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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 2 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCIT VANGUARD SCOTTSDALE FDS 35,669.0 $2.9M 1.36% +4K +11.1% $82.65 -2.7%
22 SRLN SSGA ACTIVE ETF TR 58,748.0 $2.4M 1.09% +7K +13.9% $40.29 +0.4%
23 EEMV ISHARES INC 28,629.0 $2.2M 0.99% -632.0 -2.2% $75.28 +0.4%
24 AAPL APPLE INC Technology 7,371.0 $2.1M 0.98% +3K +81.5% $289.36 +12.4%
25 USMV ISHARES TR 21,703.0 $2.1M 0.97% +858.0 +4.1% $96.46 +4.8%
26 SGOV ISHARES TR 20,609.0 $2.1M 0.96% NEW $100.67 -0.3%
27 RSPT INVESCO EXCHANGE TRADED FD T 31,446.0 $2.0M 0.94% -9K -21.4% $64.50 -1.4%
28 EFAV ISHARES TR 21,968.0 $1.9M 0.89% -808.0 -3.5% $87.71 +7.0%
29 RSPS INVESCO EXCHANGE TRADED FD T 60,761.0 $1.8M 0.84% +6K +10.4% $29.98 +4.1%
30 VCSH VANGUARD SCOTTSDALE FDS 22,374.0 $1.8M 0.82% +2K +11.9% $79.03 -1.2%
31 RSPN INVESCO EXCHANGE TRADED FD T 27,621.0 $1.8M 0.82% +603.0 +2.2% $63.99 -5.4%
32 EQAL INVESCO EXCH TRADED FD TR II 29,344.0 $1.7M 0.80% -21K -41.4% $59.25 +2.3%
33 IAGG ISHARES TR 31,674.0 $1.6M 0.74% +651.0 +2.1% $50.60 -2.0%
34 RSPD INVESCO EXCHANGE TRADED FD T 28,111.0 $1.6M 0.73% +2K +8.5% $56.00 -1.2%
35 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 41,836.0 $1.2M 0.57% NEW $29.53 -4.3%
36 IAC PEOPLE INC Technology 26,622.0 $1.2M 0.57% +659.0 +2.5% $46.16 -0.0%
37 USFR WISDOMTREE TR 23,482.0 $1.2M 0.55% +576.0 +2.5% $50.35 +0.1%
38 DAR DARLING INGREDIENTS INC Consumer Defensive 21,564.0 $1.2M 0.54% NEW $54.62 +23.9%
39 COLD AMERICOLD REALTY TRUST INC Real Estate 74,212.0 $1.2M 0.54% NEW $15.72 -6.2%
40 CIEN CIENA CORP Technology 2,376.0 $1.2M 0.54% NEW $490.56 -26.5%
Page 2 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%