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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
PFG icon
776
Principal Financial Group
PFG
$24.3B
$327K 0.01%
3,944
+326
+9% +$26.1K
SCHZ icon
777
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$325K 0.01%
13,866
-612
-4% -$14.2K
ATRO icon
778
Astronics
ATRO
$3.43B
$323K 0.01%
8,502
+259
+3% +$7.88K
EXLS icon
779
EXL Service
EXLS
$5.14B
$323K 0.01%
+7,336
New +$318K
FTV icon
780
Fortive
FTV
$17.9B
$322K 0.01%
6,575
+746
+13% +$36.8K
CBOE icon
781
Cboe Global Markets
CBOE
$32.5B
$318K 0.01%
1,295
+60
+5% +$14.4K
HSBC icon
782
HSBC
HSBC
$365B
$317K 0.01%
+4,462
New +$290K
CENTA icon
783
Central Garden & Pet Co Class A
CENTA
$2.37B
$315K 0.01%
10,673
+2,778
+35% +$92.5K
TCBI icon
784
Texas Capital Bancshares
TCBI
$4.3B
$314K 0.01%
+3,712
New +$317K
GFS icon
785
GlobalFoundries
GFS
$27.4B
$314K 0.01%
+8,748
New +$312K
ROP icon
786
Roper Technologies
ROP
$38.8B
$313K 0.01%
628
+95
+18% +$50.7K
VRSK icon
787
Verisk Analytics
VRSK
$25.4B
$313K 0.01%
+1,245
New +$342K
PECO icon
788
Phillips Edison & Co
PECO
$5.46B
$313K 0.01%
9,103
+1,145
+14% +$39.7K
DJP icon
789
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
$312K 0.01%
8,817
– –
WIP icon
790
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$473M
$312K 0.01%
7,952
+165
+2% +$6.41K
PSN icon
791
Parsons
PSN
$4.72B
$312K 0.01%
3,760
+107
+3% +$8.28K
SF
792
Stifel
SF
$12.6B
$311K 0.01%
+4,107
New +$307K
SSB icon
793
SouthState Bank Corp
SSB
$10.2B
$310K 0.01%
+3,135
New +$308K
SLB icon
794
SLB Ltd
SLB
$73.6B
$310K 0.01%
9,016
+2,822
+46% +$98.2K
NXPI icon
795
NXP Semiconductors
NXPI
$57.8B
$309K 0.01%
1,358
+46
+4% +$10.3K
CRBG icon
796
Corebridge Financial
CRBG
$14.1B
$309K 0.01%
9,632
+435
+5% +$14.9K
IUSV icon
797
iShares Core S&P US Value ETF
IUSV
$27.2B
$309K 0.01%
3,088
-419
-12% -$40.8K
OMF icon
798
OneMain Financial
OMF
$7.2B
$307K 0.01%
+5,446
New +$321K
DON icon
799
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$306K 0.01%
5,845
+110
+2% +$5.7K
BFAM icon
800
Bright Horizons
BFAM
$3.92B
$304K 0.01%
2,801
+1,140
+69% +$132K
30 31
32
33 34

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SCA
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HAG
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RG
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EC
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MAS
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DSCM
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HFM
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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.