Fund Holdings — JACKSON SQUARE CAPITAL, LLC

Total Portfolio Value
$476.96M
Total Bought
$83.12M
Total Sold
$131.74M
Net Transaction
-$48.63M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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HOWMET AEROSPACE INC(HWM)028,379+28,37906,5401.37%+6,540
CORNING INC(GLW)15,26754,060+38,7931,3377,3511.54%+6,014
LINDE PLC(LIN)6,79317,407+10,6142,8968,6301.81%+5,733
CATERPILLAR INC(CAT)9,43215,061+5,6295,40310,6702.24%+5,267
ISHARES TR020,030+20,03004,3820.92%+4,382
DOW HLDGS INC(DOW)0104,434+104,43404,3500.91%+4,350
LUMENTUM HLDGS INC(LITE)37,15025,108-12,04213,69317,6453.70%+3,952
BRISTOL-MYERS SQUIBB CO(BMY)061,310+61,31003,7180.78%+3,718
PALO ALTO NETWORKS INC(PANW)022,617+22,61703,6260.76%+3,626
LAM RESEARCH CORP(LRCX)26,49137,493+11,0024,5358,0111.68%+3,476
MICRON TECHNOLOGY INC(MU)110,603103,670-6,93331,56735,0247.34%+3,457
COSTCO WHOLESALE CORPORATION(COST)4,2196,883+2,6643,6386,8581.44%+3,220
MERCK & CO INC(MRK)9,70134,967+25,2661,0214,2060.88%+3,185
VERTIV HOLDINGS CO(VRT)51,83145,782-6,0498,39711,4722.41%+3,075
JOHNSON & JOHNSON(JNJ)5,27516,966+11,6911,0924,1470.87%+3,056
C H ROBINSON WORLDWIDE IN(CHRW)017,939+17,93902,9790.62%+2,979
COHERENT CORP(COHR)73,20066,394-6,80613,51115,8163.32%+2,305
KLA CORP(KLAC)6,4546,861+4077,84210,1022.12%+2,260
CISCO SYS INC(CSCO)98,574126,913+28,3397,5939,8472.06%+2,254
ISHARES TR033,170+33,17002,2400.47%+2,240
APPLIED MATLS INC06,319+6,31902,1600.45%+2,160
GILEAD SCIENCES INC(GILD)8,45118,785+10,3341,0372,6180.55%+1,581
TJX COS INC NEW(TJX)45,78252,333+6,5517,0338,3581.75%+1,325
GE VERNOVA INC(GEV)10,2779,070-1,2076,7177,9171.66%+1,200
CIENA CORP(CIEN)6,6326,913+2811,5512,6840.56%+1,133
ARM HOLDINGS PLC29,31228,218-1,0943,2044,2690.89%+1,065
NVIDIA CORPORATION(NVDA)189,887207,533+17,64635,41436,1947.59%+780
ASML HLDG NV
N Y REGISTRY SHS
2,3052,439+1342,4663,2220.68%+755
DELL TECHNOLOGIES INC(DELL)04,220+4,22006930.15%+693
CITIZENS FINL GROUP INC(CFG)011,330+11,33006790.14%+679
ISHARES TR07,815+7,81506450.14%+645
HUNTINGTON INGALLS INDS INC(HII)4,3305,511+1,1811,4732,0940.44%+621
BHP BILLITON LIMITED5,63913,124+7,4853409550.20%+614
AMGEN INC(AMGN)01,278+1,27804500.09%+450
WALMART INC(WMT)15,35817,336+1,9781,7112,1550.45%+443
CORVUS PHARMACEUTICALS INC(CRVS)63,77363,77304919330.20%+442
ARGAN INC1,5511,55104868450.18%+359
AMKOR TECHNOLOGY INC74,40773,050-1,3572,9383,2890.69%+352
ANALOG DEVICES INC(ADI)01,028+1,02803270.07%+327
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7,7337,907+1742,3502,6720.56%+322
GE AEROSPACE(GE)10,78812,838+2,0503,3233,6430.76%+320
CALIFORNIA RES CORP(CRC)04,122+4,12202850.06%+285
ENTERGY CORP NEW(ETR)11,91911,91901,1021,3390.28%+238
EXXON MOBIL CORP4,5814,58105517770.16%+226
CAMECO CORP(CCJ)02,000+2,00002170.05%+217
VALERO ENERGY CORP(VLO)0864+86402130.04%+213
TELEPHONE & DATA SYS INC(TDS)04,800+4,80002020.04%+202
L3HARRIS TECHNOLOGIES INC(LHX)3,5943,602+81,0551,2430.26%+188
TC ENERGY CORP(TRP)20,19520,537+3421,1141,2820.27%+169
CANADIAN NAT RES LTD MED TER(CNQ)10,89310,89303695310.11%+162
AMERICAN ELEC PWR CO INC7,5157,735+2208671,0140.21%+147
WESTERN DIGITAL CORP(WDC)1,4171,41702443830.08%+139
WILLIAMS COS INC(WMB)10,44610,44606287600.16%+132
VANECK ETF TRUST
GOLD MINERS ETF
3,2744,354+1,0802814000.08%+119
VANGUARD INDEX FDS1,5041,769+2659431,0570.22%+114
HONEYWELL INTL INC(HON)2,7372,73705346190.13%+85
WELLTOWER INC(WELL)5,0275,121+949331,0120.21%+79
RTX CORPORATION(RTX)7,5457,54501,3841,4550.31%+72
NOVARTIS AG(NVS)3,4693,600+1314785500.12%+72
TRANE TECHNOLOGIES PLC(TT)2,5042,50409751,0440.22%+69
COCA COLA CO(KO)10,56810,56807398040.17%+65
MCKESSON CORP(MCK)615657+425045690.12%+64
BRIXMOR PPTY GROUP INC(BRX)21,15921,15905556090.13%+55
PACCAR INC(PCAR)2,6502,967+3172903430.07%+52
MARVELL TECHNOLOGY INC(MRVL)5,7805,456-3244915400.11%+49
NEXTERA ENERGY INC(NEE)3,5173,51702823270.07%+44
SPDR GOLD TR(GLD)1,4021,364-385565870.12%+31
EATON CORP PLC(ETN)891871-202843120.07%+28
EPR PPTYS(EPR)8,6509,071+4214324530.10%+22
HEWLETT PACKARD ENTERPRISE C(HPE)10,47611,407+9312522720.06%+20
ILLINOIS TOOL WKS INC(ITW)1,3961,39603443630.08%+20
ISHARES TR1,4291,465+363523630.08%+12
GARRETT MOTION INC(GTX)14,40414,40402512620.05%+11
ECOLAB INC(ECL)3,0383,03807988080.17%+11
VALLEY NATL BANCORP(VLY)16,17316,17301891990.04%+10
VANGUARD WORLD FD1,4711,47102082130.04%+6
VANGUARD INDEX FDS1,6211,710+895435490.12%+5
WISDOMTREE TR(WT)2,3852,38502022060.04%+4
REGENERON PHARMACEUTICALS(REGN)52752704074070.09%0
ADVANCED MICRO DEVICES INC(AMD)971996+252082030.04%-5
VICI PPTYS INC(VICI)8,3048,275-292342260.05%-7
INTERCONTINENTAL EXCHANGE IN(ICE)2,1272,12703443350.07%-10
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,5552,55503963750.08%-21
ING GROEP N.V.(ING)15,95215,95204474160.09%-31
ISHARES TR1,0331,03307086750.14%-33
HOME DEPOT INC(HD)2,1852,18507527190.15%-33
AEGON LTD(AEG)42,48940,482-2,0073282940.06%-34
METLIFE INC(MET)4,5334,53303583210.07%-37
VANGUARD WORLD FD1,2521,25205174600.10%-57
LOWES COS INC(LOW)2,3662,164-2025715110.11%-59
TRIMAS CORP(TRS)20,00018,000-2,0007096470.14%-62
NEWMONT CORP(NEM)5,3424,312-1,0305334670.10%-67
TESLA INC(TSLA)870832-383913090.06%-82
SELECT SECTOR SPDR TR
ST STR TECHN ETF
10,04010,183+1431,4451,3530.28%-92
SHELL PLC(SHEL)8,6705,833-2,8376375420.11%-95
CALIX INC(CALX)25,48625,000-4861,3491,2250.26%-124
INTUITIVE SURGICAL INC1,2501,25007085760.12%-132
INVESCO QQQ TR1,7141,588-1261,0539170.19%-137
STRYKER CORPORATION(SYK)3,4233,205-2181,2031,0530.22%-150
ABBVIE INC(ABBV)15,33015,337+73,5033,3360.70%-167
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JACKSON SQUARE CAPITAL, LLC — 13F Holdings — Q1 2026 | TickerTrail