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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
+13.79%
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
$3.69B
AUM Growth
+$574M
Cap. Flow
+$183M
Cap. Flow %
4.95%
Top 10 Hldgs %
47.74%
Holding
950
New
245
Increased
496
Reduced
155
Closed
20

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.97M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$6.61M
3
ABNB icon
Airbnb
ABNB
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$26M
2
AMZN icon
Amazon
AMZN
+$12.2M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 26.73%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRSH
176
Marsh
MRSH
$91.7B
$2.23M 0.06%
10,194
+89
+0.9% +$20.1K
DE icon
177
Deere & Co
DE
$173B
$2.2M 0.06%
4,319
+100
+2% +$49K
TJX icon
178
TJX Companies
TJX
$178B
$2.19M 0.06%
17,738
+2,853
+19% +$362K
PANW icon
179
Palo Alto Networks
PANW
$260B
$2.19M 0.06%
10,703
+4,026
+60% +$748K
UNP icon
180
Union Pacific
UNP
$175B
$2.18M 0.06%
9,470
+190
+2% +$42.2K
MO icon
181
Altria Group
MO
$125B
$2.13M 0.06%
36,331
+350
+1% +$20.6K
SPGI icon
182
S&P Global
SPGI
$125B
$2.13M 0.06%
4,034
+796
+25% +$397K
INCY icon
183
Incyte
INCY
$26B
$2.12M 0.06%
+31,116
New +$1.97M
NEE icon
184
NextEra Energy
NEE
$186B
$2.09M 0.06%
30,135
+821
+3% +$57K
AMLP icon
185
Alerian MLP ETF
AMLP
$12.9B
$2.08M 0.06%
42,598
+1,746
+4% +$84.7K
DHR icon
186
Danaher
DHR
$140B
$2.05M 0.06%
10,390
+3,335
+47% +$647K
MTG icon
187
MGIC Investment
MTG
$6.47B
$2.05M 0.06%
73,556
+27,152
+59% +$699K
BKNG icon
188
Booking.com
BKNG
$154B
$2.04M 0.06%
8,825
+2,175
+33% +$445K
APH icon
189
Amphenol
APH
$177B
$2.04M 0.06%
20,613
+2,506
+14% +$205K
VRTX icon
190
Vertex Pharmaceuticals
VRTX
$124B
$2.03M 0.06%
4,559
-1,862
-29% -$858K
VGT icon
191
Vanguard Information Technology ETF
VGT
$136B
$2.03M 0.05%
24,464
+5,680
+30% +$413K
TMO icon
192
Thermo Fisher Scientific
TMO
$214B
$2.02M 0.05%
4,975
+285
+6% +$119K
SIXA icon
193
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$522M
$2M 0.05%
41,209
– –
IUSG icon
194
iShares Core S&P US Growth ETF
IUSG
$31B
$1.99M 0.05%
13,244
+235
+2% +$31.9K
LMB icon
195
Limbach Holdings
LMB
$864M
$1.98M 0.05%
14,108
+2
+0% +$227
STX icon
196
Seagate
STX
$169B
$1.97M 0.05%
13,655
+261
+2% +$27K
AMT icon
197
American Tower
AMT
$79.9B
$1.93M 0.05%
8,730
+5,219
+149% +$1.13M
SYK icon
198
Stryker
SYK
$133B
$1.91M 0.05%
4,840
+357
+8% +$134K
GILD icon
199
Gilead Sciences
GILD
$167B
$1.91M 0.05%
17,258
+2,208
+15% +$235K
EXPE icon
200
Expedia Group
EXPE
$35.5B
$1.91M 0.05%
11,323
+8,892
+366% +$1.44M
6 7
8
9 10

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Brighton Jones LLC's Q2 2025 Portfolio in Review

As of Q2 2025, Brighton Jones LLC held 950 positions worth $3.69B, up 18% from $3.12B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Brighton Jones LLC deployed $183M of net new capital in Q2 2025, opening 245 new positions and adding to 496 existing holdings. Its largest new stake was Incyte: 31,116 shares worth $2.12M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 27% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $26M trimmed.

  • Brighton Jones LLC's largest Q2 2025 buy was Incyte: 31,116 shares worth $2.12M.
  • Brighton Jones LLC added most to NVIDIA in Q2 2025, an estimated $6.97M increase.
  • Brighton Jones LLC's biggest Q2 2025 reduction was Microsoft, cutting an estimated $26M.
  • Brighton Jones LLC fully exited FTI Consulting in Q2 2025, selling an estimated $888K.
  • Brighton Jones LLC's ten largest holdings make up 48% of its $3.69B portfolio in Q2 2025.
  • Brighton Jones LLC opened 245 new positions and closed 20 in Q2 2025.
  • Brighton Jones LLC's portfolio value rose 18% quarter-over-quarter to $3.69B.

Based on Brighton Jones LLC's 13F filing for Q2 2025, filed 31 Jul 2025.