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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 GWW WW GRAINGER INC Industrials 3 $3K 0.00% SOLD
62 DKNG DRAFTKINGS INC NEW Consumer Cyclical 25 $862.0 SOLD
63 AMT AMERICAN TOWER CORP NEW Real Estate 4 $703.0 SOLD
64 COTY COTY INC Consumer Defensive 200 $616.0 SOLD
65 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 105 $613.0 SOLD
66 PYPL PAYPAL HLDGS INC Financial Services 6 $352.0 SOLD
67 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 17 $336.0 SOLD
68 MPX MARINE PRODS CORP Consumer Cyclical 31 $275.0 SOLD
69 STRIVE INC 200 $148.0 SOLD
70 TRIVAGO N V 30 $87.0 SOLD
71 NKE NIKE INC Consumer Cyclical 1 $64.0 SOLD
72 SNDL INC 30 $50.0 SOLD
73 AURORA MOBILE LTD 4 $25.0 SOLD
74 EOSE EOS ENERGY ENTERPRISES INC Industrials 1 $12.0 SOLD
75 TE T1 ENERGY INC Industrials 1 $7.0 SOLD
76 WORKHORSE GROUP INC 1 $6.0 SOLD
77 GRAB GRAB HOLDINGS LIMITED Technology 1 $5.0 SOLD
Page 4 of 4  ·  77 positions
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%