$173 Million is the total value of JACKSON SQUARE CAPITAL, LLC's 408 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTAP | New | NETAPP INC | $9,111,000 | – | 146,355 | +100.0% | 5.25% | – |
| MSFT | New | MICROSOFT CORP | $5,996,000 | – | 38,019 | +100.0% | 3.46% | – |
| AAPL | New | APPLE INC | $5,849,000 | – | 19,918 | +100.0% | 3.37% | – |
| AMZN | New | AMAZON COM INC | $5,656,000 | – | 3,061 | +100.0% | 3.26% | – |
| MU | New | MICRON TECHNOLOGY INC | $4,355,000 | – | 80,980 | +100.0% | 2.51% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $4,137,000 | – | 3,089 | +100.0% | 2.39% | – |
| V | New | VISA INC | $4,102,000 | – | 21,833 | +100.0% | 2.37% | – |
| HON | New | HONEYWELL INTL INC | $3,530,000 | – | 19,945 | +100.0% | 2.04% | – |
| ABT | New | ABBOTT LABS | $3,484,000 | – | 40,108 | +100.0% | 2.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $3,411,000 | – | 10,500 | +100.0% | 1.97% | – |
| OKTA | New | OKTA INCcl a | $3,325,000 | – | 28,821 | +100.0% | 1.92% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $3,235,000 | – | 14,282 | +100.0% | 1.87% | – |
| T | New | AT&T INC | $3,029,000 | – | 77,498 | +100.0% | 1.75% | – |
| DOCU | New | DOCUSIGN INC | $3,027,000 | – | 40,849 | +100.0% | 1.75% | – |
| AVGO | New | BROADCOM INC | $3,010,000 | – | 9,524 | +100.0% | 1.74% | – |
| LRCX | New | LAM RESEARCH CORP | $2,903,000 | – | 9,927 | +100.0% | 1.67% | – |
| NICE | New | NICE LTDsponsored adr | $2,863,000 | – | 18,452 | +100.0% | 1.65% | – |
| DHR | New | DANAHER CORPORATION | $2,829,000 | – | 18,431 | +100.0% | 1.63% | – |
| NVDA | New | NVIDIA CORP | $2,694,000 | – | 11,449 | +100.0% | 1.55% | – |
| PYPL | New | PAYPAL HLDGS INC | $2,677,000 | – | 24,752 | +100.0% | 1.54% | – |
| MA | New | MASTERCARD INCcl a | $2,666,000 | – | 8,930 | +100.0% | 1.54% | – |
| CRM | New | SALESFORCE COM INC | $2,657,000 | – | 16,338 | +100.0% | 1.53% | – |
| RNG | New | RINGCENTRAL INCcl a | $2,644,000 | – | 15,678 | +100.0% | 1.52% | – |
| DIS | New | DISNEY WALT CO | $2,633,000 | – | 18,203 | +100.0% | 1.52% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $2,626,000 | – | 18,475 | +100.0% | 1.51% | – |
| SPLK | New | SPLUNK INC | $2,585,000 | – | 17,257 | +100.0% | 1.49% | – |
| CSCO | New | CISCO SYS INC | $2,406,000 | – | 50,161 | +100.0% | 1.39% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,382,000 | – | 7,400 | +100.0% | 1.37% | – |
| FB | New | FACEBOOK INCcl a | $2,245,000 | – | 10,937 | +100.0% | 1.30% | – |
| HD | New | HOME DEPOT INC | $2,036,000 | – | 9,321 | +100.0% | 1.17% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $2,034,000 | – | 45,224 | +100.0% | 1.17% | – |
| QCOM | New | QUALCOMM INC | $2,033,000 | – | 23,040 | +100.0% | 1.17% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,992,000 | – | 4,107 | +100.0% | 1.15% | – |
| PODD | New | INSULET CORP | $1,902,000 | – | 11,110 | +100.0% | 1.10% | – |
| NKE | New | NIKE INCcl b | $1,889,000 | – | 18,647 | +100.0% | 1.09% | – |
| CVGW | New | CALAVO GROWERS INC | $1,880,000 | – | 20,750 | +100.0% | 1.08% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $1,749,000 | – | 12,576 | +100.0% | 1.01% | – |
| ATUS | New | ALTICE USA INCcl a | $1,623,000 | – | 59,349 | +100.0% | 0.94% | – |
| CYBR | New | CYBERARK SOFTWARE LTD | $1,619,000 | – | 13,886 | +100.0% | 0.93% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,537,000 | – | 33,983 | +100.0% | 0.89% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,500,000 | – | 24,434 | +100.0% | 0.86% | – |
| IR | New | INGERSOLL-RAND PLC | $1,478,000 | – | 11,120 | +100.0% | 0.85% | – |
| AVLR | New | AVALARA INC | $1,380,000 | – | 18,835 | +100.0% | 0.80% | – |
| PSX | New | PHILLIPS 66 | $1,370,000 | – | 12,301 | +100.0% | 0.79% | – |
| CIEN | New | CIENA CORP | $1,361,000 | – | 31,874 | +100.0% | 0.78% | – |
| KBE | New | SPDR SERIES TRUSTs&p bk etf | $1,360,000 | – | 28,768 | +100.0% | 0.78% | – |
| TWLO | New | TWILIO INCcl a | $1,316,000 | – | 13,391 | +100.0% | 0.76% | – |
| LLY | New | LILLY ELI & CO | $1,304,000 | – | 9,920 | +100.0% | 0.75% | – |
| DXCM | New | DEXCOM INC | $1,263,000 | – | 5,776 | +100.0% | 0.73% | – |
| PEP | New | PEPSICO INC | $1,257,000 | – | 9,199 | +100.0% | 0.72% | – |
| COP | New | CONOCOPHILLIPS | $1,234,000 | – | 18,974 | +100.0% | 0.71% | – |
| NGL | New | NGL ENERGY PARTNERS LP | $1,230,000 | – | 108,500 | +100.0% | 0.71% | – |
| BURL | New | BURLINGTON STORES INC | $1,160,000 | – | 5,085 | +100.0% | 0.67% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $1,067,000 | – | 11,528 | +100.0% | 0.62% | – |
| IAC | New | IAC INTERACTIVECORP | $1,063,000 | – | 4,266 | +100.0% | 0.61% | – |
| VMW | New | VMWARE INC | $1,053,000 | – | 6,936 | +100.0% | 0.61% | – |
| MRK | New | MERCK & CO INC | $947,000 | – | 10,417 | +100.0% | 0.55% | – |
| CAT | New | CATERPILLAR INC DEL | $919,000 | – | 6,223 | +100.0% | 0.53% | – |
| AIMT | New | AIMMUNE THERAPEUTICS INC | $891,000 | – | 26,620 | +100.0% | 0.51% | – |
| CLDR | New | CLOUDERA INC | $892,000 | – | 76,672 | +100.0% | 0.51% | – |
| INTC | New | INTEL CORP | $863,000 | – | 14,427 | +100.0% | 0.50% | – |
| WDAY | New | WORKDAY INCcl a | $833,000 | – | 5,067 | +100.0% | 0.48% | – |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP | $819,000 | – | 143,180 | +100.0% | 0.47% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $748,000 | – | 4,513 | +100.0% | 0.43% | – |
| MDB | New | MONGODB INCcl a | $747,000 | – | 5,679 | +100.0% | 0.43% | – |
| SYK | New | STRYKER CORP | $744,000 | – | 3,546 | +100.0% | 0.43% | – |
| KLAC | New | KLA CORPORATION | $713,000 | – | 4,004 | +100.0% | 0.41% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $706,000 | – | 528 | +100.0% | 0.41% | – |
| TRS | New | TRIMAS CORP | $695,000 | – | 22,122 | +100.0% | 0.40% | – |
| BAC | New | BANK AMER CORP | $682,000 | – | 19,369 | +100.0% | 0.39% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $633,000 | – | 7,329 | +100.0% | 0.36% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $599,000 | – | 2,268 | +100.0% | 0.34% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPcl a | $591,000 | – | 2,314 | +100.0% | 0.34% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $566,000 | – | 958 | +100.0% | 0.33% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $559,000 | – | 2,629 | +100.0% | 0.32% | – |
| WMT | New | WALMART INC | $556,000 | – | 4,675 | +100.0% | 0.32% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $546,000 | – | 8,028 | +100.0% | 0.32% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $527,000 | – | 11,842 | +100.0% | 0.30% | – |
| TCDA | New | TRICIDA INC | $497,000 | – | 13,158 | +100.0% | 0.29% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $487,000 | – | 8,306 | +100.0% | 0.28% | – |
| AYX | New | ALTERYX INC | $459,000 | – | 4,588 | +100.0% | 0.26% | – |
| SPGI | New | S&P GLOBAL INC | $385,000 | – | 1,410 | +100.0% | 0.22% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $367,000 | – | 7,147 | +100.0% | 0.21% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $363,000 | – | 6,131 | +100.0% | 0.21% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $355,000 | – | 3,875 | +100.0% | 0.20% | – |
| GPN | New | GLOBAL PMTS INC | $326,000 | – | 1,787 | +100.0% | 0.19% | – |
| MDT | New | MEDTRONIC PLC | $323,000 | – | 2,850 | +100.0% | 0.19% | – |
| NET | New | CLOUDFLARE INC | $313,000 | – | 18,351 | +100.0% | 0.18% | – |
| ADI | New | ANALOG DEVICES INC | $274,000 | – | 2,304 | +100.0% | 0.16% | – |
| ROKU | New | ROKU INC | $268,000 | – | 2,000 | +100.0% | 0.16% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $264,000 | – | 2,593 | +100.0% | 0.15% | – |
| HUBS | New | HUBSPOT INC | $263,000 | – | 1,658 | +100.0% | 0.15% | – |
| CBOE | New | CBOE GLOBAL MARKETS INC | $255,000 | – | 2,123 | +100.0% | 0.15% | – |
| JPM | New | JPMORGAN CHASE & CO | $236,000 | – | 1,694 | +100.0% | 0.14% | – |
| NEM | New | NEWMONT GOLDCORP CORPORATION | $232,000 | – | 5,344 | +100.0% | 0.13% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $226,000 | – | 1,658 | +100.0% | 0.13% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $219,000 | – | 1,503 | +100.0% | 0.13% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $186,000 | – | 2,135 | +100.0% | 0.11% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $184,000 | – | 5,972 | +100.0% | 0.11% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $182,000 | – | 2,843 | +100.0% | 0.10% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $173,000 | – | 2,126 | +100.0% | 0.10% | – |
| KO | New | COCA COLA CO | $166,000 | – | 2,997 | +100.0% | 0.10% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $164,000 | – | 3,000 | +100.0% | 0.10% | – |
| ULTA | New | ULTA BEAUTY INC | $158,000 | – | 626 | +100.0% | 0.09% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $153,000 | – | 1,022 | +100.0% | 0.09% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $147,000 | – | 2,401 | +100.0% | 0.08% | – |
| DG | New | DOLLAR GEN CORP NEW | $142,000 | – | 909 | +100.0% | 0.08% | – |
| GLD | New | SPDR GOLD TRUST | $143,000 | – | 1,000 | +100.0% | 0.08% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $143,000 | – | 1,097 | +100.0% | 0.08% | – |
| PFE | New | PFIZER INC | $140,000 | – | 3,561 | +100.0% | 0.08% | – |
| JNJ | New | JOHNSON & JOHNSON | $136,000 | – | 930 | +100.0% | 0.08% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $134,000 | – | 1,000 | +100.0% | 0.08% | – |
| UNP | New | UNION PACIFIC CORP | $124,000 | – | 685 | +100.0% | 0.07% | – |
| DVY | New | ISHARES TRselect divid etf | $119,000 | – | 1,124 | +100.0% | 0.07% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $119,000 | – | 2,515 | +100.0% | 0.07% | – |
| WAT | New | WATERS CORP | $117,000 | – | 500 | +100.0% | 0.07% | – |
| XOP | New | SPDR SERIES TRUSTs&p oilgas exp | $111,000 | – | 4,694 | +100.0% | 0.06% | – |
| MCD | New | MCDONALDS CORP | $106,000 | – | 534 | +100.0% | 0.06% | – |
| TTD | New | THE TRADE DESK INC | $104,000 | – | 400 | +100.0% | 0.06% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $104,000 | – | 366 | +100.0% | 0.06% | – |
| BAX | New | BAXTER INTL INC | $102,000 | – | 1,225 | +100.0% | 0.06% | – |
| ZEN | New | ZENDESK INC | $103,000 | – | 1,347 | +100.0% | 0.06% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $98,000 | – | 2,128 | +100.0% | 0.06% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $93,000 | – | 480 | +100.0% | 0.05% | – |
| RTN | New | RAYTHEON CO | $92,000 | – | 420 | +100.0% | 0.05% | – |
| ALL | New | ALLSTATE CORP | $90,000 | – | 796 | +100.0% | 0.05% | – |
| GDX | New | VANECK VECTORS ETF TRUSTgold miners etf | $88,000 | – | 3,000 | +100.0% | 0.05% | – |
| PG | New | PROCTER & GAMBLE CO | $87,000 | – | 694 | +100.0% | 0.05% | – |
| FIVE | New | FIVE BELOW INC | $85,000 | – | 667 | +100.0% | 0.05% | – |
| IQV | New | IQVIA HLDGS INC | $79,000 | – | 513 | +100.0% | 0.05% | – |
| DHS | New | WISDOMTREE TRus high dividend | $79,000 | – | 1,023 | +100.0% | 0.05% | – |
| HUM | New | HUMANA INC | $77,000 | – | 209 | +100.0% | 0.04% | – |
| ASND | New | ASCENDIS PHARMA A Ssponsored adr | $77,000 | – | 555 | +100.0% | 0.04% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $75,000 | – | 998 | +100.0% | 0.04% | – |
| AFL | New | AFLAC INC | $69,000 | – | 1,312 | +100.0% | 0.04% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $70,000 | – | 280 | +100.0% | 0.04% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $69,000 | – | 570 | +100.0% | 0.04% | – |
| UPWK | New | UPWORK INC | $68,000 | – | 6,328 | +100.0% | 0.04% | – |
| IWL | New | ISHARES TRrus top 200 etf | $68,000 | – | 903 | +100.0% | 0.04% | – |
| BK | New | BANK NEW YORK MELLON CORP | $67,000 | – | 1,330 | +100.0% | 0.04% | – |
| AMGN | New | AMGEN INC | $67,000 | – | 278 | +100.0% | 0.04% | – |
| NEO | New | NEOGENOMICS INC | $64,000 | – | 2,200 | +100.0% | 0.04% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $64,000 | – | 361 | +100.0% | 0.04% | – |
| IGV | New | ISHARES TRexpanded tech | $65,000 | – | 277 | +100.0% | 0.04% | – |
| KMB | New | KIMBERLY CLARK CORP | $62,000 | – | 452 | +100.0% | 0.04% | – |
| GILD | New | GILEAD SCIENCES INC | $56,000 | – | 860 | +100.0% | 0.03% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $56,000 | – | 812 | +100.0% | 0.03% | – |
| LMT | New | LOCKHEED MARTIN CORP | $51,000 | – | 131 | +100.0% | 0.03% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $49,000 | – | 231 | +100.0% | 0.03% | – |
| HSY | New | HERSHEY CO | $49,000 | – | 335 | +100.0% | 0.03% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $49,000 | – | 328 | +100.0% | 0.03% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $49,000 | – | 271 | +100.0% | 0.03% | – |
| CVX | New | CHEVRON CORP NEW | $46,000 | – | 378 | +100.0% | 0.03% | – |
| VFC | New | V F CORP | $43,000 | – | 429 | +100.0% | 0.02% | – |
| TXN | New | TEXAS INSTRS INC | $43,000 | – | 339 | +100.0% | 0.02% | – |
| IYZ | New | ISHARES TR | $43,000 | – | 1,430 | +100.0% | 0.02% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $41,000 | – | 742 | +100.0% | 0.02% | – |
| ADSK | New | AUTODESK INC | $41,000 | – | 226 | +100.0% | 0.02% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $41,000 | – | 350 | +100.0% | 0.02% | – |
| AMAT | New | APPLIED MATLS INC | $42,000 | – | 694 | +100.0% | 0.02% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $41,000 | – | 526 | +100.0% | 0.02% | – |
| DLR | New | DIGITAL RLTY TR INC | $41,000 | – | 339 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $40,000 | – | 457 | +100.0% | 0.02% | – |
| ACN | New | ACCENTURE PLC IRELAND | $38,000 | – | 179 | +100.0% | 0.02% | – |
| AXP | New | AMERICAN EXPRESS CO | $38,000 | – | 306 | +100.0% | 0.02% | – |
| INFO | New | IHS MARKIT LTD | $39,000 | – | 517 | +100.0% | 0.02% | – |
| FDS | New | FACTSET RESH SYS INC | $37,000 | – | 138 | +100.0% | 0.02% | – |
| ADBE | New | ADOBE INC | $37,000 | – | 111 | +100.0% | 0.02% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $36,000 | – | 150 | +100.0% | 0.02% | – |
| TKR | New | TIMKEN CO | $34,000 | – | 600 | +100.0% | 0.02% | – |
| NVO | New | NOVO-NORDISK A Sadr | $35,000 | – | 604 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $33,000 | – | 190 | +100.0% | 0.02% | – |
| XOM | New | EXXON MOBIL CORP | $33,000 | – | 470 | +100.0% | 0.02% | – |
| LNT | New | ALLIANT ENERGY CORP | $33,000 | – | 606 | +100.0% | 0.02% | – |
| BCO | New | BRINKS CO | $32,000 | – | 351 | +100.0% | 0.02% | – |
| NFLX | New | NETFLIX INC | $31,000 | – | 96 | +100.0% | 0.02% | – |
| NSTG | New | NANOSTRING TECHNOLOGIES INC | $32,000 | – | 1,167 | +100.0% | 0.02% | – |
| CB | New | CHUBB LIMITED | $31,000 | – | 199 | +100.0% | 0.02% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $30,000 | – | 242 | +100.0% | 0.02% | – |
| YUM | New | YUM BRANDS INC | $29,000 | – | 291 | +100.0% | 0.02% | – |
| ORCL | New | ORACLE CORP | $29,000 | – | 556 | +100.0% | 0.02% | – |
| ON | New | ON SEMICONDUCTOR CORP | $30,000 | – | 1,222 | +100.0% | 0.02% | – |
| CLH | New | CLEAN HARBORS INC | $29,000 | – | 336 | +100.0% | 0.02% | – |
| VAR | New | VARIAN MED SYS INC | $29,000 | – | 207 | +100.0% | 0.02% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $29,000 | – | 235 | +100.0% | 0.02% | – |
| ZTS | New | ZOETIS INCcl a | $30,000 | – | 228 | +100.0% | 0.02% | – |
| BA | New | BOEING CO | $30,000 | – | 92 | +100.0% | 0.02% | – |
| ENDP | New | ENDO INTL PLC | $30,000 | – | 6,400 | +100.0% | 0.02% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $29,000 | – | 269 | +100.0% | 0.02% | – |
| WELL | New | WELLTOWER INC | $29,000 | – | 349 | +100.0% | 0.02% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $28,000 | – | 294 | +100.0% | 0.02% | – |
| VLO | New | VALERO ENERGY CORP NEW | $27,000 | – | 284 | +100.0% | 0.02% | – |
| VIAV | New | VIAVI SOLUTIONS INC | $27,000 | – | 1,821 | +100.0% | 0.02% | – |
| NUVA | New | NUVASIVE INC | $26,000 | – | 333 | +100.0% | 0.02% | – |
| OC | New | OWENS CORNING NEW | $24,000 | – | 368 | +100.0% | 0.01% | – |
| EPR | New | EPR PPTYS | $24,000 | – | 336 | +100.0% | 0.01% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $24,000 | – | 161 | +100.0% | 0.01% | – |
| BCE | New | BCE INC | $25,000 | – | 535 | +100.0% | 0.01% | – |
| CNC | New | CENTENE CORP DEL | $25,000 | – | 401 | +100.0% | 0.01% | – |
| NEE | New | NEXTERA ENERGY INC | $24,000 | – | 100 | +100.0% | 0.01% | – |
| TFC | New | TRUIST FINL CORP | $25,000 | – | 452 | +100.0% | 0.01% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $24,000 | – | 141 | +100.0% | 0.01% | – |
| CELC | New | CELCUITY INC | $24,000 | – | 2,223 | +100.0% | 0.01% | – |
| PEAK | New | HEALTHPEAK PPTYS INC | $25,000 | – | 715 | +100.0% | 0.01% | – |
| IEX | New | IDEX CORP | $22,000 | – | 128 | +100.0% | 0.01% | – |
| IYF | New | ISHARES TRu.s. finls etf | $23,000 | – | 165 | +100.0% | 0.01% | – |
| CONE | New | CYRUSONE INC | $22,000 | – | 335 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $22,000 | – | 260 | +100.0% | 0.01% | – |
| TJX | New | TJX COS INC NEW | $22,000 | – | 364 | +100.0% | 0.01% | – |
| KR | New | KROGER CO | $21,000 | – | 725 | +100.0% | 0.01% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $20,000 | – | 337 | +100.0% | 0.01% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $21,000 | – | 526 | +100.0% | 0.01% | – |
| AGCO | New | AGCO CORP | $20,000 | – | 258 | +100.0% | 0.01% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $21,000 | – | 49 | +100.0% | 0.01% | – |
| GM | New | GENERAL MTRS CO | $21,000 | – | 586 | +100.0% | 0.01% | – |
| DEO | New | DIAGEO P L Cspon adr new | $19,000 | – | 115 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO CO NEW | $19,000 | – | 360 | +100.0% | 0.01% | – |
| TEL | New | TE CONNECTIVITY LTD | $19,000 | – | 200 | +100.0% | 0.01% | – |
| ICLR | New | ICON PLC | $18,000 | – | 105 | +100.0% | 0.01% | – |
| UN | New | UNILEVER N V | $18,000 | – | 310 | +100.0% | 0.01% | – |
| UL | New | UNILEVER PLCspon adr new | $18,000 | – | 317 | +100.0% | 0.01% | – |
| CCJ | New | CAMECO CORP | $18,000 | – | 2,000 | +100.0% | 0.01% | – |
| SQ | New | SQUARE INCcl a | $17,000 | – | 272 | +100.0% | 0.01% | – |
| GPC | New | GENUINE PARTS CO | $17,000 | – | 160 | +100.0% | 0.01% | – |
| UI | New | UBIQUITI INC | $17,000 | – | 90 | +100.0% | 0.01% | – |
| COO | New | COOPER COS INC | $16,000 | – | 50 | +100.0% | 0.01% | – |
| AZO | New | AUTOZONE INC | $15,000 | – | 13 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $16,000 | – | 221 | +100.0% | 0.01% | – |
| TFX | New | TELEFLEX INC | $15,000 | – | 40 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $16,000 | – | 125 | +100.0% | 0.01% | – |
| NMIH | New | NMI HLDGS INCcl a | $16,000 | – | 481 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC | $15,000 | – | 110 | +100.0% | 0.01% | – |
| NDAQ | New | NASDAQ INC | $15,000 | – | 140 | +100.0% | 0.01% | – |
| FTV | New | FORTIVE CORP | $15,000 | – | 200 | +100.0% | 0.01% | – |
| STAG | New | STAG INDL INC | $14,000 | – | 455 | +100.0% | 0.01% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $14,000 | – | 285 | +100.0% | 0.01% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $14,000 | – | 50 | +100.0% | 0.01% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $14,000 | – | 40 | +100.0% | 0.01% | – |
| OTEX | New | OPEN TEXT CORP | $14,000 | – | 320 | +100.0% | 0.01% | – |
| MMM | New | 3M CO | $14,000 | – | 80 | +100.0% | 0.01% | – |
| VOO | New | VANGUARD INDEX FDS | $14,000 | – | 49 | +100.0% | 0.01% | – |
| ETN | New | EATON CORP PLC | $13,000 | – | 135 | +100.0% | 0.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | – | 200 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $13,000 | – | 57 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $12,000 | – | 410 | +100.0% | 0.01% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $13,000 | – | 225 | +100.0% | 0.01% | – |
| DOW | New | DOW INC | $12,000 | – | 223 | +100.0% | 0.01% | – |
| SAP | New | SAP SEspon adr | $13,000 | – | 99 | +100.0% | 0.01% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $12,000 | – | 122 | +100.0% | 0.01% | – |
| VRSK | New | VERISK ANALYTICS INC | $12,000 | – | 80 | +100.0% | 0.01% | – |
| IYH | New | ISHARES TRus hlthcare etf | $13,000 | – | 62 | +100.0% | 0.01% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $11,000 | – | 176 | +100.0% | 0.01% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $10,000 | – | 250 | +100.0% | 0.01% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $11,000 | – | 90 | +100.0% | 0.01% | – |
| CP | New | CANADIAN PAC RY LTD | $10,000 | – | 39 | +100.0% | 0.01% | – |
| PANW | New | PALO ALTO NETWORKS INC | $10,000 | – | 44 | +100.0% | 0.01% | – |
| CALX | New | CALIX INC | $10,000 | – | 1,195 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $11,000 | – | 183 | +100.0% | 0.01% | – |
| SEIC | New | SEI INVESTMENTS CO | $11,000 | – | 171 | +100.0% | 0.01% | – |
| MO | New | ALTRIA GROUP INC | $11,000 | – | 230 | +100.0% | 0.01% | – |
| BDX | New | BECTON DICKINSON & CO | $11,000 | – | 40 | +100.0% | 0.01% | – |
| STE | New | STERIS PLC | $11,000 | – | 75 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INCcl a | $11,000 | – | 27 | +100.0% | 0.01% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $8,000 | – | 130 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $8,000 | – | 90 | +100.0% | 0.01% | – |
| INTU | New | INTUIT | $9,000 | – | 35 | +100.0% | 0.01% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $8,000 | – | 49 | +100.0% | 0.01% | – |
| ASML | New | ASML HOLDING N V | $9,000 | – | 31 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $9,000 | – | 18 | +100.0% | 0.01% | – |
| CBZ | New | CBIZ INC | $8,000 | – | 300 | +100.0% | 0.01% | – |
| LEN | New | LENNAR CORPcl a | $9,000 | – | 154 | +100.0% | 0.01% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $9,000 | – | 23 | +100.0% | 0.01% | – |
| RMD | New | RESMED INC | $9,000 | – | 55 | +100.0% | 0.01% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $7,000 | – | 100 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC | $7,000 | – | 85 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $7,000 | – | 89 | +100.0% | 0.00% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $7,000 | – | 19 | +100.0% | 0.00% | – |
| ACC | New | AMERICAN CAMPUS CMNTYS INC | $7,000 | – | 140 | +100.0% | 0.00% | – |
| EGP | New | EASTGROUP PPTY INC | $7,000 | – | 49 | +100.0% | 0.00% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $7,000 | – | 45 | +100.0% | 0.00% | – |
| QTS | New | QTS RLTY TR INC | $7,000 | – | 136 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $7,000 | – | 12 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP | $7,000 | – | 94 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $5,000 | – | 117 | +100.0% | 0.00% | – |
| WAL | New | WESTERN ALLIANCE BANCORP | $6,000 | – | 105 | +100.0% | 0.00% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $6,000 | – | 43 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $5,000 | – | 95 | +100.0% | 0.00% | – |
| WBS | New | WEBSTER FINL CORP CONN | $5,000 | – | 90 | +100.0% | 0.00% | – |
| SUI | New | SUN CMNTYS INC | $6,000 | – | 37 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA INC | $6,000 | – | 28 | +100.0% | 0.00% | – |
| CL | New | COLGATE PALMOLIVE CO | $6,000 | – | 80 | +100.0% | 0.00% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $5,000 | – | 64 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $5,000 | – | 57 | +100.0% | 0.00% | – |
| DEA | New | EASTERLY GOVT PPTYS INC | $5,000 | – | 195 | +100.0% | 0.00% | – |
| HXL | New | HEXCEL CORP NEW | $5,000 | – | 65 | +100.0% | 0.00% | – |
| DOC | New | PHYSICIANS RLTY TR | $6,000 | – | 312 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,000 | – | 110 | +100.0% | 0.00% | – |
| GDI | New | GARDNER DENVER HLDGS INC | $6,000 | – | 150 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $6,000 | – | 36 | +100.0% | 0.00% | – |
| TTC | New | TORO CO | $6,000 | – | 74 | +100.0% | 0.00% | – |
| NDSN | New | NORDSON CORP | $5,000 | – | 30 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $5,000 | – | 90 | +100.0% | 0.00% | – |
| TRNO | New | TERRENO RLTY CORP | $6,000 | – | 115 | +100.0% | 0.00% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $6,000 | – | 36 | +100.0% | 0.00% | – |
| EXPO | New | EXPONENT INC | $6,000 | – | 94 | +100.0% | 0.00% | – |
| ROLL | New | RBC BEARINGS INC | $6,000 | – | 35 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL MYERS SQUIBB COright 99/99/9999 | $5,000 | – | 1,750 | +100.0% | 0.00% | – |
| COST | New | COSTCO WHSL CORP NEW | $6,000 | – | 21 | +100.0% | 0.00% | – |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $6,000 | – | 119 | +100.0% | 0.00% | – |
| BXP | New | BOSTON PROPERTIES INC | $5,000 | – | 35 | +100.0% | 0.00% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $6,000 | – | 7 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $5,000 | – | 79 | +100.0% | 0.00% | – |
| BIO | New | BIO RAD LABS INCcl a | $5,000 | – | 13 | +100.0% | 0.00% | – |
| FRT | New | FEDERAL REALTY INVT TRsh ben int new | $5,000 | – | 35 | +100.0% | 0.00% | – |
| FR | New | FIRST INDUSTRIAL REALTY TRUS | $5,000 | – | 128 | +100.0% | 0.00% | – |
| KWR | New | QUAKER CHEM CORP | $4,000 | – | 25 | +100.0% | 0.00% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| ROCK | New | GIBRALTAR INDS INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| GBCI | New | GLACIER BANCORP INC NEW | $3,000 | – | 65 | +100.0% | 0.00% | – |
| GSBD | New | GOLDMAN SACHS BDC INC | $3,000 | – | 142 | +100.0% | 0.00% | – |
| GGG | New | GRACO INC | $4,000 | – | 69 | +100.0% | 0.00% | – |
| EPAM | New | EPAM SYS INC | $3,000 | – | 15 | +100.0% | 0.00% | – |
| ICUI | New | ICU MED INC | $4,000 | – | 19 | +100.0% | 0.00% | – |
| ENV | New | ENVESTNET INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| ENTG | New | ENTEGRIS INC | $4,000 | – | 75 | +100.0% | 0.00% | – |
| ET | New | ENERGY TRANSFER LP | $3,000 | – | 201 | +100.0% | 0.00% | – |
| INVH | New | INVITATION HOMES INC | $4,000 | – | 121 | +100.0% | 0.00% | – |
| EXP | New | EAGLE MATERIALS INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| DORM | New | DORMAN PRODUCTS INC | $4,000 | – | 48 | +100.0% | 0.00% | – |
| CUBE | New | CUBESMART | $3,000 | – | 103 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $3,000 | – | 108 | +100.0% | 0.00% | – |
| LTC | New | LTC PPTYS INC | $3,000 | – | 64 | +100.0% | 0.00% | – |
| COR | New | CORESITE RLTY CORP | $4,000 | – | 35 | +100.0% | 0.00% | – |
| LAD | New | LITHIA MTRS INCcl a | $4,000 | – | 25 | +100.0% | 0.00% | – |
| MTDR | New | MATADOR RES CO | $3,000 | – | 140 | +100.0% | 0.00% | – |
| MIDD | New | MIDDLEBY CORP | $3,000 | – | 25 | +100.0% | 0.00% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $4,000 | – | 39 | +100.0% | 0.00% | – |
| CVCO | New | CAVCO INDS INC DEL | $4,000 | – | 23 | +100.0% | 0.00% | – |
| CRI | New | CARTERS INC | $4,000 | – | 35 | +100.0% | 0.00% | – |
| OGE | New | OGE ENERGY CORP | $3,000 | – | 75 | +100.0% | 0.00% | – |
| PE | New | PARSLEY ENERGY INCcl a | $4,000 | – | 205 | +100.0% | 0.00% | – |
| CPT | New | CAMDEN PPTY TRsh ben int | $3,000 | – | 32 | +100.0% | 0.00% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $4,000 | – | 70 | +100.0% | 0.00% | – |
| PII | New | POLARIS INC | $4,000 | – | 40 | +100.0% | 0.00% | – |
| POOL | New | POOL CORPORATION | $4,000 | – | 17 | +100.0% | 0.00% | – |
| POR | New | PORTLAND GEN ELEC CO | $4,000 | – | 65 | +100.0% | 0.00% | – |
| RPD | New | RAPID7 INC | $4,000 | – | 70 | +100.0% | 0.00% | – |
| RBA | New | RITCHIE BROS AUCTIONEERS | $4,000 | – | 95 | +100.0% | 0.00% | – |
| BJRI | New | BJS RESTAURANTS INC | $3,000 | – | 75 | +100.0% | 0.00% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $3,000 | – | 65 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | – | 41 | +100.0% | 0.00% | – |
| BJ | New | BJS WHSL CLUB HLDGS INC | $4,000 | – | 165 | +100.0% | 0.00% | – |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $4,000 | – | 32 | +100.0% | 0.00% | – |
| SLAB | New | SILICON LABORATORIES INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
| AVB | New | AVALONBAY CMNTYS INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| INN | New | SUMMIT HOTEL PPTYS INC | $3,000 | – | 260 | +100.0% | 0.00% | – |
| TCF | New | TCF FINANCIAL CORPORATION NE | $4,000 | – | 75 | +100.0% | 0.00% | – |
| TXRH | New | TEXAS ROADHOUSE INC | $4,000 | – | 65 | +100.0% | 0.00% | – |
| AUB | New | ATLANTIC UN BANKSHARES CORP | $3,000 | – | 80 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $4,000 | – | 14 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAP CORP | $3,000 | – | 187 | +100.0% | 0.00% | – |
| RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $4,000 | – | 100 | +100.0% | 0.00% | – |
| ATR | New | APTARGROUP INC | $3,000 | – | 22 | +100.0% | 0.00% | – |
| MTN | New | VAIL RESORTS INC | $4,000 | – | 17 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVT & MGMT COcl a | $4,000 | – | 76 | +100.0% | 0.00% | – |
| NLY | New | ANNALY CAP MGMT INC | $4,000 | – | 392 | +100.0% | 0.00% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,000 | – | 45 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP | $4,000 | – | 46 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $4,000 | – | 90 | +100.0% | 0.00% | – |
| ADC | New | AGREE REALTY CORP | $4,000 | – | 56 | +100.0% | 0.00% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $3,000 | – | 80 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $3,000 | – | 22 | +100.0% | 0.00% | – |
| ESS | New | ESSEX PPTY TR INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| CGBD | New | TCG BDC INC | $1,000 | – | 90 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $1,000 | – | 17 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINL | $2,000 | – | 54 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| TRTX | New | TPG RE FIN TR INC | $1,000 | – | 52 | +100.0% | 0.00% | – |
| SLRC | New | SOLAR CAP LTD | $2,000 | – | 102 | +100.0% | 0.00% | – |
| BBBY | New | BED BATH & BEYOND INC | $1,000 | – | 68 | +100.0% | 0.00% | – |
| SNDR | New | SCHNEIDER NATIONAL INCcl b | $2,000 | – | 110 | +100.0% | 0.00% | – |
| PINC | New | PREMIER INCcl a | $2,000 | – | 60 | +100.0% | 0.00% | – |
| POWI | New | POWER INTEGRATIONS INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $2,000 | – | 35 | +100.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| GBDC | New | GOLUB CAP BDC INC | $2,000 | – | 114 | +100.0% | 0.00% | – |
| NTNX | New | NUTANIX INCcl a | $1,000 | – | 28 | +100.0% | 0.00% | – |
| NXRT | New | NEXPOINT RESIDENTIAL TR INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC | $2,000 | – | 165 | +100.0% | 0.00% | – |
| MAA | New | MID AMER APT CMNTYS INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| MDLA | New | MEDALLIA INC | $1,000 | – | 37 | +100.0% | 0.00% | – |
| LYFT | New | LYFT INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| KALA | New | KALA PHARMACEUTICALS INC | $1,000 | – | 390 | +100.0% | 0.00% | – |
| DSL | New | DOUBLELINE INCOME SOLUTIONS | $2,000 | – | 107 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRtrans avg etf | $2,000 | – | 10 | +100.0% | 0.00% | – |
| GLAD | New | GLADSTONE CAPITAL CORP | $1,000 | – | 112 | +100.0% | 0.00% | – |
| JRVR | New | JAMES RIV GROUP LTD | $1,000 | – | 35 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| DRQ | New | DRIL QUIP INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $1,000 | – | 72 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
| ALC | New | ALCON INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| PLAN | New | ANAPLAN INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $1,000 | – | 45 | +100.0% | 0.00% | – |
| AVNS | New | AVANOS MED INC | $0 | – | 13 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $0 | – | 22 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 7.8% |
| MICROSOFT CORP | 16 | Q3 2023 | 6.6% |
| AMAZON COM INC | 16 | Q3 2023 | 4.6% |
| ALPHABET INC | 16 | Q3 2023 | 4.5% |
| LILLY ELI & CO | 16 | Q3 2023 | 5.2% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 4.4% |
| MICRON TECHNOLOGY INC | 16 | Q3 2023 | 3.0% |
| THERMO FISHER SCIENTIFIC INC | 16 | Q3 2023 | 2.9% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 2.9% |
| BROADCOM INC | 16 | Q3 2023 | 2.7% |
View JACKSON SQUARE CAPITAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-19 |
View JACKSON SQUARE CAPITAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.