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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 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 AIQ GLOBAL X FDS 84 $4K SOLD
42 EXPE EXPEDIA GROUP INC Consumer Cyclical 15 $4K SOLD
43 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 10 $4K SOLD
44 SGMT SAGIMET BIOSCIENCES INC Healthcare 650 $4K SOLD
45 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 75 $4K SOLD
46 BXP BXP INC Real Estate 55 $4K SOLD
47 IWP ISHARES TR 27 $4K SOLD
48 GRAL GRAIL INC Healthcare 35 $3K SOLD
49 FUL FULLER H B CO Basic Materials 50 $3K SOLD
50 BKEM BNY MELLON ETF TRUST 39 $3K SOLD
51 QURE UNIQURE NV Healthcare 100 $2K SOLD
52 APOS APOLLO GLOBAL MGMT INC Financial Services 16 $2K SOLD
53 HPE HEWLETT PACKARD ENTERPRISE C Technology 94 $2K SOLD
54 LUV SOUTHWEST AIRLS CO Industrials 50 $2K SOLD
55 MIR MIRION TECHNOLOGIES INC Industrials 85 $2K SOLD
56 NNOX NANO X IMAGING LTD Healthcare 700 $2K SOLD
57 ADMA ADMA BIOLOGICS INC Healthcare 105 $2K SOLD
58 XOP SPDR SERIES TRUST 15 $2K SOLD
59 QS QUANTUMSCAPE CORP Consumer Cyclical 180 $2K SOLD
60 OR OR ROYALTIES INC. Basic Materials 50 $2K SOLD
Page 3 of 7  ·  123 positions
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%