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Portfolio (Quarterly) Guide ↗

JACKSON SQUARE CAPITAL, LLC

· CIK 0001812178
13F Portfolio $719M AUM 138 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 46 Added 47 Reduced 44 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 THC TENET HEALTHCARE CORP Healthcare 1,853.0 $347K 0.05% NEW $187.08 +45.7%
22 TXN TEXAS INSTRS INC Technology 1,130.0 $337K 0.05% NEW $298.07 -10.9%
23 HONEYWELL INTL INC 1,364.0 $305K 0.04% NEW $223.90
24 HONEYWELL AEROSPACE INC 1,364.0 $302K 0.04% NEW $221.08
25 HLIO HELIOS TECHNOLOGIES INC Industrials 3,304.0 $295K 0.04% NEW $89.25 -14.5%
26 TFII TFI INTERNATIONAL INC Industrials 1,453.0 $209K 0.03% NEW $143.88 -3.0%
27 CCJ CAMECO CORP Energy 2,000.0 $204K 0.03% NEW $101.86 -6.2%
28 UAE ISHARES TR 10,592.0 $201K 0.03% NEW $19.01 +2.8%
29 IVW ISHARES TR 1,460.0 $201K 0.03% NEW $137.53 +0.6%
30 OBE OBSIDIAN ENERGY LTD Energy 11,000.0 $550.0 NEW $0.05 +24120.0%
Page 2 of 2  ·  30 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 65.6%
Industrials 8.0%
Healthcare 6.7%
Communication Services 6.0%
Consumer Cyclical 4.7%
Financial Services 2.8%
Utilities 1.8%
Basic Materials 1.6%
Consumer Defensive 1.3%
Real Estate 1.0%