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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
+19.63%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+557.65%
AUM
$5.38B
AUM Growth
+$850M
Cap. Flow
+$223M
Cap. Flow %
4.14%
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$32.2M
2
ARM icon
Arm
ARM
+$13.2M
3
NVDA icon
NVIDIA
NVDA
+$13.2M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$12.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.8M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$22.9M
2
SBUX icon
Starbucks
SBUX
+$5.78M
3
ABNB icon
Airbnb
ABNB
+$5.74M
4
COMP icon
Compass
COMP
+$4.59M
5
SNDK
Sandisk
SNDK
+$3.15M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.9%
2 Technology 21.1%
3 Financials 5.6%
4 Industrials 4.84%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDE icon
1251
Coeur Mining
CDE
$19.1B
$201K ﹤0.01%
12,291
+1,827
+17% +$33.3K
HG icon
1252
Hamilton Insurance Group
HG
$3.47B
$200K ﹤0.01%
+5,905
New +$185K
MNKD icon
1253
MannKind Corp
MNKD
$1.23B
$200K ﹤0.01%
+47,032
New +$153K
DRH icon
1254
Diamondrock Hospitality Co
DRH
$2.46B
$197K ﹤0.01%
16,196
+855
+6% +$9.3K
NOK icon
1255
Nokia
NOK
$52.7B
$197K ﹤0.01%
14,841
+4,518
+44% +$58.1K
TAK icon
1256
Takeda Pharmaceutical
TAK
$55.8B
$196K ﹤0.01%
12,250
+1,273
+12% +$21.1K
PTON icon
1257
Peloton Interactive
PTON
$2.46B
$190K ﹤0.01%
32,107
+12,238
+62% +$66K
FLYW icon
1258
Flywire
FLYW
$2.13B
$189K ﹤0.01%
+10,775
New +$159K
DV icon
1259
DoubleVerify
DV
$2.03B
$182K ﹤0.01%
16,823
-19,340
-53% -$199K
NWG icon
1260
NatWest
NWG
$75.8B
$182K ﹤0.01%
10,330
-670
-6% -$10.8K
ESRT icon
1261
Empire State Realty Trust
ESRT
$802M
$182K ﹤0.01%
+33,643
New +$183K
FLO icon
1262
Flowers Foods
FLO
$1.52B
$182K ﹤0.01%
+23,036
New +$184K
TRIN icon
1263
Trinity Capital Inc.
TRIN
$1.72B
$181K ﹤0.01%
+10,130
New +$167K
BUR icon
1264
Burford Capital
BUR
$953M
$181K ﹤0.01%
+44,118
New +$202K
COUR icon
1265
Coursera
COUR
$1.5B
$173K ﹤0.01%
30,758
+9,396
+44% +$53.4K
JBLU icon
1266
JetBlue
JBLU
$2.19B
$171K ﹤0.01%
+29,887
New +$152K
SMPL icon
1267
Simply Good Foods
SMPL
$961M
$170K ﹤0.01%
+12,806
New +$158K
BCRX icon
1268
BioCryst Pharmaceuticals
BCRX
$2.64B
$169K ﹤0.01%
+16,926
New +$153K
BRBR icon
1269
BellRing Brands
BRBR
$1.34B
$168K ﹤0.01%
+12,995
New +$157K
IRWD icon
1270
Ironwood Pharmaceuticals
IRWD
$711M
$168K ﹤0.01%
39,881
-158
-0.4% -$609
CRSR icon
1271
Corsair Gaming
CRSR
$1.39B
$166K ﹤0.01%
17,116
+7,081
+71% +$54.8K
HL icon
1272
Hecla Mining
HL
$11.9B
$165K ﹤0.01%
10,698
-388
-3% -$6.82K
PTEN icon
1273
Patterson-UTI
PTEN
$4.22B
$164K ﹤0.01%
17,858
+4,688
+36% +$52.3K
MAT icon
1274
Mattel
MAT
$4.29B
$160K ﹤0.01%
11,542
-7,089
-38% -$104K
VNDA icon
1275
Vanda Pharmaceuticals
VNDA
$298M
$160K ﹤0.01%
26,085
+13,590
+109% +$88.8K
49 50
51
52 53

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Brighton Jones LLC's Q2 2026 Portfolio in Review

As of Q2 2026, Brighton Jones LLC held 1,493 positions worth $5.38B, up 19% from $4.53B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Brighton Jones LLC deployed $223M of net new capital in Q2 2026, opening 292 new positions and adding to 684 existing holdings. Its largest new stake was Arm: 49,716 shares worth $17.6M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, down from 24% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Amazon, an estimated $22.9M trimmed.

  • Brighton Jones LLC's largest Q2 2026 buy was Arm: 49,716 shares worth $17.6M.
  • Brighton Jones LLC added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $32.2M increase.
  • Brighton Jones LLC's biggest Q2 2026 reduction was Amazon, cutting an estimated $22.9M.
  • Brighton Jones LLC fully exited Sealed Air in Q2 2026, selling an estimated $1.24M.
  • Brighton Jones LLC's ten largest holdings make up 40% of its $5.38B portfolio in Q2 2026.
  • Brighton Jones LLC opened 292 new positions and closed 70 in Q2 2026.
  • Brighton Jones LLC's portfolio value rose 19% quarter-over-quarter to $5.38B.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.