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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
WING icon
851
Wingstop
WING
$3.53B
$270K 0.01%
1,071
-252
-19% -$78.3K
MLM icon
852
Martin Marietta Materials
MLM
$31.5B
$269K 0.01%
+428
New +$255K
STNG icon
853
Scorpio Tankers
STNG
$3.9B
$269K 0.01%
+4,794
New +$236K
VRNS icon
854
Varonis Systems
VRNS
$4.59B
$268K 0.01%
+4,668
New +$259K
INVH icon
855
Invitation Homes
INVH
$17.7B
$268K 0.01%
9,123
-1,486
-14% -$45.8K
TREX icon
856
Trex
TREX
$4.51B
$266K 0.01%
+5,147
New +$313K
LEN icon
857
Lennar Class A
LEN
$19.8B
$265K 0.01%
2,103
+54
+3% +$6.7K
IR icon
858
Ingersoll Rand
IR
$32.6B
$265K 0.01%
3,205
-239
-7% -$19.6K
KNX icon
859
Knight Transportation
KNX
$11.3B
$264K 0.01%
6,687
-337
-5% -$14.6K
CBSH icon
860
Commerce Bancshares
CBSH
$8.53B
$263K 0.01%
+4,626
New +$272K
ESGE icon
861
iShares ESG Aware MSCI EM ETF
ESGE
$6.58B
$263K 0.01%
6,056
-165
-3% -$6.73K
ABCB icon
862
Ameris Bancorp
ABCB
$5.85B
$262K 0.01%
3,576
+214
+6% +$15.1K
TXG icon
863
10x Genomics
TXG
$6B
$261K 0.01%
22,349
-338
-1% -$4.41K
TDC icon
864
Teradata
TDC
$2.92B
$261K 0.01%
12,134
+178
+1% +$3.83K
MGRC icon
865
McGrath RentCorp
MGRC
$2.81B
$257K 0.01%
2,194
+435
+25% +$52.5K
ADM icon
866
Archer Daniels Midland
ADM
$38.2B
$256K 0.01%
4,282
+403
+10% +$23.6K
DLTR icon
867
Dollar Tree
DLTR
$24.4B
$256K 0.01%
2,710
-2,458
-48% -$263K
SNAP icon
868
Snap
SNAP
$7.89B
$256K 0.01%
33,148
-1,631
-5% -$13.5K
RF icon
869
Regions Financial
RF
$26.4B
$255K 0.01%
+9,687
New +$252K
CELH icon
870
Celsius Holdings
CELH
$7.47B
$255K 0.01%
+4,437
New +$232K
UBS icon
871
UBS Group
UBS
$173B
$255K 0.01%
+6,219
New +$242K
HR icon
872
Healthcare Realty
HR
$7.28B
$255K 0.01%
+14,135
New +$239K
SPYG icon
873
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$254K 0.01%
2,435
-658
-21% -$65.5K
NWE icon
874
NorthWestern Energy
NWE
$4.23B
$253K 0.01%
+4,322
New +$239K
MCY icon
875
Mercury Insurance
MCY
$5.93B
$253K 0.01%
+2,985
New +$220K
33 34
35
36 37

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DSCM
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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.