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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 12 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,570.0 $236K 0.02% -940.0 -14.4% $42.31 -3.0%
222 FORTINET INC 1,525.0 $234K 0.02% $153.62
223 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 6,002.0 $231K 0.02% $38.50 +2.9%
224 UNM UNUM GROUP Financial Services 2,559.0 $229K 0.02% $89.40 -2.7%
225 URSP PROSHARES TR 4,587.0 $225K 0.02% -3K -35.6% $49.06 +5.3%
226 VO VANGUARD INDEX FDS 2,787.0 $225K 0.02% +2K +299.3% $80.57 +2.4%
227 DRAM ROUNDHILL ETF TRUST 3,000.0 $222K 0.02% NEW $73.85 -22.0%
228 SBCF SEACOAST BKG CORP FLA Financial Services 6,590.0 $219K 0.02% $33.25 +4.5%
229 WAT WATERS CORP Healthcare 582.0 $218K 0.02% -1K -72.0% $375.04 +7.9%
230 AXON AXON ENTERPRISE INC Industrials 375.0 $210K 0.02% $560.61 +9.6%
231 FANG DIAMONDBACK ENERGY INC Energy 1,078.0 $189K 0.02% +37.0 +3.5% $175.78 +20.0%
232 UDOW PROSHARES TR 2,700.0 $189K 0.02% -450.0 -14.3% $70.09 +1.1%
233 O REALTY INCOME CORP Real Estate 3,050.0 $189K 0.02% -52.0 -1.7% $61.96 +2.0%
234 COF CAPITAL ONE FINL CORP Financial Services 932.0 $187K 0.02% +346.0 +59.0% $200.62 +5.9%
235 FAS DIREXION SHARES ETF TRUST 1,264.0 $186K 0.02% $147.22 +17.4%
236 COHR COHERENT CORP Technology 471.0 $186K 0.02% +16.0 +3.5% $394.47 -26.5%
237 TXN TEXAS INSTRS INC Technology 601.0 $179K 0.02% +204.0 +51.4% $298.07 -10.9%
238 NKE NIKE INC Consumer Cyclical 4,265.0 $175K 0.02% -10K -69.9% $41.05 -2.1%
239 SPACE EXPLORATION TECHN CORP 1,011.0 $173K 0.02% NEW $170.86
240 RTX RTX CORPORATION Industrials 909.0 $172K 0.02% -112.0 -11.0% $189.73 +11.9%
Page 12 of 44  ·  880 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%