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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 | |
|---|---|---|---|---|---|---|
1401
Standard BioTools
LAB
$309M
| $18.1K | ﹤0.01% |
21,944
+10,465
| +91% | +$9.89K |
|
1402
Prairie Operating Co
PROP
$87M
| $17.9K | ﹤0.01% |
+24,870
| New | +$26.8K |
|
1403
Coherus Oncology
CHRS
$187M
| $17.9K | ﹤0.01% |
+12,803
| New | +$20.9K |
|
1404
BRC Inc
BRCC
$212M
| $17.4K | ﹤0.01% |
+15,644
| New | +$19.4K |
|
1405
eHealth
EHTH
$39.1M
| $15.6K | ﹤0.01% |
+10,470
| New | +$17.6K |
|
1406
DocGo
DCGO
$57.4M
| $13.1K | ﹤0.01% |
25,302
+14,388
| +132% | +$8.6K |
|
1407
Myomo
MYO
$59.8M
| $12.3K | ﹤0.01% |
+11,789
| New | +$11.5K |
|
1408
Hain Celestial
HAIN
$48.8M
| $12.1K | ﹤0.01% |
+21,678
| New | +$16.1K |
|
1409
Nerdy
NRDY
$95M
| $11.4K | ﹤0.01% |
+12,471
| New | +$10.9K |
|
1410
New Fortress Energy
NFE
$94.1M
| $10.1K | ﹤0.01% |
27,704
+13,809
| +99% | +$8.21K |
|
|
TEAD
1411
Teads Holding Co
TEAD
$65.6M
| $9.22K | ﹤0.01% |
+12,017
| New | +$11.8K |
|
1412
Microvision
MVIS
$86.6M
| $7.47K | ﹤0.01% |
1,523
-1,974
| -56% | -$16.3K |
|
1413
Accuray
ARAY
$34.6M
| $7.12K | ﹤0.01% |
+27,629
| New | +$10.3K |
|
|
ATYR
1414
aTyr Pharma
ATYR
$52.4M
| $6.84K | ﹤0.01% |
+11,458
| New | +$7.48K |
|
|
FSP
1415
Franklin Street Properties
FSP
$45.8M
| $6.31K | ﹤0.01% |
+12,250
| New | +$7.25K |
|
1416
Gossamer Bio
GOSS
$88.9M
| $5.32K | ﹤0.01% |
32,308
+12,240
| +61% | +$3.42K |
|
1417
PLAYSTUDIOS Inc
MYPS
$81.1M
| $5.31K | ﹤0.01% |
+10,645
| New | +$5.12K |
|
|
ARAI
1418
Arrive AI Inc
ARAI
$14M
| $5.3K | ﹤0.01% |
+12,355
| New | +$8.3K |
|
1419
Heron Therapeutics
HRTX
$61.3M
| $4.75K | ﹤0.01% |
+11,133
| New | +$8.93K |
|
|
PMI
1420
Picard Medical
PMI
$7.46M
| $3.71K | ﹤0.01% |
+454
| New | +$9.65K |
|
1421
American Eagle Outfitters
AEO
$2.91B
| – | – |
-10,446
| Closed | -$174K |
|
|
AL
1422
DELISTED
Air Lease Corp
AL
| – | – |
-8,211
| Closed | -$533K |
|
1423
A.O. Smith
AOS
$8.65B
| – | – |
-3,278
| Closed | -$216K |
|
1424
AptarGroup
ATR
$8.57B
| – | – |
-2,219
| Closed | -$280K |
|
1425
Avery Dennison
AVY
$13.6B
| – | – |
-1,790
| Closed | -$309K |
|
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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.