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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 11 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSCO CISCO SYS INC Technology 63.0 $5K 0.00% $77.03 +53.4%
202 VCR VANGUARD WORLD FD 12.0 $5K 0.00% $394.83 -0.5%
203 LHX L3HARRIS TECHNOLOGIES INC Industrials 16.0 $5K 0.00% $293.62 +4.3%
204 ITW ILLINOIS TOOL WKS INC Industrials 19.0 $5K 0.00% -17.0 -47.2% $246.32 +1.5%
205 SPGI S&P GLOBAL INC Financial Services 8.0 $4K 0.00% $522.62 -20.2%
206 PAYX PAYCHEX INC Industrials 32.0 $4K 0.00% $112.19 -16.0%
207 EMR EMERSON ELEC CO Industrials 27.0 $4K 0.00% $132.74 +1.6%
208 ONDS ONDAS HLDGS INC Technology 365.0 $4K 0.00% NEW $9.76 -6.0%
209 FDX FEDEX CORP Industrials 12.0 $3K 0.00% $288.92 +34.6%
210 VWO VANGUARD INTL EQUITY INDEX F 64.0 $3K 0.00% $53.77 +9.2%
211 SBUX STARBUCKS CORP Consumer Cyclical 39.0 $3K 0.00% $84.23 +26.4%
212 WEC WEC ENERGY GROUP INC Utilities 31.0 $3K 0.00% $105.48 +4.9%
213 ACHR ARCHER AVIATION INC Industrials 425.0 $3K 0.00% $7.52 -18.6%
214 WFC WELLS FARGO CO NEW Financial Services 33.0 $3K 0.00% $93.88 -19.2%
215 GWW WW GRAINGER INC Industrials 3.0 $3K 0.00% $1009.33 +22.8%
216 LULU LULULEMON ATHLETICA INC Consumer Cyclical 11.0 $2K 0.00% $207.82 -39.0%
217 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 33.0 $2K 0.00% $68.36 -11.8%
218 FLAGSTAR BANK NATIONAL ASSOC 170.0 $2K 0.00% $12.57
219 VBK VANGUARD INDEX FDS 7.0 $2K 0.00% $302.71 +13.5%
220 LCID LUCID GROUP INC Consumer Cyclical 195.0 $2K 0.00% +32.0 +19.6% $10.57 -44.8%
Page 11 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%