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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 7 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHLD GLOBAL X FDS 1,000.0 $60K 0.01% -340.0 -25.4% $59.71 +16.9%
122 EWBC EAST WEST BANCORP INC Financial Services 450.0 $58K 0.01% -50.0 -10.0% $129.09 +4.6%
123 SCHZ SCHWAB STRATEGIC TR 2,420.0 $56K 0.01% -1K -31.4% $23.13 -1.6%
124 IXUS ISHARES TR 550.0 $52K 0.01% -1K -66.6% $95.44 +1.1%
125 MUB ISHARES TR 452.0 $49K 0.01% -306.0 -40.4% $107.62 -2.1%
126 PNC PNC FINL SVCS GROUP INC Financial Services 175.0 $43K 0.00% -191.0 -52.2% $246.22 +3.3%
127 RGLD ROYAL GOLD INC Basic Materials 210.0 $42K 0.00% -10.0 -4.5% $199.51 +15.5%
128 TECHNIPFMC PLC 570.0 $38K 0.00% -800.0 -58.4% $66.30
129 UYM PROSHARES TR 1,200.0 $36K 0.00% -681.0 -36.2% $29.70 +2.7%
130 EFA ISHARES TR 335.0 $35K 0.00% -91.0 -21.4% $103.88 +3.3%
131 IJJ ISHARES TR 221.0 $33K 0.00% -290.0 -56.8% $147.73 +0.9%
132 LHX L3HARRIS TECHNOLOGIES INC Industrials 111.0 $32K 0.00% -1.0 -0.9% $289.99 -3.6%
133 GGLL DIREXION SHARES ETF TRUST 277.0 $31K 0.00% -177.0 -39.0% $113.57 -10.4%
134 NOC NORTHROP GRUMMAN CORP Industrials 60.0 $31K 0.00% -71.0 -54.2% $509.32 +15.7%
135 CLBT CELLEBRITE DI LTD Technology 2,000.0 $29K 0.00% -65.0 -3.1% $14.60 -24.7%
136 LIN LINDE PLC Basic Materials 55.0 $29K 0.00% -6.0 -9.8% $518.95 -7.8%
137 TRV TRAVELERS COMPANIES INC Financial Services 86.0 $28K 0.00% -92.0 -51.7% $330.13 +11.5%
138 USB US BANCORP Financial Services 458.0 $28K 0.00% -20.0 -4.2% $60.40 +7.3%
139 IJK ISHARES TR 220.0 $26K 0.00% -159.0 -42.0% $117.50 -0.6%
140 RHI ROBERT HALF INC. Industrials 800.0 $25K 0.00% -100.0 -11.1% $30.70 +42.5%
Page 7 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%