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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 356.0 $342K 0.09% NEW $961.56 +21.4%
42 TXT TEXTRON INC Industrials 3,710.0 $340K 0.09% NEW $91.73 -10.2%
43 SUPN SUPERNUS PHARMACEUTICALS Healthcare 6,404.0 $298K 0.08% NEW $46.51 -5.0%
44 TBPH THERAVANCE BIOPHARMA INC Healthcare 17,234.0 $293K 0.08% NEW $17.00 +0.2%
45 ECL ECOLAB INC Basic Materials 1,047.0 $292K 0.08% NEW $278.61 +2.6%
46 MO ALTRIA GROUP INC Consumer Defensive 3,978.0 $286K 0.07% NEW $71.95 -6.0%
47 FRD FRIEDMAN INDS INC Basic Materials 8,391.0 $270K 0.07% NEW $32.18 +39.3%
48 MDB MONGODB INC Technology 718.0 $241K 0.06% NEW $335.90 +31.2%
49 UBER UBER TECHNOLOGIES INC Technology 3,318.0 $239K 0.06% NEW $72.16 +6.6%
50 HONEYWELL INTL INC 1,058.0 $237K 0.06% NEW $223.98
51 COP CONOCOPHILLIPS Energy 2,277.0 $237K 0.06% NEW $103.96 +24.6%
52 HONEYWELL AEROSPACE INC 1,057.0 $234K 0.06% NEW $221.08
53 IVW ISHARES TR 1,581.0 $217K 0.06% NEW $137.53 +2.4%
54 TEAM ATLASSIAN CORPORATION Technology 2,771.0 $216K 0.06% NEW $77.79 +138.6%
55 IWM ISHARES TR 701.0 $211K 0.06% NEW $300.45 -0.2%
56 ADI ANALOG DEVICES INC Technology 520.0 $207K 0.05% NEW $397.17 -5.7%
57 GPC GENUINE PARTS CO Consumer Cyclical 1,710.0 $202K 0.05% NEW $117.98 +15.9%
58 GMAB GENMAB A/S Healthcare 7,341.0 $202K 0.05% NEW $27.47 +24.1%
59 MPT MEDICAL PROPERTIES TRUST INC Financial Services 13,510.0 $62K 0.02% NEW $4.62 -12.8%
Page 3 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%