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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
TSN icon
476
Tyson Foods
TSN
$20.4B
$591K 0.02%
+10,573
New +$608K
SRE icon
477
Sempra
SRE
$57.9B
$591K 0.02%
7,798
+383
+5% +$28.4K
DOCU
478
DocuSign
DOCU
$10.5B
$591K 0.02%
7,584
+5
+0.1% +$404
IGF icon
479
iShares Global Infrastructure ETF
IGF
$10.9B
$588K 0.02%
9,941
+359
+4% +$20.5K
FR icon
480
First Industrial Realty Trust
FR
$8.73B
$588K 0.02%
+12,222
New +$596K
GDDY icon
481
GoDaddy
GDDY
$11B
$586K 0.02%
+3,254
New +$584K
PLD icon
482
Prologis
PLD
$135B
$586K 0.02%
5,573
-2,600
-32% -$273K
VMC icon
483
Vulcan Materials
VMC
$34.8B
$585K 0.02%
2,243
+281
+14% +$72.3K
LULU icon
484
lululemon athletica
LULU
$13.5B
$584K 0.02%
2,460
+855
+53% +$236K
NVR icon
485
NVR
NVR
$16.5B
$584K 0.02%
79
+3
+4% +$21.5K
DGRO icon
486
iShares Core Dividend Growth ETF
DGRO
$42.7B
$584K 0.02%
9,130
-88
-1% -$5.37K
BSV icon
487
Vanguard Short-Term Bond ETF
BSV
$44.7B
$583K 0.02%
7,402
-55
-0.7% -$4.3K
SNPS icon
488
Synopsys
SNPS
$74.4B
$580K 0.02%
1,131
+169
+18% +$78.7K
FAST icon
489
Fastenal
FAST
$54.7B
$578K 0.02%
13,751
+529
+4% +$21.5K
TER icon
490
Teradyne
TER
$57.6B
$570K 0.02%
+6,340
New +$507K
WEN icon
491
Wendy's
WEN
$1.4B
$569K 0.02%
+49,848
New +$608K
ADI icon
492
Analog Devices
ADI
$179B
$569K 0.02%
2,389
+391
+20% +$81.4K
TRI icon
493
Thomson Reuters
TRI
$42.8B
$568K 0.02%
2,780
+16
+0.6% +$3.05K
BR icon
494
Broadridge
BR
$17.8B
$565K 0.02%
2,326
+35
+2% +$8.32K
IGSB icon
495
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$560K 0.02%
10,613
+684
+7% +$35.7K
FNF icon
496
Fidelity National Financial
FNF
$13.9B
$558K 0.02%
9,949
+6,540
+192% +$382K
SCHG icon
497
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$554K 0.02%
18,956
+6,406
+51% +$169K
DFAT icon
498
Dimensional US Targeted Value ETF
DFAT
$14.6B
$553K 0.02%
10,255
-3,158
-24% -$161K
FIS icon
499
Fidelity National Information Services
FIS
$23.1B
$553K 0.02%
6,790
+3,909
+136% +$304K
CHDN icon
500
Churchill Downs
CHDN
$5.88B
$551K 0.01%
+5,458
New +$534K
18 19
20
21 22

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HAG
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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.