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Portfolio (Quarterly) Guide ↗

JACKSON SQUARE CAPITAL, LLC

· CIK 0001812178
13F Portfolio $459M AUM Filed Oct 9, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 144 New
Page 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BROOKFIELD ASSET MANAGMT LTD 13,939.0 $794K 0.17% NEW $56.93
82 BRX BRIXMOR PPTY GROUP INC Real Estate 28,333.0 $784K 0.17% NEW $27.68 +8.5%
83 TRS TRIMAS CORP Consumer Cyclical 20,000.0 $773K 0.17% NEW $38.64 -1.6%
84 ALAB ASTERA LABS INC Technology 3,883.0 $760K 0.17% NEW $195.80 +10.1%
85 RTX RTX CORPORATION Industrials 4,537.0 $759K 0.17% NEW $167.33 +2.3%
86 FN FABRINET Technology 2,074.0 $756K 0.17% NEW $364.62 +98.0%
87 ARES ARES MANAGEMENT CORPORATION Financial Services 4,584.0 $733K 0.16% NEW $159.89 -22.6%
88 KO COCA COLA CO Consumer Defensive 10,823.0 $718K 0.16% NEW $66.32 +21.9%
89 BSX BOSTON SCIENTIFIC CORP Healthcare 7,272.0 $710K 0.15% NEW $97.63 -42.7%
90 WMB WILLIAMS COS INC Energy 11,059.0 $701K 0.15% NEW $63.35 +22.7%
91 IVV ISHARES TR 971.0 $650K 0.14% NEW $669.30 +10.9%
92 IRM IRON MTN INC DEL Real Estate 5,999.0 $612K 0.13% NEW $101.94 +22.7%
93 DYNAVAX TECHNOLOGIES CORP 59,385.0 $590K 0.13% NEW $9.93
94 XEL XCEL ENERGY INC Utilities 7,225.0 $583K 0.13% NEW $80.65 -3.4%
95 PD PAGERDUTY INC Technology 35,169.0 $581K 0.13% NEW $16.52 -59.0%
96 ING ING GROEP N.V. Financial Services 22,202.0 $579K 0.13% NEW $26.08 +12.8%
97 EPR EPR PPTYS Real Estate 9,960.0 $578K 0.13% NEW $58.01 -1.1%
98 VLYPN VALLEY NATL BANCORP Financial Services 52,962.0 $561K 0.12% NEW $10.60 +144.8%
99 ISRG INTUITIVE SURGICAL INC Healthcare 1,214.0 $543K 0.12% NEW $447.23 -5.8%
100 SHEL SHELL PLC Energy 7,401.0 $529K 0.12% NEW $71.53 +19.3%
Page 5 of 8  ·  144 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 52.1%
Communication Services 12.9%
Industrials 6.9%
Consumer Cyclical 6.8%
Healthcare 6.3%
Financial Services 6.2%
Utilities 3.4%
Consumer Defensive 2.0%
Basic Materials 1.4%
Real Estate 1.3%