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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 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWY ISHARES INC 542.0 $67K 0.01% NEW $123.01 +42.9%
22 XAR SPDR SERIES TRUST 260.0 $66K 0.01% NEW $253.98 +3.5%
23 UYM PROSHARES TR 1,881.0 $55K 0.01% NEW $29.22 -0.8%
24 UPS CALL UNITED PARCEL SVCS INC Industrials 500.0 $49K 0.01% NEW $98.38 -3.6%
25 ACWV ISHARES INC 393.0 $47K 0.01% NEW $119.51 +1.6%
26 LIFE360 INC 1,000.0 $41K 0.00% NEW $40.82
27 QQEW FIRST TR EXCHANGE-TRADED FD 321.0 $41K 0.00% NEW $126.98 +13.3%
28 IJK ISHARES TR 379.0 $38K 0.00% NEW $100.62 +9.0%
29 IWN ISHARES TR 190.0 $36K 0.00% NEW $189.59 +8.7%
30 IRIDIUM COMMUNICATIONS INC 1,221.0 $34K 0.00% NEW $27.75
31 IWO ISHARES TR 103.0 $32K 0.00% NEW $313.82 +13.7%
32 HYD VANECK ETF TRUST 627.0 $31K 0.00% NEW $50.14 +0.8%
33 JSI JANUS DETROIT STR TR 450.0 $23K 0.00% NEW $51.55 -0.4%
34 SAA PROSHARES TR 840.0 $23K 0.00% NEW $26.95 +16.3%
35 PAYC PAYCOM SOFTWARE INC Technology 150.0 $18K 0.00% NEW $121.54 +14.5%
36 ADBG THEMES ETF TR 2,875.0 $13K 0.00% NEW $4.59 +5.2%
37 IESC IES HOLDINGS INC Industrials 23.0 $11K 0.00% NEW $476.48 +37.1%
38 VIKING HOLDINGS LTD 140.0 $10K 0.00% NEW $73.49
39 CRMG THEMES ETF TR 1,505.0 $9K 0.00% NEW $6.30 -11.8%
40 CALL VIKING HOLDINGS LTD 100.0 $7K 0.00% NEW $73.48
Page 2 of 7  ·  123 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%