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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WFC WELLS FARGO & CO Financial Services 3,148.0 $260K 0.07% $82.64 +2.8%
162 MDT MEDTRONIC PLC Healthcare 3,216.0 $252K 0.07% +585.0 +22.2% $78.23 +15.0%
163 VIG VANGUARD SPECIALIZED FUNDS 1,047.0 $248K 0.06% -138.0 -11.7% $236.62 +2.8%
164 MDB MONGODB INC Technology 718.0 $241K 0.06% NEW $335.90 +31.2%
165 UBER UBER TECHNOLOGIES INC Technology 3,318.0 $239K 0.06% NEW $72.16 +6.6%
166 HONEYWELL INTL INC 1,058.0 $237K 0.06% NEW $223.98
167 COP CONOCOPHILLIPS Energy 2,277.0 $237K 0.06% NEW $103.96 +24.6%
168 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 245.0 $236K 0.06% -517.0 -67.8% $965.00 -12.2%
169 HONEYWELL AEROSPACE INC 1,057.0 $234K 0.06% NEW $221.08
170 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 6,386.0 $221K 0.06% -5K -45.9% $34.53 +26.1%
171 IWL ISHARES TR 1,177.0 $218K 0.06% $184.95 +3.3%
172 IVW ISHARES TR 1,581.0 $217K 0.06% NEW $137.53 +2.4%
173 TEAM ATLASSIAN CORPORATION Technology 2,771.0 $216K 0.06% NEW $77.79 +138.6%
174 IWM ISHARES TR 701.0 $211K 0.06% NEW $300.45 -0.2%
175 ADI ANALOG DEVICES INC Technology 520.0 $207K 0.05% NEW $397.17 -5.7%
176 GPC GENUINE PARTS CO Consumer Cyclical 1,710.0 $202K 0.05% NEW $117.98 +15.9%
177 GMAB GENMAB A/S Healthcare 7,341.0 $202K 0.05% NEW $27.47 +24.1%
178 SENSTAR TECHNOLOGIES CORP 34,375.0 $66K 0.02% $1.93
179 MPT MEDICAL PROPERTIES TRUST INC Financial Services 13,510.0 $62K 0.02% NEW $4.62 -12.8%
Page 9 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%