BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CACI CACI INTL INC Technology 3 $2K SOLD
62 PLAB PHOTRONICS INC Technology 40 $2K SOLD
63 POET POET TECHNOLOGIES INC Technology 270 $2K SOLD
64 WAB WABTEC Industrials 6 $2K SOLD
65 IMO IMPERIAL OIL LTD Energy 11 $1K SOLD
66 COCO VITA COCO CO INC Consumer Defensive 30 $1K SOLD
67 PRIM PRIMORIS SVCS CORP Industrials 10 $1K SOLD
68 AEM AGNICO EAGLE MINES LTD Basic Materials 7 $1K SOLD
69 SA SEABRIDGE GOLD INC Basic Materials 50 $1K SOLD
70 TSEM TOWER SEMICONDUCTOR LTD Technology 8 $1K SOLD
71 CEG CONSTELLATION ENERGY CORP Utilities 5 $1K SOLD
72 NGG NATIONAL GRID PLC Utilities 16 $1K SOLD
73 UFO PROCURE ETF TRUST II 30 $1K SOLD
74 TDC TERADATA CORP DEL Technology 50 $1K SOLD
75 ACA ARCOSA INC Industrials 12 $1K SOLD
76 XLRE SELECT SECTOR SPDR TR 31 $1K SOLD
77 MYSEUM INC 800 $1K SOLD
78 FTGC FIRST TR EXCHANGE TRAD FD VI 43 $1K SOLD
79 ABVX ABIVAX SA Healthcare 11 $1K SOLD
80 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 40 $1K SOLD
Page 4 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%