Friedenthal Financial
Filing Date
Global Rank
#6,810
/ 8,603
▲ 208
· as of Mar 2026
Top Industry
Utilities - Regulated Electric
6.6%
3Y Alpha vs SPY
+0.5%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
23 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.8%
SPY
+76.0%
Annualised alpha
+0.2%
Max drawdown
−31.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
132 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
2.2%
−1.7 pts
Top 5
10.9%
−1.9 pts
Top 10
21.7%
−2.0 pts
HHI
191
Diversified−11
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 12.0% | $6,007,530 |
| Industrials | 11.1% | $5,557,964 |
| Healthcare | 9.3% | $4,648,503 |
| Consumer Cyclical | 9.2% | $4,631,013 |
| Financial Services | 8.9% | $4,444,210 |
| Consumer Defensive | 8.5% | $4,281,589 |
| Utilities | 8.5% | $4,243,949 |
| Communication Services | 8.5% | $4,237,329 |
| Real Estate | 8.4% | $4,193,911 |
| Energy | 7.7% | $3,836,487 |
| Basic Materials | 6.3% | $3,163,980 |
| Unclassified | 1.7% | $845,911 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| M | Macy's, Inc. | +55,059 | 59,513 | $1,076,590 | |
| ROKU | Roku, Inc | +10,416 | 10,484 | $991,996 | |
| GOOGL | Alphabet Inc. | +397 | 3,521 | $1,012,498 | |
| AMZN | Amazon Com Inc | +81 | 943 | $196,398 | |
| NVDA | Nvidia Corp | +66 | 2,538 | $442,627 | |
| TSLA | Tesla, Inc. | +30 | 75 | $27,881 | |
| AAPL | Apple Inc. | +28 | 4,089 | $1,037,747 | |
| JNJ | Johnson & Johnson | +25 | 56 | $13,688 | |
| MSFT | Microsoft Corp | +25 | 431 | $159,543 | |
| BRK-B | Berkshire Hathaway Inc | +12 | 234 | $112,132 | |
| EVRG | Evergy, Inc. | +1 | 1,195 | $97,894 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LBTYA | Liberty Global Ltd. | −77,454 | 7,155 | $86,503 | |
| PSX | Phillips 66 | −7,432 | 157 | $28,602 | |
| FTI | TechnipFMC plc | −7,407 | 13,714 | $948,048 | |
| NRG | Nrg Energy, Inc. | −6,243 | 23 | $3,361 | |
| HSY | Hershey Co | −5,324 | 431 | $89,600 | |
| PLTR | Palantir Technologies Inc. | −5,200 | 304 | $44,469 | |
| AMD | Advanced Micro Devices Inc | −4,817 | 35 | $7,120 | |
| AVGO | Broadcom Inc. | −2,710 | 77 | $23,832 | |
| SPY | Spdr S&P 500 ETF Trust | −1,653 | 1,054 | $685,458 | |
| ONDS | Ondas Inc. | −217 | 148 | $1,337 | |
| DVN | Devon Energy Corp/De | −173 | 1 | $50 | |
| WELL | Welltower Inc. | −74 | 5,403 | $1,068,227 | |
| LCID | Lucid Group, Inc. | −6 | 189 | $1,801 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| IVZ | Invesco Ltd. | 44,687 | $1,085,447 | |
| 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 | |
| CMI | Cummins Inc | 2,001 | $1,076,578 | |
| ELAN | Elanco Animal Health Inc | 44,954 | $1,075,749 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 6,466 | $1,073,808 | |
| NEM | NEWMONT Corp /DE/ | 9,901 | $1,071,783 | |
| WU | Western Union CO | 122,541 | $1,069,782 | |
| 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 | |
| FCX | Freeport-Mcmoran Inc | 16,883 | $992,382 | |
| BC | Brunswick Corp | 13,637 | $992,228 | |
| HII | Huntington Ingalls Industries, Inc. | 2,595 | $985,840 | |
| SYY | Sysco Corp | 13,801 | $984,425 | |
| MNST | Monster Beverage Corp | 13,556 | $982,267 | |
| ATI | Ati Inc | 6,741 | $980,545 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IONS | Ionis Pharmaceuticals Inc | 13,115 | $1,037,527 | |
| KSS | KOHLS Corp | 50,747 | $1,035,746 | |
| BG | Bunge Global SA | 11,615 | $1,034,664 | |
| NBIX | Neurocrine Biosciences Inc | 7,276 | $1,031,955 | |
| SRE | Sempra | 11,673 | $1,030,609 | |
| ADM | Archer-Daniels-Midland Co | 17,921 | $1,030,278 | |
| IDXX | Idexx Laboratories Inc /De | 1,518 | $1,026,972 | |
| NVT | nVent Electric plc | 10,033 | $1,023,065 | |
| REXR | Rexford Industrial Realty, Inc. | 26,381 | $1,021,472 | |
| BEPC | Brookfield Renewable Corp | 26,637 | $1,021,262 | |
| CLF | Cleveland-Cliffs Inc. | 76,752 | $1,019,266 | |
| PPLI | People Inc | 25,963 | $1,015,153 | |
| PII | Polaris Inc. | 16,045 | $1,014,846 | |
| PWR | Quanta Services, Inc. | 2,403 | $1,014,210 | |
| VMC | Vulcan Materials CO | 3,536 | $1,008,537 | |
| GTM | ZoomInfo Technologies Inc. | 94,789 | $964,004 | |
| LYFT | Lyft, Inc. | 49,483 | $958,485 | |
| VLO | Valero Energy Corp/Tx | 5,860 | $953,949 | |
| INCY | Incyte Corp | 9,598 | $947,994 | |
| SEE | SEALED AIR CORP/DE | 22,757 | $942,822 | |
| APA | APA Corp | 38,336 | $937,698 | |
| W | Wayfair Inc. | 9,325 | $936,323 | |
| ESI | Element Solutions Inc | 37,414 | $934,975 | |
| STAG | STAG Industrial, Inc. | 25,405 | $933,887 | |
| WPC | W. P. Carey Inc. | 14,504 | $933,477 | |
| No positions match the current search. | ||||
132 positions ·
$50,092,376 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 132 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRNA |
Moderna, Inc.
Healthcare
|
NEW | 21,574 | $1,095,959 | 2.19% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 5,106 | $1,090,947 | 2.18% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 3,223 | $1,088,858 | 2.17% | |
| BIIB |
Biogen Inc.
Healthcare
|
NEW | 5,930 | $1,087,146 | 2.17% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 1,285 | $1,087,097 | 2.17% | |
| IVZ |
Invesco Ltd.
Financial Services
|
NEW | 44,687 | $1,085,447 | 2.17% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
NEW | 15,668 | $1,084,068 | 2.16% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 3,998 | $1,081,419 | 2.16% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
NEW | 12,666 | $1,079,523 | 2.16% | |
| M |
Macy's, Inc.
Consumer Cyclical
|
Added | 59,513 | $1,076,590 | 2.15% | |
| CMI |
Cummins Inc
Industrials
|
NEW | 2,001 | $1,076,578 | 2.15% | |
| ELAN |
Elanco Animal Health Inc
Healthcare
|
NEW | 44,954 | $1,075,749 | 2.15% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
NEW | 6,466 | $1,073,808 | 2.14% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
NEW | 9,901 | $1,071,783 | 2.14% | |
| WU |
Western Union CO
Financial Services
|
NEW | 122,541 | $1,069,782 | 2.14% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 5,403 | $1,068,227 | 2.13% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
NEW | 11,407 | $1,064,501 | 2.13% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,089 | $1,037,747 | 2.07% | |
| DTE |
Dte Energy Co
Utilities
|
NEW | 7,021 | $1,026,610 | 2.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,521 | $1,012,498 | 2.02% | |
| COHR |
Coherent Corp.
Technology
|
NEW | 4,201 | $1,000,720 | 2.00% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
NEW | 3,932 | $1,000,654 | 2.00% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
NEW | 14,848 | $995,855 | 1.99% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 16,883 | $992,382 | 1.98% | |
| BC |
Brunswick Corp
Consumer Cyclical
|
NEW | 13,637 | $992,228 | 1.98% | |
| ROKU |
Roku, Inc
Communication Services
|
Added | 10,484 | $991,996 | 1.98% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
NEW | 2,595 | $985,840 | 1.97% | |
| SYY |
Sysco Corp
Consumer Defensive
|
NEW | 13,801 | $984,425 | 1.97% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
NEW | 13,556 | $982,267 | 1.96% | |
| ATI |
Ati Inc
Industrials
|
NEW | 6,741 | $980,545 | 1.96% | |
| FR |
First Industrial Realty Trust Inc
Real Estate
|
NEW | 16,939 | $979,921 | 1.96% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
NEW | 4,857 | $979,414 | 1.96% | |
| PH |
Parker-Hannifin Corp
Industrials
|
NEW | 1,093 | $978,497 | 1.95% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
NEW | 2,067 | $978,187 | 1.95% | |
| NEE |
Nextera Energy Inc
Utilities
|
NEW | 10,513 | $976,447 | 1.95% | |
| ATO |
Atmos Energy Corp
Utilities
|
NEW | 5,283 | $975,875 | 1.95% | |
| GM |
General Motors Co
Consumer Cyclical
|
NEW | 13,070 | $973,715 | 1.94% | |
| SO |
Southern Co
Utilities
|
NEW | 10,085 | $973,404 | 1.94% | |
| CMCSA |
Comcast Corp
Communication Services
|
NEW | 33,884 | $972,809 | 1.94% | |
| VTR |
Ventas, Inc.
Real Estate
|
NEW | 11,847 | $968,847 | 1.93% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
NEW | 22,001 | $964,083 | 1.92% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
NEW | 3,389 | $961,662 | 1.92% | |
| FTI |
TechnipFMC plc
Energy
|
Reduced | 13,714 | $948,048 | 1.89% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
NEW | 22,310 | $946,836 | 1.89% | |
| EOG |
Eog Resources Inc
Energy
|
NEW | 6,443 | $931,464 | 1.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,054 | $685,458 | 1.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,538 | $442,627 | 0.88% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,261 | $274,254 | 0.55% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 300 | $261,870 | 0.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 943 | $196,398 | 0.39% |