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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 15 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSX PHILLIPS 66 Energy 682.0 $115K 0.01% $169.06 +43.2%
282 BE BLOOM ENERGY CORP Industrials 380.0 $115K 0.01% +193.0 +103.2% $302.70 -34.8%
283 ANNALY CAPITAL MANAGEMENT IN 5,100.0 $114K 0.01% $22.36
284 EXP EAGLE MATLS INC Basic Materials 500.0 $112K 0.01% $225.00 -8.4%
285 QCLN FIRST TR EXCHANGE-TRADED FD 1,820.0 $112K 0.01% +509.0 +38.8% $61.32 -17.9%
286 IEZ ISHARES TR 4,100.0 $110K 0.01% $26.90 +9.8%
287 EWY ISHARES INC 542.0 $109K 0.01% $201.90 -11.4%
288 ODFL OLD DOMINION FREIGHT LINE IN Industrials 500.0 $108K 0.01% $216.60 -4.8%
289 PSCT INVESCO EXCH TRADED FD TR II 1,170.0 $108K 0.01% $92.41 -15.9%
290 APEI AMERICAN PUB ED INC Consumer Defensive 2,000.0 $107K 0.01% $53.70 -17.7%
291 TT TRANE TECHNOLOGIES PLC Industrials 216.0 $106K 0.01% -3.0 -1.4% $491.16 -7.4%
292 BR BROADRIDGE FINL SOLUTIONS IN Technology 770.0 $105K 0.01% $136.95 +32.5%
293 VIG VANGUARD SPECIALIZED FUNDS 440.0 $104K 0.01% $236.62 +3.1%
294 BIB PROSHARES TR 1,022.0 $103K 0.01% +25.0 +2.5% $100.74 +22.6%
295 MIDU DIREXION SHARES ETF TRUST 1,369.0 $102K 0.01% -2K -64.1% $74.82 -4.2%
296 PFE PFIZER INC Healthcare 4,200.0 $101K 0.01% -788.0 -15.8% $24.08 +18.0%
297 KMI KINDER MORGAN INC DEL Energy 3,160.0 $101K 0.01% $31.97 -3.3%
298 EPR EPR PPTYS Real Estate 1,700.0 $99K 0.01% $58.01 +4.4%
299 AES AES CORP Utilities 6,700.0 $98K 0.01% -900.0 -11.8% $14.66 +0.7%
300 TLS TELOS CORP MD Technology 21,291.0 $98K 0.01% $4.60 -3.9%
Page 15 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%