Institution

Brighton Jones LLC

13F for June 30, 2026, filed August 11, 2026 · SEC CIK 1360798

Reported value: $5.4bn
Positions we cover: 1,053
Copy, a year: +22.6%
Copy Sharpe ratio: 0.89

How copying its 13F would have done

CopyS&P 500 $10,000 copying Brighton Jones LLC's filed holdings in companies we cover from May 6, 2016, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −34.6% (S&P 500 −31.8%); beta 1.01; alpha +7.5% a year (t = 1.54); last 12 months +5.6% against +12.1%.

Reported value by quarter

Brighton Jones LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2016-03-31	$543.7B
2016-09-30	$618.7B
2016-12-31	$265B
2020-06-30	$1.2B
2020-09-30	$1.4B
2020-12-31	$1.6B
2021-03-31	$1.7B
2021-06-30	$1.9B
2021-09-30	$1.9B
2021-12-31	$2.1B
2022-03-31	$2.1B
2022-06-30	$1.7B
2022-09-30	$1.7B
2022-12-31	$1.7T
2023-03-31	$1.8B
2023-06-30	$2B
2023-09-30	$2B
2023-12-31	$2.4B
2024-03-31	$2.8B
2024-06-30	$3B
2024-09-30	$2.7B
2024-12-31	$3.5B
2025-03-31	$3.1B
2025-06-30	$3.7B
2025-09-30	$4.2B
2025-12-31	$2.7B
2026-03-31	$4.5B
2026-06-30	$5.4B

Latest covered holdings and moves

Covered holdings as of June 30, 2026.

Company	Share of portfolio	Value	Shares	Change in shares
AMZNAmazon	17.91%	$963.6m	4.04M	−2.2% Reduced
MSFTMicrosoft Corporation	5.86%	$315.1m	844.8K	+0.2%
AAPLApple Inc.	3.12%	$167.7m	579.7K	+1.7% Added
NVDANVIDIA Corporation	2.81%	$151.2m	755.7K	+9.3% Added
GOOGLAlphabet Inc. (Class A)	1.00%	$54.0m	151.0K	+6.2% Added
TSLATesla, Inc.	0.74%	$40.0m	95.2K	−4.1% Reduced
MUMicron Technology	0.55%	$29.7m	25.8K	−11.7% Reduced
METAMeta Platforms	0.55%	$29.3m	52.1K	+8.6% Added
AMDAdvanced Micro Devices	0.52%	$27.8m	47.9K	−3.0% Reduced
INTCIntel	0.50%	$26.8m	192.2K	−10.7% Reduced
AVGOBroadcom	0.46%	$24.9m	66.0K	−8.7% Reduced
TMUST-Mobile US	0.45%	$24.2m	144.2K	+1.3% Added
DELLDell Technologies	0.45%	$24.0m	55.7K	+6.9% Added
COSTCostco	0.45%	$24.0m	25.7K	+4.4% Added
JPMJPMorgan Chase	0.43%	$23.0m	70.4K	+3.3% Added
SBUXStarbucks	0.40%	$21.7m	212.1K	−21.3% Reduced
LLYLilly (Eli)	0.40%	$21.5m	18.0K	+15.0% Added
SNOWSnowflake Inc.	0.38%	$20.6m	80.8K	+27.3% Added
LIILennox International	0.34%	$18.4m	32.2K	−0.7% Reduced
ARMARM Holdings PLC	0.33%	$17.6m	49.7K	New
WMTWalmart	0.31%	$16.6m	146.9K	−3.9% Reduced
HDThe Home Depot	0.28%	$15.1m	42.8K	+12.4% Added
KLACKLA Corporation	0.28%	$15.0m	49.8K	+819.2% Added
JNJJohnson & Johnson	0.27%	$14.7m	57.7K	0.0%
ORCLOracle Corporation	0.27%	$14.2m	97.2K	+7.2% Added
STXSeagate Technology	0.25%	$13.7m	14.2K	+13.9% Added
WDCWestern Digital	0.25%	$13.6m	21.2K	−7.8% Reduced
ABNBAirbnb	0.23%	$12.5m	87.0K	−32.6% Reduced
AMGNAmgen	0.23%	$12.4m	34.3K	+2.4% Added
DLRDigital Realty	0.23%	$12.3m	68.5K	−3.1% Reduced
SNDKSandisk	0.23%	$12.1m	5.3K	−29.3% Reduced
LRCXLam Research	0.22%	$12.0m	27.8K	+0.5% Added
MRKMerck & Co.	0.21%	$11.6m	90.2K	+0.6% Added
CATCaterpillar Inc.	0.21%	$11.5m	10.8K	+4.0% Added
SOFISoFi Technologies, Inc.	0.21%	$11.2m	624.0K	−2.0% Reduced
MARMarriott International	0.20%	$10.7m	28.9K	+11.0% Added
CSCOCisco	0.20%	$10.7m	91.1K	0.0%
PCARPaccar	0.20%	$10.7m	88.8K	−0.2%
UNHUnitedHealth Group	0.19%	$10.3m	24.8K	+10.9% Added
FIXComfort Systems USA	0.19%	$10.1m	5.1K	−6.7% Reduced
GEVGE Vernova	0.19%	$10.1m	8.6K	+3.3% Added
GEGE Aerospace	0.19%	$10.0m	26.7K	+1.5% Added
AMATApplied Materials	0.18%	$9.9m	13.7K	−11.9% Reduced
PEPPepsiCo	0.18%	$9.8m	72.2K	−12.6% Reduced
VVisa Inc.	0.17%	$9.3m	27.0K	+2.8% Added
TSMTaiwan Semiconductor Manufacturing Co LTD	0.17%	$8.9m	18.7K	+3.6% Added
CBChubb Limited	0.17%	$8.9m	26.1K	−1.5% Reduced
CRWDCrowdStrike	0.16%	$8.7m	11.4K	+54.9% Added
ABBVAbbVie	0.16%	$8.4m	33.3K	+2.5% Added
CHWYChewy, Inc.	0.15%	$8.2m	417.5K	+123.7% Added
PGProcter & Gamble	0.15%	$8.0m	54.3K	−1.7% Reduced
BABoeing	0.15%	$7.9m	36.7K	+23.6% Added
BACBank of America	0.15%	$7.9m	138.0K	+8.7% Added
IBMIBM	0.14%	$7.8m	27.7K	+11.6% Added
WFCWells Fargo	0.14%	$7.6m	91.9K	+20.7% Added
LOWLowe's	0.14%	$7.6m	34.4K	−1.5% Reduced
RELYRemitly Global, Inc.	0.14%	$7.5m	332.9K	−4.4% Reduced
CVXChevron Corporation	0.14%	$7.3m	43.9K	+28.1% Added
BMYBristol Myers Squibb	0.13%	$7.0m	122.0K	−12.6% Reduced
PLTRPalantir Technologies Inc.	0.13%	$7.0m	60.0K	−12.9% Reduced
FSBCFive Star Bancorp	0.13%	$6.9m	142.1K	0.0%
COFCapital One	0.13%	$6.9m	34.4K	+25.2% Added
CNCCentene Corporation	0.13%	$6.9m	106.8K	−17.6% Reduced
EIXEdison International	0.13%	$6.8m	90.9K	−3.5% Reduced
NFLXNetflix	0.12%	$6.5m	91.7K	+18.4% Added
GMGeneral Motors	0.12%	$6.5m	84.3K	+2.1% Added
PCGPG&E Corporation	0.12%	$6.4m	378.9K	−6.0% Reduced
GSGoldman Sachs	0.12%	$6.4m	6.3K	+35.4% Added
ANETArista Networks	0.12%	$6.3m	37.2K	−22.5% Reduced
CCitigroup	0.12%	$6.3m	44.7K	+5.5% Added
HAPNHappen, Inc.	0.12%	$6.3m	301.6K	−5.4% Reduced
ABTAbbott Laboratories	0.11%	$6.1m	67.7K	+17.2% Added
PNCPNC Financial Services	0.11%	$6.0m	24.6K	+4.7% Added
PMPhilip Morris International	0.10%	$5.7m	31.3K	+13.5% Added
JBHTJ.B. Hunt	0.10%	$5.6m	19.5K	+1.9% Added
FTITechnipFMC plc	0.10%	$5.6m	84.9K	−3.1% Reduced
QCOMQualcomm	0.10%	$5.6m	30.3K	−3.0% Reduced
TXNTexas Instruments	0.10%	$5.6m	18.8K	+6.3% Added
TERTeradyne	0.10%	$5.5m	11.4K	−8.8% Reduced
FTNTFortinet	0.10%	$5.3m	34.8K	−14.5% Reduced
UBERUber	0.10%	$5.3m	73.2K	−13.1% Reduced
FCXFreeport-McMoRan	0.10%	$5.1m	81.7K	+10.1% Added
TJXTJX Companies	0.10%	$5.1m	33.8K	−2.6% Reduced
RTXRTX Corporation	0.10%	$5.1m	26.9K	+9.4% Added
MAMastercard	0.10%	$5.1m	9.9K	+13.2% Added
FIGFigma, Inc.	0.09%	$5.1m	279.5K	−6.2% Reduced
CMICummins	0.09%	$5.1m	7.1K	+3.2% Added
AIROAiro Group Holdings, Inc.	0.09%	$5.0m	683.3K	+0.2%
LMTLockheed Martin	0.09%	$5.0m	9.8K	−9.7% Reduced
RDDTReddit, Inc.	0.09%	$5.0m	28.8K	−30.9% Reduced
CRMSalesforce	0.09%	$5.0m	31.9K	−16.4% Reduced
FDXFedEx	0.09%	$4.9m	15.8K	−1.6% Reduced
AXPAmerican Express	0.09%	$4.9m	14.4K	+0.5%
VRTVertiv	0.09%	$4.9m	14.5K	−5.5% Reduced
DALDelta Air Lines	0.09%	$4.7m	50.5K	+3.8% Added
APHAmphenol	0.09%	$4.7m	26.8K	+3.0% Added
UNPUnion Pacific Corporation	0.08%	$4.5m	16.4K	+26.5% Added
GLWCorning Inc.	0.08%	$4.4m	17.3K	−11.1% Reduced
TTTrane Technologies	0.08%	$4.3m	8.7K	+6.8% Added
RBLXRoblox Corp	0.08%	$4.2m	77.4K	+267.7% Added
NEMNewmont	0.08%	$4.2m	44.9K	−7.7% Reduced
NKENike, Inc.	0.08%	$4.2m	101.3K	−15.4% Reduced
MOHMolina Healthcare, Inc.	0.08%	$4.1m	18.0K	+37.6% Added
INCYIncyte	0.08%	$4.1m	36.0K	−10.7% Reduced
KOThe Coca-Cola Company	0.08%	$4.1m	50.0K	+9.4% Added
CIENCiena	0.08%	$4.1m	8.3K	−4.3% Reduced
PSXPhillips 66	0.07%	$4.1m	24.0K	+13.8% Added
USBU.S. Bancorp	0.07%	$4.0m	66.4K	−1.0% Reduced
VRTXVertex Pharmaceuticals	0.07%	$4.0m	8.0K	+19.1% Added
SCHWCharles Schwab Corporation	0.07%	$3.9m	41.8K	−5.8% Reduced
ETNEaton Corporation	0.07%	$3.8m	9.0K	+106.0% Added
SNPSSynopsys Inc	0.07%	$3.8m	8.5K	+100.3% Added
RSGRepublic Services	0.07%	$3.8m	17.8K	−6.4% Reduced
PFEPfizer	0.07%	$3.7m	155.5K	+10.6% Added
GDGeneral Dynamics	0.07%	$3.7m	10.5K	−16.8% Reduced
ISRGIntuitive Surgical	0.07%	$3.7m	9.3K	+4.1% Added
DISThe Walt Disney Company	0.07%	$3.6m	37.4K	−12.8% Reduced
AONAon plc	0.07%	$3.6m	10.8K	+70.8% Added
MCDMcDonald's	0.07%	$3.6m	13.1K	+1.8% Added
ONTOOnto Innovation Inc.	0.06%	$3.5m	9.1K	−7.4% Reduced
TMOThermo Fisher Scientific	0.06%	$3.4m	6.9K	+8.6% Added
EXPEExpedia Group	0.06%	$3.4m	13.3K	−6.9% Reduced
SYYSysco	0.06%	$3.4m	40.7K	+20.9% Added
CRSCarpenter Technology Corp	0.06%	$3.4m	5.5K	+110.7% Added
MSMorgan Stanley	0.06%	$3.4m	16.2K	+11.4% Added
EMEEmcor	0.06%	$3.4m	4.1K	+1.8% Added
BLKBlackRock	0.06%	$3.3m	3.5K	+1.0% Added
LINLinde plc	0.06%	$3.3m	6.4K	+3.9% Added
NEENextEra Energy	0.06%	$3.3m	37.6K	+1.4% Added
ESEversource Energy	0.06%	$3.2m	44.8K	+143.6% Added
DEDeere & Company	0.06%	$3.2m	5.1K	+3.3% Added
SPGIS&P Global	0.06%	$3.2m	7.9K	−24.5% Reduced
TRVThe Travelers Companies	0.06%	$3.2m	9.7K	+4.9% Added
MRVLMarvell Technology	0.06%	$3.1m	10.4K	−14.9% Reduced
ILMNIllumina, Inc.	0.06%	$3.1m	17.7K	−10.8% Reduced
NTRANatera, Inc.	0.06%	$3.1m	11.4K	−2.6% Reduced
MRSHMarsh McLennan	0.06%	$3.1m	18.5K	−10.4% Reduced
COPConocoPhillips	0.06%	$3.0m	29.3K	−0.1%
ACNAccenture	0.06%	$3.0m	23.8K	+24.3% Added
UPSUnited Parcel Service	0.05%	$2.9m	27.3K	−12.4% Reduced
MPCMarathon Petroleum	0.05%	$2.9m	11.5K	−0.3%
VIKViking Holdings Ltd	0.05%	$2.9m	27.9K	+15.8% Added
ASMLAsml Holding NV	0.05%	$2.9m	1.4K	+10.5% Added
JCIJohnson Controls	0.05%	$2.8m	19.1K	+11.8% Added
WCNWaste Connections, Inc.	0.05%	$2.8m	16.7K	New
ADPAutomatic Data Processing	0.05%	$2.8m	12.4K	+6.4% Added
PANWPalo Alto Networks	0.05%	$2.8m	8.1K	+5.3% Added
DKNGDraftkings Inc.	0.05%	$2.8m	109.5K	+113.0% Added
BWABorgwarner Inc	0.05%	$2.8m	41.5K	−5.5% Reduced
MOAltria	0.05%	$2.7m	37.9K	+4.9% Added

Company	Bought (value)	Shares
ARMARM Holdings PLC	$17.6m	49.7K
KLACKLA Corporation	$13.4m	44.4K
NVDANVIDIA Corporation	$12.9m	64.3K
CHWYChewy, Inc.	$4.5m	230.8K
SNOWSnowflake Inc.	$4.4m	17.3K
GOOGLAlphabet Inc. (Class A)	$3.2m	8.8K
CRWDCrowdStrike	$3.1m	4.0K
RBLXRoblox Corp	$3.1m	56.4K
LLYLilly (Eli)	$2.8m	2.3K
AAPLApple Inc.	$2.8m	9.7K
WCNWaste Connections, Inc.	$2.8m	16.7K
HONHoneywell Technologies	$2.5m	11.2K
HONAHoneywell Aerospace	$2.3m	10.6K
METAMeta Platforms	$2.3m	4.1K
RBRKRubrik, Inc.	$2.3m	28.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
AMZNAmazon	−$21.8m	−91.4K
COMPCompass, Inc.	−$6.8m	−551.2K
ABNBAirbnb	−$6.0m	−42.1K
SBUXStarbucks	−$5.9m	−57.4K
SNDKSandisk	−$5.0m	−2.2K
MUMicron Technology	−$4.0m	−3.4K
INTCIntel	−$3.2m	−22.9K
AVGOBroadcom	−$2.4m	−6.3K
RDDTReddit, Inc.	−$2.2m	−12.9K
DHRDanaher Corporation	−$2.2m	−11.5K
NOWServiceNow	−$2.1m	−21.2K
ANETArista Networks	−$1.8m	−10.8K
TSLATesla, Inc.	−$1.7m	−4.0K
TWLOTwilio Inc	−$1.5m	−7.5K
CNCCentene Corporation	−$1.5m	−22.8K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
GGenpact LTD	$1.2m	31.4K
PCORProcore Technologies, Inc.	$944,832	16.6K
ROPRoper Technologies	$933,395	2.6K
UNFIUnited Natural Foods Inc	$855,465	19.0K
WEXWEX Inc.	$823,356	5.4K
IOTSamsara Inc.	$524,645	16.6K
CTSHCognizant	$489,595	8.0K
CACICACI International Inc	$485,133	892
INGRIngredion Inc	$446,333	4.0K
GPNGlobal Payments	$427,772	6.4K
GMEDGlobus Medical Inc	$422,858	4.9K
NWENorthwestern Energy Group, Inc.	$412,410	6.3K
EPAMEPAM Systems, Inc.	$387,060	2.9K
UHSUniversal Health Services	$374,625	2.1K
TRUTransunion	$368,176	5.3K
CPNGCoupang, Inc.	$353,151	18.7K
LDOSLeidos	$335,600	2.2K
WAYWaystar Holding Corp.	$334,165	13.9K
SAMBoston Beer Co Inc	$323,021	1.4K
PEGAPegasystems Inc	$320,282	7.5K
CNXCConcentrix Corp	$318,580	11.6K
KVYOKlaviyo, Inc.	$312,547	16.1K
AVYAvery Dennison	$309,022	1.8K
CZRCaesars Entertainment, Inc.	$298,537	11.3K
HAYWHayward Holdings, Inc.	$282,492	21.1K
ATRAptargroup, Inc.	$279,670	2.2K
EQHEquitable Holdings, Inc.	$262,376	7.1K
NXSTNexstar Media Group, Inc.	$261,074	1.4K
OLLIOllie's Bargain Outlet Holdings, Inc.	$235,781	2.6K
MTDMettler Toledo	$230,460	183

Consumer Discretionary33.9%
Technology32.1%
Industrials7.7%
Financials7.3%
Health Care5.9%
Communication Services4.3%
Consumer Staples3.0%
Real Estate1.5%
Energy1.5%
Utilities1.4%
Materials1.3%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestMay 6, 2016 to November 2, 2026	+22.6%	+15.0%	0.89	0.77	−34.6%	1.01
2018 onwardsJanuary 5, 2018 to November 2, 2026	+19.8%	+13.9%	0.75	0.66	−34.6%	1.00
Last three yearsNovember 3, 2023 to November 2, 2026	+20.7%	+21.8%	0.77	1.16	−22.0%	1.29
Last yearNovember 7, 2025 to November 2, 2026	+7.3%	+14.2%	0.25	0.84	−16.8%	1.56

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.