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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 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HEEM ISHARES INC 133,965.0 $6.0M 2.77% -3K -2.0% $44.73 -5.9%
2 LMBS FIRST TR EXCHANGE-TRADED FD 89,209.0 $4.4M 2.05% -76K -46.0% $49.78 -0.8%
3 ICVT ISHARES TR 35,970.0 $4.4M 2.02% -7K -15.5% $121.74 -7.8%
4 EEMV ISHARES INC 28,629.0 $2.2M 0.99% -632.0 -2.2% $75.28 +0.6%
5 RSPT INVESCO EXCHANGE TRADED FD T 31,446.0 $2.0M 0.94% -9K -21.4% $64.50 -2.1%
6 EFAV ISHARES TR 21,968.0 $1.9M 0.89% -808.0 -3.5% $87.71 +7.5%
7 EQAL INVESCO EXCH TRADED FD TR II 29,344.0 $1.7M 0.80% -21K -41.4% $59.25 +2.9%
8 PWR QUANTA SVCS INC Industrials 1,598.0 $1.2M 0.53% -805.0 -33.5% $720.04 -15.4%
9 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 14,950.0 $1.1M 0.53% -3K -16.6% $76.40 +11.8%
10 BUNGE GLOBAL SA 10,374.0 $1.1M 0.51% -1K -10.7% $106.73
11 TECHNIPFMC PLC 15,947.0 $1.1M 0.49% -5K -24.5% $66.30
12 APA APA CORPORATION Energy 31,844.0 $1.0M 0.48% -6K -16.9% $32.57 +37.7%
13 BND VANGUARD BD INDEX FDS 12,353.0 $907K 0.42% -15K -55.3% $73.41 -2.2%
14 VEA VANGUARD TAX-MANAGED FDS 12,658.0 $902K 0.42% -3K -21.1% $71.25 +1.7%
15 SCHP SCHWAB STRATEGIC TR 31,527.0 $835K 0.39% -320.0 -1.0% $26.50 -2.6%
16 SHM SPDR SERIES TRUST 16,705.0 $801K 0.37% -1K -6.1% $47.97 -0.8%
17 RSPG INVESCO EXCHANGE TRADED FD T 6,416.0 $629K 0.29% -653.0 -9.2% $97.96 +19.1%
18 RSPF INVESCO EXCHANGE TRADED FD T 7,663.0 $594K 0.27% -50.0 -0.7% $77.55 +8.4%
19 MLPA GLOBAL X FDS 10,490.0 $557K 0.26% -782.0 -6.9% $53.08 +8.1%
20 TFI SPDR SERIES TRUST 8,215.0 $376K 0.17% -2K -18.4% $45.80 -3.3%
Page 1 of 3  ·  50 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%