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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
SAIC icon
876
Saic
SAIC
$4.95B
$252K 0.01%
2,541
-1,682
-40% -$188K
OXY icon
877
Occidental Petroleum
OXY
$56.8B
$252K 0.01%
+5,328
New +$241K
GSIE icon
878
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6B
$251K 0.01%
6,104
+23
+0.4% +$929
OGE icon
879
OGE Energy
OGE
$9.78B
$250K 0.01%
5,411
+845
+19% +$37.8K
SHYG icon
880
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$249K 0.01%
+5,759
New +$248K
GSK icon
881
GSK
GSK
$104B
$248K 0.01%
5,749
-238
-4% -$9.3K
HDB icon
882
HDFC Bank
HDB
$123B
$248K 0.01%
7,250
-570
-7% -$21K
ACGL icon
883
Arch Capital
ACGL
$34.3B
$247K 0.01%
2,728
-779
-22% -$69.8K
IGIB icon
884
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$247K 0.01%
4,570
-224
-5% -$12K
EQT icon
885
EQT Corp
EQT
$33.3B
$246K 0.01%
4,522
-2,414
-35% -$128K
SNY icon
886
Sanofi
SNY
$103B
$245K 0.01%
5,182
+103
+2% +$4.97K
BC icon
887
Brunswick
BC
$5.13B
$245K 0.01%
+3,868
New +$240K
ODFL icon
888
Old Dominion Freight Line
ODFL
$44.1B
$243K 0.01%
1,727
+14
+0.8% +$2.14K
HAYW icon
889
Hayward Holdings
HAYW
$3.21B
$243K 0.01%
16,041
+5,430
+51% +$83.2K
CF icon
890
CF Industries
CF
$19.2B
$242K 0.01%
2,700
-2,402
-47% -$214K
IGOV icon
891
iShares International Treasury Bond ETF
IGOV
$1.53B
$242K 0.01%
5,679
– –
WPM icon
892
Wheaton Precious Metals
WPM
$49.5B
$241K 0.01%
2,151
-137
-6% -$13.4K
AYI icon
893
Acuity Brands
AYI
$9.83B
$240K 0.01%
+697
New +$222K
ARCC icon
894
Ares Capital
ARCC
$13.5B
$240K 0.01%
11,765
+393
+3% +$8.73K
HALO icon
895
Halozyme
HALO
$9.79B
$239K 0.01%
+3,253
New +$216K
FDIS icon
896
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$238K 0.01%
+2,318
New +$229K
BHP icon
897
BHP
BHP
$215B
$238K 0.01%
+4,265
New +$227K
DKS icon
898
Dick's Sporting Goods
DKS
$17.5B
$238K 0.01%
+1,069
New +$233K
DIHP icon
899
Dimensional International High Profitability ETF
DIHP
$6.33B
$237K 0.01%
7,806
-5,647
-42% -$168K
HRB icon
900
H&R Block
HRB
$5.58B
$237K 0.01%
+4,685
New +$248K
34 35
36
37 38

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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.