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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XOM EXXON MOBIL CORP Energy 4,581.0 $517K 0.11% NEW $112.75 +40.1%
102 VTI VANGUARD INDEX FDS 1,546.0 $507K 0.11% NEW $328.23 +10.4%
103 MGK VANGUARD WORLD FD 1,252.0 $504K 0.11% NEW $402.42 -78.1%
104 CRC CALIFORNIA RES CORP Energy 9,443.0 $502K 0.11% NEW $53.18 +15.0%
105 STEP STEPSTONE GROUP INC Financial Services 7,486.0 $489K 0.11% NEW $65.31 -18.0%
106 MCK MCKESSON CORP Healthcare 615.0 $475K 0.10% NEW $772.54 -1.5%
107 CRVS CORVUS PHARMACEUTICALS INC Healthcare 63,773.0 $470K 0.10% NEW $7.37 +67.0%
108 TSLA TESLA INC Consumer Cyclical 1,052.0 $468K 0.10% NEW $444.72 -5.1%
109 GWRE GUIDEWIRE SOFTWARE INC Technology 2,027.0 $466K 0.10% NEW $229.86 -43.4%
110 GLD SPDR GOLD TR Financial Services 1,202.0 $427K 0.09% NEW $355.47 +17.4%
111 EWG ISHARES INC 10,147.0 $422K 0.09% NEW $41.61 +1.8%
112 INDA ISHARES TR 7,998.0 $416K 0.09% NEW $52.06 -8.1%
113 MRVL MARVELL TECHNOLOGY INC Technology 4,884.0 $411K 0.09% NEW $84.07 +110.4%
114 WMT WALMART INC Consumer Defensive 3,961.0 $408K 0.09% NEW $103.06 +27.5%
115 ITW ILLINOIS TOOL WKS INC Industrials 1,564.0 $408K 0.09% NEW $260.76 -5.0%
116 PLTR PALANTIR TECHNOLOGIES INC Technology 2,062.0 $376K 0.08% NEW $182.42 -26.5%
117 MET METLIFE INC Financial Services 4,533.0 $373K 0.08% NEW $82.37 -3.1%
118 NEM NEWMONT CORP Basic Materials 4,312.0 $364K 0.08% NEW $84.31 +29.4%
119 XLV SELECT SECTOR SPDR TR 2,585.0 $360K 0.08% NEW $139.17 +4.7%
120 NOW SERVICENOW INC Technology 380.0 $350K 0.08% NEW $920.28 -89.7%
Page 6 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%