We are live on ! Find out more
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
SHY icon
701
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$317K 0.01%
+3,820
New +$315K
SPT icon
702
Sprout Social
SPT
$509M
$316K 0.01%
15,127
+2,177
+17% +$46.1K
GIS icon
703
General Mills
GIS
$19.4B
$315K 0.01%
6,083
+946
+18% +$52.2K
TTD icon
704
Trade Desk
TTD
$8.59B
$315K 0.01%
4,371
-36
-0.8% -$2.3K
IYY icon
705
iShares Dow Jones US ETF
IYY
$2.93B
$315K 0.01%
2,085
– –
EVRG icon
706
Evergy
EVRG
$19.2B
$314K 0.01%
4,562
+310
+7% +$20.8K
UHS icon
707
Universal Health Services
UHS
$9.88B
$311K 0.01%
+1,719
New +$310K
KNX icon
708
Knight Transportation
KNX
$11.3B
$311K 0.01%
+7,024
New +$299K
WIP icon
709
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$471M
$311K 0.01%
7,787
+135
+2% +$5.19K
AVIV icon
710
Avantis International Large Cap Value ETF
AVIV
$2.01B
$309K 0.01%
4,967
– –
AJG icon
711
Arthur J. Gallagher & Co
AJG
$65.9B
$308K 0.01%
961
+64
+7% +$21.1K
FFIV icon
712
F5
FFIV
$22.1B
$307K 0.01%
+1,043
New +$288K
XLRE icon
713
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.6B
$307K 0.01%
7,402
-458
-6% -$18.8K
CNP icon
714
CenterPoint Energy
CNP
$27.8B
$305K 0.01%
8,309
+164
+2% +$6.08K
FTV icon
715
Fortive
FTV
$17.7B
$304K 0.01%
5,829
-2,625
-31% -$137K
SNAP icon
716
Snap
SNAP
$7.89B
$302K 0.01%
34,779
+481
+1% +$3.99K
ROP icon
717
Roper Technologies
ROP
$38.5B
$302K 0.01%
533
+116
+28% +$65.5K
PEN icon
718
Penumbra
PEN
$12.6B
$302K 0.01%
+1,177
New +$320K
HDB icon
719
HDFC Bank
HDB
$124B
$300K 0.01%
+7,820
New +$283K
REGN icon
720
Regeneron Pharmaceuticals
REGN
$77.4B
$300K 0.01%
571
-432
-43% -$241K
DJP icon
721
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
$300K 0.01%
8,817
– –
VGSH icon
722
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$299K 0.01%
5,090
+399
+9% +$23.4K
ENB icon
723
Enbridge
ENB
$121B
$299K 0.01%
6,592
+298
+5% +$13.5K
IBND icon
724
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$460M
$298K 0.01%
+9,151
New +$285K
IXN icon
725
iShares Global Tech ETF
IXN
$8.34B
$298K 0.01%
3,222
-1,172
-27% -$95K
27 28
29
30 31

Similar funds

CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

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.