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Portfolio (Quarterly) Guide ↗

JUNCTURE WEALTH STRATEGIES, LLC

· CIK 0001632866
13F Portfolio $304M AUM 134 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 43 Added 56 Reduced 9 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RIO RIO TINTO PLC Basic Materials 9,211.0 $737K 0.24% +2K +32.7% $80.03 +30.2%
22 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,796.0 $680K 0.22% +125.0 +2.7% $141.83 +11.9%
23 SHOP SHOPIFY INC Technology 3,877.0 $624K 0.20% +279.0 +7.8% $160.97 -38.1%
24 XOM EXXON MOBIL CORP Energy 5,008.0 $603K 0.20% +877.0 +21.2% $120.35 +29.3%
25 PNC PNC FINL SVCS GROUP INC Financial Services 2,865.0 $598K 0.20% +211.0 +8.0% $208.70 +2.4%
26 ZETA ZETA GLOBAL HOLDINGS CORP Technology 24,984.0 $508K 0.17% +2K +7.9% $20.35 -10.7%
27 XSD SPDR SERIES TRUST 1,572.0 $506K 0.17% +88.0 +5.9% $321.60 +69.2%
28 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 11,800.0 $481K 0.16% +2K +19.9% $40.74 -10.4%
29 COMERICA INC 5,485.0 $477K 0.16% +800.0 +17.1% $86.93
30 C CITIGROUP INC Financial Services 3,624.0 $423K 0.14% +300.0 +9.0% $116.69 +5.8%
31 PODD INSULET CORP Healthcare 1,336.0 $380K 0.12% +131.0 +10.9% $284.24 -48.4%
32 CPB THE CAMPBELLS COMPANY Consumer Defensive 12,848.0 $358K 0.12% +2K +23.2% $27.87 -27.6%
33 HRL HORMEL FOODS CORP Consumer Defensive 15,015.0 $356K 0.12% +4K +31.6% $23.70 -16.0%
34 RF REGIONS FINANCIAL CORP NEW Financial Services 13,108.0 $355K 0.12% +4K +39.0% $27.10 -1.1%
35 PTCT PTC THERAPEUTICS INC Healthcare 4,673.0 $355K 0.12% +571.0 +13.9% $75.96 -6.3%
36 KINIKSA PHARMACEUTICALS INTL 8,146.0 $336K 0.11% +1K +18.7% $41.25
37 ETON PHARMACEUTICALS INC 18,996.0 $321K 0.11% +2K +11.9% $16.91
38 JHG JANUS HENDERSON GROUP PLC Financial Services 6,718.0 $320K 0.10% +2K +49.3% $47.57 +8.8%
39 ALAB ASTERA LABS INC Technology 1,814.0 $302K 0.10% +345.0 +23.5% $166.36 +38.0%
40 IOT SAMSARA INC Technology 8,019.0 $284K 0.09% +737.0 +10.1% $35.45 -17.0%
Page 2 of 3  ·  43 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 27.8%
Financial Services 25.1%
Healthcare 16.5%
Industrials 6.9%
Energy 6.1%
Consumer Cyclical 5.9%
Communication Services 5.2%
Consumer Defensive 3.4%
Basic Materials 1.9%
Utilities 0.8%