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Portfolio (Quarterly) Guide ↗

TOTH FINANCIAL ADVISORY CORP

· CIK 0000866780
13F Portfolio $1.0B AUM 880 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 118 New 204 Added 201 Reduced 156 Exited
Page 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RRX REGAL REXNORD CORPORATION Industrials 6.0 $1K +3.0 +100.0% $238.33 -27.9%
202 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 35.0 $1K +30.0 +600.0% $33.89 +8.0%
203 ROST ROSS STORES INC Consumer Cyclical 5.0 $1K +1.0 +25.0% $213.00 +11.0%
204 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13.0 $433.0 +6.0 +85.7% $33.31 +9.9%
Page 11 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.5%
Healthcare 20.3%
Industrials 13.7%
Financial Services 12.8%
Consumer Defensive 11.3%
Consumer Cyclical 8.7%
Communication Services 5.5%
Basic Materials 3.3%
Utilities 2.8%
Energy 0.9%