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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 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PSX PHILLIPS 66 Energy 4.0 $646.0 -8K -100.0% $161.50 +56.2%
242 SCHX SCHWAB STRATEGIC TR 21.0 $619.0 +7.0 +50.0% $29.48 +2.0%
243 GDRX GOODRX HLDGS INC Healthcare 200.0 $576.0 $2.88 +23.3%
244 SPRB SPRUCE BIOSCIENCES INC Healthcare 7.0 $378.0 NEW $54.00 +6.7%
245 KEEL KEEL INFRASTRUCTURE CORP Technology 39.0 $233.0 NEW $5.97 -48.4%
246 VFC V F CORP Consumer Cyclical 12.0 $201.0 $16.75 -20.8%
247 BSJQ INVESCO EXCH TRD SLF IDX FD 7.0 $161.0 -13.0 -65.0% $23.00 -0.4%
248 HLIT HARMONIC INC Technology 5.0 $71.0 NEW $14.20 -18.1%
249 CORGI ETF TR I 2.0 $56.0 NEW $28.00
250 WYY WIDEPOINT CORP Technology 2.0 $35.0 NEW $17.50 -40.4%
251 BRUN BOOST RUN INC 1.0 $30.0 NEW $30.00 -45.3%
252 BATL BATTALION OIL CORP Energy 6.0 $13.0 NEW $2.17 -38.2%
253 NNBR NN INC Industrials 2.0 $8.0 NEW $4.00 -14.9%
254 MERLIN INC 1.0 $6.0 NEW $6.00
Page 13 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%