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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 6 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESML ISHARES TR 6,277.0 $289K 0.15% -529.0 -7.8% $45.98 +12.8%
102 ABBV ABBVIE INC Healthcare 1,261.0 $288K 0.15% -81.0 -6.0% $228.49 -6.1%
103 XLK SELECT SECTOR SPDR TR 1,814.0 $261K 0.13% +1K +218.2% $143.97 +24.1%
104 EEM ISHARES TR 4,019.0 $220K 0.11% -49.0 -1.2% $54.71 +20.7%
105 PCY INVESCO EXCH TRADED FD TR II 10,030.0 $217K 0.11% -737.0 -6.8% $21.66 -2.4%
106 AMZN AMAZON COM INC Consumer Cyclical 862.0 $199K 0.10% -502.0 -36.8% $230.82 +16.3%
107 MSFT MICROSOFT CORP Technology 406.0 $196K 0.10% $483.63 -13.3%
108 GEV GE VERNOVA INC Utilities 300.0 $196K 0.10% -2K -84.8% $653.57 +59.7%
109 NUHY NUSHARES ETF TR 8,955.0 $193K 0.10% +87.0 +1.0% $21.60 -1.4%
110 SCHB SCHWAB STRATEGIC TR 7,174.0 $188K 0.10% $26.23 +9.0%
111 IFLN INVESCO EXCH TRADED FD TR II 9,031.0 $168K 0.09% -790.0 -8.0% $18.60 -2.6%
112 IVV ISHARES TR 242.0 $166K 0.09% -93.0 -27.8% $686.23 +8.7%
113 IBHG ISHARES TR 7,424.0 $166K 0.09% NEW $22.32 -0.9%
114 BKLN INVESCO EXCH TRADED FD TR II 7,668.0 $161K 0.08% -2K -23.9% $21.00 -2.4%
115 XLF SELECT SECTOR SPDR TR 2,913.0 $160K 0.08% -3K -50.1% $54.77 -5.6%
116 XME SPDR SERIES TRUST 1,495.0 $155K 0.08% -208.0 -12.2% $103.61 +11.4%
117 GDX VANECK ETF TRUST 1,795.0 $154K 0.08% -301.0 -14.4% $85.77 +0.3%
118 AGG ISHARES TR 1,529.0 $153K 0.08% -122.0 -7.4% $99.88 -1.5%
119 EWY ISHARES INC 1,566.0 $152K 0.08% -296.0 -15.9% $97.22 +91.7%
120 LIT GLOBAL X FDS 2,321.0 $151K 0.08% NEW $64.86 +30.1%
Page 6 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%