BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 XLE SELECT SECTOR SPDR TR 1,230 $110K 0.06% SOLD
42 CRH PLC 779 $93K 0.05% SOLD
43 RL RALPH LAUREN CORP Consumer Cyclical 287 $90K 0.05% SOLD
44 SYY SYSCO CORP Consumer Defensive 1,072 $88K 0.05% SOLD
45 APD AIR PRODS & CHEMS INC Basic Materials 320 $87K 0.04% SOLD
46 USFD US FOODS HLDG CORP Consumer Defensive 1,136 $87K 0.04% SOLD
47 VNO VORNADO RLTY TR Real Estate 2,147 $87K 0.04% SOLD
48 ANNALY CAPITAL MANAGEMENT IN 4,188 $85K 0.04% SOLD
49 SHW SHERWIN WILLIAMS CO Basic Materials 242 $84K 0.04% SOLD
50 DUK DUKE ENERGY CORP NEW Utilities 670 $83K 0.04% SOLD
51 AES AES CORP Utilities 6,271 $83K 0.04% SOLD
52 OMF ONEMAIN HLDGS INC Financial Services 1,460 $82K 0.04% SOLD
53 VUG VANGUARD INDEX FDS 80 $38K 0.02% SOLD
54 SPSB SPDR SERIES TRUST 1,191 $36K 0.02% SOLD
55 IAU ISHARES GOLD TR Financial Services 360 $26K 0.01% SOLD
56 FLRN SPDR SERIES TRUST 823 $25K 0.01% SOLD
57 FLOT ISHARES TR 497 $25K 0.01% SOLD
58 NEAR ISHARES U S ETF TR 495 $25K 0.01% SOLD
59 FTSM FIRST TR EXCHANGE-TRADED FD 422 $25K 0.01% SOLD
60 XLV SELECT SECTOR SPDR TR 157 $22K 0.01% SOLD
Page 3 of 4  ·  78 positions
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%