JUNCTURE WEALTH STRATEGIES, LLC

CIK

1632866

Location

SCOTTSDALE, AZ

Portfolio Value

Micro $37,986,712

Diversification

Diversified

Filing Date

Global Rank

#6,808 / 8,232 ▲ 163

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-9.1%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.8%

SPY

+76.5%

Annualised alpha

-9.1%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

64 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.1%

−0.9 pts

Top 5

27.7%

−5.2 pts

Top 10

42.5%

−4.1 pts

HHI

301

Diversified−44

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.9%	$9,456,668	13
Healthcare	19.2%	$7,287,689	13
Financial Services	14.3%	$5,443,901	13
Unclassified	10.1%	$3,842,859	1
Energy	9.8%	$3,737,744	7
Industrials	6.4%	$2,424,356	4
Consumer Cyclical	5.5%	$2,071,752	4
Communication Services	2.8%	$1,078,202	2
Basic Materials	2.8%	$1,047,030	2
Consumer Defensive	2.6%	$996,541	3
Utilities	1.0%	$377,379	1
Real Estate	0.6%	$222,591	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
FITB	Fifth Third Bancorp	+7,570	15,954	$741,222
KNSA	Kiniksa Pharmaceuticals International, plc	+1,324	9,470	$455,980
UPS	United Parcel Service Inc	+1,055	3,926	$386,239
MDT	Medtronic plc	+880	3,511	$304,228
RF	Regions Financial Corp	+800	13,908	$363,276
GMED	Globus Medical Inc	+506	9,526	$820,760
PTCT	Ptc Therapeutics, Inc.	+475	5,148	$350,733
NVS	Novartis AG	+336	2,283	$348,728
AEP	American Electric Power Co Inc	+320	2,879	$377,379
HRL	Hormel Foods Corp /De/	+300	15,315	$346,884
NVDA	Nvidia Corp	+266	10,880	$1,897,472
VZ	Verizon Communications Inc	+259	5,283	$265,206
AVGO	Broadcom Inc.	+211	3,820	$1,182,328
ETON	Eton Pharmaceuticals, Inc.	+185	19,181	$473,387
EOG	Eog Resources Inc	+123	2,052	$296,657
XOM	Exxon Mobil Corp	+121	5,129	$870,186
JPM	Jpmorgan Chase & Co	+118	945	$277,981
MSFT	Microsoft Corp	+103	2,217	$820,666
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+65	798	$269,684
USB	US Bancorp De	+50	4,090	$212,720
PNC	Pnc Financial Services Group, Inc.	+10	2,875	$598,258
ORCL	Oracle Corp	+5	2,113	$310,843
BRK-B	Berkshire Hathaway Inc	+2	1,946	$932,523
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRX	Catalyst Pharmaceuticals, Inc.	−12,533	71,809	$1,777,990
IDCC	InterDigital, Inc.	−4,423	4,543	$1,371,986
ZETA	Zeta Global Holdings Corp.	−2,185	22,799	$362,960
SHOP	Shopify Inc.	−674	3,203	$379,939
SPY	Spdr S&P 500 ETF Trust	−663	5,909	$3,842,859
CVX	Chevron Corp	−525	6,926	$1,432,989
RIO	Rio Tinto PLC	−306	8,905	$830,747
HALO	Halozyme Therapeutics, Inc.	−294	10,681	$690,313
DINO	HF Sinclair Corp	−283	4,959	$309,392
NBIX	Neurocrine Biosciences Inc	−253	4,543	$598,494
C	Citigroup Inc	−150	3,474	$393,986
NTRS	Northern Trust Corp	−92	4,120	$575,028
JNJ	Johnson & Johnson	−75	1,234	$301,638
CSCO	Cisco Systems, Inc.	−52	14,990	$1,163,074
CTRA	Coterra Energy Inc.	−45	7,659	$269,137
AXON	Axon Enterprise, Inc.	−42	3,702	$1,572,202
KO	Coca Cola Co	−37	4,359	$331,501
WMT	Walmart Inc.	−27	2,560	$318,156
TSLA	Tesla, Inc.	−24	1,735	$644,986
MELI	Mercadolibre Inc	−17	341	$589,595
ABBV	AbbVie Inc.	−15	1,759	$382,564
STX	Seagate Technology Holdings plc	−10	752	$294,603
WFC	Wells Fargo & Company/Mn	−2	3,148	$250,612
META	Meta Platforms, Inc.	−1	1,421	$812,996
PGR	Progressive Corp/Oh/	−1	1,425	$282,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	5,952	$954,224
COP	Conocophillips	2,656	$350,592
MU	Micron Technology Inc	682	$230,406
AMD	Advanced Micro Devices Inc	1,074	$218,483
NEM	NEWMONT Corp /DE/	1,998	$216,283
BKR	Baker Hughes Co	3,420	$208,791
AUPH	Aurinia Pharmaceuticals Inc.	10,140	$150,274
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
APAM	Artisan Partners Asset Management Inc.	11,800	$480,732
PODD	Insulet Corp	1,336	$379,744
CPB	CAMPBELL'S Co	12,848	$358,073
JHG	Janus Henderson Group PLC	6,718	$319,575
ALAB	Astera Labs, Inc.	1,814	$301,777
UNH	Unitedhealth Group Inc	908	$299,739
IOT	Samsara Inc.	8,019	$284,273
CORT	Corcept Therapeutics Inc	7,532	$262,113
V	Visa Inc.	649	$227,610
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 positions · $37,986,712 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	5,909	-663	$3,842,859	−14.3%	10.12%
NVDA	Nvidia Corp Technology	Added	10,880	+266	$1,897,472	−4.1%	5.00%
CPRX	Catalyst Pharmaceuticals, Inc. Healthcare	Reduced	71,809	-12,533	$1,777,990	−9.7%	4.68%
AXON	Axon Enterprise, Inc. Industrials	Reduced	3,702	-42	$1,572,202	−26.1%	4.14%
CVX	Chevron Corp Energy	Reduced	6,926	-525	$1,432,989	+26.2%	3.77%
IDCC	InterDigital, Inc. Technology	Reduced	4,543	-4,423	$1,371,986	−51.9%	3.61%
AVGO	Broadcom Inc. Technology	Added	3,820	+211	$1,182,328	−5.3%	3.11%
CSCO	Cisco Systems, Inc. Technology	Reduced	14,990	-52	$1,163,074	+0.4%	3.06%
PANW	Palo Alto Networks Inc Technology	NEW	5,952	NEW	$954,224	NEW	2.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,946	+2	$932,523	−4.6%	2.45%
XOM	Exxon Mobil Corp Energy	Added	5,129	+121	$870,186	+44.4%	2.29%
RIO	Rio Tinto PLC Basic Materials	Reduced	8,905	-306	$830,747	+12.7%	2.19%
GMED	Globus Medical Inc Healthcare	Added	9,526	+506	$820,760	+4.2%	2.16%
MSFT	Microsoft Corp Technology	Added	2,217	+103	$820,666	−19.7%	2.16%
META	Meta Platforms, Inc. Communication Services	Reduced	1,421	-1	$812,996	−13.4%	2.14%
FITB	Fifth Third Bancorp Financial Services	Added	15,954	+7,570	$741,222	+88.9%	1.95%
HALO	Halozyme Therapeutics, Inc. Healthcare	Reduced	10,681	-294	$690,313	−6.5%	1.82%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,735	-24	$644,986	−18.5%	1.70%
GILD	Gilead Sciences, Inc. Healthcare	Held	4,539	0	$632,600	+13.5%	1.67%
TPR	Tapestry, Inc. Consumer Cyclical	Held	4,250	0	$599,717	+10.4%	1.58%
NBIX	Neurocrine Biosciences Inc Healthcare	Reduced	4,543	-253	$598,494	−12.0%	1.58%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	2,875	+10	$598,258	+0.0%	1.57%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	341	-17	$589,595	−18.2%	1.55%
NTRS	Northern Trust Corp Financial Services	Reduced	4,120	-92	$575,028	−0.1%	1.51%
ETON	Eton Pharmaceuticals, Inc. Healthcare	Added	19,181	+185	$473,387	+47.4%	1.25%
KNSA	Kiniksa Pharmaceuticals International, plc Healthcare	Added	9,470	+1,324	$455,980	+35.7%	1.20%
C	Citigroup Inc Financial Services	Reduced	3,474	-150	$393,986	−6.8%	1.04%
UPS	United Parcel Service Inc Industrials	Added	3,926	+1,055	$386,239	+35.6%	1.02%
ABBV	AbbVie Inc. Healthcare	Reduced	1,759	-15	$382,564	−5.6%	1.01%
SHOP	Shopify Inc. Technology	Reduced	3,203	-674	$379,939	−39.1%	1.00%
AEP	American Electric Power Co Inc Utilities	Added	2,879	+320	$377,379	+27.9%	0.99%
RF	Regions Financial Corp Financial Services	Added	13,908	+800	$363,276	+2.3%	0.96%
ZETA	Zeta Global Holdings Corp. Technology	Reduced	22,799	-2,185	$362,960	−28.6%	0.96%
ATI	Ati Inc Industrials	Held	2,487	0	$361,759	+26.8%	0.95%
PTCT	Ptc Therapeutics, Inc. Healthcare	Added	5,148	+475	$350,733	−1.2%	0.92%
COP	Conocophillips Energy	NEW	2,656	NEW	$350,592	NEW	0.92%
NVS	Novartis AG Healthcare	Added	2,283	+336	$348,728	+29.9%	0.92%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Added	15,315	+300	$346,884	−2.5%	0.91%
KO	Coca Cola Co Consumer Defensive	Reduced	4,359	-37	$331,501	+7.9%	0.87%
PRK	Park National Corp /Oh/ Financial Services	Held	2,015	0	$329,351	+7.4%	0.87%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,560	-27	$318,156	+10.4%	0.84%
ORCL	Oracle Corp Technology	Added	2,113	+5	$310,843	−24.3%	0.82%
DINO	HF Sinclair Corp Energy	Reduced	4,959	-283	$309,392	+28.1%	0.81%
MDT	Medtronic plc Healthcare	Added	3,511	+880	$304,228	+20.4%	0.80%
JNJ	Johnson & Johnson Healthcare	Reduced	1,234	-75	$301,638	+11.3%	0.79%
EOG	Eog Resources Inc Energy	Added	2,052	+123	$296,657	+46.5%	0.78%
STX	Seagate Technology Holdings plc Technology	Reduced	752	-10	$294,603	+40.4%	0.78%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	1,425	-1	$282,492	−13.0%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	945	+118	$277,981	+4.3%	0.73%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	798	+65	$269,684	+21.1%	0.71%