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Portfolio (Quarterly) Guide ↗

Friedenthal Financial

· CIK 0001598611
13F Portfolio $194M AUM 251 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 63 New 45 Added 69 Reduced 78 Exited
Page 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 148,643.0 $22.1M 11.37% -9K -5.9% $148.69 +9.1%
2 SCHA SCHWAB STRATEGIC TR 244,365.0 $7.0M 3.58% -13K -4.9% $28.48 +16.5%
3 IJH ISHARES TR 95,000.0 $6.3M 3.23% -3K -3.0% $66.00 +10.5%
4 HEEM ISHARES INC 136,762.0 $4.8M 2.44% -2K -1.3% $34.76 +21.4%
5 XLC SELECT SECTOR SPDR TR 39,922.0 $4.7M 2.42% -847.0 -2.1% $117.72 -1.4%
6 SHYG ISHARES TR 103,432.0 $4.4M 2.28% -86K -45.3% $42.87 -1.0%
7 RSPH INVESCO EXCHANGE TRADED FD T 119,056.0 $3.8M 1.95% -4K -3.4% $31.85 -3.3%
8 SCHZ SCHWAB STRATEGIC TR 137,318.0 $3.2M 1.65% -28K -16.7% $23.37 -1.6%
9 RSPU INVESCO EXCHANGE TRADED FD T 39,756.0 $3.0M 1.53% -2K -4.6% $74.78 +6.5%
10 VCIT VANGUARD SCOTTSDALE FDS 32,117.0 $2.7M 1.38% -48K -59.7% $83.75 -1.9%
11 BND VANGUARD BD INDEX FDS 27,612.0 $2.0M 1.05% -12K -30.4% $74.07 -1.5%
12 EFAV ISHARES TR 22,776.0 $2.0M 1.01% -4K -14.9% $86.25 +6.8%
13 USMV ISHARES TR 20,845.0 $2.0M 1.01% -776.0 -3.6% $94.16 +2.0%
14 EEMV ISHARES INC 29,261.0 $1.9M 0.96% -5K -15.3% $64.04 +12.9%
15 RSPT INVESCO EXCHANGE TRADED FD T 40,021.0 $1.8M 0.94% -3K -6.4% $45.51 +30.4%
16 RSPN INVESCO EXCHANGE TRADED FD T 27,018.0 $1.5M 0.79% -1K -4.9% $56.63 +5.1%
17 RSPD INVESCO EXCHANGE TRADED FD T 25,901.0 $1.5M 0.76% -1K -4.2% $57.03 -6.1%
18 SPY SPDR S&P 500 ETF TR Financial Services 2,107.0 $1.4M 0.74% -180.0 -7.9% $681.92 +8.9%
19 IDXX IDEXX LABS INC Healthcare 1,518.0 $1.0M 0.53% -139.0 -8.4% $676.53 -18.2%
20 BEPC BROOKFIELD RENEWABLE CORP Utilities 26,637.0 $1.0M 0.53% -5K -16.5% $38.34 -1.9%
Page 1 of 4  ·  69 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 20.7%
Financial Services 10.8%
Healthcare 10.4%
Consumer Cyclical 10.0%
Utilities 9.9%
Real Estate 9.3%
Industrials 7.4%
Basic Materials 7.1%
Energy 6.7%
Consumer Defensive 5.0%