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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 5 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FPE FIRST TR EXCH TRADED FD III 209,563.0 $3.7M 0.37% +5K +2.3% $17.88 -1.0%
82 CHD CHURCH & DWIGHT CO INC Consumer Defensive 38,201.0 $3.7M 0.36% -4K -9.0% $96.88 +2.3%
83 FDN FIRST TR EXCHANGE-TRADED FD 12,171.0 $3.2M 0.32% +338.0 +2.9% $264.72 +7.2%
84 HONEYWELL INTL INC 14,256.0 $3.2M 0.31% NEW $223.90
85 HD HOME DEPOT INC Consumer Cyclical 9,023.0 $3.2M 0.31% -1K -10.7% $352.68 -4.3%
86 XHB SPDR SERIES TRUST 27,178.0 $3.1M 0.31% +968.0 +3.7% $115.56 -8.3%
87 HONEYWELL AEROSPACE INC 14,124.0 $3.1M 0.30% NEW $221.07
88 IWM ISHARES TR 10,389.0 $3.1M 0.30% +2K +22.0% $300.44 -0.1%
89 TROW PRICE T ROWE GROUP INC Financial Services 26,386.0 $3.0M 0.29% -10K -27.5% $113.69 -3.0%
90 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 4,183.0 $2.9M 0.29% +3K +383.0% $703.34 +0.1%
91 IYT ISHARES TR 31,994.0 $2.8M 0.27% +4K +15.3% $86.75 -0.7%
92 CAT CATERPILLAR INC Industrials 2,566.0 $2.7M 0.27% -73.0 -2.8% $1064.92 -21.0%
93 IVV ISHARES TR 3,636.0 $2.7M 0.27% +232.0 +6.8% $748.89 +2.9%
94 FISV FISERV INC Technology 55,123.0 $2.7M 0.26% -56K -50.2% $49.05 +5.4%
95 TSLA TESLA INC Consumer Cyclical 6,427.0 $2.7M 0.26% +40.0 +0.6% $420.60 -19.9%
96 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,862.0 $2.7M 0.26% +315.0 +12.4% $935.62 +2.8%
97 AVEM AMERICAN CENTY ETF TR 25,626.0 $2.5M 0.24% +7K +36.7% $96.49 -4.6%
98 BDX BECTON DICKINSON & CO Healthcare 16,236.0 $2.5M 0.24% -7K -29.3% $151.33 +19.5%
99 VOO VANGUARD INDEX FDS 3,532.0 $2.4M 0.24% -65.0 -1.8% $686.80 +2.7%
100 UYG PROSHARES TR 27,995.0 $2.4M 0.23% $85.57 +15.2%
Page 5 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%