Friedenthal Financial

CIK

1598611

Location

MARLTON, NJ

Portfolio Value

Small $138,800,396

Diversification

Diversified

Filing Date

Global Rank

#7,538 / 8,811 ▼ 562

Top Industry

REIT - Industrial 6.4%

Period ended 4 months ago

Filed Jul 13, 2026 · 3mo

26 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, never from the firm's own description.

Style

Diversified active

Top 10 weight 55.6%, 19.2 effective positions, active share 90.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

High turnover

157.7% over the last four quarters (100%+)

Horizon

Long horizon

Value-weighted holding period 12.5 quarters (12+), a floor since 27.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 90.2%; sector active share 55.0% 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.

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Portfolio Concentration

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

Top Position

15.9%

−0.1 pts

Top 5

41.3%

+0.4 pts

Top 10

55.4%

+0.4 pts

HHI

517

Diversified+8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	61.5%	$85,368,116	114
Technology	5.4%	$7,486,653	23
Healthcare	3.7%	$5,142,079	12
Industrials	3.5%	$4,908,004	16
Consumer Cyclical	3.4%	$4,713,888	18
Communication Services	3.4%	$4,695,319	9
Consumer Defensive	3.3%	$4,579,075	9
Real Estate	3.3%	$4,519,601	5
Basic Materials	3.2%	$4,415,457	7
Utilities	3.2%	$4,403,089	8
Financial Services	3.1%	$4,310,578	23
Energy	3.1%	$4,258,537	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LBTYA	Liberty Global Ltd.	+81,987	89,142	$1,013,544
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	+44,916	45,013	$0
FLS	Flowserve Corp	+13,442	14,806	$1,098,012
RSPH	Victory Portfolios II	+8,483	131,197	$4,354,428
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+8,207	116,854	$0
PLD	Prologis, Inc.	+7,298	8,040	$1,089,178
TPR	Tapestry, Inc.	+7,030	7,723	$1,130,492
BNDX	Vanguard Total International Bond ETF	+5,302	95,678	$4,633,685
LMBS	First Trust Low Duration Opportunities ETF	+5,047	89,209	$4,440,824
BOXX	Alpha Architect 1-3 Month Box ETF	+3,958	29,155	$3,413,758
HEFA	iShares Currency Hedged MSCI EAFE ETF	+3,769	120,140	$0
AAPL	Apple Inc.	+3,282	7,371	$2,132,872
RSPS	Victory Portfolios II	+3,244	60,761	$1,821,614
FDX	Fedex Corp	+3,243	3,255	$1,019,238
STIP	iShares 0-5 Year TIPS Bond ETF	+3,211	60,547	$0
RSPM	Victory Portfolios II	+2,903	130,830	$5,055,271
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+2,815	156,657	$0
SRLN	State Street(R) Blackstone Senior Loan ETF	+2,705	58,748	$2,366,956
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+2,310	35,669	$2,948,042
FTI	TechnipFMC plc	+2,233	15,947	$1,057,286
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	+2,204	31,728	$2,967,202
IJH	iShares Core S&P Mid-Cap ETF	+2,130	98,239	$0
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+1,957	46,836	$4,721,537
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	+1,751	1,805	$285,641
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+1,631	41,638	$4,460,678
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
USFR	WisdomTree Floating Rate Treasury Fund	−84,585	23,482	$0
TFLO	iShares Treasury Floating Rate Bond ETF	−83,863	1,879	$0
SGOV	iShares 0-3 Month Treasury Bond ETF	−41,131	20,609	$0
RSPT	Victory Portfolios II	−8,978	31,446	$2,028,267
CHRW	C. H. Robinson Worldwide, Inc.	−6,060	406	$76,466
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−3,896	1,394	$35,463
SCMB	Schwab Municipal Bond ETF	−3,838	1,366	$35,270
AMLP	Alerian MLP ETF	−2,925	1,102	$0
HEEM	iShares Currency Hedged MSCI Emerging Markets ETF	−2,782	133,965	$5,992,254
—		−2,449	16,705	$801,338
MEAR	iShares Trust	−1,980	691	$0
IVZ	Invesco Ltd.	−1,676	43,011	$1,135,060
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	−729	28,629	$2,155,191
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−702	40	$7,409
RSPG	Victory Portfolios II	−676	6,416	$628,511
SCHP	Schwab U.S. TIPS ETF	−606	31,527	$835,465
EWT	iShares MSCI Taiwan ETF	−542	1,716	$186,374
SCHB	Schwab U.S. Broad Market ETF	−532	7,258	$210,191
EFAV	iShares MSCI EAFE Min Vol Factor ETF	−514	21,968	$0
EWY	iShares Trust	−483	876	$0
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−447	12,353	$906,833
HSY	Hershey Co	−416	15	$2,631
GOOGL	Alphabet Inc.	−341	3,180	$1,136,436
SCHH	Schwab U.S. REIT ETF	−332	24,257	$574,405
SCHA	Schwab U.S. Small-Cap ETF	−320	247,084	$8,927,144
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
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
ATI	Ati Inc	6,741	$980,545
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

253 tracked positions · $138,800,396 total · filing declares 254 positions · $216,587,010 · 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 253 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SCHA	Schwab U.S. Small-Cap ETF	Reduced	247,084	-320	$8,927,144	+24.1%	26+	before history	6.43%
HEEM	iShares Currency Hedged MSCI Emerging Markets ETF	Reduced	133,965	-2,782	$5,992,254	+18.7%	7	$31.46	4.32%
RSPM	Victory Portfolios II	Added	130,830	+2,903	$5,055,271	+2.2%	26+	before history	3.64%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	46,836	+1,957	$4,721,537	+4.6%	14	$100.53	3.40%
BNDX	Vanguard Total International Bond ETF	Added	95,678	+5,302	$4,633,685	+6.7%	26+	before history	3.34%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	41,638	+1,631	$4,460,678	+0.6%	19	unpriced	3.21%
LMBS	First Trust Low Duration Opportunities ETF	Added	89,209	+5,047	$4,440,824	+5.9%	18	$49.49	3.20%
RSPH	Victory Portfolios II	Added	131,197	+8,483	$4,354,428	+17.5%	19	unpriced	3.14%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	29,155	+3,958	$3,413,758	+16.5%	3	$115.02	2.46%
RSPU	Victory Portfolios II	Added	41,873	+1,122	$3,397,156	+2.8%	26+	before history	2.45%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	139,626	+1,139	$3,229,549	+0.4%	26+	before history	2.33%
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	Added	31,728	+2,204	$2,967,202	+7.8%	17	$92.25	2.14%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	35,669	+2,310	$2,948,042	+6.8%	17	$82.54	2.12%
SRLN	State Street(R) Blackstone Senior Loan ETF	Added	58,748	+2,705	$2,366,956	+5.2%	17	$41.61	1.71%
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	Reduced	28,629	-729	$2,155,191	+13.4%	26+	before history	1.55%
AAPL	Apple Inc. Technology	Added	7,371	+3,282	$2,132,872	+105.5%	11	$254.79	1.54%
RSPT	Victory Portfolios II	Reduced	31,446	-8,978	$2,028,267	+10.9%	26+	before history	1.46%
RSPS	Victory Portfolios II	Added	60,761	+3,244	$1,821,614	+7.4%	26+	before history	1.31%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	22,374	+1,534	$1,768,217	+7.0%	17	$78.56	1.27%
RSPN	Victory Portfolios II	Added	27,621	+415	$1,767,744	+12.8%	26+	before history	1.27%
EQAL	Invesco Russell 1000 Equal Weight ETF	Added	29,344	+25	$1,738,749	+7.6%	7	$47.96	1.25%
RSPD	Victory Portfolios II	Added	28,111	+1,380	$1,574,216	+10.0%	26+	before history	1.13%
ACHC	Acadia Healthcare Company, Inc. Healthcare	NEW	41,836	NEW	$1,235,417	NEW	1	$25.67	0.89%
PPLI	People Inc Communication Services	NEW	26,622	NEW	$1,228,871	NEW	1	$42.68	0.89%
DAR	Darling Ingredients Inc. Consumer Defensive	NEW	21,564	NEW	$1,177,825	NEW	1	$59.68	0.85%
COLD	Americold Realty Trust Real Estate	NEW	74,212	NEW	$1,166,612	NEW	1	$13.72	0.84%
CIEN	Ciena Corp Technology	NEW	2,376	NEW	$1,165,570	NEW	1	$509.94	0.84%
LINE	Lineage, Inc. Real Estate	NEW	26,917	NEW	$1,164,160	NEW	1	$39.33	0.84%
PWR	Quanta Services, Inc. Industrials	NEW	1,598	NEW	$1,150,623	NEW	1	$683.53	0.83%
OGN	Organon & Co. Healthcare	NEW	84,676	NEW	$1,146,513	NEW	1	$11.96	0.83%
ADM	Archer-Daniels-Midland Co Consumer Defensive	NEW	14,950	NEW	$1,142,180	NEW	1	$76.12	0.82%
LITE	Lumentum Holdings Inc. Technology	NEW	1,327	NEW	$1,138,645	NEW	1	$892.05	0.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,180	-341	$1,136,436	+12.2%	5	$285.68	0.82%
IVZ	Invesco Ltd. Financial Services	Reduced	43,011	-1,676	$1,135,060	+4.6%	2	$26.16	0.82%
TPR	Tapestry, Inc. Consumer Cyclical	Added	7,723	+7,030	$1,130,492	+1056.1%	2	$143.15	0.81%
ELV	Elevance Health, Inc. Healthcare	NEW	2,916	NEW	$1,127,704	NEW	1	$370.86	0.81%
ENPH	Enphase Energy, Inc. Technology	NEW	22,881	NEW	$1,126,660	NEW	1	$45.55	0.81%
NI	Nisource Inc. Utilities	NEW	23,427	NEW	$1,113,953	NEW	1	$47.32	0.80%
JAZZ	Jazz Pharmaceuticals plc Healthcare	NEW	4,610	NEW	$1,110,871	NEW	1	$219.08	0.80%
BG	Bunge Global SA Consumer Defensive	NEW	10,374	NEW	$1,107,217	NEW	1	$122.93	0.80%
CC	Chemours Co Basic Materials	NEW	53,616	NEW	$1,100,200	NEW	1	$22.89	0.79%
FLS	Flowserve Corp Industrials	Added	14,806	+13,442	$1,098,012	+995.1%	2	$76.33	0.79%
LEA	Lear Corp Consumer Cyclical	NEW	8,153	NEW	$1,092,991	NEW	1	$133.92	0.79%
MDU	Mdu Resources Group Inc Utilities	NEW	51,385	NEW	$1,089,875	NEW	1	$21.75	0.79%
PLD	Prologis, Inc. Real Estate	Added	8,040	+7,298	$1,089,178	+1010.5%	2	$141.03	0.78%
BWA	Borgwarner Inc Consumer Cyclical	NEW	16,295	NEW	$1,081,988	NEW	1	$63.34	0.78%
EQIX	Equinix Inc Real Estate	NEW	1,036	NEW	$1,079,916	NEW	1	$1,070.45	0.78%
SLB	Slb Limited/Nv Energy	NEW	23,069	NEW	$1,072,477	NEW	1	$53.59	0.77%
APO	Apollo Global Management, Inc. Financial Services	NEW	9,047	NEW	$1,070,350	NEW	1	$125.75	0.77%
SJM	J M SMUCKER Co Consumer Defensive	NEW	9,447	NEW	$1,062,787	NEW	1	$101.86	0.77%

Showing the top 50 of 253 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.