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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
(+19%)
Cap. Flow
+$223M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$32.2M |
| 2 |
Arm
ARM
|
+$13.2M |
| 3 |
NVIDIA
NVDA
|
+$13.2M |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$12.3M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$11.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$22.9M |
| 2 |
Starbucks
SBUX
|
+$5.78M |
| 3 |
Airbnb
ABNB
|
+$5.74M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1301
Marqeta
MQ
$1.62B
| $116K | ﹤0.01% |
7,124
-49
| -0.7% | -$796 |
|
1302
ZipRecruiter
ZIP
$405M
| $114K | ﹤0.01% |
30,388
+8,430
| +38% | +$26.2K |
|
1303
Rocket Pharmaceuticals
RCKT
$384M
| $113K | ﹤0.01% |
32,987
+8,221
| +33% | +$27.3K |
|
|
HURA
1304
TuHURA Biosciences
HURA
$146M
| $110K | ﹤0.01% |
47,010
-1,575
| -3% | -$3.67K |
|
|
NTSK
1305
Netskope Inc
NTSK
$6.22B
| $110K | ﹤0.01% |
+10,012
| New | +$102K |
|
1306
Novavax
NVAX
$1.31B
| $108K | ﹤0.01% |
+11,427
| New | +$102K |
|
1307
Myriad Genetics
MYGN
$308M
| $107K | ﹤0.01% |
+18,760
| New | +$85.2K |
|
|
RC
1308
Ready Capital
RC
$296M
| $104K | ﹤0.01% |
59,306
+23,092
| +64% | +$40.6K |
|
1309
Satellogic
SATL
$884M
| $101K | ﹤0.01% |
17,734
+4,644
| +35% | +$34K |
|
|
AOMR
1310
Angel Oak Mortgage REIT
AOMR
$208M
| $100K | ﹤0.01% |
11,041
+656
| +6% | +$5.65K |
|
1311
Recursion Pharmaceuticals
RXRX
$1.8B
| $98.1K | ﹤0.01% |
26,733
+602
| +2% | +$2K |
|
1312
LegalZoom.com
LZ
$932M
| $95.6K | ﹤0.01% |
15,600
+5,044
| +48% | +$30.9K |
|
|
KLC
1313
KinderCare Learning Companies
KLC
$566M
| $93.7K | ﹤0.01% |
+22,053
| New | +$81.4K |
|
|
KREF
1314
KKR Real Estate Finance Trust
KREF
$487M
| $93K | ﹤0.01% |
+13,590
| New | +$89.9K |
|
1315
Weave Communications
WEAV
$402M
| $92.9K | ﹤0.01% |
+15,513
| New | +$84.5K |
|
1316
SunCoke Energy
SXC
$786M
| $92.7K | ﹤0.01% |
+11,517
| New | +$89K |
|
1317
QuantumScape Corp
QS
$3.9B
| $92.2K | ﹤0.01% |
12,193
+825
| +7% | +$6.19K |
|
1318
Teladoc Health
TDOC
$1.24B
| $90.1K | ﹤0.01% |
+10,627
| New | +$70.7K |
|
1319
Journey Medical
DERM
$174M
| $89.9K | ﹤0.01% |
12,702
+266
| +2% | +$1.52K |
|
1320
Fate Therapeutics
FATE
$319M
| $89.8K | ﹤0.01% |
33,271
+18,834
| +130% | +$34.9K |
|
1321
Lumen
LUMN
$6.58B
| $89.6K | ﹤0.01% |
11,673
+869
| +8% | +$7.62K |
|
1322
Janus International
JBI
$690M
| $89.4K | ﹤0.01% |
+16,107
| New | +$84.5K |
|
1323
Camping World
CWH
$655M
| $87.9K | ﹤0.01% |
+11,520
| New | +$83.5K |
|
1324
MIND Technology
MIND
$43.9M
| $87.1K | ﹤0.01% |
18,448
| – | – |
|
1325
Rapid7
RPD
$902M
| $86.3K | ﹤0.01% |
+10,653
| New | +$70.6K |
|
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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.