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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
FLR icon
726
Fluor
FLR
$7.01B
$381K 0.01%
9,060
+273
+3% +$12.6K
VST icon
727
Vistra
VST
$50B
$381K 0.01%
1,943
-60
-3% -$11.9K
SPEM icon
728
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$381K 0.01%
8,131
-285
-3% -$12.7K
NEU icon
729
NewMarket
NEU
$7.82B
$380K 0.01%
+459
New +$354K
COLL icon
730
Collegium Pharmaceutical
COLL
$1.15B
$378K 0.01%
10,810
+45
+0.4% +$1.56K
MAIN icon
731
Main Street Capital
MAIN
$5.06B
$378K 0.01%
5,946
+570
+11% +$36.8K
GNRC icon
732
Generac Holdings
GNRC
$11.6B
$378K 0.01%
2,256
+725
+47% +$127K
BKR icon
733
Baker Hughes
BKR
$60B
$377K 0.01%
7,748
+1,811
+31% +$79.9K
MKL icon
734
Markel Group
MKL
$23.3B
$376K 0.01%
197
+4
+2% +$7.84K
SON icon
735
Sonoco
SON
$5.57B
$374K 0.01%
+8,669
New +$400K
GEHC icon
736
GE HealthCare
GEHC
$30.7B
$371K 0.01%
+4,935
New +$368K
TRGP icon
737
Targa Resources
TRGP
$58B
$369K 0.01%
2,205
-105
-5% -$17.5K
CNI icon
738
Canadian National Railway
CNI
$76.9B
$368K 0.01%
3,907
+1,641
+72% +$158K
GIS icon
739
General Mills
GIS
$19.1B
$368K 0.01%
7,307
+1,224
+20% +$61.4K
WEC icon
740
WEC Energy
WEC
$35.7B
$368K 0.01%
3,213
+874
+37% +$94.7K
DFAW icon
741
Dimensional World Equity ETF
DFAW
$1.57B
$367K 0.01%
5,102
+695
+16% +$48.3K
VCIT icon
742
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$364K 0.01%
4,328
+315
+8% +$26.2K
IXN icon
743
iShares Global Tech ETF
IXN
$8.32B
$364K 0.01%
3,526
+304
+9% +$29.4K
RY icon
744
Royal Bank of Canada
RY
$291B
$363K 0.01%
2,465
+20
+0.8% +$2.76K
SJM icon
745
J.M. Smucker
SJM
$12.7B
$363K 0.01%
+3,344
New +$363K
HYG icon
746
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$361K 0.01%
4,449
+958
+27% +$77.2K
BKH icon
747
Black Hills Corp
BKH
$5.42B
$356K 0.01%
+5,776
New +$340K
BRBR icon
748
BellRing Brands
BRBR
$1.44B
$355K 0.01%
+9,778
New +$442K
VOX icon
749
Vanguard Communication Services ETF
VOX
$5.59B
$355K 0.01%
1,893
+2
+0.1% +$357
MELI icon
750
Mercado Libre
MELI
$95.2B
$354K 0.01%
152
-10
-6% -$24K
28 29
30
31 32

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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.