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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 16 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IWF ISHARES TR 767.0 $95K 0.01% +332.0 +76.3% $124.17 -1.4%
302 VTV VANGUARD INDEX FDS 435.0 $95K 0.01% -436.0 -50.1% $217.93 +3.9%
303 DELL DELL TECHNOLOGIES INC Technology 219.0 $94K 0.01% -3.0 -1.4% $431.46 +2.4%
304 XEL XCEL ENERGY INC Utilities 1,176.0 $94K 0.01% -600.0 -33.8% $80.30 -5.0%
305 FNB F N B CORP Financial Services 4,864.0 $93K 0.01% -963.0 -16.5% $19.08 -2.9%
306 BBB FOODS INC 2,196.0 $92K 0.01% +596.0 +37.2% $41.67
307 EGBN EAGLE BANCORPORATION INC Financial Services 3,203.0 $91K 0.01% $28.39 -0.5%
308 BNS BANK NOVA SCOTIA B C Financial Services 1,040.0 $90K 0.01% $86.84 +0.8%
309 CMCSA COMCAST CORP NEW Communication Services 3,637.0 $89K 0.01% -19.0 -0.5% $24.55 +9.4%
310 GS GOLDMAN SACHS GROUP INC Financial Services 88.0 $89K 0.01% +2.0 +2.3% $1011.38 +2.8%
311 SPTM SPDR SERIES TRUST 976.0 $89K 0.01% $90.79 +2.4%
312 EDC DIREXION SHARES ETF TRUST 995.0 $88K 0.01% $88.93 -10.3%
313 BMO BANK MONTREAL MEDIUM Financial Services 500.0 $88K 0.01% $176.70 -1.3%
314 AAPL CALL APPLE INC Technology 300.0 $87K 0.01% $289.36 +6.9%
315 PLTR PALANTIR TECHNOLOGIES INC Technology 737.0 $86K 0.01% -605.0 -45.1% $116.67 +54.2%
316 TOST TOAST INC Technology 3,045.0 $85K 0.01% $27.82 +31.7%
317 UPS UNITED PARCEL SVCS INC Industrials 771.0 $83K 0.01% -7.0 -0.9% $107.48 -5.1%
318 T AT&T INC Communication Services 3,973.0 $82K 0.01% $20.70 +22.2%
319 TRGP TARGA RES CORP Energy 300.0 $80K 0.01% $268.14 +11.5%
320 WES WESTERN MIDSTREAM PARTNERS L Energy 1,835.0 $80K 0.01% +1K +209.4% $43.76 +10.5%
Page 16 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%