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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 30 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CIEN CIENA CORP Technology 20.0 $10K 0.00% $490.60 -18.6%
582 MRCY MERCURY SYS INC Industrials 80.0 $10K 0.00% $122.34 -17.2%
583 TNA DIREXION SHARES ETF TRUST 130.0 $10K 0.00% $75.12 -0.8%
584 NIOCORP DEVS LTD 2,000.0 $10K 0.00% $4.82
585 IRIDIUM COMMUNICATIONS INC 176.0 $10K 0.00% -1K -85.6% $54.73
586 RSG REPUBLIC SVCS INC Industrials 45.0 $10K 0.00% -15.0 -25.0% $213.09 +3.7%
587 LYV LIVE NATION ENTERTAINMENT IN Communication Services 50.0 $9K 0.00% +22.0 +78.6% $183.12 +0.6%
588 CELH CELSIUS HLDGS INC Consumer Defensive 311.0 $9K 0.00% $29.28 +10.2%
589 INTT INTEST CORP Technology 500.0 $9K 0.00% NEW $18.17 -29.8%
590 COP CONOCOPHILLIPS Energy 87.0 $9K 0.00% +82.0 +1640.0% $103.97 +25.6%
591 VSAT VIASAT INC Technology 100.0 $9K 0.00% $89.81 -14.6%
592 DLR DIGITAL RLTY TR INC Real Estate 50.0 $9K 0.00% -14.0 -21.9% $179.58 +7.1%
593 STANDARDAERO INC 300.0 $9K 0.00% $29.91
594 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $9K 0.00% +48.0 +2400.0% $178.24 +19.5%
595 ADBG THEMES ETF TR 2,960.0 $9K 0.00% +85.0 +3.0% $2.99 +67.2%
596 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 2,500.0 $9K 0.00% $3.53 +11.6%
597 SCHB SCHWAB STRATEGIC TR 303.0 $9K 0.00% $28.96 +2.7%
598 DIOD DIODES INC Technology 80.0 $9K 0.00% $109.45 -13.8%
599 ROBT FIRST TR EXCHANGE TRADED FD 155.0 $9K 0.00% $56.26 +5.5%
600 ALLE ALLEGION PLC Industrials 62.0 $9K 0.00% $140.50 +15.8%
Page 30 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%