JUNCTURE WEALTH STRATEGIES, LLC

CIK

1632866

Location

SCOTTSDALE, AZ

Portfolio Value

Micro $1,047,030

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 · 2mo

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

+40.2%

SPY

+76.3%

Annualised alpha

-8.9%

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

2 positions · $1,047,030 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
RIO	Rio Tinto PLC Basic Materials	Reduced	8,905	-306	$830,747	+12.7%	79.34%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	1,998	NEW	$216,283	NEW	20.66%