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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 4 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLB SLB LIMITED Energy 23,069.0 $1.1M 0.49% NEW $46.49 +22.9%
62 APOS APOLLO GLOBAL MGMT INC 9,047.0 $1.1M 0.49% NEW $118.31
63 SJM SMUCKER J M CO Consumer Defensive 9,447.0 $1.1M 0.49% NEW $112.50 +16.8%
64 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 113,104.0 $1.1M 0.49% +36K +47.4% $9.39 +22.9%
65 XPO XPO INC Industrials 5,169.0 $1.1M 0.49% NEW $205.29 -9.8%
66 FCX FREEPORT MCMORAN INC Basic Materials 16,863.0 $1.1M 0.49% NEW $62.89 +15.2%
67 EIX EDISON INTL Utilities 14,227.0 $1.1M 0.49% NEW $74.45 -21.0%
68 TECHNIPFMC PLC 15,947.0 $1.1M 0.49% -5K -24.5% $66.30
69 NOV NOV INC Energy 56,714.0 $1.1M 0.49% NEW $18.55 +15.1%
70 ROST ROSS STORES INC Consumer Cyclical 4,942.0 $1.1M 0.49% NEW $212.85 +7.7%
71 SCCO SOUTHERN COPPER CORP Basic Materials 6,030.0 $1.1M 0.48% NEW $174.26 +15.7%
72 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 20,859.0 $1.0M 0.48% NEW $49.98 +4.0%
73 APA APA CORPORATION Energy 31,844.0 $1.0M 0.48% -6K -16.9% $32.57 +36.0%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 24,285.0 $1.0M 0.47% NEW $42.34 +18.8%
75 CORPAY INC 3,084.0 $1.0M 0.47% NEW $333.27
76 FDX FEDEX CORP Industrials 3,255.0 $1.0M 0.47% +3K +10000.0% $313.13 +3.8%
77 LIBERTY GLOBAL LTD 89,142.0 $1.0M 0.47% +5K +5.4% $11.37
78 CWEN CLEARWAY ENERGY INC Utilities 28,812.0 $985K 0.46% NEW $34.18 -7.8%
79 SUSL ISHARES TR 7,281.0 $967K 0.45% $132.76 +2.3%
80 PULS PGIM ETF TR 19,074.0 $945K 0.44% +405.0 +2.2% $49.55 -0.0%
Page 4 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%