BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

TOTH FINANCIAL ADVISORY CORP

· CIK 0000866780
13F Portfolio $911.0B AUM 918 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 191 Added 176 Reduced 123 Exited
Page 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PAVE GLOBAL X FDS 60.0 $3K +30.0 +100.0% $50.82 +8.6%
182 LEU CENTRUS ENERGY CORP Energy 17.0 $3K +7.0 +70.0% $173.65 +3.2%
183 EMBJ EMBRAER S.A. Industrials 49.0 $3K +46.0 +1533.3% $59.35 -4.0%
184 SONY SONY GROUP CORP Technology 122.0 $3K +107.0 +713.3% $20.70 +9.7%
185 SOUN SOUNDHOUND AI INC Technology 352.0 $2K +40.0 +12.8% $6.87 +17.9%
186 PPTA PERPETUA RESOURCES CORP Basic Materials 85.0 $2K +30.0 +54.5% $28.13 -2.6%
187 STM STMICROELECTRONICS N V Technology 54.0 $2K +50.0 +1250.0% $34.56 +81.7%
188 ISPY PROSHARES TR 36.0 $2K +1.0 +2.9% $43.06 +10.9%
189 TDW TIDEWATER INC NEW Energy 14.0 $1K +11.0 +366.7% $83.57 -2.8%
190 WBD WARNER BROS DISCOVERY INC Communication Services 32.0 $879.0 +27.0 +540.0% $27.47 -1.9%
191 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7.0 $269.0 +5.0 +250.0% $38.43 +13.7%
Page 10 of 10  ·  191 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
Healthcare 19.7%
Technology 18.3%
Industrials 14.5%
Consumer Defensive 12.8%
Financial Services 12.1%
Consumer Cyclical 9.4%
Communication Services 5.4%
Basic Materials 3.5%
Utilities 2.9%
Energy 1.3%