BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CNQ CANADIAN NAT RES LTD Energy 10,893.0 $369K 0.07% $33.85 +44.6%
122 MET METLIFE INC Financial Services 4,533.0 $358K 0.07% $78.94 +1.1%
123 IWM ISHARES TR 1,429.0 $352K 0.07% -18K -92.5% $246.16 +12.1%
124 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,127.0 $344K 0.07% -4K -63.7% $161.96 -4.7%
125 ITW ILLINOIS TOOL WKS INC Industrials 1,396.0 $344K 0.07% -168.0 -10.7% $246.30 +0.6%
126 BHP BHP GROUP LTD Basic Materials 5,639.0 $340K 0.07% NEW $60.37 +39.2%
127 DG DOLLAR GEN CORP NEW Consumer Defensive 2,504.0 $332K 0.07% NEW $132.77 -22.9%
128 AEGON LTD 42,489.0 $328K 0.07% +2K +5.9% $7.71
129 URI UNITED RENTALS INC Industrials 386.0 $312K 0.06% NEW $809.32 +18.8%
130 INTU INTUIT Technology 447.0 $296K 0.06% -10.0 -2.2% $662.42 -40.7%
131 PCAR PACCAR INC Industrials 2,650.0 $290K 0.06% +90.0 +3.5% $109.51 +0.7%
132 ETN EATON CORP PLC Industrials 891.0 $284K 0.06% -7K -88.5% $318.51 +25.4%
133 NTR NUTRIEN LTD Basic Materials 4,588.0 $284K 0.06% NEW $61.80 +15.8%
134 NEE NEXTERA ENERGY INC Utilities 3,517.0 $282K 0.06% -123.0 -3.4% $80.28 +16.3%
135 GTLB GITLAB INC Technology 7,500.0 $281K 0.06% $37.53 -37.0%
136 GDX VANECK ETF TRUST 3,274.0 $281K 0.06% $85.77 +1.6%
137 NOW SERVICENOW INC Technology 1,805.0 $277K 0.06% +1K +375.0% $153.19 -37.9%
138 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,476.0 $252K 0.05% +1K +15.0% $24.02 +37.8%
139 GTX GARRETT MOTION INC Consumer Cyclical 14,404.0 $251K 0.05% NEW $17.43 +77.7%
140 WDC WESTERN DIGITAL CORP Technology 1,417.0 $244K 0.05% NEW $172.27 +179.8%
Page 7 of 8  ·  152 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%