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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  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RKLB ROCKET LAB CORP Industrials 75.0 $8K 0.00% NEW $101.65 -38.5%
62 HIMS HIMS & HERS HEALTH INC Healthcare 150.0 $5K 0.00% NEW $34.67 -18.0%
63 COF CAPITAL ONE FINL CORP Financial Services 25.0 $5K 0.00% NEW $201.52 +4.9%
64 IREN IREN LIMITED Financial Services 105.0 $5K 0.00% NEW $45.73 -19.5%
65 SHY ISHARES TR 55.0 $5K 0.00% NEW $82.13 -0.7%
66 VXUS VANGUARD STAR FDS 50.0 $4K 0.00% NEW $85.98 +0.8%
67 HAL HALLIBURTON CO Energy 101.0 $3K 0.00% NEW $33.93 +8.5%
68 NFLX NETFLIX INC. Communication Services 43.0 $3K 0.00% NEW $71.42 +13.1%
69 GEVO GEVO INC Basic Materials 1,000.0 $2K 0.00% NEW $1.50 +9.3%
70 FLNC FLUENCE ENERGY INC Utilities 43.0 $951.0 NEW $22.12 -52.9%
71 BMNR BITMINE IMMERSION TECHS INC Financial Services 60.0 $799.0 NEW $13.32 +75.5%
72 SPRB SPRUCE BIOSCIENCES INC Healthcare 7.0 $378.0 NEW $54.00 +3.0%
73 KEEL KEEL INFRASTRUCTURE CORP Technology 39.0 $233.0 NEW $5.97 -48.6%
74 HLIT HARMONIC INC Technology 5.0 $71.0 NEW $14.20 -17.5%
75 CORGI ETF TR I 2.0 $56.0 NEW $28.00
76 WYY WIDEPOINT CORP Technology 2.0 $35.0 NEW $17.50 -41.5%
77 BRUN BOOST RUN INC 1.0 $30.0 NEW $30.00 -43.9%
78 BATL BATTALION OIL CORP Energy 6.0 $13.0 NEW $2.17 -35.8%
79 NNBR NN INC Industrials 2.0 $8.0 NEW $4.00 -16.8%
80 MERLIN INC 1.0 $6.0 NEW $6.00
Page 4 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%