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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,721.0 $529K 0.07% +1K +11.9% $45.11 +17.2%
102 EPR EPR PPTYS Real Estate 9,009.0 $523K 0.07% +359.0 +4.2% $58.01 +5.5%
103 GTX GARRETT MOTION INC Consumer Cyclical 14,404.0 $522K 0.07% $36.23 -27.1%
104 MCK MCKESSON CORP Healthcare 657.0 $496K 0.07% +42.0 +6.8% $755.60 +11.0%
105 SHEL SHELL PLC Energy 6,048.0 $469K 0.07% -3K -30.2% $77.54 +20.8%
106 JPM JPMORGAN CHASE & CO Financial Services 1,325.0 $434K 0.06% NEW $327.33 +7.4%
107 AMGN AMGEN INC Healthcare 1,195.0 $433K 0.06% NEW $362.12 +19.8%
108 XLV SELECT SECTOR SPDR TR 2,630.0 $417K 0.06% +75.0 +2.9% $158.66 +8.7%
109 DLR DIGITAL RLTY TR INC Real Estate 2,194.0 $394K 0.06% NEW $179.58 +8.2%
110 ITW ILLINOIS TOOL WKS INC Industrials 1,396.0 $378K 0.05% $270.47 +4.5%
111 MET METLIFE INC Financial Services 4,437.0 $375K 0.05% -96.0 -2.1% $84.61 +10.5%
112 ETN EATON CORP PLC Industrials 871.0 $371K 0.05% -20.0 -2.2% $426.12 -2.5%
113 CNQ CANADIAN NAT RES LTD MED TER Energy 9,323.0 $368K 0.05% -2K -14.4% $39.50 +29.2%
114 ABT ABBOTT LABORATORIES Healthcare 3,944.0 $358K 0.05% -5K -54.2% $90.74 +25.8%
115 PCAR PACCAR INC Industrials 2,967.0 $356K 0.05% +317.0 +12.0% $120.12 +7.3%
116 TSLA TESLA INC Consumer Cyclical 836.0 $352K 0.05% -34.0 -3.9% $420.60 -17.9%
117 THC TENET HEALTHCARE CORP Healthcare 1,853.0 $347K 0.05% NEW $187.08 +45.7%
118 AEGON LTD 40,482.0 $342K 0.05% -2K -4.7% $8.44
119 TXN TEXAS INSTRS INC Technology 1,130.0 $337K 0.05% NEW $298.07 -10.9%
120 NEE NEXTERA ENERGY INC Utilities 3,517.0 $309K 0.04% $87.77 -3.1%
Page 6 of 7  ·  138 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%