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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PHM PULTE GROUP INC Consumer Cyclical 2,019.0 $237K 0.08% $117.26 -7.3%
122 V VISA INC Financial Services 649.0 $228K 0.07% -142.0 -17.9% $350.71 -5.0%
123 ITOT ISHARES TR 1,512.0 $225K 0.07% $148.69 +7.5%
124 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 733.0 $223K 0.07% NEW $303.89 +28.7%
125 MDYG SPDR SERIES TRUST 2,395.0 $221K 0.07% -64.0 -2.6% $92.43 +11.6%
126 DGRW WISDOMTREE TR 2,443.0 $218K 0.07% $89.43 +6.5%
127 USB US BANCORP DEL Financial Services 4,040.0 $216K 0.07% NEW $53.36 -1.0%
128 PLD PROLOGIS INC. Real Estate 1,684.0 $215K 0.07% NEW $127.66 +10.7%
129 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 762.0 $210K 0.07% NEW $275.39 +168.4%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 5,024.0 $205K 0.07% -2K -28.3% $40.73 +15.6%
131 CTRA COTERRA ENERGY INC Energy 7,704.0 $203K 0.07% NEW $26.32 +23.7%
132 EOG EOG RES INC Energy 1,929.0 $203K 0.07% NEW $105.01 +36.5%
133 IWL ISHARES TR 1,177.0 $201K 0.07% NEW $170.63 +7.4%
134 SENSTAR TECHNOLOGIES CORP 34,375.0 $166K 0.06% $4.83
Page 7 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%