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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 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 KDP KEURIG DR PEPPER INC Consumer Defensive 46 $1K SOLD
82 TCHP T ROWE PRICE ETF INC 27 $1K SOLD
83 URG UR-ENERGY INC Energy 800 $1K SOLD
84 VAL VALARIS LTD Energy 12 $1K SOLD
85 TDW TIDEWATER INC NEW Energy 14 $1K SOLD
86 XES SPDR SERIES TRUST 10 $1K SOLD
87 XTL SPDR SERIES TRUST 6 $1K SOLD
88 NTRS NORTHERN TR CORP Financial Services 8 $1K SOLD
89 ATYR ATYR PHARMA INC Healthcare 1,400 $1K SOLD
90 VMC VULCAN MATLS CO Basic Materials 4 $1K SOLD
91 MIND TECHNOLOGY INC 130 $1K SOLD
92 FDL FIRST TR EXCHANGE-TRADED FD 20 $1K SOLD
93 SD SANDRIDGE ENERGY INC Energy 58 $946.0 SOLD
94 JCI JOHNSON CONTROLS INTERNATION Industrials 7 $917.0 SOLD
95 UUUU ENERGY FUELS INC Energy 50 $913.0 SOLD
96 FSM FORTUNA MNG CORP Basic Materials 85 $845.0 SOLD
97 USFD US FOODS HLDG CORP Consumer Defensive 9 $830.0 SOLD
98 MTB M & T BK CORP Financial Services 4 $827.0 SOLD
99 SOCL GLOBAL X FDS 19 $823.0 SOLD
100 AMLP ALPS ETF TR 13 $685.0 SOLD
Page 5 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%