BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BWA BORGWARNER INC Consumer Cyclical 16,295.0 $1.1M 0.50% NEW $66.40 -3.6%
22 EQIX EQUINIX INC Real Estate 1,036.0 $1.1M 0.50% NEW $1042.39 -2.7%
23 SLB SLB LIMITED Energy 23,069.0 $1.1M 0.49% NEW $46.49 +23.0%
24 APOS APOLLO GLOBAL MGMT INC 9,047.0 $1.1M 0.49% NEW $118.31
25 SJM SMUCKER J M CO Consumer Defensive 9,447.0 $1.1M 0.49% NEW $112.50 +17.2%
26 XPO XPO INC Industrials 5,169.0 $1.1M 0.49% NEW $205.29 -11.2%
27 FCX FREEPORT MCMORAN INC Basic Materials 16,863.0 $1.1M 0.49% NEW $62.89 +19.3%
28 EIX EDISON INTL Utilities 14,227.0 $1.1M 0.49% NEW $74.45 -26.4%
29 NOV NOV INC Energy 56,714.0 $1.1M 0.49% NEW $18.55 +14.3%
30 ROST ROSS STORES INC Consumer Cyclical 4,942.0 $1.1M 0.49% NEW $212.85 +7.6%
31 SCCO SOUTHERN COPPER CORP Basic Materials 6,030.0 $1.1M 0.48% NEW $174.26 +19.2%
32 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 20,859.0 $1.0M 0.48% NEW $49.98 +4.3%
33 VZ VERIZON COMMUNICATIONS INC Communication Services 24,285.0 $1.0M 0.47% NEW $42.34 +19.1%
34 CORPAY INC 3,084.0 $1.0M 0.47% NEW $333.27
35 CWEN CLEARWAY ENERGY INC Utilities 28,812.0 $985K 0.46% NEW $34.18 -7.1%
36 RSP INVESCO EXCHANGE TRADED FD T 4,257.0 $906K 0.42% NEW $212.77 +2.5%
37 SOXX ISHARES TR 609.0 $390K 0.18% NEW $640.76 -22.1%
38 IWV ISHARES TR 508.0 $217K 0.10% NEW $426.40 +1.7%
39 EWT ISHARES INC 1,716.0 $186K 0.09% NEW $108.61 +0.3%
40 CIBR FIRST TR EXCHANGE-TRADED FD 2,047.0 $184K 0.09% NEW $89.85 +4.8%
Page 2 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%