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Latest Friedenthal Financial Stock Portfolio

Friedenthal Financial Performance:
2025 Q4: 0.78%YTD: 6.79%2024: 2.94%
Performance for 2025 Q4 is 0.78%, and YTD is 6.79%, and 2024 is 2.94%.

About Friedenthal Financial and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Friedenthal Financial reported an equity portfolio of $194.4 Millions as of 31 Dec, 2025.

The top stock holdings of Friedenthal Financial are IJR, FCVT, FNDA. The fund has invested 11.4% of it's portfolio in ISHARES TR and 4.2% of portfolio in FIRST TR EXCHANGE-TRADED FD.

They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), CARVANA CO (CVNA) and NIKE INC (NKE). Friedenthal Financial opened new stock positions in JANUS DETROIT STR TR (JAAA), ISHARES TR (AGT) and EA SERIES TRUST (BOB). The fund showed a lot of confidence in some stocks as they added substantially to HERSHEY CO (HSY), ISHARES TR (AAXJ) and PALANTIR TECHNOLOGIES INC (PLTR).

Friedenthal Financial Annual Return Estimates Vs S&P 500

Our best estimate is that Friedenthal Financial made a return of 0.78% in the last quarter. In trailing 12 months, it's portfolio return was 6.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
janus detroit str tr4,214,300
ishares tr4,191,860
ea series trust2,091,250
ionis pharmaceuticals inc1,037,530
kohls corp1,035,750
bunge global sa1,034,660
neurocrine biosciences inc1,031,960
sempra1,030,610
New stocks bought by Friedenthal Financial

Additions

Ticker% Inc.
hershey co38,266
ishares tr23,305
palantir technologies inc10,908
phillips 664,796
broadcom inc3,519
alphabet inc3,223
liberty global ltd886
advanced micro devices inc736
Additions to existing portfolio by Friedenthal Financial

Reductions

Ticker% Reduced
invesco exch trd slf idx fd-99.74
carvana co-98.64
nike inc-96.97
carnival corp-95.27
ishares tr-91.84
toll brothers inc-85.45
ge vernova inc-84.75
spdr series trust-80.00
Friedenthal Financial reduced stake in above stock

Sold off

None of the stocks were completely sold off by Friedenthal Financial

Sector Distribution

Friedenthal Financial has about 72.7% of it's holdings in Others sector.

Sector%
Others72.7
Utilities6.5
Technology4.6
Consumer Cyclical2.7
Healthcare2.3
Real Estate2.1
Energy2
Industrials1.6
Financial Services1.6
Basic Materials1.6
Communication Services1.2
Consumer Defensive1.1

Market Cap. Distribution

Friedenthal Financial has about 14.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED72.7
LARGE-CAP11.7
MID-CAP7.7
SMALL-CAP4.9
MEGA-CAP2.9

Stocks belong to which Index?

About 16.1% of the stocks held by Friedenthal Financial either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others84
S&P 50011.1
RUSSELL 20005
Top 5 Winners (%)%
AAL
american airls group inc
35.8 %
RIVN
rivian automotive inc
34.4 %
GOOG
alphabet inc
27.4 %
VFC
v f corp
26.3 %
MRK
merck & co inc
25.4 %
Top 5 Winners ($)$
IJR
ishares tr
0.5 M
CSD
invesco exchange traded fd t
0.3 M
ACWF
ishares tr
0.2 M
CSD
invesco exchange traded fd t
0.2 M
EMGF
ishares inc
0.2 M
Top 5 Losers (%)%
LCID
lucid group inc
-53.3 %
XLB
select sector spdr tr
-43.9 %
XLB
select sector spdr tr
-43.0 %
XLB
select sector spdr tr
-38.6 %
sndl inc
-38.3 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-0.2 M
BNDX
vanguard charlotte fds
-0.1 M
NET
cloudflare inc
-0.1 M
CSD
invesco exchange traded fd t
-0.1 M
ACWF
ishares tr
-0.1 M

Friedenthal Financial Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Friedenthal Financial

Friedenthal Financial has 248 stocks in it's portfolio. About 37.1% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Friedenthal Financial last quarter.

Last Reported on: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions