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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 19 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SHLD GLOBAL X FDS 1,000.0 $60K 0.01% -340.0 -25.4% $59.71 +13.3%
362 IEFA ISHARES TR 615.0 $59K 0.01% $96.58 +3.5%
363 SLV ISHARES SILVER TR Financial Services 1,095.0 $59K 0.01% $53.47 +15.3%
364 RIO RIO TINTO PLC Basic Materials 615.0 $58K 0.01% $94.93 +7.6%
365 EWBC EAST WEST BANCORP INC Financial Services 450.0 $58K 0.01% -50.0 -10.0% $129.09 +0.6%
366 HII HUNTINGTON INGALLS INDS INC Industrials 205.0 $57K 0.01% +55.0 +36.7% $279.89 +7.7%
367 SCHZ SCHWAB STRATEGIC TR 2,420.0 $56K 0.01% -1K -31.4% $23.13 -1.4%
368 RGA REINSURANCE GROUP AMER INC Financial Services 260.0 $55K 0.01% $212.65 +14.1%
369 VB VANGUARD INDEX FDS 180.0 $55K 0.01% $303.18 -0.1%
370 KARO KAROOOOO LTD Technology 1,100.0 $54K 0.01% +160.0 +17.0% $49.36 +27.4%
371 HCA HCA HEALTHCARE INC Healthcare 138.0 $54K 0.01% $389.89 +4.2%
372 GRANITESHARES ETF TR 3,160.0 $53K 0.01% NEW $16.90
373 QTUM ETF SER SOLUTIONS 320.0 $53K 0.01% $165.38 -9.8%
374 IXUS ISHARES TR 550.0 $52K 0.01% -1K -66.6% $95.44 +1.9%
375 NEE NEXTERA ENERGY INC Utilities 598.0 $52K 0.01% +40.0 +7.2% $87.77 -3.1%
376 RRC RANGE RES CORP Energy 1,400.0 $52K 0.01% +300.0 +27.3% $37.19 +9.4%
377 ARKX ARK ETF TR 1,517.0 $52K 0.01% +75.0 +5.2% $34.12 -3.5%
378 UBER UBER TECHNOLOGIES INC Technology 717.0 $52K 0.01% $72.16 +8.9%
379 VGT VANGUARD WORLD FD 432.0 $52K 0.01% +378.0 +700.0% $119.52 -1.0%
380 SEZL SEZZLE INC Financial Services 300.0 $51K 0.01% $171.63 -31.6%
Page 19 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%