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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 9 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IAU ISHARES GOLD TR Financial Services 124.0 $11K 0.00% +16.0 +14.8% $88.16 -2.9%
162 SJNK SPDR SERIES TRUST 426.0 $11K 0.00% +5.0 +1.2% $25.01 -0.3%
163 DOW DOW HLDGS INC Basic Materials 229.0 $10K 0.00% +25.0 +12.2% $41.65 -7.2%
164 PWR QUANTA SVCS INC Industrials 17.0 $9K 0.00% +10.0 +142.9% $549.06 +33.1%
165 TM TOYOTA MOTOR CORP Consumer Cyclical 40.0 $8K 0.00% +5.0 +14.3% $206.10 -9.0%
166 ES EVERSOURCE ENERGY Utilities 114.0 $8K 0.00% +2.0 +1.8% $69.46 -2.7%
167 BSX BOSTON SCIENTIFIC CORP Healthcare 123.0 $8K 0.00% +56.0 +83.6% $62.76 -12.6%
168 BX BLACKSTONE INC Financial Services 64.0 $7K 0.00% +63.0 +6300.0% $115.00 +1.8%
169 SPOT SPOTIFY TECHNOLOGY S A Communication Services 15.0 $7K 0.00% +6.0 +66.7% $484.93 -8.3%
170 B BARRICK MNG CORP Basic Materials 160.0 $7K 0.00% +80.0 +100.0% $40.79 -0.6%
171 AGI ALAMOS GOLD INC Basic Materials 140.0 $6K 0.00% +100.0 +250.0% $44.44 -9.3%
172 CRH PLC 53.0 $6K 0.00% +45.0 +562.5% $105.13
173 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 59.0 $5K 0.00% +54.0 +1080.0% $90.68 +0.7%
174 DIVO AMPLIFY ETF TR 100.0 $4K +25.0 +33.3% $44.85 +1.4%
175 UPW PROSHARES TR 180.0 $4K +5.0 +2.9% $24.84 -6.4%
176 Z ZILLOW GROUP INC Communication Services 105.0 $4K +19.0 +22.1% $41.38 -7.3%
177 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 170.0 $4K +20.0 +13.3% $24.39 +2.2%
178 EUAD SPINNAKER ETF SERIES 97.0 $4K +86.0 +781.8% $40.74 -5.4%
179 SPYU BANK MONTREAL MEDIUM 160.0 $3K +80.0 +100.0% $20.84 +57.2%
180 ILMN ILLUMINA INC Healthcare 25.0 $3K +10.0 +66.7% $123.28 +14.6%
Page 9 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%