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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
WTW icon
476
Willis Towers Watson
WTW
$31.5B
$773K 0.02%
2,239
+88
+4% +$28.5K
RKLB icon
477
Rocket Lab Corp
RKLB
$46.5B
$772K 0.02%
16,115
-461
-3% -$20.9K
ES icon
478
Eversource Energy
ES
$27.3B
$771K 0.02%
10,838
+7,488
+224% +$491K
ADI icon
479
Analog Devices
ADI
$185B
$769K 0.02%
3,131
+742
+31% +$178K
SRE icon
480
Sempra
SRE
$56.6B
$769K 0.02%
8,546
+748
+10% +$60.6K
TRMB icon
481
Trimble
TRMB
$13.9B
$767K 0.02%
9,393
+125
+1% +$10.2K
EXE
482
Expand Energy Corp
EXE
$21.5B
$767K 0.02%
+7,217
New +$724K
P
483
Everpure Inc
P
$27.9B
$765K 0.02%
9,130
+2,895
+46% +$193K
EXEL icon
484
Exelixis
EXEL
$14.1B
$765K 0.02%
18,518
+243
+1% +$9.77K
NNN icon
485
NNN REIT
NNN
$8.97B
$764K 0.02%
17,944
+11,253
+168% +$478K
CTAS icon
486
Cintas
CTAS
$81.5B
$757K 0.02%
3,687
+266
+8% +$56.8K
PLD icon
487
Prologis
PLD
$130B
$756K 0.02%
6,602
+1,029
+18% +$113K
PEG icon
488
Public Service Enterprise Group
PEG
$38B
$753K 0.02%
9,017
+1,204
+15% +$101K
XLE icon
489
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$750K 0.02%
16,798
-944
-5% -$41.3K
HPQ icon
490
HP
HPQ
$26.4B
$750K 0.02%
27,554
+7,669
+39% +$204K
UL icon
491
Unilever
UL
$138B
$748K 0.02%
11,209
+701
+7% +$48.4K
NTAP icon
492
NetApp
NTAP
$37.4B
$744K 0.02%
6,279
+3,533
+129% +$395K
AR icon
493
Antero Resources
AR
$11B
$742K 0.02%
22,114
+13,065
+144% +$435K
MHK icon
494
Mohawk Industries
MHK
$9.25B
$741K 0.02%
5,746
+2,663
+86% +$330K
PNR icon
495
Pentair
PNR
$10.9B
$741K 0.02%
6,687
+3,229
+93% +$345K
J icon
496
Jacobs Solutions
J
$16.8B
$739K 0.02%
4,928
+885
+22% +$127K
GWRE icon
497
Guidewire Software
GWRE
$13.3B
$738K 0.02%
3,209
+1,312
+69% +$298K
VGK icon
498
Vanguard FTSE Europe ETF
VGK
$31.1B
$736K 0.02%
9,221
+510
+6% +$39.9K
RYN icon
499
Rayonier
RYN
$6.6B
$734K 0.02%
28,993
+4,850
+20% +$116K
VSS icon
500
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$733K 0.02%
5,145
+137
+3% +$19K
18 19
20
21 22

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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.