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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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLK BLACKROCK INC Financial Services 356.0 $342K 0.09% NEW $961.56 +21.0%
142 IJS ISHARES TR 2,501.0 $342K 0.09% -2K -44.3% $136.68 +0.7%
143 TXT TEXTRON INC Industrials 3,710.0 $340K 0.09% NEW $91.73 -9.5%
144 DINO HF SINCLAIR CORP Energy 4,707.0 $328K 0.09% -535.0 -10.2% $69.65 +42.0%
145 NVS NOVARTIS AG Healthcare 1,998.0 $313K 0.08% +51.0 +2.6% $156.72 -2.4%
146 JNJ JOHNSON & JOHNSON Healthcare 1,228.0 $312K 0.08% -81.0 -6.2% $254.03 +4.6%
147 PGR PROGRESSIVE CORP Financial Services 1,425.0 $311K 0.08% $218.45 +0.1%
148 ORCL ORACLE CORP Technology 2,113.0 $310K 0.08% $146.55 +2.9%
149 SHOP SHOPIFY INC Technology 2,695.0 $308K 0.08% -1K -30.5% $114.18 +34.0%
150 VZ VERIZON COMMUNICATIONS INC Communication Services 7,193.0 $305K 0.08% +2K +43.2% $42.34 +18.0%
151 STT STATE STR CORP Financial Services 1,768.0 $300K 0.08% -100.0 -5.3% $169.60 +13.7%
152 SUPN SUPERNUS PHARMACEUTICALS Healthcare 6,404.0 $298K 0.08% NEW $46.51 -6.7%
153 TBPH THERAVANCE BIOPHARMA INC Healthcare 17,234.0 $293K 0.08% NEW $17.00 +0.2%
154 BAC BANK OF AMER CORP Financial Services 5,129.0 $292K 0.08% $56.98 +9.4%
155 ECL ECOLAB INC Basic Materials 1,047.0 $292K 0.08% NEW $278.61 +2.9%
156 MO ALTRIA GROUP INC Consumer Defensive 3,978.0 $286K 0.07% NEW $71.95 -5.0%
157 EOG EOG RES INC Energy 2,192.0 $284K 0.07% +263.0 +13.6% $129.73 +10.9%
158 ITOT ISHARES TR 1,658.0 $272K 0.07% +146.0 +9.7% $164.27 +2.5%
159 FRD FRIEDMAN INDS INC Basic Materials 8,391.0 $270K 0.07% NEW $32.18 +37.6%
160 WMT WALMART INC Consumer Defensive 2,335.0 $264K 0.07% -252.0 -9.7% $113.26 -9.1%
Page 8 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%