BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 44 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 EUAD SPINNAKER ETF SERIES 11.0 $464.0 -86.0 -88.7% $42.18 +12.3%
862 SAIC SCIENCE APPLICATIONS INTL CO Technology 4.0 $445.0 $111.25 +13.6%
863 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13.0 $433.0 +6.0 +85.7% $33.31 +10.0%
864 SHY ISHARES TR 4.0 $329.0 $82.25 -0.3%
865 VTIX VIRTUIX HOLDINGS INC. Technology 107.0 $327.0 $3.06 -49.0%
866 PODD INSULET CORP Healthcare 2.0 $305.0 $152.50 -3.9%
867 ATCL REX ETF TR 10.0 $260.0 $26.00 -5.5%
868 SCHM SCHWAB STRATEGIC TR 6.0 $222.0 NEW $37.00 -2.3%
869 SCHV SCHWAB STRATEGIC TR 6.0 $209.0 NEW $34.83 +0.8%
870 W WAYFAIR INC Consumer Cyclical 2.0 $185.0 $92.50 +11.0%
871 GAMESTOP CORP 7.0 $155.0 $22.14
872 PINS PINTEREST INC Communication Services 4.0 $85.0 $21.25 +10.4%
873 AIDX 20/20 BIOLABS INC Healthcare 100.0 $55.0 -57.0 -36.3% $0.55 -3.6%
874 MJ AMPLIFY ETF TR 2.0 $52.0 $26.00 -2.9%
875 VINFAST AUTO LTD 13.0 $41.0 $3.15
876 SCHE SCHWAB STRATEGIC TR 1.0 $37.0 NEW $37.00 -1.5%
877 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1.0 $34.0 $34.00 -0.5%
878 VUZI VUZIX CORP Technology 5.0 $15.0 $3.00 +3.2%
879 KSCP KNIGHTSCOPE INC Industrials 5.0 $11.0 $2.20 -34.3%
880 CENCORA INC $10.0 -100.0%
Page 44 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%