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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 9 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LQD ISHARES TR 295.0 $32K 0.01% +24.0 +8.9% $109.07 -3.5%
162 TSLA TESLA INC Consumer Cyclical 75.0 $32K 0.01% +30.0 +66.7% $420.60 -15.7%
163 NEBIUS GROUP N.V. 110.0 $30K 0.01% NEW $276.17
164 NANC TIDAL TRUST I 595.0 $30K 0.01% $50.63 +1.2%
165 AVGO BROADCOM INC Technology 79.0 $30K 0.01% -3K -97.2% $378.41 -2.3%
166 MRK MERCK & CO INC Healthcare 223.0 $29K 0.01% $128.50 +17.2%
167 IEI ISHARES TR 202.0 $24K 0.01% +24.0 +13.5% $117.45 -1.6%
168 TIP ISHARES TR 204.0 $22K 0.01% $109.43 -2.4%
169 AMD ADVANCED MICRO DEVICES INC Technology 35.0 $20K 0.01% -5K -99.3% $580.91 -20.9%
170 SCHF SCHWAB STRATEGIC TR 722.0 $20K 0.01% +22.0 +3.1% $27.70 +1.4%
171 PSA PUBLIC STORAGE Real Estate 62.0 $20K 0.01% +1.0 +1.6% $316.11 -4.4%
172 VB VANGUARD INDEX FDS 63.0 $19K 0.01% $303.13 -1.9%
173 BAC BANK OF AMER CORP Financial Services 319.0 $18K 0.01% +2.0 +0.6% $56.90 +10.1%
174 OVV OVINTIV INC Energy 343.0 $18K 0.01% NEW $52.65 +26.7%
175 TOL TOLL BROTHERS INC Consumer Cyclical 109.0 $18K 0.01% $164.75 -14.1%
176 FANG DIAMONDBACK ENERGY INC Energy 99.0 $17K 0.01% NEW $175.79 +15.6%
177 IGIB ISHARES TR 323.0 $17K 0.01% $53.17 -2.7%
178 SPACE EXPLORATION TECHN CORP 100.0 $17K 0.01% NEW $170.86
179 XLP SELECT SECTOR SPDR TR 194.0 $16K 0.01% $83.07 +3.3%
180 SCHE SCHWAB STRATEGIC TR 442.0 $16K 0.01% +25.0 +6.0% $36.26 +2.3%
Page 9 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%