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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 8 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RSP INVESCO EXCHANGE TRADED FD T 5,000.0 $1.1M 0.10% +111.0 +2.3% $212.75 +3.3%
142 SITM SITIME CORP Technology 1,400.0 $1.0M 0.10% -1K -50.0% $745.56 -8.8%
143 DHR DANAHER CORP DEL Healthcare 5,442.0 $1.0M 0.10% -3K -32.4% $190.46 +4.8%
144 URTY PROSHARES TR 11,865.0 $1.0M 0.10% -172.0 -1.4% $87.34 -2.1%
145 MAREX GROUP PLC 17,000.0 $1.0M 0.10% NEW $60.95
146 TFC TRUIST FINL CORP Financial Services 20,147.0 $1.0M 0.10% $49.82 +5.2%
147 KIE SPDR SERIES TRUST 15,897.0 $970K 0.10% +4K +29.5% $60.99 +4.0%
148 NSC NORFOLK SOUTHN CORP Industrials 3,021.0 $950K 0.09% -30.0 -1.0% $314.59 +7.7%
149 SBLK STAR BULK CARRIERS CORP. Industrials 35,382.0 $883K 0.09% +24K +216.4% $24.97 +20.7%
150 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 7,800.0 $866K 0.09% -2K -22.0% $111.03 +3.8%
151 HRL HORMEL FOODS CORP Consumer Defensive 34,030.0 $845K 0.08% $24.82 -1.9%
152 CVX CHEVRON CORPORATION Energy 5,077.0 $842K 0.08% -2K -29.8% $165.76 +24.1%
153 XOVR ENTREPRENEURSHARES SERIES TR 39,500.0 $831K 0.08% NEW $21.05 -4.3%
154 AMD ADVANCED MICRO DEVICES INC Technology 1,410.0 $819K 0.08% -6K -82.0% $580.91 -16.6%
155 CLX CLOROX CO DEL Consumer Defensive 8,349.0 $797K 0.08% -4K -30.5% $95.43 +10.6%
156 VEA VANGUARD TAX-MANAGED FDS 10,937.0 $779K 0.08% +2K +17.1% $71.25 +1.6%
157 DVA DAVITA INC Healthcare 3,205.0 $713K 0.07% NEW $222.48 -20.0%
158 IJR ISHARES TR 4,744.0 $704K 0.07% +992.0 +26.4% $148.32 -0.4%
159 KRE SPDR SERIES TRUST 9,355.0 $700K 0.07% +350.0 +3.9% $74.85 +2.7%
160 LMT LOCKHEED MARTIN CORP Industrials 1,374.0 $700K 0.07% $509.30 +19.2%
Page 8 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%