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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
SLB icon
851
SLB Ltd
SLB
$72.7B
$209K 0.01%
6,194
-465
-7% -$16.1K
AIVL icon
852
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
$209K 0.01%
1,851
+3
+0.2% +$324
PNW icon
853
Pinnacle West Capital
PNW
$12.4B
$208K 0.01%
2,329
-2,628
-53% -$240K
QQQM icon
854
Invesco NASDAQ 100 ETF
QQQM
$93B
$208K 0.01%
+914
New +$187K
LVS icon
855
Las Vegas Sands
LVS
$31.4B
$206K 0.01%
+4,736
New +$184K
SPTS icon
856
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$206K 0.01%
7,026
-407
-5% -$11.9K
WPM icon
857
Wheaton Precious Metals
WPM
$49.7B
$205K 0.01%
+2,288
New +$193K
BFAM icon
858
Bright Horizons
BFAM
$4.35B
$205K 0.01%
+1,661
New +$204K
ADM icon
859
Archer Daniels Midland
ADM
$38.7B
$205K 0.01%
+3,879
New +$189K
MGRC icon
860
McGrath RentCorp
MGRC
$2.87B
$204K 0.01%
+1,759
New +$195K
IQLT icon
861
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$203K 0.01%
+4,703
New +$195K
VAC icon
862
Marriott Vacations Worldwide
VAC
$3.53B
$203K 0.01%
+2,809
New +$177K
OGE icon
863
OGE Energy
OGE
$9.87B
$203K 0.01%
4,566
-143
-3% -$6.34K
EPAM icon
864
EPAM Systems
EPAM
$5.58B
$202K 0.01%
+1,142
New +$191K
YUMC icon
865
Yum China
YUMC
$15.7B
$202K 0.01%
4,515
+113
+3% +$5.05K
GBX icon
866
The Greenbrier Companies
GBX
$1.57B
$200K 0.01%
4,347
-5,925
-58% -$265K
AMX icon
867
America Movil
AMX
$74.6B
$199K 0.01%
11,091
+792
+8% +$13.2K
ELME
868
Elme Communities
ELME
$145M
$193K 0.01%
12,127
+45
+0.4% +$715
NWL icon
869
Newell Brands
NWL
$2.21B
$185K 0.01%
+34,207
New +$181K
SOLZ
870
Solana ETF
SOLZ
$85.4M
$181K ﹤0.01%
+10,260
New +$173K
MUFG icon
871
Mitsubishi UFJ Financial
MUFG
$247B
$180K ﹤0.01%
13,140
+883
+7% +$11.4K
HUN icon
872
Huntsman Corp
HUN
$2.1B
$180K ﹤0.01%
+17,264
New +$210K
ICLN icon
873
iShares Global Clean Energy ETF
ICLN
$2.22B
$178K ﹤0.01%
13,545
+459
+4% +$5.63K
HLN icon
874
Haleon
HLN
$45.3B
$167K ﹤0.01%
16,125
-4,252
-21% -$44.8K
ASX icon
875
ASE Group
ASX
$68.3B
$166K ﹤0.01%
16,071
-1,261
-7% -$11.8K
33 34
35
36 37

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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 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.