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Portfolio (Quarterly) Guide ↗

Friedenthal Financial

· CIK 0001598611
13F Portfolio $194M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 266 New
Page 7 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHG SCHWAB STRATEGIC TR 3,894.0 $124K 0.06% NEW $31.91 +7.5%
122 USHY ISHARES TR 3,080.0 $116K 0.06% NEW $37.78 -2.1%
123 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 687.0 $114K 0.06% NEW $165.45 +30.3%
124 XLE SELECT SECTOR SPDR TR 1,230.0 $110K 0.06% NEW $89.34 -33.8%
125 TOL TOLL BROTHERS INC Consumer Cyclical 749.0 $103K 0.05% NEW $138.14 -1.3%
126 LIBERTY GLOBAL LTD 8,579.0 $98K 0.05% NEW $11.46
127 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 373.0 $96K 0.05% NEW $258.36 -8.4%
128 AMD ADVANCED MICRO DEVICES INC Technology 580.0 $94K 0.05% NEW $161.79 +177.9%
129 CRH PLC 779.0 $93K 0.05% NEW $119.90
130 META META PLATFORMS INC Communication Services 125.0 $92K 0.05% NEW $734.38 -17.3%
131 RL RALPH LAUREN CORP Consumer Cyclical 287.0 $90K 0.05% NEW $313.56 +5.0%
132 SYY SYSCO CORP Consumer Defensive 1,072.0 $88K 0.05% NEW $82.34 -8.4%
133 APD AIR PRODS & CHEMS INC Basic Materials 320.0 $87K 0.04% NEW $272.72 +6.4%
134 USFD US FOODS HLDG CORP Consumer Defensive 1,136.0 $87K 0.04% NEW $76.62 +5.9%
135 VNO VORNADO RLTY TR Real Estate 2,147.0 $87K 0.04% NEW $40.53 -22.0%
136 ANNALY CAPITAL MANAGEMENT IN 4,188.0 $85K 0.04% NEW $20.21
137 SHW SHERWIN WILLIAMS CO Basic Materials 242.0 $84K 0.04% NEW $346.26 -11.1%
138 DUK DUKE ENERGY CORP NEW Utilities 670.0 $83K 0.04% NEW $123.75 +0.7%
139 AES AES CORP Utilities 6,271.0 $83K 0.04% NEW $13.16 +11.6%
140 OMF ONEMAIN HLDGS INC Financial Services 1,460.0 $82K 0.04% NEW $56.46 -4.8%
Page 7 of 14  ·  266 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 16.0%
Consumer Cyclical 11.1%
Utilities 11.0%
Financial Services 9.7%
Healthcare 9.5%
Consumer Defensive 8.9%
Industrials 8.6%
Energy 7.8%
Real Estate 6.5%
Basic Materials 6.4%