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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 38 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PAA PLAINS ALL AMERN PIPELINE L Energy 100.0 $2K $22.26 +8.7%
742 CRSP CRISPR THERAPEUTICS AG Healthcare 40.0 $2K $54.55 -2.9%
743 BIIB BIOGEN INC Healthcare 10.0 $2K $216.10 -1.6%
744 SONY SONY GROUP CORP Technology 107.0 $2K -15.0 -12.3% $20.07 +16.8%
745 F FORD MTR CO Consumer Cyclical 150.0 $2K -9.0 -5.7% $13.90 +0.3%
746 AEP AMERICAN ELEC PWR CO INC Utilities 15.0 $2K $136.87 -7.7%
747 GNRC GENERAC HLDGS INC Industrials 7.0 $2K NEW $292.86 -27.8%
748 SATS ECHOSTAR CORP Technology 20.0 $2K $101.50 -14.3%
749 UBT PROSHARES TR 123.0 $2K +1.0 +0.8% $16.32 -9.8%
750 FEIM FREQUENCY ELECTRS INC Technology 30.0 $2K $66.37 +13.3%
751 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 200.0 $2K NEW $9.90 -22.4%
752 BHE BENCHMARK ELECTRS INC Technology 20.0 $2K NEW $98.70 -22.3%
753 HALO HALOZYME THERAPEUTICS INC Healthcare 25.0 $2K $78.28 +34.0%
754 VMET VERSAMET ROYALTIES CORP Financial Services 150.0 $2K NEW $12.30 -18.8%
755 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 50.0 $2K $36.50 +5.0%
756 RZLT REZOLUTE INC Healthcare 350.0 $2K NEW $5.20 -10.4%
757 PROSHARES TR 35.0 $2K +1.0 +2.9% $50.97
758 PAVE GLOBAL X FDS 30.0 $2K -30.0 -50.0% $58.93 -2.8%
759 VSNT VERSANT MEDIA GROUP INC Industrials 49.0 $2K $36.02 +9.6%
760 ISPY PROSHARES TR 36.0 $2K $48.72 -0.5%
Page 38 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%