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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 1,236.0 $371K 0.17% -198.0 -13.8% $300.45 -1.6%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 454.0 $339K 0.16% -2K -78.5% $746.77 +3.1%
23 TLT ISHARES TR 2,993.0 $259K 0.12% -763.0 -20.3% $86.42 -4.9%
24 SJNK SPDR SERIES TRUST 9,111.0 $228K 0.10% -3K -22.0% $25.03 -1.2%
25 EEM ISHARES TR 3,107.0 $213K 0.10% -912.0 -22.7% $68.41 +0.1%
26 SMH VANECK ETF TRUST 292.0 $192K 0.09% -122.0 -29.5% $655.89 -13.9%
27 XLK SELECT SECTOR SPDR TR 953.0 $182K 0.08% -861.0 -47.5% $190.52 -1.9%
28 EWY ISHARES INC 876.0 $177K 0.08% -690.0 -44.1% $201.90 -7.2%
29 ICLN ISHARES TR 8,531.0 $175K 0.08% -603.0 -6.6% $20.49 -13.6%
30 LIT GLOBAL X FDS 2,197.0 $172K 0.08% -124.0 -5.3% $78.28 -5.5%
31 IFLN INVESCO EXCH TRADED FD TR II 8,806.0 $161K 0.07% -225.0 -2.5% $18.29 -0.8%
32 IBHG ISHARES TR 7,077.0 $156K 0.07% -347.0 -4.7% $22.08 -0.9%
33 BKLN INVESCO EXCH TRADED FD TR II 7,561.0 $154K 0.07% -107.0 -1.4% $20.37 +1.1%
34 AGG ISHARES TR 1,452.0 $144K 0.07% -77.0 -5.0% $98.98 -2.0%
35 DVY ISHARES TR 259.0 $40K 0.02% -298.0 -53.5% $156.30 +5.2%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 304.0 $35K 0.02% -5K -94.5% $116.67 +49.3%
37 HYMB SPDR SERIES TRUST 1,394.0 $35K 0.02% -2K -54.0% $25.44 -3.8%
38 AVGO BROADCOM INC Technology 79.0 $30K 0.01% -3K -97.2% $378.41 -5.9%
39 AMD ADVANCED MICRO DEVICES INC Technology 35.0 $20K 0.01% -5K -99.3% $580.91 -18.8%
40 XLY SELECT SECTOR SPDR TR 101.0 $12K 0.01% -5.0 -4.7% $117.29 -1.9%
Page 2 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%