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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
HPK icon
1326
HighPeak Energy
HPK
$1.04B
$85.1K ﹤0.01%
+12,169
New +$84K
UTZ icon
1327
Utz Brands
UTZ
$1.25B
$84.6K ﹤0.01%
+10,993
New +$82K
TBLA icon
1328
Taboola.com
TBLA
$1.11B
$82.9K ﹤0.01%
+16,588
New +$72.5K
GDRX icon
1329
GoodRx Holdings
GDRX
$1.3B
$82.2K ﹤0.01%
28,550
+17,839
+167% +$45.3K
ASPN icon
1330
Aspen Aerogels
ASPN
$510M
$81.1K ﹤0.01%
+12,792
New +$62.7K
MDXG icon
1331
MiMedx Group
MDXG
$630M
$80.3K ﹤0.01%
+20,870
New +$76.2K
CERS icon
1332
Cerus
CERS
$517M
$79.9K ﹤0.01%
27,364
+3,092
+13% +$7.5K
AMPL icon
1333
Amplitude
AMPL
$1.59B
$78.8K ﹤0.01%
+10,297
New +$71K
KOS icon
1334
Kosmos Energy
KOS
$1.52B
$73.6K ﹤0.01%
+34,883
New +$97.1K
SVC
1335
Service Properties Trust
SVC
$1.05B
$73.6K ﹤0.01%
8,704
+6,364
+272% +$50K
ARDX icon
1336
Ardelyx
ARDX
$1.02B
$72.9K ﹤0.01%
14,301
-734
-5% -$4.48K
AMBP icon
1337
Ardagh Metal Packaging
AMBP
$3.02B
$72.9K ﹤0.01%
15,376
+1,627
+12% +$6.68K
LUNG icon
1338
Pulmonx
LUNG
$97.1M
$69.2K ﹤0.01%
53,231
+8,498
+19% +$11.7K
BYND icon
1339
Beyond Meat
BYND
$215M
$69.1K ﹤0.01%
92,083
+17,245
+23% +$13.4K
ALLO icon
1340
Allogene Therapeutics
ALLO
$732M
$68.6K ﹤0.01%
33,002
-1,450
-4% -$3.18K
SABR icon
1341
Sabre
SABR
$803M
$68.6K ﹤0.01%
32,815
+12,801
+64% +$22.4K
CXM icon
1342
Sprinklr
CXM
$1.61B
$68.5K ﹤0.01%
+13,280
New +$70.6K
DNUT icon
1343
Krispy Kreme
DNUT
$536M
$67.1K ﹤0.01%
19,004
+8,417
+80% +$30K
RZLT icon
1344
Rezolute
RZLT
$445M
$66.1K ﹤0.01%
+12,720
New +$47.2K
CCC
1345
CCC Intelligent Solutions
CCC
$4.05B
$66.1K ﹤0.01%
12,816
-44,197
-78% -$219K
UIS icon
1346
Unisys
UIS
$205M
$65.2K ﹤0.01%
+17,805
New +$55.9K
OPTU
1347
Optimum Communications Inc
OPTU
$225M
$65.2K ﹤0.01%
+44,942
New +$55.9K
OPK icon
1348
Opko Health
OPK
$1.04B
$64.7K ﹤0.01%
43,153
+5,203
+14% +$6.63K
GTM
1349
ZoomInfo Technologies
GTM
$1.19B
$64.4K ﹤0.01%
21,979
-1,986
-8% -$8.93K
HNST icon
1350
The Honest Company
HNST
$559M
$64.4K ﹤0.01%
17,585
+3,146
+22% +$10.6K
52 53
54
55 56

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WL
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DRZID
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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.