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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 9 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QYLD GLOBAL X FDS 1,824.0 $32K 0.02% NEW $17.67 +1.0%
162 LQD ISHARES TR 271.0 $30K 0.01% $110.19 -1.8%
163 NANC TIDAL TRUST I 595.0 $27K 0.01% +108.0 +22.2% $45.66 +7.0%
164 MRK MERCK & CO INC Healthcare 223.0 $23K 0.01% $105.26 +10.1%
165 TIP ISHARES TR 204.0 $22K 0.01% +10.0 +5.2% $109.91 +0.4%
166 IEI ISHARES TR 178.0 $21K 0.01% +46.0 +34.9% $119.35 -1.8%
167 TSLA TESLA INC Consumer Cyclical 45.0 $20K 0.01% +15.0 +50.0% $449.73 -7.2%
168 DIVO AMPLIFY ETF TR 438.0 $19K 0.01% NEW $44.50 +3.1%
169 BAC BANK AMERICA CORP Financial Services 317.0 $17K 0.01% $55.00 -6.4%
170 IGIB ISHARES TR 323.0 $17K 0.01% $53.88 -2.0%
171 SCHF SCHWAB STRATEGIC TR 700.0 $17K 0.01% -58.0 -7.7% $24.04 +13.8%
172 VB VANGUARD INDEX FDS 63.0 $16K 0.01% $257.95 +11.0%
173 AM ANTERO MIDSTREAM CORP Energy 890.0 $16K 0.01% NEW $17.79 +22.6%
174 PSA PUBLIC STORAGE OPER CO Real Estate 61.0 $16K 0.01% $259.51 +16.7%
175 XLP SELECT SECTOR SPDR TR 194.0 $15K 0.01% -63.0 -24.5% $77.68 +9.0%
176 CVNA CARVANA CO Consumer Cyclical 35.0 $15K 0.01% -3K -98.6% $422.03 -84.7%
177 TOL TOLL BROTHERS INC Consumer Cyclical 109.0 $15K 0.01% -640.0 -85.5% $135.22 +0.8%
178 SCHE SCHWAB STRATEGIC TR 417.0 $14K 0.01% -35.0 -7.7% $32.75 +8.6%
179 DBEF DBX ETF TR 272.0 $13K 0.01% $48.11 +9.7%
180 XLY SELECT SECTOR SPDR TR 106.0 $13K 0.01% +53.0 +100.0% $119.42 -0.6%
Page 9 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%