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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AIP ARTERIS INC Technology 15,709.0 $763K 0.20% NEW $48.59 -54.5%
82 UBND VICTORY PORTFOLIOS II 34,906.0 $758K 0.20% NEW $21.73 -1.5%
83 MDYV SPDR SERIES TRUST 7,912.0 $750K 0.20% -7K -45.8% $94.86 -0.1%
84 LLY ELI LILLY & CO Healthcare 612.0 $734K 0.19% NEW $1199.43 -2.9%
85 JEPI J P MORGAN EXCHANGE TRADED F 12,890.0 $728K 0.19% NEW $56.48 +2.4%
86 META META PLATFORMS INC Communication Services 1,260.0 $710K 0.18% -162.0 -11.4% $563.32 +2.3%
87 TXN TEXAS INSTRS INC Technology 2,360.0 $703K 0.18% NEW $298.07 -13.1%
88 IJH ISHARES TR 8,915.0 $687K 0.18% +129.0 +1.5% $77.11 -1.6%
89 NTRS NORTHERN TR CORP Financial Services 3,920.0 $681K 0.18% -292.0 -6.9% $173.84 +7.6%
90 QUAL ISHARES TR 3,104.0 $681K 0.18% NEW $219.43 +2.0%
91 TSLA TESLA INC Consumer Cyclical 1,603.0 $674K 0.17% -156.0 -8.9% $420.60 -17.3%
92 TLT ISHARES TR 7,517.0 $650K 0.17% +4K +99.5% $86.42 -4.2%
93 SLYG SPDR SERIES TRUST 5,437.0 $648K 0.17% NEW $119.13 -4.1%
94 DVY ISHARES TR 4,081.0 $638K 0.17% -752.0 -15.6% $156.30 +4.8%
95 ZETA ZETA GLOBAL HOLDINGS CORP Technology 32,256.0 $635K 0.17% +7K +29.1% $19.68 +55.7%
96 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,328.0 $633K 0.17% NEW $271.95 -14.3%
97 PNC PNC FINL SVCS GROUP INC Financial Services 2,509.0 $618K 0.16% -356.0 -12.4% $246.23 -1.5%
98 KLIC KULICKE & SOFFA INDS INC Technology 4,617.0 $618K 0.16% NEW $133.76 -39.2%
99 SPYG SPDR SERIES TRUST 5,166.0 $615K 0.16% -1K -16.3% $118.99 +1.9%
100 TPR TAPESTRY INC Consumer Cyclical 4,150.0 $608K 0.16% -100.0 -2.4% $146.40 -14.6%
Page 5 of 9  ·  179 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%