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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 10 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AGI ALAMOS GOLD INC Basic Materials 100.0 $3K -40.0 -28.6% $30.34 +8.4%
182 EMBJ EMBRAER S.A. Industrials 46.0 $3K -3.0 -6.1% $63.80 +20.8%
183 QBTS D-WAVE QUANTUM INC Technology 100.0 $2K -50.0 -33.3% $23.99 -18.6%
184 KGC KINROSS GOLD CORP Basic Materials 100.0 $2K -31.0 -23.7% $23.62 +14.8%
185 WFC WELLS FARGO & CO Financial Services 28.0 $2K -219.0 -88.7% $82.64 +5.8%
186 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 88.0 $2K -200.0 -69.4% $25.95 +10.1%
187 SONY SONY GROUP CORP Technology 107.0 $2K -15.0 -12.3% $20.07 +16.8%
188 F FORD MTR CO Consumer Cyclical 150.0 $2K -9.0 -5.7% $13.90 +0.3%
189 PAVE GLOBAL X FDS 30.0 $2K -30.0 -50.0% $58.93 -2.8%
190 JOBY JOBY AVIATION INC Industrials 183.0 $2K -405.0 -68.9% $8.92 -14.3%
191 FCG FIRST TR EXCHANGE-TRADED FD 45.0 $1K -27K -99.8% $26.62 +15.5%
192 IWO ISHARES TR 3.0 $1K -100.0 -97.1% $394.00 -1.5%
193 RCAT RED CAT HLDGS INC Technology 110.0 $1K -190.0 -63.3% $10.65 -4.2%
194 DXCM DEXCOM INC Healthcare 17.0 $1K -402.0 -95.9% $67.35 +33.0%
195 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 12.0 $1K -1.0 -7.7% $85.75 +2.6%
196 LEIDOS HOLDINGS INC 8.0 $830.0 -46.0 -85.2% $103.75
197 WBD WARNER BROS DISCOVERY INC Communication Services 27.0 $720.0 -5.0 -15.6% $26.67 +6.8%
198 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5.0 $480.0 -30.0 -85.7% $96.00 +33.6%
199 EUAD SPINNAKER ETF SERIES 11.0 $464.0 -86.0 -88.7% $42.18 +12.0%
200 AIDX 20/20 BIOLABS INC Healthcare 100.0 $55.0 -57.0 -36.3% $0.55 -6.2%
Page 10 of 11  ·  201 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%