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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 4,396.0 $307K 0.10% $69.91 +16.1%
102 PRK PARK NATL CORP Financial Services 2,015.0 $307K 0.10% -26.0 -1.3% $152.18 +7.7%
103 ALAB ASTERA LABS INC Technology 1,814.0 $302K 0.10% +345.0 +23.5% $166.36 +46.8%
104 UNH UNITEDHEALTH GROUP INC Healthcare 908.0 $300K 0.10% -73.0 -7.4% $330.11 +18.5%
105 AEP AMERICAN ELEC PWR CO INC Utilities 2,559.0 $295K 0.10% -331.0 -11.4% $115.31 +11.8%
106 WFC WELLS FARGO CO NEW Financial Services 3,150.0 $294K 0.10% $93.20 -20.2%
107 WMT WALMART INC Consumer Defensive 2,587.0 $288K 0.10% -140.0 -5.1% $111.41 +19.7%
108 ATI ATI INC Industrials 2,487.0 $285K 0.09% $114.76 +31.1%
109 UPS UNITED PARCEL SERVICE INC Industrials 2,871.0 $285K 0.09% NEW $99.19 -3.7%
110 IOT SAMSARA INC Technology 8,019.0 $284K 0.09% +737.0 +10.1% $35.45 -13.7%
111 BAC BANK AMERICA CORP Financial Services 5,129.0 $282K 0.09% $55.00 -7.8%
112 XLC SELECT SECTOR SPDR TR 2,305.0 $271K 0.09% +70.0 +3.1% $117.72 -1.6%
113 JNJ JOHNSON & JOHNSON Healthcare 1,309.0 $271K 0.09% -137.0 -9.5% $206.97 +10.6%
114 NVS NOVARTIS AG Healthcare 1,947.0 $268K 0.09% NEW $137.87 +8.2%
115 JPM JPMORGAN CHASE & CO. Financial Services 827.0 $266K 0.09% -400.0 -32.6% $322.22 -6.7%
116 CORT CORCEPT THERAPEUTICS INC Healthcare 7,532.0 $262K 0.09% +140.0 +1.9% $34.80 +58.4%
117 VIG VANGUARD SPECIALIZED FUNDS 1,185.0 $260K 0.09% -139.0 -10.5% $219.78 +4.4%
118 MDT MEDTRONIC PLC Healthcare 2,631.0 $253K 0.08% -1K -33.1% $96.06 -19.5%
119 DINO HF SINCLAIR CORP Energy 5,242.0 $242K 0.08% +477.0 +10.0% $46.08 +52.6%
120 STT STATE STR CORP Financial Services 1,868.0 $241K 0.08% -100.0 -5.1% $129.01 +19.2%
Page 6 of 7  ·  134 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%