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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 13 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AKRE PROFESIONALLY MANAGED PORTFO 3,234.0 $172K 0.02% $53.19 +13.5%
242 SCHO SCHWAB STRATEGIC TR 7,048.0 $170K 0.02% $24.14 -0.2%
243 SPYM SPDR SERIES TRUST 1,928.0 $169K 0.02% +985.0 +104.5% $87.88 +2.5%
244 BWXT BWX TECHNOLOGIES INC Industrials 865.0 $168K 0.02% +25.0 +3.0% $194.65 -19.3%
245 NOW SERVICENOW INC Technology 1,686.0 $167K 0.02% -160.0 -8.7% $99.28 +29.2%
246 TGT TARGET CORP Consumer Defensive 1,253.0 $164K 0.02% +9.0 +0.7% $130.61 +25.1%
247 ET ENERGY TRANSFER L P Energy 8,475.0 $162K 0.02% -310.0 -3.5% $19.12 +10.5%
248 ROP ROPER TECHNOLOGIES INC Industrials 471.0 $159K 0.02% -1K -70.1% $338.39 +21.1%
249 SCHW SCHWAB CHARLES CORP Financial Services 1,720.0 $159K 0.01% -14K -89.3% $92.27 +21.2%
250 MRNA MODERNA INC Healthcare 2,260.0 $158K 0.01% +2K +574.6% $70.03 +99.3%
251 EQT EQT CORP Energy 2,950.0 $157K 0.01% -18K -86.1% $53.17 +1.5%
252 PANW PALO ALTO NETWORKS INC Technology 458.0 $156K 0.01% +9.0 +2.0% $341.02 +4.7%
253 IRM IRON MTN INC DEL Real Estate 1,229.0 $155K 0.01% $126.31 -3.4%
254 ISRG INTUITIVE SURGICAL INC Healthcare 390.0 $155K 0.01% $397.68 -4.7%
255 EWJ ISHARES INC 1,639.0 $153K 0.01% $93.27 +1.9%
256 DGRO ISHARES TR 2,005.0 $152K 0.01% -30.0 -1.5% $75.79 +5.1%
257 SOFI SOFI TECHNOLOGIES INC Financial Services 8,350.0 $150K 0.01% $17.93 +5.5%
258 VRTX VERTEX PHARMACEUTICALS INC Healthcare 300.0 $149K 0.01% -6.0 -2.0% $496.73 +10.0%
259 DB DEUTSCHE BK AG Financial Services 4,400.0 $149K 0.01% -3K -38.0% $33.76 +12.0%
260 HWM HOWMET AEROSPACE INC Industrials 547.0 $147K 0.01% +22.0 +4.2% $268.86 +1.5%
Page 13 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 20.6%
Healthcare 20.3%
Industrials 13.8%
Financial Services 12.8%
Consumer Defensive 11.3%
Consumer Cyclical 8.7%
Communication Services 5.2%
Basic Materials 3.3%
Utilities 2.8%
Energy 0.9%