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Portfolio (Quarterly) Guide ↗

JACKSON SQUARE CAPITAL, LLC

· CIK 0001812178
13F Portfolio $505M AUM 152 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 46 Added 48 Reduced 21 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ENTERGY CORP NEW 11,919.0 $1.1M 0.22% -186.0 -1.5% $92.43
22 BX BLACKSTONE INC Financial Services 6,360.0 $980K 0.19% -79.0 -1.2% $154.14 -24.1%
23 WAL WESTERN ALLIANCE BANCORP Financial Services 11,067.0 $930K 0.18% -2K -17.9% $84.07 -11.5%
24 AEP AMERICAN ELEC PWR CO INC Utilities 7,515.0 $867K 0.17% -101.0 -1.3% $115.31 +10.7%
25 KO COCA COLA CO Consumer Defensive 10,568.0 $739K 0.15% -255.0 -2.4% $69.91 +15.6%
26 ARES ARES MANAGEMENT CORPORATION Financial Services 4,360.0 $705K 0.14% -224.0 -4.9% $161.63 -23.5%
27 WMB WILLIAMS COS INC Energy 10,446.0 $628K 0.12% -613.0 -5.5% $60.11 +29.3%
28 CVGW CALAVO GROWERS INC Consumer Defensive 28,762.0 $626K 0.12% -3K -10.2% $21.75 +21.7%
29 BROOKFIELD ASSET MANAGMT LTD 11,264.0 $591K 0.12% -3K -19.2% $52.46
30 ALAB ASTERA LABS INC Technology 3,461.0 $576K 0.11% -422.0 -10.9% $166.36 +29.6%
31 BRX BRIXMOR PPTY GROUP INC Real Estate 21,159.0 $555K 0.11% -7K -25.3% $26.22 +14.5%
32 HON HONEYWELL INTL INC Industrials 2,737.0 $534K 0.11% -4K -61.7% $195.09 +9.3%
33 XEL XCEL ENERGY INC Utilities 7,091.0 $524K 0.10% -134.0 -1.9% $73.86 +5.5%
34 DDOG DATADOG INC Technology 3,693.0 $502K 0.10% -4K -54.3% $135.99 +52.9%
35 NVS NOVARTIS AG Healthcare 3,469.0 $478K 0.10% -3K -48.4% $137.87 +7.4%
36 ING ING GROEP N.V. Financial Services 15,952.0 $447K 0.09% -6K -28.1% $28.00 +5.1%
37 EPR EPR PPTYS Real Estate 8,650.0 $432K 0.09% -1K -13.2% $49.90 +14.9%
38 INDA ISHARES TR 7,905.0 $427K 0.09% -93.0 -1.2% $54.05 -11.5%
39 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 4,699.0 $411K 0.08% -16K -77.7% $87.42 -26.1%
40 XLV SELECT SECTOR SPDR TR 2,555.0 $396K 0.08% -30.0 -1.2% $154.80 -5.9%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.7%
Communication Services 10.5%
Healthcare 7.7%
Consumer Cyclical 6.6%
Industrials 6.3%
Financial Services 5.6%
Utilities 3.0%
Basic Materials 1.9%
Consumer Defensive 1.5%
Energy 0.7%