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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
BXSL icon
1026
Blackstone Secured Lending
BXSL
$5.37B
– –
-12,369
Closed -$380K
CHE icon
1027
Chemed
CHE
$7.07B
– –
-461
Closed -$224K
CPT icon
1028
Camden Property Trust
CPT
$11B
– –
-2,009
Closed -$226K
DGRW icon
1029
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
– –
-7,257
Closed -$608K
DISV icon
1030
Dimensional International Small Cap Value ETF
DISV
$4.95B
– –
-7,625
Closed -$251K
DOW icon
1031
Dow Inc
DOW
$21.9B
– –
-10,401
Closed -$275K
EEFT icon
1032
Euronet Worldwide
EEFT
$2.72B
– –
-2,894
Closed -$293K
EMBD icon
1033
Global X Emerging Markets Bond ETF
EMBD
$249M
– –
-11,893
Closed -$277K
EPAM icon
1034
EPAM Systems
EPAM
$5.51B
– –
-1,142
Closed -$202K
ESRT icon
1035
Empire State Realty Trust
ESRT
$872M
– –
-36,691
Closed -$297K
FMC icon
1036
FMC
FMC
$1.34B
– –
-14,842
Closed -$620K
GLUE icon
1037
Monte Rosa Therapeutics
GLUE
$1.4B
– –
-10,559
Closed -$47.6K
GOGO icon
1038
Gogo Inc
GOGO
$565M
– –
-17,133
Closed -$252K
IQLT icon
1039
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
– –
-4,703
Closed -$203K
IYR icon
1040
iShares US Real Estate ETF
IYR
$4.66B
– –
-4,737
Closed -$449K
JAAA icon
1041
Janus Henderson AAA CLO ETF
JAAA
$29B
– –
-9,465
Closed -$480K
LCID icon
1042
Lucid Motors
LCID
$2.88B
– –
-2,739
Closed -$57.8K
META icon
1043
PUT
Meta Platforms (Facebook)
META
$1.42T
– –
0
– -$221K
PEN icon
1044
Penumbra
PEN
$12.7B
– –
-1,177
Closed -$302K
PNQI icon
1045
Invesco NASDAQ Internet ETF
PNQI
$528M
– –
-7,084
Closed -$370K
PTCT icon
1046
PTC Therapeutics
PTCT
$5.68B
– –
-4,628
Closed -$226K
QDEL icon
1047
QuidelOrtho
QDEL
$1.14B
– –
-13,337
Closed -$384K
RACE icon
1048
Ferrari
RACE
$69.2B
– –
-436
Closed -$214K
RIOT icon
1049
Riot Platforms
RIOT
$7.63B
– –
-11,342
Closed -$128K
S icon
1050
SentinelOne
S
$6.53B
– –
-15,389
Closed -$281K
39 40 41
42
43

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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.