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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 2 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 HYD VANECK ETF TRUST 627 $31K 0.00% SOLD
22 IP INTERNATIONAL PAPER CO Consumer Cyclical 792 $28K 0.00% SOLD
23 EVEREST GROUP LTD 80 $26K 0.00% SOLD
24 ISHARES TR 1,137 $26K 0.00% SOLD
25 CALL FORTINET INC 300 $25K 0.00% SOLD
26 VOYA VOYA FINANCIAL INC Financial Services 300 $20K 0.00% SOLD
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 40 $20K 0.00% SOLD
28 PAYC PAYCOM SOFTWARE INC Technology 150 $18K 0.00% SOLD
29 IEF ISHARES TR 188 $18K 0.00% SOLD
30 JUCY ETF SER SOLUTIONS 669 $15K 0.00% SOLD
31 BKLC BNY MELLON ETF TRUST 118 $15K 0.00% SOLD
32 NET CLOUDFLARE INC Technology 60 $12K 0.00% SOLD
33 SII SPROTT INC Financial Services 80 $11K 0.00% SOLD
34 DFH DREAM FINDERS HOMES INC Consumer Cyclical 800 $11K 0.00% SOLD
35 IAU ISHARES GOLD TR Financial Services 124 $11K 0.00% SOLD
36 NKE CALL NIKE INC Consumer Cyclical 200 $11K 0.00% SOLD
37 VST VISTRA CORP Utilities 60 $9K 0.00% SOLD
38 MS MORGAN STANLEY Financial Services 35 $6K 0.00% SOLD
39 INTA INTAPP INC Technology 200 $5K 0.00% SOLD
40 FAAR FIRST TR EXCHANGE TRAD FD VI 131 $4K SOLD
Page 2 of 8  ·  156 positions
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%