
$28B
$784K 0.02%
+7,588
New +$832K
CSX icon
470
CSX Corp
CSX
$93.4B
$783K 0.02%
22,049
+1,629
+8% +$55.6K
AGG icon
471
iShares Core US Aggregate Bond ETF
AGG
$137B
$781K 0.02%
7,787
-676
-8% -$67.1K
AOA icon
472
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$780K 0.02%
8,854
+52
+0.6% +$4.43K
VXF icon
473
Vanguard Extended Market ETF
VXF
$30.3B
$780K 0.02%
3,727
+66
+2% +$13.4K
PCTY icon
474
Paylocity
PCTY
$7.38B
$776K 0.02%
4,873
+1,474
+43% +$261K
NVO
475
Novo Nordisk
NVO
$208B
$776K 0.02%
13,976
-130
-0.9% -$7.61K
17 18
19
20 21

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SCA
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HAG
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RG
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EC
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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.