Friedenthal Financial

CIK

1598611

Location

MARLTON, NJ

Portfolio Value

Small $204,917,897

Diversification

Diversified

Filing Date

Global Rank

#6,252 / 8,819 ▼ 168 · as of Jun 2026

Top Industry

Utilities - Regulated Electric 8.1%

Period ended 29 days ago

Filed Oct 27, 2026 · 2d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.6% of the book (60%+)

Turnover

High turnover

127.1% over the last four quarters (100%+)

Horizon

Long horizon

Value-weighted holding period 13.8 quarters (12+), a floor since 20.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 88.0%; sector active share 62.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

343 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

35.2%

+0.2 pts

Top 5

52.9%

−6.4 pts

Top 10

65.7%

−3.7 pts

HHI

1,377

Diversified−62

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.7%	$148,901,896	135
Technology	5.1%	$10,544,937	35
Industrials	3.1%	$6,415,145	27
Healthcare	2.7%	$5,591,572	18
Consumer Cyclical	2.5%	$5,032,302	23
Financial Services	2.4%	$4,872,517	36
Utilities	2.2%	$4,543,119	10
Real Estate	2.2%	$4,447,431	7
Energy	2.1%	$4,204,663	15
Communication Services	1.8%	$3,719,119	15
Consumer Defensive	1.7%	$3,511,560	12
Basic Materials	1.5%	$3,133,636	10

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USFR	WisdomTree Floating Rate Treasury Fund	+88,175	111,657	$5,626,396
DBX	Dropbox, Inc.	+34,502	34,532	$1,168,908
IJH	iShares Core S&P Mid-Cap ETF	+18,392	116,631	$8,391,600
OVV	Ovintiv Inc.	+17,445	17,788	$1,028,502
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+16,368	133,222	$5,495,407
HEFA	iShares Currency Hedged MSCI EAFE ETF	+15,767	135,907	$6,304,725
SCHA	Schwab U.S. Small-Cap ETF	+15,526	262,610	$8,568,964
BNDX	Vanguard Total International Bond ETF	+14,404	110,082	$5,159,543
RSPM	Victory Portfolios II	+13,570	144,400	$0
LMBS	First Trust Low Duration Opportunities ETF	+13,347	102,556	$4,969,863
HEEM	iShares Currency Hedged MSCI Emerging Markets ETF	+13,328	147,293	$6,221,656
STIP	iShares 0-5 Year TIPS Bond ETF	+9,831	70,378	$7,016,686
SRLN	State Street(R) Blackstone Senior Loan ETF	+8,480	67,228	$2,715,338
RSPH	Victory Portfolios II	+8,177	139,374	$0
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+6,592	42,261	$3,309,458
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+6,364	48,002	$5,326,781
RSPS	Victory Portfolios II	+5,680	66,441	$0
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+5,576	162,233	$26,976,103
RSPU	Victory Portfolios II	+5,489	47,362	$0
SGOV	iShares 0-3 Month Treasury Bond ETF	+5,478	26,087	$2,626,439
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	+4,923	36,651	$3,316,182
SCHZ	Schwab U.S. Aggregate Bond ETF	+4,062	143,688	$3,175,504
FLOT	iShares Floating Rate Bond ETF	+3,819	88,894	$4,538,038
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+3,555	25,929	$2,003,015
SCHG	Schwab U.S. Large-Cap Growth ETF	+3,537	7,431	$266,995
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LBTYA	Liberty Global Ltd.	−81,803	7,339	$67,005
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	−44,916	97	$8,811
VZ	Verizon Communications Inc	−24,221	64	$2,935
SLB	Slb Limited	−23,068	1	$48
TPR	Tapestry, Inc.	−7,667	56	$6,442
AAPL	Apple Inc.	−3,438	3,933	$1,309,767
FDX	Fedex Corp	−3,243	12	$3,421
DAR	Darling Ingredients Inc.	−3,212	18,352	$1,114,149
GOOGL	Alphabet Inc.	−2,842	338	$116,299
TLT	iShares 20+ Year Treasury Bond ETF	−1,762	1,231	$95,747
SUSL	iShares ESG MSCI USA Leaders ETF	−1,299	5,982	$815,268
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−1,280	4,997	$259,844
LITE	Lumentum Holdings Inc.	−1,256	71	$68,959
ADM	Archer-Daniels-Midland Co	−1,143	13,807	$1,095,999
PULS	PGIM Ultra Short Bond ETF	−952	18,122	$896,314
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−889	64	$12,528
WEC	Wec Energy Group, Inc.	−634	32	$3,224
—		−420	1,627	$0
MBB	iShares MBS ETF	−419	3,510	$314,566
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	−292	28,337	$2,098,354
TFLO	iShares Treasury Floating Rate Bond ETF	−212	1,667	$84,466
RSPG	Victory Portfolios II	−200	6,216	$0
SCMB	Schwab Municipal Bond ETF	−196	1,170	$28,267
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−148	1,246	$29,243
EQAL	Invesco Russell 1000 Equal Weight ETF	−145	29,199	$1,672,226
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	147,446	$4,547,234
ETSY	Etsy Inc	16,307	$1,165,787
RHI	Robert Half Inc.	31,509	$1,157,955
HUM	Humana Inc	2,978	$1,136,315
EVRG	Evergy, Inc.	14,478	$1,135,654
RPRX	Royalty Pharma plc	19,427	$1,133,759
CART	Maplebear Inc.	26,291	$1,133,667
ABNB	Airbnb, Inc.	7,015	$1,126,959
CNC	Centene Corp	18,090	$1,123,750
AEE	Ameren Corp	11,305	$1,123,490
VIRT	Virtu Financial, Inc.	20,259	$1,117,486
ARMK	Aramark	20,838	$1,115,874
FRT	Federal Realty Investment Trust	10,300	$1,115,387
ALL	Allstate Corp	4,964	$1,101,313
SNX	Td Synnex Corp	4,271	$1,097,006
MS	Morgan Stanley	5,811	$1,092,932
BNY	Bank of New York Mellon Corp	7,555	$1,092,679
HRB	H&R Block Inc	26,630	$1,087,835
ATI	Ati Inc	5,719	$1,083,178
NWSA	News Corp	37,721	$1,080,706
JBHT	Hunt J B Transport Services Inc	4,821	$1,080,145
LYV	Live Nation Entertainment, Inc.	6,364	$1,077,425
ETR	Entergy Corp	10,845	$1,076,474
LAMR	Lamar Advertising Co	7,459	$1,074,916
MAN	ManpowerGroup Inc.	19,244	$1,069,581
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ICVT	iShares Convertible Bond ETF	35,970	$4,378,987
ACHC	Acadia Healthcare Company, Inc.	41,836	$1,235,417
PPLI	People Inc	26,622	$1,228,871
COLD	Americold Realty Trust	74,212	$1,166,612
CIEN	Ciena Corp	2,376	$1,165,570
LINE	Lineage, Inc.	26,917	$1,164,160
PWR	Quanta Services, Inc.	1,598	$1,150,623
OGN	Organon & Co.	84,676	$1,146,513
IVZ	Invesco Ltd.	43,011	$1,135,060
ELV	Elevance Health, Inc.	2,916	$1,127,704
ENPH	Enphase Energy, Inc.	22,881	$1,126,660
NI	Nisource Inc.	23,427	$1,113,953
BG	Bunge Global SA	10,374	$1,107,217
CC	Chemours Co	53,616	$1,100,200
FLS	Flowserve Corp	14,806	$1,098,012
LEA	Lear Corp	8,153	$1,092,991
MDU	Mdu Resources Group Inc	51,385	$1,089,875
PLD	Prologis, Inc.	8,040	$1,089,178
BWA	Borgwarner Inc	16,295	$1,081,988
EQIX	Equinix Inc	1,036	$1,079,916
APO	Apollo Global Management, Inc.	9,047	$1,070,350
SJM	J M SMUCKER Co	9,447	$1,062,787
CLF	Cleveland-Cliffs Inc.	113,104	$1,062,046
XPO	XPO, Inc.	5,169	$1,061,144
FCX	Freeport-Mcmoran Inc	16,863	$1,060,514
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

343 tracked positions · $204,917,897 total · filing declares 344 positions · $230,708,055 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 343 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	162,233	+5,576	$26,976,103	+4.8%	13.16%
SCHA	Schwab U.S. Small-Cap ETF	Added	262,610	+15,526	$8,568,964	−4.0%	4.18%
IJH	iShares Core S&P Mid-Cap ETF	Added	116,631	+18,392	$8,391,600	+10.8%	4.10%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	70,378	+9,831	$7,016,686	+13.4%	3.42%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	135,907	+15,767	$6,304,725	+11.8%	3.08%
HEEM	iShares Currency Hedged MSCI Emerging Markets ETF	Added	147,293	+13,328	$6,221,656	+3.8%	3.04%
USFR	WisdomTree Floating Rate Treasury Fund	Added	111,657	+88,175	$5,626,396	+375.9%	2.75%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	Added	133,222	+16,368	$5,495,407	+10.9%	2.68%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	48,002	+6,364	$5,326,781	+19.4%	2.60%
BNDX	Vanguard Total International Bond ETF	Added	110,082	+14,404	$5,159,543	+11.3%	2.52%
LMBS	First Trust Low Duration Opportunities ETF	Added	102,556	+13,347	$4,969,863	+11.9%	2.43%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	47,784	+948	$4,804,681	+1.8%	2.34%
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	NEW	147,446	NEW	$4,547,234	NEW	2.22%
FLOT	iShares Floating Rate Bond ETF	Added	88,894	+3,819	$4,538,038	+4.5%	2.21%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	29,199	+44	$3,456,869	+1.3%	1.69%
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	Added	36,651	+4,923	$3,316,182	+11.8%	1.62%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	42,261	+6,592	$3,309,458	+12.3%	1.62%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	143,688	+4,062	$3,175,504	−1.7%	1.55%
SRLN	State Street(R) Blackstone Senior Loan ETF	Added	67,228	+8,480	$2,715,338	+14.7%	1.33%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	26,087	+5,478	$2,626,439	+26.6%	1.28%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	21,730	+27	$2,117,371	+1.1%	1.03%
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	Reduced	28,337	-292	$2,098,354	−2.6%	1.02%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Added	21,993	+25	$2,004,002	+4.0%	0.98%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	25,929	+3,555	$2,003,015	+13.3%	0.98%
EQAL	Invesco Russell 1000 Equal Weight ETF	Reduced	29,199	-145	$1,672,226	−3.8%	0.82%
IAGG	iShares Core International Aggregate Bond ETF	Added	32,052	+378	$1,576,958	−1.6%	0.77%
AAPL	Apple Inc. Technology	Reduced	3,933	-3,438	$1,309,767	−38.6%	0.64%
DBX	Dropbox, Inc. Technology	Added	34,532	+34,502	$1,168,908	+141757.8%	0.57%
ETSY	Etsy Inc Consumer Cyclical	NEW	16,307	NEW	$1,165,787	NEW	0.57%
RHI	Robert Half Inc. Industrials	NEW	31,509	NEW	$1,157,955	NEW	0.57%
HUM	Humana Inc Healthcare	NEW	2,978	NEW	$1,136,315	NEW	0.55%
EVRG	Evergy, Inc. Utilities	NEW	14,478	NEW	$1,135,654	NEW	0.55%
RPRX	Royalty Pharma plc Healthcare	NEW	19,427	NEW	$1,133,759	NEW	0.55%
CART	Maplebear Inc. Consumer Cyclical	NEW	26,291	NEW	$1,133,667	NEW	0.55%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	7,015	NEW	$1,126,959	NEW	0.55%
CNC	Centene Corp Healthcare	NEW	18,090	NEW	$1,123,750	NEW	0.55%
AEE	Ameren Corp Utilities	NEW	11,305	NEW	$1,123,490	NEW	0.55%
VIRT	Virtu Financial, Inc. Financial Services	NEW	20,259	NEW	$1,117,486	NEW	0.55%
ARMK	Aramark Industrials	NEW	20,838	NEW	$1,115,874	NEW	0.54%
FRT	Federal Realty Investment Trust Real Estate	NEW	10,300	NEW	$1,115,387	NEW	0.54%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	18,352	-3,212	$1,114,149	−5.4%	0.54%
ALL	Allstate Corp Financial Services	NEW	4,964	NEW	$1,101,313	NEW	0.54%
SNX	Td Synnex Corp Technology	NEW	4,271	NEW	$1,097,006	NEW	0.54%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	13,807	-1,143	$1,095,999	−4.0%	0.53%
MS	Morgan Stanley Financial Services	NEW	5,811	NEW	$1,092,932	NEW	0.53%
BNY	Bank of New York Mellon Corp Financial Services	NEW	7,555	NEW	$1,092,679	NEW	0.53%
HRB	H&R Block Inc Consumer Cyclical	NEW	26,630	NEW	$1,087,835	NEW	0.53%
ATI	Ati Inc Industrials	NEW	5,719	NEW	$1,083,178	NEW	0.53%
NWSA	News Corp Communication Services	NEW	37,721	NEW	$1,080,706	NEW	0.53%
JBHT	Hunt J B Transport Services Inc Industrials	NEW	4,821	NEW	$1,080,145	NEW	0.53%

Showing the top 50 of 343 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.