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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
FLEX icon
651
Flex
FLEX
$41B
$363K 0.01%
7,271
+345
+5% +$13.4K
SPG icon
652
Simon Property Group
SPG
$74.7B
$361K 0.01%
2,246
+431
+24% +$68.1K
WAB icon
653
Wabtec
WAB
$49.4B
$360K 0.01%
1,722
+541
+46% +$104K
EFAV icon
654
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.4B
$360K 0.01%
4,279
+388
+10% +$31.8K
SPEM icon
655
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$360K 0.01%
8,416
+811
+11% +$32.7K
P
656
Everpure Inc
P
$25B
$359K 0.01%
+6,235
New +$310K
F icon
657
Ford
F
$59.3B
$357K 0.01%
32,945
+8,234
+33% +$83.8K
PNR icon
658
Pentair
PNR
$10.6B
$355K 0.01%
+3,458
New +$323K
ED icon
659
Consolidated Edison
ED
$40.4B
$352K 0.01%
3,511
+566
+19% +$59.9K
SNDK
660
Sandisk
SNDK
$190B
$351K 0.01%
+7,747
New +$296K
IDXX icon
661
Idexx Laboratories
IDXX
$44.1B
$351K 0.01%
+654
New +$313K
NBIX icon
662
Neurocrine Biosciences
NBIX
$18.7B
$351K 0.01%
+2,790
New +$320K
VMBS icon
663
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$349K 0.01%
7,523
+33
+0.4% +$1.51K
INVH icon
664
Invitation Homes
INVH
$17.6B
$348K 0.01%
+10,609
New +$356K
SBAC icon
665
SBA Communications
SBAC
$19.3B
$347K 0.01%
+1,478
New +$338K
ABM icon
666
ABM Industries
ABM
$2.79B
$347K 0.01%
7,344
+371
+5% +$17.9K
PCG icon
667
PG&E
PCG
$39.2B
$346K 0.01%
24,849
+12,160
+96% +$198K
DLB icon
668
Dolby
DLB
$4.9B
$345K 0.01%
+4,639
New +$347K
GDX icon
669
VanEck Gold Miners ETF
GDX
$23.5B
$344K 0.01%
6,600
+2,102
+47% +$104K
STT icon
670
State Street
STT
$50.2B
$343K 0.01%
3,222
+146
+5% +$13.5K
STE icon
671
Steris
STE
$22.5B
$340K 0.01%
+1,414
New +$329K
HDV
672
iShares Core High Dividend ETF
HDV
$14.5B
$338K 0.01%
14,445
-800
-5% -$18.4K
ALNY icon
673
Alnylam Pharmaceuticals
ALNY
$27.4B
$336K 0.01%
1,032
-177
-15% -$49K
SCHZ icon
674
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$336K 0.01%
14,478
+309
+2% +$7.09K
MKSI icon
675
MKS Inc
MKSI
$19.8B
$336K 0.01%
+3,380
New +$275K
25 26
27
28 29

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DSCM
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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.