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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 7 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XBI SPDR SERIES TRUST 1,231.0 $150K 0.08% NEW $121.93 +8.9%
122 ICLN ISHARES TR 9,134.0 $150K 0.08% NEW $16.43 +35.0%
123 SMH VANECK ETF TRUST 414.0 $149K 0.08% NEW $360.13 +57.6%
124 OIH VANECK ETF TRUST 508.0 $145K 0.07% NEW $284.77 +56.3%
125 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 687.0 $141K 0.07% $205.60 +4.9%
126 SCHG SCHWAB STRATEGIC TR 3,894.0 $127K 0.07% $32.62 +5.1%
127 ABT ABBOTT LABS Healthcare 938.0 $118K 0.06% -40.0 -4.1% $125.29 -29.9%
128 BERKSHIRE HATHAWAY INC DEL 222.0 $112K 0.06% -578.0 -72.2% $502.65
129 ECL ECOLAB INC Basic Materials 375.0 $98K 0.05% NEW $262.52 -4.7%
130 M MACYS INC Consumer Cyclical 4,454.0 $98K 0.05% NEW $22.05 -6.5%
131 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,652.0 $98K 0.05% NEW $17.35 -8.6%
132 JKHY HENRY JACK & ASSOC INC Technology 536.0 $98K 0.05% NEW $182.48 -23.5%
133 AXP AMERICAN EXPRESS CO Financial Services 264.0 $98K 0.05% NEW $369.95 -16.3%
134 U UNITY SOFTWARE INC Technology 2,206.0 $97K 0.05% NEW $44.17 -40.6%
135 INTC INTEL CORP Technology 2,635.0 $97K 0.05% NEW $36.90 +221.1%
136 BXP BXP INC Real Estate 1,433.0 $97K 0.05% NEW $67.48 -10.9%
137 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 356.0 $91K 0.05% -17.0 -4.6% $256.03 -7.6%
138 EVRG EVERGY INC Utilities 1,194.0 $87K 0.04% NEW $72.49 +15.4%
139 WCC WESCO INTL INC Industrials 349.0 $85K 0.04% NEW $244.64 +43.1%
140 META META PLATFORMS INC Communication Services 125.0 $83K 0.04% $660.10 -8.0%
Page 7 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%