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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 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLOT ISHARES TR 85,075.0 $4.3M 2.00% NEW $51.05 -0.4%
2 SGOV ISHARES TR 20,609.0 $2.1M 0.96% NEW $100.67 -0.3%
3 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 41,836.0 $1.2M 0.57% NEW $29.53 -4.3%
4 DAR DARLING INGREDIENTS INC Consumer Defensive 21,564.0 $1.2M 0.54% NEW $54.62 +23.9%
5 COLD AMERICOLD REALTY TRUST INC Real Estate 74,212.0 $1.2M 0.54% NEW $15.72 -6.2%
6 CIEN CIENA CORP Technology 2,376.0 $1.2M 0.54% NEW $490.56 -26.5%
7 LINE LINEAGE INC Real Estate 26,917.0 $1.2M 0.54% NEW $43.25 -10.3%
8 OGN ORGANON & CO Healthcare 84,676.0 $1.1M 0.53% NEW $13.54 +1.6%
9 LITE LUMENTUM HLDGS INC Technology 1,327.0 $1.1M 0.53% NEW $858.06 +1.3%
10 IVZ INVESCO LTD Financial Services 43,011.0 $1.1M 0.52% NEW $26.39 +21.2%
11 TPR TAPESTRY INC Consumer Cyclical 7,723.0 $1.1M 0.52% NEW $146.38 -16.6%
12 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,916.0 $1.1M 0.52% NEW $386.73 +4.2%
13 ENPH ENPHASE ENERGY INC Energy 22,881.0 $1.1M 0.52% NEW $49.24 -27.8%
14 NI NISOURCE INC Utilities 23,427.0 $1.1M 0.51% NEW $47.55 -13.8%
15 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,610.0 $1.1M 0.51% NEW $240.97 +1.1%
16 CC CHEMOURS CO Basic Materials 53,616.0 $1.1M 0.51% NEW $20.52 -26.4%
17 FLS FLOWSERVE CORP Industrials 14,806.0 $1.1M 0.51% NEW $74.16 +3.3%
18 LEA LEAR CORP Consumer Cyclical 8,153.0 $1.1M 0.51% NEW $134.06 -6.6%
19 MDU MDU RES GROUP INC Industrials 51,385.0 $1.1M 0.50% NEW $21.21 -5.9%
20 PLD PROLOGIS INC. Real Estate 8,040.0 $1.1M 0.50% NEW $135.47 +3.1%
Page 1 of 4  ·  80 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%