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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
SFL icon
876
SFL Corp
SFL
$1.61B
$164K ﹤0.01%
19,717
-78
-0.4% -$647
FTRE icon
877
Fortrea Holdings
FTRE
$1.93B
$156K ﹤0.01%
+31,616
New +$170K
MIND icon
878
MIND Technology
MIND
$43.4M
$156K ﹤0.01%
18,448
+1,130
+7% +$7.21K
RXRX icon
879
Recursion Pharmaceuticals
RXRX
$1.58B
$148K ﹤0.01%
29,309
+8,156
+39% +$40.1K
HAYW icon
880
Hayward Holdings
HAYW
$3.23B
$146K ﹤0.01%
+10,611
New +$143K
AGNC icon
881
AGNC Investment
AGNC
$12.7B
$145K ﹤0.01%
15,800
+1,064
+7% +$9.52K
LZ icon
882
LegalZoom.com
LZ
$1.45B
$133K ﹤0.01%
14,977
-9,814
-40% -$82.2K
RIOT icon
883
Riot Platforms
RIOT
$6.9B
$128K ﹤0.01%
11,342
-524
-4% -$4.46K
MQ icon
884
Marqeta
MQ
$1.93B
$123K ﹤0.01%
5,293
-13
-0.2% -$247
DERM icon
885
Journey Medical
DERM
$169M
$121K ﹤0.01%
16,820
-6,200
-27% -$42.8K
ESBA icon
886
Empire State Realty Series ES
ESBA
$1.57B
$121K ﹤0.01%
15,311
– –
NUVB icon
887
Nuvation Bio
NUVB
$2.29B
$120K ﹤0.01%
+61,661
New +$128K
SAN icon
888
Banco Santander
SAN
$191B
$112K ﹤0.01%
13,495
+2,325
+21% +$17.3K
MFG icon
889
Mizuho Financial
MFG
$120B
$98K ﹤0.01%
17,629
+6,665
+61% +$34.6K
IMNM icon
890
Immunome
IMNM
$2.62B
$97.6K ﹤0.01%
+10,491
New +$86K
VLY icon
891
Valley National Bancorp
VLY
$7.9B
$94.6K ﹤0.01%
+10,594
New +$92K
OMER icon
892
Omeros
OMER
$845M
$92.3K ﹤0.01%
30,777
+63
+0.2% +$314
CFFN icon
893
Capitol Federal Financial
CFFN
$1.09B
$90.7K ﹤0.01%
+14,868
New +$84.2K
VSTS icon
894
Vestis
VSTS
$1.97B
$88.8K ﹤0.01%
+15,506
New +$109K
NRDY icon
895
Nerdy
NRDY
$108M
$80.3K ﹤0.01%
49,281
-1,997
-4% -$3.19K
LYG icon
896
Lloyds Banking Group
LYG
$85.2B
$79.8K ﹤0.01%
18,778
+2,613
+16% +$10.4K
BLND icon
897
Blend Labs
BLND
$438M
$78.5K ﹤0.01%
+23,803
New +$80.6K
RC
898
Ready Capital
RC
$260M
$78.3K ﹤0.01%
17,923
+1,903
+12% +$8.45K
OPEN icon
899
Opendoor
OPEN
$3.54B
$77.3K ﹤0.01%
149,824
+15
+0% +$11
SMRT icon
900
SmartRent
SMRT
$192M
$75.7K ﹤0.01%
76,491
+3,749
+5% +$3.35K
34 35
36
37 38

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HAG
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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.