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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
-3.57%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+557.65%
AUM
$4.53B
AUM Growth
+$1.82B
Cap. Flow
+$2.11B
Cap. Flow %
46.5%
Top 10 Hldgs %
41.6%
Holding
1,200
New
1,145
Increased
37
Reduced
16
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$44.1M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.4M
3
TSLA icon
Tesla
TSLA
+$40.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.4M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$7.85M
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.67M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.82M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.86M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 23.66%
2 Technology 19.54%
3 Financials 5.61%
4 Industrials 4.66%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TM icon
626
Toyota
TM
$223B
$596K 0.01%
+2,890
New +$653K
PNW icon
627
Pinnacle West Capital
PNW
$12.2B
$595K 0.01%
+5,906
New +$570K
GDX icon
628
VanEck Gold Miners ETF
GDX
$27.6B
$594K 0.01%
+6,475
New +$638K
NRG icon
629
NRG Energy
NRG
$25.4B
$594K 0.01%
+4,065
New +$640K
ARW icon
630
Arrow Electronics
ARW
$10.7B
$593K 0.01%
+4,138
New +$567K
ESGV icon
631
Vanguard ESG US Stock ETF
ESGV
$13.6B
$592K 0.01%
+5,275
New +$626K
KMB icon
632
Kimberly-Clark
KMB
$36.4B
$592K 0.01%
+6,139
New +$628K
MKSI icon
633
MKS Inc
MKSI
$21B
$591K 0.01%
+2,573
New +$582K
HPQ icon
634
HP
HPQ
$26.4B
$590K 0.01%
+30,723
New +$597K
TOST icon
635
Toast
TOST
$19.3B
$589K 0.01%
+22,206
New +$663K
DSGR icon
636
Distribution Solutions Group
DSGR
$1.61B
$587K 0.01%
+22,389
New +$626K
VMI icon
637
Valmont Industries
VMI
$9.54B
$585K 0.01%
+1,464
New +$639K
ICLR icon
638
Icon
ICLR
$12.9B
$581K 0.01%
+5,250
New +$717K
NSC icon
639
Norfolk Southern
NSC
$75.3B
$581K 0.01%
+2,023
New +$601K
VTIP icon
640
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$579K 0.01%
+11,590
New +$576K
JBL icon
641
Jabil
JBL
$38.6B
$578K 0.01%
+2,177
New +$548K
ET icon
642
Energy Transfer Partners
ET
$71.8B
$574K 0.01%
+29,767
New +$545K
ETSY icon
643
Etsy
ETSY
$7.35B
$570K 0.01%
+11,414
New +$624K
IGSB icon
644
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$568K 0.01%
+10,813
New +$572K
ACWX icon
645
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$568K 0.01%
+8,295
New +$585K
GBX icon
646
The Greenbrier Companies
GBX
$1.42B
$567K 0.01%
+10,772
New +$569K
OC icon
647
Owens Corning
OC
$12.3B
$567K 0.01%
+5,237
New +$624K
PSA icon
648
Public Storage
PSA
$60.7B
$566K 0.01%
+2,090
New +$599K
TRMB icon
649
Trimble
TRMB
$13.4B
$562K 0.01%
+8,614
New +$599K
ABM icon
650
ABM Industries
ABM
$2.83B
$561K 0.01%
+14,558
New +$630K
24 25
26
27 28

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Brighton Jones LLC's Q1 2026 Portfolio in Review

As of Q1 2026, Brighton Jones LLC held 1,200 positions worth $4.53B, up 67% from $2.71B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Brighton Jones LLC deployed $2.11B of net new capital in Q1 2026, opening 1,145 new positions and adding to 37 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 60,915 shares worth $39.6M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 24% of assets, down from 36% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Pfizer, an estimated $7.85M trimmed.

  • Brighton Jones LLC's largest Q1 2026 buy was State Street SPDR S&P 500 ETF Trust: 60,915 shares worth $39.6M.
  • Brighton Jones LLC added most to Microsoft in Q1 2026, an estimated $44.1M increase.
  • Brighton Jones LLC's biggest Q1 2026 reduction was Pfizer, cutting an estimated $7.85M.
  • Brighton Jones LLC's ten largest holdings make up 42% of its $4.53B portfolio in Q1 2026.
  • Brighton Jones LLC opened 1,145 new positions and closed 0 in Q1 2026.
  • Brighton Jones LLC's portfolio value rose 67% quarter-over-quarter to $4.53B.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.