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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PDBC INVESCO ACTVELY MNGD ETC FD 10,724.0 $170K 0.08% NEW $15.88 +20.0%
42 TROW PRICE T ROWE GROUP INC Financial Services 683.0 $78K 0.04% NEW $113.69 -4.1%
43 AKAM AKAMAI TECHNOLOGIES INC Technology 647.0 $76K 0.04% NEW $118.21 -9.9%
44 CHRW C H ROBINSON WORLDWIDE IN Industrials 406.0 $76K 0.04% NEW $188.34 -21.5%
45 AA ALCOA CORP Basic Materials 1,419.0 $74K 0.03% NEW $52.14 -2.4%
46 DIS DISNEY WALT CO Communication Services 763.0 $73K 0.03% NEW $96.25 +10.4%
47 EXC EXELON CORP Utilities 1,572.0 $73K 0.03% NEW $46.62 -6.0%
48 DXCM DEXCOM INC Healthcare 1,041.0 $70K 0.03% NEW $67.35 +33.8%
49 MET METLIFE INC Financial Services 776.0 $66K 0.03% NEW $84.61 +11.6%
50 NEAR ISHARES U S ETF TR 1,287.0 $65K 0.03% NEW $50.66 -0.8%
51 CARNIVAL CORP LTD 1,531.0 $44K 0.02% NEW $28.57
52 SCMB SCHWAB STRATEGIC TR 1,366.0 $35K 0.02% NEW $25.82 -3.3%
53 MEAR ISHARES U S ETF TR 691.0 $35K 0.02% NEW $50.38 -0.7%
54 NEBIUS GROUP N.V. 110.0 $30K 0.01% NEW $276.17
55 OVV OVINTIV INC Energy 343.0 $18K 0.01% NEW $52.65 +26.5%
56 FANG DIAMONDBACK ENERGY INC Energy 99.0 $17K 0.01% NEW $175.79 +15.6%
57 SPACE EXPLORATION TECHN CORP 100.0 $17K 0.01% NEW $170.86
58 SNDK SANDISK CORP Technology 7.0 $16K 0.01% NEW $2273.86 -32.4%
59 ASX ASE TECHNOLOGY HLDG CO LTD Technology 245.0 $11K 0.01% NEW $45.12 -17.0%
60 ASTS AST SPACEMOBILE INC Technology 120.0 $11K 0.01% NEW $88.87 -37.2%
Page 3 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%