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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 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DPST DIREXION SHARES ETF TRUST 1,799.0 $254K 0.03% -55.0 -3.0% $141.43 +5.5%
82 VCSH VANGUARD SCOTTSDALE FDS 3,051.0 $241K 0.02% -321.0 -9.5% $79.03 -0.5%
83 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,570.0 $236K 0.02% -940.0 -14.4% $42.31 +0.1%
84 URSP PROSHARES TR 4,587.0 $225K 0.02% -3K -35.6% $49.06 +5.7%
85 WAT WATERS CORP Healthcare 582.0 $218K 0.02% -1K -72.0% $375.04 +7.0%
86 UDOW PROSHARES TR 2,700.0 $189K 0.02% -450.0 -14.3% $70.09 +4.3%
87 O REALTY INCOME CORP Real Estate 3,050.0 $189K 0.02% -52.0 -1.7% $61.96 +0.4%
88 NKE NIKE INC Consumer Cyclical 4,265.0 $175K 0.02% -10K -69.9% $41.05 -2.4%
89 RTX RTX CORPORATION Industrials 909.0 $172K 0.02% -112.0 -11.0% $189.73 +18.8%
90 NOW SERVICENOW INC Technology 1,686.0 $167K 0.02% -160.0 -8.7% $99.28 +20.4%
91 ET ENERGY TRANSFER L P Energy 8,475.0 $162K 0.02% -310.0 -3.5% $19.12 +12.0%
92 ROP ROPER TECHNOLOGIES INC Industrials 471.0 $159K 0.02% -1K -70.1% $338.39 +16.5%
93 SCHW SCHWAB CHARLES CORP Financial Services 1,720.0 $159K 0.01% -14K -89.3% $92.27 +21.0%
94 EQT EQT CORP Energy 2,950.0 $157K 0.01% -18K -86.1% $53.17 -0.1%
95 DGRO ISHARES TR 2,005.0 $152K 0.01% -30.0 -1.5% $75.79 +5.1%
96 VRTX VERTEX PHARMACEUTICALS INC Healthcare 300.0 $149K 0.01% -6.0 -2.0% $496.73 +6.3%
97 DB DEUTSCHE BK AG Financial Services 4,400.0 $149K 0.01% -3K -38.0% $33.76 +12.8%
98 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 11,867.0 $139K 0.01% -63.0 -0.5% $11.74 -3.8%
99 EXPAND ENERGY CORPORATION 1,346.0 $123K 0.01% -825.0 -38.0% $91.19
100 VTI VANGUARD INDEX FDS 323.0 $119K 0.01% -100.0 -23.6% $369.91 +2.5%
Page 5 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%