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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 12 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DAL DELTA AIR LINES INC Industrials 26.0 $2K 0.00% $93.15 -16.1%
222 CRWV COREWEAVE INC Technology 21.0 $2K 0.00% $99.57 -19.3%
223 JNK SPDR SERIES TRUST 21.0 $2K 0.00% +2.0 +10.5% $96.38 -1.1%
224 ACHR ARCHER AVIATION INC Industrials 425.0 $2K 0.00% $4.73 +17.5%
225 SOFI SOFI TECHNOLOGIES INC Financial Services 100.0 $2K 0.00% -35K -99.7% $17.93 -0.5%
226 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 33.0 $2K 0.00% $45.55 +31.3%
227 GEVO GEVO INC Basic Materials 1,000.0 $2K 0.00% NEW $1.50 +9.5%
228 PG PROCTER & GAMBLE CO Consumer Defensive 9.0 $1K 0.00% $148.78 -0.7%
229 BHF BRIGHTHOUSE FINL INC Financial Services 20.0 $1K 0.00% $63.30 -15.5%
230 LCID LUCID GROUP INC Consumer Cyclical 189.0 $1K 0.00% -6.0 -3.1% $6.69 -30.1%
231 LULU LULULEMON ATHLETICA INC Consumer Cyclical 11.0 $1K 0.00% $114.18 +5.6%
232 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 25.0 $1K 0.00% $47.84 -12.9%
233 CALY CALLAWAY GOLF CO Consumer Cyclical 60.0 $1K 0.00% $18.80 -16.0%
234 DASH DOORDASH INC Communication Services 6.0 $1K 0.00% $184.67 +22.6%
235 FLNC FLUENCE ENERGY INC Utilities 43.0 $951.0 NEW $22.12 -52.9%
236 DBX DROPBOX INC Technology 30.0 $825.0 $27.50 +23.8%
237 ONDS ONDAS INC Technology 100.0 $824.0 -265.0 -72.6% $8.24 -10.6%
238 BMNR BITMINE IMMERSION TECHS INC Financial Services 60.0 $799.0 NEW $13.32 +73.9%
239 VONE VANGUARD SCOTTSDALE FDS 2.0 $689.0 $344.50 +0.5%
240 PEP PEPSICO INC Consumer Defensive 5.0 $685.0 $137.00 +3.2%
Page 12 of 13  ·  254 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%