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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 8 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GOOG ALPHABET INC Communication Services 254.0 $80K 0.04% +21.0 +9.0% $313.32 +22.4%
142 DVY ISHARES TR 557.0 $79K 0.04% $141.14 +9.2%
143 HYMB SPDR SERIES TRUST 3,031.0 $76K 0.04% $24.94 -0.1%
144 PGF INVESCO EXCHANGE TRADED FD T 5,343.0 $76K 0.04% +222.0 +4.3% $14.14 -2.5%
145 AAL AMERICAN AIRLS GROUP INC Industrials 4,099.0 $63K 0.03% -143.0 -3.4% $15.33 -11.4%
146 COST COSTCO WHSL CORP NEW Consumer Defensive 72.0 $62K 0.03% $864.12 +21.6%
147 VTI VANGUARD INDEX FDS 167.0 $56K 0.03% $334.91 +9.0%
148 LNC LINCOLN NATL CORP IND Financial Services 1,210.0 $54K 0.03% $44.53 -19.2%
149 AMLP ALPS ETF TR 1,102.0 $52K 0.03% -139.0 -11.2% $47.02 +15.2%
150 JEPI J P MORGAN EXCHANGE TRADED F 869.0 $50K 0.03% NEW $57.24 -2.0%
151 CCL CARNIVAL CORP Consumer Cyclical 1,531.0 $47K 0.02% -31K -95.3% $30.54 -14.3%
152 MUB ISHARES TR 429.0 $46K 0.02% NEW $107.11 -1.0%
153 SHV ISHARES TR 401.0 $44K 0.02% -147.0 -26.8% $110.15 +0.1%
154 TFLO ISHARES TR 872.0 $44K 0.02% -328.0 -27.3% $50.46 +0.3%
155 GBIL GOLDMAN SACHS ETF TR 440.0 $44K 0.02% -165.0 -27.3% $99.94 +0.1%
156 XLU SELECT SECTOR SPDR TR 958.0 $41K 0.02% +479.0 +100.0% $42.69 +5.4%
157 SPLV INVESCO EXCH TRADED FD TR II 543.0 $39K 0.02% $71.42 +3.2%
158 BA BOEING CO Industrials 177.0 $38K 0.02% $217.12 +1.1%
159 VCLT VANGUARD SCOTTSDALE FDS 468.0 $35K 0.02% +159.0 +51.5% $75.85 -2.2%
160 SDY SPDR SERIES TRUST 240.0 $33K 0.02% $139.16 +6.9%
Page 8 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%