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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 3 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UWM PROSHARES TR 88,701.0 $4.1M 0.45% +5K +6.3% $46.67 +24.0%
42 CHD CHURCH & DWIGHT CO INC Consumer Defensive 41,980.0 $3.9M 0.43% +3K +7.8% $93.32 +0.8%
43 HD HOME DEPOT INC Consumer Cyclical 10,105.0 $3.3M 0.36% +740.0 +7.9% $328.90 -7.5%
44 XHB SPDR SERIES TRUST 26,210.0 $2.6M 0.28% +861.0 +3.4% $98.72 -2.4%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,547.0 $2.5M 0.28% +409.0 +19.1% $996.55 +4.5%
46 IVV ISHARES TR 3,404.0 $2.2M 0.24% +163.0 +5.0% $653.21 +13.7%
47 VOO VANGUARD INDEX FDS 3,597.0 $2.1M 0.24% +596.0 +19.9% $597.55 +13.7%
48 IWM ISHARES TR 8,518.0 $2.1M 0.23% +994.0 +13.2% $248.01 +11.9%
49 GEV GE VERNOVA INC Utilities 2,397.0 $2.1M 0.23% +60.0 +2.6% $872.90 +24.9%
50 IYT ISHARES TR 27,749.0 $2.1M 0.23% +5K +19.5% $74.60 +7.3%
51 MSCI MSCI INC Financial Services 3,537.0 $1.9M 0.21% +238.0 +7.2% $539.07 +5.7%
52 HSY HERSHEY CO Consumer Defensive 8,507.0 $1.8M 0.19% +597.0 +7.5% $207.89 -8.5%
53 XOM EXXON MOBIL CORP Energy 10,379.0 $1.8M 0.19% +2K +31.3% $169.66 -9.9%
54 ACN ACCENTURE PLC IRELAND Technology 8,059.0 $1.6M 0.17% +1K +16.9% $198.29 -14.9%
55 AMD ADVANCED MICRO DEVICES INC Technology 7,810.0 $1.6M 0.17% +387.0 +5.2% $203.43 +108.5%
56 AVEM AMERICAN CENTY ETF TR 18,748.0 $1.5M 0.17% +7K +54.2% $80.58 +14.0%
57 SCHW SCHWAB CHARLES CORP Financial Services 16,027.0 $1.5M 0.17% +250.0 +1.6% $93.98 -4.8%
58 CVX CHEVRON CORPORATION Energy 7,230.0 $1.5M 0.16% +4K +120.4% $206.90 -9.8%
59 EQT EQT CORP Energy 21,215.0 $1.4M 0.15% +21K +10000.0% $63.64 -11.1%
60 VRT VERTIV HOLDINGS CO Industrials 5,330.0 $1.3M 0.15% +2K +70.3% $250.58 +50.1%
Page 3 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%