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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 ATEN A10 NETWORKS INC Technology 100 $2K SOLD
62 SWKS SKYWORKS SOLUTIONS INC Technology 27 $2K SOLD
63 RMD RESMED INC Healthcare 7 $2K SOLD
64 GNR SPDR INDEX SHS FDS 27 $2K SOLD
65 ASTRAZENECA PLC 18 $2K SOLD
66 NUE NUCOR CORP Basic Materials 10 $2K SOLD
67 POWL POWELL INDS INC Industrials 5 $2K SOLD
68 XME SPDR SERIES TRUST 15 $2K SOLD
69 SIGA SIGA TECHNOLOGIES INC Healthcare 250 $2K SOLD
70 PATH UIPATH INC Technology 90 $1K SOLD
71 ALAI THE ALGER ETF TRUST 40 $1K SOLD
72 MQ MARQETA INC Technology 300 $1K SOLD
73 ALKT ALKAMI TECHNOLOGY INC Technology 60 $1K SOLD
74 USO UNITED STS OIL FD LP Financial Services 20 $1K SOLD
75 FN FABRINET Technology 3 $1K SOLD
76 BKSE BNY MELLON ETF TRUST 12 $1K SOLD
77 IDCC INTERDIGITAL INC Technology 4 $1K SOLD
78 VCYT VERACYTE INC Healthcare 30 $1K SOLD
79 BLUE OWL CAPITAL CORPORATION 100 $1K SOLD
80 COIN COINBASE GLOBAL INC Financial Services 5 $1K SOLD
Page 4 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%