Brighton Jones LLC

13F filer · CIK 0001360798

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$5.38BU.S. long equity reported on 13F

Positions1,146259 new · 60 closed

Net flow last quarter+$113MBuys minus sells

Top 10 positions weight35.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 20261,146 positions
AMZNAmazon Com Inc	$964M	17.91%	0.04%	-2.2%	Q2 2013
MSFTMicrosoft Corp	$315M	5.86%	0.01%	+0.2%	Q2 2013
AAPLApple Inc.	$168M	3.12%	0.00%	+1.7%	Q2 2013
NVDANvidia Corp	$151M	2.81%	0.00%	+9.3%	Q4 2015
GOOGAlphabet Inc.	$75.9M	1.41%	Not reported	+18.2%	Q4 2015
GOOGLAlphabet Inc.	$54M	1.00%	0.00%	+6.2%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$46.2M	0.86%	Not reported	+1.5%	Q2 2013
TSLATesla, Inc.	$40M	0.74%	0.00%	-4.1%	Q3 2013
BRK.BBerkshire Hathaway Inc	$33.8M	0.63%	Not reported	+22.6%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$33.4M	0.62%	Not reported	+6.7%	Q3 2018
DFAXGulf Resources, Inc.	$31M	0.58%	Not reported	+38.1%	Q3 2021
MUMicron Technology Inc	$29.7M	0.55%	0.00%	-11.8%	Q4 2017
METAMeta Platforms, Inc.	$29.3M	0.55%	Not reported	+8.6%	Q2 2013
AMDAdvanced Micro Devices Inc	$27.8M	0.52%	0.00%	-3.0%	Q4 2014
INTCIntel Corp	$26.8M	0.50%	0.00%	-10.7%	Q2 2013
AVGOBroadcom Inc.	$24.9M	0.46%	0.00%	-8.7%	Q2 2016
TMUST-Mobile US, Inc.	$24.2M	0.45%	0.01%	+1.3%	Q4 2015
DELLDell Technologies Inc.	$24M	0.45%	0.01%	+6.9%	Q2 2019
COSTCostco Wholesale Corp	$24M	0.45%	0.01%	+4.4%	Q2 2013
JPMJPMorgan Chase & Co	$23M	0.43%	0.00%	+3.3%	Q2 2013
XOMExxonMobil Holdings Corp	$22.7M	0.42%	0.00%	+3.5%	Q2 2013
SBUXStarbucks Corp	$21.7M	0.40%	0.02%	-21.3%	Q2 2013
LLYELI LILLY & Co	$21.5M	0.40%	0.00%	+15.0%	Q3 2013
SNOWSnowflake Inc.	$20.6M	0.38%	0.02%	+27.3%	Q4 2020
LIILennox International Inc	$18.4M	0.34%	0.09%	-0.7%	Q1 2024
BRK.ABerkshire Hathaway Inc	$18M	0.33%	Not reported	Not reported	Q2 2013
ARMArm Holdings PLC	$17.6M	0.33%	0.00%	New	Q2 2026
WMTWalmart Inc.	$16.6M	0.31%	0.00%	-3.9%	Q2 2013
HDHome Depot, Inc.	$15.1M	0.28%	0.00%	+12.4%	Q2 2013
KLACKla Corp	$15M	0.28%	0.00%	-8.1%	Q1 2021
JNJJohnson & Johnson	$14.7M	0.27%	0.00%	+0.1%	Q2 2013
ORCLOracle Corp	$14.2M	0.26%	0.00%	+7.2%	Q2 2013
STXSeagate Technology Holdings plc	$13.7M	0.25%	0.01%	+13.9%	Q2 2013
WDCWestern Digital Corp	$13.6M	0.25%	0.01%	-7.8%	Q2 2024
ABNBAirbnb, Inc.	$12.5M	0.23%	Not reported	-32.6%	Q1 2021
AMGNAmgen Inc	$12.4M	0.23%	0.01%	+2.4%	Q4 2013
DLRDigital Realty Trust, Inc.	$12.3M	0.23%	0.02%	-3.1%	Q4 2020
SNDKSandisk Corp	$12.1M	0.22%	0.00%	-29.3%	Q2 2025
LRCXLam Research Corp	$12M	0.22%	0.00%	+0.5%	Q4 2019
MRKMerck & Co., Inc.	$11.6M	0.22%	0.00%	+0.6%	Q3 2015
CATCaterpillar Inc	$11.5M	0.21%	0.00%	+4.0%	Q1 2018
SOFISoFi Technologies, Inc.	$11.2M	0.21%	0.05%	-2.0%	Q3 2022
MARMarriott International Inc	$10.7M	0.20%	0.01%	+11.0%	Q4 2021
CSCOCisco Systems, Inc.	$10.7M	0.20%	0.00%	0.0%	Q2 2013
PCARPaccar Inc	$10.7M	0.20%	0.02%	-0.2%	Q2 2013
UNHUnitedhealth Group Inc	$10.3M	0.19%	0.00%	+10.9%	Q4 2014
FIXComfort Systems USA Inc	$10.1M	0.19%	0.01%	-6.7%	Q2 2025
SCZNXG NextGen Infrastructure Income Fund	$10.1M	0.19%	Not reported	+3.3%	Q2 2013
GEVGE Vernova Inc.	$10.1M	0.19%	0.00%	+3.3%	Q2 2024
GEGeneral Electric Co	$9.99M	0.19%	0.00%	+1.5%	Q3 2021

Q1 2026Reported Aug 7, 2026945 positions
AMZNAmazon Com Inc	$861M	19.01%	0.04%	+3.3%	Q2 2013
MSFTMicrosoft Corp	$312M	6.89%	0.01%	+14.3%	Q2 2013
AAPLApple Inc.	$145M	3.19%	0.00%	+0.9%	Q2 2013
NVDANvidia Corp	$121M	2.66%	0.00%	+27.1%	Q4 2015
GOOGAlphabet Inc.	$52.1M	1.15%	Not reported	+4.0%	Q4 2015
GOOGLAlphabet Inc.	$40.9M	0.90%	0.00%	+8.6%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$39.6M	0.87%	Not reported	Not reported	Q2 2013
TSLATesla, Inc.	$36.9M	0.81%	0.00%	Not reported	Q3 2013
TMUST-Mobile US, Inc.	$29.9M	0.66%	0.01%	-1.4%	Q4 2015
METAMeta Platforms, Inc.	$27.4M	0.61%	Not reported	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$27.2M	0.60%	0.00%	+15.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$26.4M	0.58%	Not reported	Not reported	Q2 2013
QQQInvesco QQQ Trust, Series 1	$24.5M	0.54%	Not reported	Not reported	Q3 2018
COSTCostco Wholesale Corp	$24.5M	0.54%	0.01%	Not reported	Q2 2013
SBUXStarbucks Corp	$24.1M	0.53%	0.02%	-0.2%	Q2 2013
AVGOBroadcom Inc.	$22.4M	0.49%	0.00%	Not reported	Q2 2016
DFAXGulf Resources, Inc.	$20.7M	0.46%	Not reported	-9.0%	Q3 2021
JPMJPMorgan Chase & Co	$20M	0.44%	0.00%	Not reported	Q2 2013
WMTWalmart Inc.	$19M	0.42%	0.00%	+5.1%	Q2 2013
BRK.ABerkshire Hathaway Inc	$17.2M	0.38%	Not reported	Not reported	Q2 2013
ABNBAirbnb, Inc.	$16.3M	0.36%	Not reported	+3.8%	Q1 2021
LIILennox International Inc	$15.1M	0.33%	0.09%	Not reported	Q1 2024
LLYELI LILLY & Co	$14.4M	0.32%	0.00%	Not reported	Q3 2013
JNJJohnson & Johnson	$14.1M	0.31%	0.00%	Not reported	Q2 2013
ORCLOracle Corp	$13.3M	0.29%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$12.8M	0.28%	0.01%	Not reported	Q2 2013
DLRDigital Realty Trust, Inc.	$12.7M	0.28%	0.02%	Not reported	Q4 2020
HDHome Depot, Inc.	$12.5M	0.28%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$11.8M	0.26%	0.01%	Not reported	Q4 2013
MRKMerck & Co., Inc.	$10.8M	0.24%	0.00%	Not reported	Q3 2015
PCARPaccar Inc	$10.3M	0.23%	0.02%	Not reported	Q2 2013
SOFISoFi Technologies, Inc.	$10.1M	0.22%	0.05%	+0.8%	Q3 2022
PLTRPalantir Technologies Inc.	$10.1M	0.22%	0.00%	Not reported	Q2 2021
AMDAdvanced Micro Devices Inc	$10M	0.22%	0.00%	Not reported	Q4 2014
MUMicron Technology Inc	$9.86M	0.22%	0.00%	Not reported	Q4 2017
SNOWSnowflake Inc.	$9.57M	0.21%	0.02%	Not reported	Q4 2020
INTCIntel Corp	$9.49M	0.21%	0.00%	-9.4%	Q2 2013
SCZNXG NextGen Infrastructure Income Fund	$9.32M	0.21%	Not reported	+0.8%	Q2 2013
CBChubb Ltd	$8.65M	0.19%	0.01%	Not reported	Q4 2021
DELLDell Technologies Inc.	$8.56M	0.19%	0.01%	Not reported	Q2 2019
MARMarriott International Inc	$8.5M	0.19%	0.01%	Not reported	Q4 2021
BMYBristol Myers Squibb Co	$8.46M	0.19%	0.01%	+26.3%	Q2 2013
LOWLowes Companies Inc	$8.24M	0.18%	0.01%	Not reported	Q4 2014
KLACKla Corp	$7.98M	0.18%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$7.98M	0.18%	0.00%	Not reported	Q2 2013
VVisa Inc.	$7.93M	0.18%	0.00%	Not reported	Q3 2013
FIXComfort Systems USA Inc	$7.55M	0.17%	0.02%	Not reported	Q2 2025
GEGeneral Electric Co	$7.48M	0.17%	0.00%	Not reported	Q3 2021
NFLXNetflix Inc	$7.45M	0.16%	0.00%	Not reported	Q2 2017
CATCaterpillar Inc	$7.39M	0.16%	0.00%	Not reported	Q1 2018

Q4 2025Reported Jan 27, 202628 positions
AMZNAmazon Com Inc	$924M	34.08%	0.04%	+1.4%	Q2 2013
MSFTMicrosoft Corp	$357M	13.16%	0.01%	+3.8%	Q2 2013
AAPLApple Inc.	$154M	5.67%	0.00%	+5.9%	Q2 2013
NVDANvidia Corp	$101M	3.74%	0.00%	+15.0%	Q4 2015
GOOGAlphabet Inc.	$54.9M	2.02%	Not reported	+3.3%	Q4 2015
GOOGLAlphabet Inc.	$41M	1.51%	0.00%	+12.9%	Q4 2015
TMUST-Mobile US, Inc.	$29.3M	1.08%	0.01%	-3.9%	Q4 2015
SBUXStarbucks Corp	$22.7M	0.84%	0.02%	+65.8%	Q2 2013
DFAXGulf Resources, Inc.	$21.9M	0.81%	Not reported	-0.9%	Q3 2021
ABNBAirbnb, Inc.	$16.9M	0.62%	Not reported	+17.7%	Q1 2021
XOMExxonMobil Holdings Corp	$16.7M	0.62%	0.00%	+4.4%	Q2 2013
SOFISoFi Technologies, Inc.	$16.5M	0.61%	0.05%	-9.4%	Q3 2022
WMTWalmart Inc.	$16.2M	0.60%	0.00%	+15.5%	Q2 2013
PFEPfizer Inc	$10.8M	0.40%	0.01%	-22.0%	Q2 2013
FIGFigma, Inc.	$10.1M	0.37%	Not reported	New	Q4 2025
SCZNXG NextGen Infrastructure Income Fund	$9.14M	0.34%	Not reported	+1.0%	Q2 2013
INTCIntel Corp	$8.76M	0.32%	0.00%	+1.0%	Q2 2013
BACBank of America Corp	$7.34M	0.27%	0.00%	+3.3%	Q2 2013
COMPCompass, Inc.	$6.64M	0.24%	0.11%	+0.1%	Q1 2024
BMYBristol Myers Squibb Co	$5.96M	0.22%	0.01%	+220.7%	Q2 2013
HAPNHappen, Inc.	$5.9M	0.22%	0.27%	-24.3%	Q3 2019
CNCCentene Corp	$5.74M	0.21%	0.03%	+183.8%	Q1 2022
PCGPG&E Corp	$5.46M	0.20%	0.02%	+89.5%	Q2 2017
FSBCFive Star Bancorp	$5.08M	0.19%	0.67%	0.0%	Q3 2021
RELYRemitly Global, Inc.	$4.66M	0.17%	0.16%	+1.5%	Q1 2022
WRDWeRide Inc.	$3.86M	0.14%	Not reported	0.0%	Q3 2025
CMCSAComcast Corp	$3.19M	0.12%	0.00%	-18.7%	Q3 2013
LYFTLyft, Inc.	$2.26M	0.08%	0.03%	+13.0%	Q3 2019
Q3 2025Reported Oct 14, 2025782 positions
AMZNAmazon Com Inc	$867M	20.79%	0.04%	+2.2%	Q2 2013
MSFTMicrosoft Corp	$368M	8.83%	0.01%	-2.5%	Q2 2013
AAPLApple Inc.	$136M	3.26%	0.00%	+0.6%	Q2 2013
NVDANvidia Corp	$88.2M	2.12%	0.00%	+7.4%	Q4 2015
TSLATesla, Inc.	$48.5M	1.16%	0.00%	+26.2%	Q3 2013
GOOGAlphabet Inc.	$41.2M	0.99%	Not reported	+43.8%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$38.5M	0.92%	Not reported	-0.1%	Q2 2013
TMUST-Mobile US, Inc.	$35.9M	0.86%	0.01%	-3.1%	Q4 2015
METAMeta Platforms, Inc.	$29.3M	0.70%	Not reported	+2.2%	Q2 2013
GOOGLAlphabet Inc.	$28.2M	0.68%	0.00%	+3.3%	Q4 2015
ORCLOracle Corp	$26.5M	0.64%	0.00%	+19.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$23.4M	0.56%	Not reported	+1.9%	Q2 2013
COSTCostco Wholesale Corp	$21.9M	0.53%	0.01%	-2.6%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$21.9M	0.52%	Not reported	+0.6%	Q3 2018
DFAXGulf Resources, Inc.	$21.2M	0.51%	Not reported	+8.6%	Q3 2021
BRK.ABerkshire Hathaway Inc	$21.1M	0.51%	Not reported	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$20.1M	0.48%	0.00%	+23.8%	Q2 2013
SOFISoFi Technologies, Inc.	$18.4M	0.44%	0.06%	-2.8%	Q3 2022
LIILennox International Inc	$17.2M	0.41%	0.09%	+0.1%	Q1 2024
SNOWSnowflake Inc.	$16.2M	0.39%	0.02%	+27.3%	Q4 2020
XOMExxonMobil Holdings Corp	$15M	0.36%	0.00%	+1.4%	Q2 2013
AVGOBroadcom Inc.	$14.8M	0.36%	0.00%	+4.2%	Q2 2016
PFEPfizer Inc	$14.2M	0.34%	0.01%	+2.8%	Q2 2013
HDHome Depot, Inc.	$14.1M	0.34%	0.00%	+23.0%	Q2 2013
SBUXStarbucks Corp	$13.8M	0.33%	0.01%	+0.5%	Q2 2013
WMTWalmart Inc.	$13M	0.31%	0.00%	+34.6%	Q2 2013
ABNBAirbnb, Inc.	$12.8M	0.31%	Not reported	+5.5%	Q1 2021
DLRDigital Realty Trust, Inc.	$12.4M	0.30%	0.02%	+0.1%	Q4 2020
PEPPepsico Inc	$11.2M	0.27%	0.01%	+16.4%	Q2 2013
RDDTReddit, Inc.	$11.1M	0.27%	Not reported	-33.2%	Q3 2024
LLYELI LILLY & Co	$9.09M	0.22%	0.00%	+9.4%	Q3 2013
UNHUnitedhealth Group Inc	$9.04M	0.22%	0.00%	+25.0%	Q4 2014
SCZNXG NextGen Infrastructure Income Fund	$8.95M	0.21%	Not reported	-1.1%	Q2 2013
JNJJohnson & Johnson	$8.89M	0.21%	0.00%	-17.0%	Q2 2013
PCARPaccar Inc	$8.73M	0.21%	0.02%	+0.9%	Q2 2013
LOWLowes Companies Inc	$8.47M	0.20%	0.01%	+3.1%	Q4 2014
AMGNAmgen Inc	$8.16M	0.20%	0.01%	+0.4%	Q4 2013
PGPROCTER & GAMBLE Co	$7.91M	0.19%	0.00%	+22.0%	Q2 2013
INTCIntel Corp	$7.89M	0.19%	0.00%	+25.9%	Q2 2013
VVisa Inc.	$7.76M	0.19%	0.00%	-0.6%	Q3 2013
ABTAbbott Laboratories	$7.69M	0.18%	0.00%	-2.1%	Q2 2013
UBERUber Technologies, Inc	$7.65M	0.18%	0.00%	+1.8%	Q4 2019
CRMSalesforce, Inc.	$7.51M	0.18%	0.00%	-1.6%	Q3 2015
NKENIKE, Inc.	$7.31M	0.18%	0.01%	+54.6%	Q2 2013
IBMInternational Business Machines Corp	$7.12M	0.17%	0.00%	+0.8%	Q2 2013
AMDAdvanced Micro Devices Inc	$6.97M	0.17%	0.00%	+4.7%	Q4 2014
NFLXNetflix Inc	$6.8M	0.16%	0.00%	+2.8%	Q2 2017
BACBank of America Corp	$6.66M	0.16%	0.00%	+12.8%	Q2 2013
DELLDell Technologies Inc.	$6.61M	0.16%	0.01%	+761.4%	Q2 2019
ABBVAbbVie Inc.	$6.61M	0.16%	0.00%	+1.9%	Q2 2013

Premium opens every quarter this fund has filed