Brighton Jones LLC Portfolio Holdings

Brighton Jones LLC

$3.5 Billion
Q2 2025

Brighton Jones LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.5 Billion distributed in 927 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $847M, Microsoft Corp with a value of $362M, Apple Inc. with a value of $109M, Vanguard Total Stock Market Et with a value of $84.6M, and Nvidia Corp with a value of $69.6M.

Examining the 13F form we can see an increase of $538M in the current position value, from $2.96B to 3.5B.

Below you can find more details about Brighton Jones LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.5 Billion

ETFs: $1 Billion

Consumer Cyclical: $983 Million

Technology: $753 Million

Financial Services: $180 Million

Communication Services: $143 Million

Healthcare: $124 Million

Industrials: $118 Million

Consumer Defensive: $79.5 Million

Other: $96.2 Million

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
KLAC Kla Corp Technology	$133B	$5.29 Million 0.15% of portfolio	5,905	Q2 2025 Reduced 2.72%
LC Lending Club Corp Financial Services	$1.62B	$4.95 Million 0.14% of portfolio	411,183	Q2 2025 Added 0.03%
NKE Nike, Inc. Consumer Cyclical	$94.4B	$4.81 Million 0.14% of portfolio	67,772	Q2 2025 Reduced 5.17%
RSG Republic Services, Inc. Industrials	$73.8B	$4.93 Million 0.14% of portfolio	19,980	Q2 2025 Added 2.55%
BA Boeing CO Industrials	$139B	$4.53 Million 0.13% of portfolio	21,639	Q2 2025 Added 4.94%
HON Honeywell International Inc Industrials	$146B	$4.41 Million 0.13% of portfolio	18,927	Q2 2025 Reduced 0.18%
QCOM Qualcomm Inc Technology	$173B	$4.41 Million 0.13% of portfolio	27,679	Q2 2025 Added 49.61%
MA Mastercard Inc Financial Services	$548B	$4.44 Million 0.13% of portfolio	7,901	Q2 2025 Added 13.6%
GE General Electric CO Industrials	$306B	$4.44 Million 0.13% of portfolio	17,244	Q2 2025 Added 45.24%
COF Capital One Financial Corp Financial Services	$83.2B	$4.28 Million 0.12% of portfolio	20,123	Q2 2025 Added 45.86%
DASH Door Dash, Inc. Communication Services	$94.6B	$4.27 Million 0.12% of portfolio	17,309	Q2 2025 Added 76.1%
ADBE Adobe Inc. Technology	$157B	$4.16 Million 0.12% of portfolio	10,750	Q2 2025 Added 43.24%
CMCSA Comcast Corp Communication Services	$141B	$4.28 Million 0.12% of portfolio	119,924	Q2 2025 Added 7.35%
MRK Merck & Co., Inc. Healthcare	$203B	$4.19 Million 0.12% of portfolio	52,883	Q2 2025 Added 35.12%
FSBC Five Star Bancorp Financial Services	$536M	$4.05 Million 0.12% of portfolio	141,931	Q2 2025 Added 0.18%
INTC Intel Corp Technology	$89.6B	$4.18 Million 0.12% of portfolio	186,750	Q2 2025 Added 40.17%
EVH Evolent Health, Inc. Healthcare	$854M	$3.92 Million 0.11% of portfolio	348,575	Q2 2025 Reduced 0.17%
TT Trane Technologies PLC Industrials	$102B	$3.9 Million 0.11% of portfolio	8,909	Q2 2025 Added 44.89%
AXP American Express CO Financial Services	$227B	$3.73 Million 0.11% of portfolio	11,697	Q2 2025 Reduced 3.41%
CVX Chevron Corp Energy	$302B	$3.81 Million 0.11% of portfolio	26,616	Q2 2025 Reduced 2.28%
CRWD Crowd Strike Holdings, Inc. Technology	$93.6B	$3.95 Million 0.11% of portfolio	7,754	Q2 2025 Reduced 1.4%
COMP Compass, Inc. Technology	$3.49B	$3.93 Million 0.11% of portfolio	626,584	Q2 2025 Reduced 0.48%
DIS Walt Disney CO Communication Services	$207B	$3.51 Million 0.1% of portfolio	28,265	Q2 2025 Reduced 0.7%
NOW Service Now, Inc. Technology	$172B	$3.44 Million 0.1% of portfolio	3,342	Q2 2025 Added 23.14%
GM General Motors CO Consumer Cyclical	$76.9B	$3.52 Million 0.1% of portfolio	71,538	Q2 2025 Added 72.51%
BSX Boston Scientific Corp Healthcare	$147B	$3.42 Million 0.1% of portfolio	31,841	Q2 2025 Added 15.94%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$3.25 Million 0.09% of portfolio	11,128	Q2 2025 Added 3.25%
RBLX Roblox Corp Communication Services	$70.6B	$3.11 Million 0.09% of portfolio	29,609	Q2 2025 Added 509.87%
PNC Pnc Financial Services Group, Inc. Financial Services	$77.3B	$3.03 Million 0.09% of portfolio	16,264	Q2 2025 Added 263.93%
INTU Intuit Inc Technology	$201B	$3.19 Million 0.09% of portfolio	4,052	Q2 2025 Added 4.41%
TXN Texas Instruments Inc Technology	$177B	$3.13 Million 0.09% of portfolio	16,081	Q2 2025 Reduced 15.4%
ISRG Intuitive Surgical Inc Healthcare	$169B	$2.74 Million 0.08% of portfolio	5,047	Q2 2025 Added 33.27%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.27T	$2.67 Million 0.08% of portfolio	11,778	Q2 2025 Added 3.19%
PLTR Palantir Technologies Inc. Technology	$367B	$2.92 Million 0.08% of portfolio	21,427	Q2 2025 Added 1.81%
KO Coca Cola CO Consumer Defensive	$306B	$2.8 Million 0.08% of portfolio	39,544	Q2 2025 Reduced 2.8%
CAT Caterpillar Inc Industrials	$218B	$2.64 Million 0.08% of portfolio	6,805	Q2 2025 Reduced 8.42%
RTX Raytheon Technologies Corp Industrials	$229B	$2.76 Million 0.08% of portfolio	18,896	Q2 2025 Reduced 0.34%
ADP Automatic Data Processing Inc Industrials	$124B	$2.91 Million 0.08% of portfolio	9,446	Q2 2025 Added 7.77%
C Citigroup Inc Financial Services	$185B	$2.65 Million 0.08% of portfolio	31,094	Q2 2025 Added 48.26%
LMT Lockheed Martin Corp Industrials	$113B	$2.7 Million 0.08% of portfolio	5,832	Q2 2025 Added 39.16%
SCHW Schwab Charles Corp Financial Services	$179B	$2.84 Million 0.08% of portfolio	31,181	Q2 2025 Added 25.45%
AON Aon PLC Financial Services	$75.3B	$2.49 Million 0.07% of portfolio	6,993	Q2 2025 Reduced 4.31%
AMAT Applied Materials Inc Technology	$162B	$2.52 Million 0.07% of portfolio	13,749	Q2 2025 Reduced 7.76%
VRSN Verisign Inc Technology	$27.9B	$2.29 Million 0.07% of portfolio	7,919	Q2 2025 Added 704.78%
FTNT Fortinet, Inc. Technology	$61.9B	$2.62 Million 0.07% of portfolio	24,761	Q2 2025 Added 103.76%
MCK Mckesson Corp Healthcare	$94.7B	$2.39 Million 0.07% of portfolio	3,265	Q2 2025 Added 33.1%
WRB Berkley W R Corp Financial Services	$18.6B	$2.39 Million 0.07% of portfolio	32,571	Q2 2025 Added 8.29%
GS Goldman Sachs Group Inc Financial Services	$254B	$2.56 Million 0.07% of portfolio	3,621	Q2 2025 Reduced 12.03%
DHR Danaher Corp Healthcare	$150B	$2.05 Million 0.06% of portfolio	10,390	Q2 2025 Added 47.27%
DE Deere & CO Industrials	$153B	$2.2 Million 0.06% of portfolio	4,319	Q2 2025 Added 2.37%

Summary

Portfolio
No. of Stocks 927
Current Value $3.5 Billion
Prior Value $2.96 Billion
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 246 stocks
Additional Purchases 496 stocks
Sold out of 0 stocks
Reduced holdings in 154 stocks

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Brighton Jones LLC Portfolio Holdings