Friedenthal Financial

CIK

1598611

Location

MARLTON, NJ

Portfolio Value

Micro $53,527,725

Diversification

Diversified

Filing Date

Global Rank

#6,880 / 8,517 ▲ 256

Top Industry

REIT - Industrial 6.5%

3Y Alpha vs SPY

+10.3%

Period ended 46 days ago

Filed Jul 13, 2026 · 33d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+125.8%

SPY

+75.3%

Annualised alpha

+10.6%

Max drawdown

−28.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

137 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.0%

−3.8 pts

Top 5

13.0%

−2.7 pts

Top 10

23.7%

−1.7 pts

HHI

201

Diversified−18

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	14.0%	$7,486,653	23
Healthcare	9.6%	$5,142,079	12
Industrials	9.1%	$4,890,918	15
Consumer Cyclical	8.8%	$4,713,888	18
Communication Services	8.6%	$4,584,374	8
Consumer Defensive	8.6%	$4,579,075	9
Real Estate	8.4%	$4,519,601	5
Basic Materials	8.2%	$4,415,457	7
Utilities	8.2%	$4,403,089	8
Energy	8.0%	$4,258,537	9
Financial Services	6.8%	$3,615,615	19
Unclassified	1.7%	$918,439	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
LBTYA	Liberty Global Ltd.	+81,987	89,142	$1,013,544
FLS	Flowserve Corp	+13,442	14,806	$1,098,012
PLD	Prologis, Inc.	+7,298	8,040	$1,089,178
TPR	Tapestry, Inc.	+7,030	7,723	$1,130,492
AAPL	Apple Inc.	+3,282	7,371	$2,132,872
FDX	Fedex Corp	+3,243	3,255	$1,019,238
FTI	TechnipFMC plc	+2,233	15,947	$1,057,286
WEC	Wec Energy Group, Inc.	+635	666	$77,768
CVNA	Carvana Co.	+140	175	$11,518
ASX	ASE Technology Holding Co., Ltd.	+95	245	$11,054
NBIS	Nebius Group N.V.	+35	110	$30,378
NVDA	Nvidia Corp	+31	2,569	$514,031
ASTS	AST SpaceMobile, Inc.	+20	120	$10,663
IREN	IREN Ltd	+20	105	$4,801
COST	Costco Wholesale Corp /New	+11	83	$77,644
BAC	Bank Of America Corp /De/	+2	319	$18,176
AVGO	Broadcom Inc.	+2	79	$29,842
HAL	Halliburton Co	+1	101	$3,428
PSA	Public Storage	+1	62	$19,735
MSFT	Microsoft Corp	+1	432	$161,144
WFC	Wells Fargo & Company/Mn	+1	34	$2,809
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
CHRW	C. H. Robinson Worldwide, Inc.	−6,060	406	$76,466
IVZ	Invesco Ltd.	−1,676	43,011	$1,135,060
GOOGL	Alphabet Inc.	−620	3,180	$1,136,436
HSY	Hershey Co	−416	15	$2,631
PSX	Phillips 66	−153	4	$676
NFLX	Netflix Inc	−90	43	$3,070
IBIT	iShares Bitcoin Trust ETF	−58	162	$5,392
ONDS	Ondas Inc.	−48	100	$824
FCX	Freeport-Mcmoran Inc	−20	16,863	$1,060,514
RKLB	Rocket Lab Corp	−1	75	$7,623
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ACHC	Acadia Healthcare Company, Inc.	41,836	$1,235,417
PPLI	People Inc	26,622	$1,228,871
DAR	Darling Ingredients Inc.	21,564	$1,177,825
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
ADM	Archer-Daniels-Midland Co	14,950	$1,142,180
LITE	Lumentum Holdings Inc.	1,327	$1,138,645
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
JAZZ	Jazz Pharmaceuticals plc	4,610	$1,110,871
BG	Bunge Global SA	10,374	$1,107,217
CC	Chemours Co	53,616	$1,100,200
LEA	Lear Corp	8,153	$1,092,991
MDU	Mdu Resources Group Inc	51,385	$1,089,875
BWA	Borgwarner Inc	16,295	$1,081,988
EQIX	Equinix Inc	1,036	$1,079,916
SLB	Slb Limited/Nv	23,069	$1,072,477
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	90,376	$4,342,566
MRNA	Moderna, Inc.	21,574	$1,095,959
LRCX	Lam Research Corp	5,106	$1,090,947
MU	Micron Technology Inc	3,223	$1,088,858
BIIB	Biogen Inc.	5,930	$1,087,146
GS	Goldman Sachs Group Inc	1,285	$1,087,097
TNL	Travel & Leisure Co.	15,668	$1,084,068
WDC	Western Digital Corp	3,998	$1,081,419
CL	Colgate Palmolive Co	12,666	$1,079,523
M	Macy's, Inc.	59,513	$1,076,590
CMI	Cummins Inc	2,001	$1,076,578
ELAN	Elanco Animal Health Inc	44,954	$1,075,749
NEM	NEWMONT Corp /DE/	9,901	$1,071,783
WU	Western Union CO	122,541	$1,069,782
WELL	Welltower Inc.	5,403	$1,068,227
CHD	Church & Dwight Co Inc /De/	11,407	$1,064,501
DTE	Dte Energy Co	7,021	$1,026,610
COHR	Coherent Corp.	4,201	$1,000,720
RGLD	Royal Gold Inc	3,932	$1,000,654
IBKR	Interactive Brokers Group, Inc.	14,848	$995,855
BC	Brunswick Corp	13,637	$992,228
ROKU	Roku, Inc	10,484	$991,996
HII	Huntington Ingalls Industries, Inc.	2,595	$985,840
SYY	Sysco Corp	13,801	$984,425
MNST	Monster Beverage Corp	13,556	$982,267
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 tracked positions · $53,527,725 total · as of Jun 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 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	7,371	+3,282	$2,132,872	+105.5%	3.98%
ACHC	Acadia Healthcare Company, Inc. Healthcare	NEW	41,836	NEW	$1,235,417	NEW	2.31%
PPLI	People Inc Communication Services	NEW	26,622	NEW	$1,228,871	NEW	2.30%
DAR	Darling Ingredients Inc. Consumer Defensive	NEW	21,564	NEW	$1,177,825	NEW	2.20%
COLD	Americold Realty Trust Real Estate	NEW	74,212	NEW	$1,166,612	NEW	2.18%
CIEN	Ciena Corp Technology	NEW	2,376	NEW	$1,165,570	NEW	2.18%
LINE	Lineage, Inc. Real Estate	NEW	26,917	NEW	$1,164,160	NEW	2.17%
PWR	Quanta Services, Inc. Industrials	NEW	1,598	NEW	$1,150,623	NEW	2.15%
OGN	Organon & Co. Healthcare	NEW	84,676	NEW	$1,146,513	NEW	2.14%
ADM	Archer-Daniels-Midland Co Consumer Defensive	NEW	14,950	NEW	$1,142,180	NEW	2.13%
LITE	Lumentum Holdings Inc. Technology	NEW	1,327	NEW	$1,138,645	NEW	2.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,180	-620	$1,136,436	+4.0%	2.12%
IVZ	Invesco Ltd. Financial Services	Reduced	43,011	-1,676	$1,135,060	+4.6%	2.12%
TPR	Tapestry, Inc. Consumer Cyclical	Added	7,723	+7,030	$1,130,492	+1056.1%	2.11%
ELV	Elevance Health, Inc. Healthcare	NEW	2,916	NEW	$1,127,704	NEW	2.11%
ENPH	Enphase Energy, Inc. Technology	NEW	22,881	NEW	$1,126,660	NEW	2.10%
NI	Nisource Inc. Utilities	NEW	23,427	NEW	$1,113,953	NEW	2.08%
JAZZ	Jazz Pharmaceuticals plc Healthcare	NEW	4,610	NEW	$1,110,871	NEW	2.08%
BG	Bunge Global SA Consumer Defensive	NEW	10,374	NEW	$1,107,217	NEW	2.07%
CC	Chemours Co Basic Materials	NEW	53,616	NEW	$1,100,200	NEW	2.06%
FLS	Flowserve Corp Industrials	Added	14,806	+13,442	$1,098,012	+995.1%	2.05%
LEA	Lear Corp Consumer Cyclical	NEW	8,153	NEW	$1,092,991	NEW	2.04%
MDU	Mdu Resources Group Inc Utilities	NEW	51,385	NEW	$1,089,875	NEW	2.04%
PLD	Prologis, Inc. Real Estate	Added	8,040	+7,298	$1,089,178	+1010.5%	2.03%
BWA	Borgwarner Inc Consumer Cyclical	NEW	16,295	NEW	$1,081,988	NEW	2.02%
EQIX	Equinix Inc Real Estate	NEW	1,036	NEW	$1,079,916	NEW	2.02%
SLB	Slb Limited/Nv Energy	NEW	23,069	NEW	$1,072,477	NEW	2.00%
APO	Apollo Global Management, Inc. Financial Services	NEW	9,047	NEW	$1,070,350	NEW	2.00%
SJM	J M SMUCKER Co Consumer Defensive	NEW	9,447	NEW	$1,062,787	NEW	1.99%
CLF	Cleveland-Cliffs Inc. Basic Materials	NEW	113,104	NEW	$1,062,046	NEW	1.98%
XPO	XPO, Inc. Industrials	NEW	5,169	NEW	$1,061,144	NEW	1.98%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	16,863	-20	$1,060,514	+6.9%	1.98%
EIX	Edison International Utilities	NEW	14,227	NEW	$1,059,200	NEW	1.98%
FTI	TechnipFMC plc Energy	Added	15,947	+2,233	$1,057,286	+11.5%	1.98%
NOV	NOV Inc. Energy	NEW	56,714	NEW	$1,052,044	NEW	1.97%
ROST	Ross Stores, Inc. Consumer Cyclical	NEW	4,942	NEW	$1,051,904	NEW	1.97%
SCCO	Southern Copper Corp/ Basic Materials	NEW	6,030	NEW	$1,050,787	NEW	1.96%
JEF	Jefferies Financial Group Inc. Financial Services	NEW	20,859	NEW	$1,042,532	NEW	1.95%
APA	APA Corp Energy	NEW	31,844	NEW	$1,037,159	NEW	1.94%
VZ	Verizon Communications Inc Communication Services	NEW	24,285	NEW	$1,028,226	NEW	1.92%
CPAY	Corpay, Inc. Technology	NEW	3,084	NEW	$1,027,804	NEW	1.92%
FDX	Fedex Corp Industrials	Added	3,255	+3,243	$1,019,238	+23747.4%	1.90%
LBTYA	Liberty Global Ltd. Communication Services	Added	89,142	+81,987	$1,013,544	+1071.7%	1.89%
CWEN	Clearway Energy, Inc. Utilities	NEW	28,812	NEW	$984,794	NEW	1.84%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Held	1,054	0	$787,095	+14.8%	1.47%
NVDA	Nvidia Corp Technology	Added	2,569	+31	$514,031	+16.1%	0.96%
GEV	GE Vernova Inc. Industrials	Held	300	0	$352,458	+34.6%	0.66%
ABBV	AbbVie Inc. Healthcare	Held	1,261	0	$317,318	+15.7%	0.59%
AMZN	Amazon Com Inc Consumer Cyclical	Held	943	0	$224,754	+14.4%	0.42%
MSFT	Microsoft Corp Technology	Added	432	+1	$161,144	+1.0%	0.30%

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.