BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 10 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VOO VANGUARD INDEX FDS 20.0 $13K 0.01% +15.0 +300.0% $629.05 +8.6%
182 TJX TJX COS INC NEW Consumer Cyclical 81.0 $12K 0.01% $153.62 +3.6%
183 XLI SELECT SECTOR SPDR TR 80.0 $12K 0.01% -2.0 -2.4% $155.12 +9.9%
184 VT VANGUARD INTL EQUITY INDEX F 82.0 $12K 0.01% +16.0 +24.2% $141.06 +10.0%
185 IBIT ISHARES BITCOIN TRUST ETF Financial Services 220.0 $11K 0.01% $49.65 -11.4%
186 JPM JPMORGAN CHASE & CO. Financial Services 33.0 $11K 0.01% $322.24 -6.0%
187 UBER UBER TECHNOLOGIES INC Technology 120.0 $10K 0.01% $81.72 -8.7%
188 PANW PALO ALTO NETWORKS INC Technology 50.0 $9K 0.01% +29.0 +138.1% $184.20 +37.3%
189 ROKU ROKU INC Communication Services 68.0 $7K 0.00% $108.50 +14.4%
190 VOOV VANGUARD ADMIRAL FDS INC 34.0 $7K 0.00% $204.85 +6.6%
191 WMT WALMART INC Consumer Defensive 60.0 $7K 0.00% $110.53 +18.4%
192 DVN DEVON ENERGY CORP NEW Energy 174.0 $6K 0.00% +21.0 +13.7% $36.67 +28.5%
193 JNJ JOHNSON & JOHNSON Healthcare 31.0 $6K 0.00% +1.0 +3.3% $204.23 +13.5%
194 AFL AFLAC INC Financial Services 57.0 $6K 0.00% $110.28 +6.8%
195 SCHR SCHWAB STRATEGIC TR 236.0 $6K 0.00% $25.08 -2.0%
196 BLK BLACKROCK INC Financial Services 5.0 $5K 0.00% $1070.40 -0.6%
197 MCD MCDONALDS CORP Consumer Cyclical 17.0 $5K 0.00% $305.65 -7.0%
198 LIN LINDE PLC Basic Materials 12.0 $5K 0.00% $426.42 +20.7%
199 SPMO INVESCO EXCH TRADED FD TR II 42.0 $5K 0.00% NEW $119.62 +21.0%
200 ADP AUTOMATIC DATA PROCESSING IN Industrials 19.0 $5K 0.00% $257.26 -14.5%
Page 10 of 13  ·  251 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%