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Portfolio (Quarterly) Guide ↗

JUNCTURE WEALTH STRATEGIES, LLC

· CIK 0001632866
13F Portfolio $384M AUM 179 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 59 New 48 Added 60 Reduced 14 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TXN TEXAS INSTRS INC Technology 2,360.0 $703K 0.18% NEW $298.07 -10.6%
22 QUAL ISHARES TR 3,104.0 $681K 0.18% NEW $219.43 +2.4%
23 SLYG SPDR SERIES TRUST 5,437.0 $648K 0.17% NEW $119.13 -3.0%
24 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,328.0 $633K 0.17% NEW $271.95 -11.7%
25 KLIC KULICKE & SOFFA INDS INC Technology 4,617.0 $618K 0.16% NEW $133.76 -36.7%
26 AUPH AURINIA PHARMACEUTICALS INC Healthcare 34,232.0 $581K 0.15% NEW $16.97 -2.9%
27 MIRM MIRUM PHARMACEUTICALS INC Healthcare 4,815.0 $564K 0.15% NEW $117.07 -14.8%
28 INCY INCYTE CORP Healthcare 4,956.0 $562K 0.15% NEW $113.36 +12.7%
29 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,804.0 $558K 0.14% NEW $96.12 -51.4%
30 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,790.0 $533K 0.14% NEW $92.09 -4.6%
31 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,779.0 $517K 0.13% NEW $290.59 -9.8%
32 OPRA OPERA LTD Communication Services 25,879.0 $513K 0.13% NEW $19.83 -2.1%
33 SPACE EXPLORATION TECHN CORP 2,671.0 $456K 0.12% NEW $170.86
34 GS GOLDMAN SACHS GROUP INC Financial Services 425.0 $430K 0.11% NEW $1011.37 +2.9%
35 LOW LOWES COS INC Consumer Cyclical 1,941.0 $428K 0.11% NEW $220.49 -6.2%
36 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,092.0 $381K 0.10% NEW $123.11 +31.0%
37 UNP UNION PAC CORP Industrials 1,377.0 $375K 0.10% NEW $272.00 +13.1%
38 VCEL VERICEL CORP Healthcare 8,283.0 $369K 0.10% NEW $44.49 -7.4%
39 HQY HEALTHEQUITY INC Healthcare 4,065.0 $367K 0.10% NEW $90.32 +3.4%
40 ODDITY TECH LTD 23,022.0 $348K 0.09% NEW $15.13
Page 2 of 3  ·  59 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 39.7%
Financial Services 20.5%
Healthcare 13.9%
Industrials 6.3%
Consumer Cyclical 5.7%
Energy 4.7%
Consumer Defensive 4.1%
Communication Services 2.3%
Basic Materials 2.1%
Utilities 0.6%