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Portfolio (Quarterly) Guide ↗

Friedenthal Financial

· CIK 0001598611
13F Portfolio $217M AUM 254 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 80 New 66 Added 50 Reduced 77 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSPS INVESCO EXCHANGE TRADED FD T 60,761.0 $1.8M 0.84% +6K +10.4% $29.98 +4.7%
22 VCSH VANGUARD SCOTTSDALE FDS 22,374.0 $1.8M 0.82% +2K +11.9% $79.03 -1.2%
23 RSPN INVESCO EXCHANGE TRADED FD T 27,621.0 $1.8M 0.82% +603.0 +2.2% $63.99 -5.1%
24 IAGG ISHARES TR 31,674.0 $1.6M 0.74% +651.0 +2.1% $50.60 -2.0%
25 RSPD INVESCO EXCHANGE TRADED FD T 28,111.0 $1.6M 0.73% +2K +8.5% $56.00 -0.2%
26 IAC PEOPLE INC Technology 26,622.0 $1.2M 0.57% +659.0 +2.5% $46.16 -0.0%
27 USFR WISDOMTREE TR 23,482.0 $1.2M 0.55% +576.0 +2.5% $50.35 +0.1%
28 GOOGL ALPHABET INC Communication Services 3,180.0 $1.1M 0.53% +56.0 +1.8% $357.38 -5.7%
29 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 113,104.0 $1.1M 0.49% +36K +47.4% $9.39 +30.5%
30 FDX FEDEX CORP Industrials 3,255.0 $1.0M 0.47% +3K +10000.0% $313.13 +3.7%
31 LIBERTY GLOBAL LTD 89,142.0 $1.0M 0.47% +5K +5.4% $11.37
32 PULS PGIM ETF TR 19,074.0 $945K 0.44% +405.0 +2.2% $49.55 -0.0%
33 EAGG ISHARES TR 16,523.0 $783K 0.36% +412.0 +2.6% $47.41 -2.3%
34 SCHH SCHWAB STRATEGIC TR 24,257.0 $574K 0.27% +242.0 +1.0% $23.68 -0.9%
35 NVDA NVIDIA CORPORATION Technology 2,569.0 $514K 0.24% +97.0 +3.9% $200.05 +12.0%
36 MBB ISHARES TR 3,929.0 $371K 0.17% +48.0 +1.2% $94.52 -2.3%
37 SCHO SCHWAB STRATEGIC TR 13,044.0 $315K 0.14% +671.0 +5.4% $24.14 -0.6%
38 XBI SPDR SERIES TRUST 1,805.0 $286K 0.13% +574.0 +46.6% $158.25 +2.8%
39 AMZN AMAZON COM INC Consumer Cyclical 943.0 $225K 0.10% +81.0 +9.4% $238.34 +7.1%
40 PCY INVESCO EXCH TRADED FD TR II 10,092.0 $218K 0.10% +62.0 +0.6% $21.65 -3.3%
Page 2 of 4  ·  66 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 13.8%
Industrials 11.8%
Healthcare 10.8%
Consumer Cyclical 9.8%
Real Estate 9.5%
Basic Materials 9.3%
Energy 9.1%
Utilities 7.7%
Consumer Defensive 7.3%
Financial Services 6.1%