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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 12 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JNK SPDR SERIES TRUST 19.0 $2K 0.00% -76.0 -80.0% $97.21 -1.0%
222 DAL DELTA AIR LINES INC DEL Industrials 26.0 $2K 0.00% $68.69 +10.1%
223 CRWV COREWEAVE INC Technology 21.0 $2K 0.00% NEW $71.62 +50.2%
224 DASH DOORDASH INC Communication Services 6.0 $1K 0.00% $226.50 -29.7%
225 BHF BRIGHTHOUSE FINL INC Financial Services 20.0 $1K 0.00% $64.80 -3.2%
226 PG PROCTER AND GAMBLE CO Consumer Defensive 9.0 $1K 0.00% -33.0 -78.6% $143.33 -0.6%
227 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 25.0 $913.0 $36.52 +3.1%
228 DKNG DRAFTKINGS INC NEW Consumer Cyclical 25.0 $862.0 $34.48 -26.3%
229 DBX DROPBOX INC Technology 30.0 $834.0 $27.80 -2.0%
230 PEP PEPSICO INC Consumer Defensive 5.0 $718.0 $143.60 +3.7%
231 AMT AMERICAN TOWER CORP NEW Real Estate 4.0 $703.0 $175.75 +4.6%
232 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 60.0 $701.0 $11.68 +35.9%
233 VONE VANGUARD SCOTTSDALE FDS 2.0 $625.0 $312.50 +7.2%
234 COTY COTY INC Consumer Defensive 200.0 $616.0 $3.08 -35.7%
235 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 105.0 $613.0 $5.84 -21.7%
236 GDRX GOODRX HLDGS INC Healthcare 200.0 $542.0 $2.71 -5.5%
237 BSJQ INVESCO EXCH TRD SLF IDX FD 20.0 $467.0 -8K -99.7% $23.35 -1.0%
238 SCHX SCHWAB STRATEGIC TR 14.0 $377.0 +2.0 +16.7% $26.93 +8.4%
239 PYPL PAYPAL HLDGS INC Financial Services 6.0 $352.0 $58.67 -24.4%
240 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 17.0 $336.0 $19.76 -30.5%
Page 12 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%