We are live on ! Find out more
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
CFFN icon
976
Capitol Federal Financial
CFFN
$1.09B
$163K ﹤0.01%
25,701
+10,833
+73% +$67.7K
AGNC icon
977
AGNC Investment
AGNC
$12.4B
$159K ﹤0.01%
16,252
+452
+3% +$4.38K
SFL icon
978
SFL Corp
SFL
$1.64B
$154K ﹤0.01%
20,471
+754
+4% +$6.49K
MIND icon
979
MIND Technology
MIND
$45.3M
$149K ﹤0.01%
18,448
– –
SMRT icon
980
SmartRent
SMRT
$195M
$146K ﹤0.01%
103,405
+26,914
+35% +$34.5K
MFG icon
981
Mizuho Financial
MFG
$127B
$144K ﹤0.01%
21,555
+3,926
+22% +$24.5K
LYG icon
982
Lloyds Banking Group
LYG
$89.5B
$141K ﹤0.01%
31,077
+12,299
+65% +$53.8K
RXRX icon
983
Recursion Pharmaceuticals
RXRX
$1.59B
$135K ﹤0.01%
27,727
-1,582
-5% -$8.31K
OMER icon
984
Omeros
OMER
$857M
$129K ﹤0.01%
31,539
+762
+2% +$3.02K
IMNM icon
985
Immunome
IMNM
$2.58B
$123K ﹤0.01%
10,513
+22
+0.2% +$219
DERM icon
986
Journey Medical
DERM
$175M
$120K ﹤0.01%
16,842
+22
+0.1% +$160
ESBA icon
987
Empire State Realty Series ES
ESBA
$1.39B
$114K ﹤0.01%
15,311
– –
MQ icon
988
Marqeta
MQ
$1.83B
$113K ﹤0.01%
5,342
+49
+0.9% +$1.16K
KURA icon
989
Kura Oncology
KURA
$800M
$108K ﹤0.01%
+12,196
New +$86.9K
ALDX icon
990
Aldeyra Therapeutics
ALDX
$92.9M
$104K ﹤0.01%
19,945
+2,046
+11% +$10.7K
TLRY icon
991
Tilray
TLRY
$618M
$103K ﹤0.01%
5,951
+1,314
+28% +$12.6K
ELDN icon
992
Eledon Pharmaceuticals
ELDN
$261M
$102K ﹤0.01%
+39,355
New +$115K
OPEN icon
993
Opendoor
OPEN
$3.64B
$97.5K ﹤0.01%
12,643
-137,181
-92% -$556K
OPK icon
994
Opko Health
OPK
$985M
$92.1K ﹤0.01%
59,426
+20,510
+53% +$28.2K
MEI icon
995
Methode Electronics
MEI
$496M
$90.1K ﹤0.01%
+11,933
New +$88.8K
OIS icon
996
Oil States International
OIS
$489M
$89K ﹤0.01%
14,684
+3,756
+34% +$20.6K
PLTK icon
997
Playtika
PLTK
$1.52B
$80.1K ﹤0.01%
20,602
+8,035
+64% +$32.8K
ACCO icon
998
Acco Brands
ACCO
$390M
$74.4K ﹤0.01%
+18,646
New +$72.6K
ARDX icon
999
Ardelyx
ARDX
$1.22B
$70K ﹤0.01%
12,701
+2,550
+25% +$13.9K
HURA
1000
TuHURA Biosciences
HURA
$138M
$68.8K ﹤0.01%
+27,735
New +$73K
38 39
40
41 42

Similar funds

CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

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.