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Portfolio (Quarterly) Guide ↗

TOTH FINANCIAL ADVISORY CORP

· CIK 0000866780
13F Portfolio $921M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 918 New
Page 29 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 INTA INTAPP INC Technology 200.0 $9K 0.00% NEW $45.82 -55.3%
562 IONQ IONQ INC Technology 200.0 $9K 0.00% NEW $44.87 +8.0%
563 CAVA CAVA GROUP INC Consumer Cyclical 150.0 $9K 0.00% NEW $58.69 +37.2%
564 BKIE BNY MELLON ETF TRUST 95.0 $9K 0.00% NEW $92.57 +6.9%
565 SMCI SUPER MICRO COMPUTER INC Technology 300.0 $9K 0.00% NEW $29.27 +4.4%
566 IAU ISHARES GOLD TR Financial Services 108.0 $9K 0.00% NEW $81.18 +5.4%
567 BE BLOOM ENERGY CORP Industrials 100.0 $9K 0.00% NEW $86.89 +224.9%
568 MLI MUELLER INDS INC Industrials 75.0 $9K 0.00% NEW $114.80 +14.8%
569 STANDARDAERO INC 300.0 $9K 0.00% NEW $28.68
570 PCAR PACCAR INC Industrials 78.0 $9K 0.00% NEW $109.51 -0.1%
571 FITE SPDR SERIES TRUST 100.0 $9K 0.00% NEW $85.33 +21.6%
572 EW EDWARDS LIFESCIENCES CORP Healthcare 100.0 $9K 0.00% NEW $85.25 -3.6%
573 AGQ PROSHARES TR II Financial Services 54.0 $8K 0.00% NEW $155.13 -25.3%
574 CCL CARNIVAL CORP Consumer Cyclical 270.0 $8K 0.00% NEW $30.57 -14.8%
575 GDX VANECK ETF TRUST 95.0 $8K 0.00% NEW $85.78 +0.7%
576 VETZ TIDAL TRUST I 406.0 $8K 0.00% NEW $19.99 -1.8%
577 ROBT FIRST TR EXCHANGE TRADED FD 155.0 $8K 0.00% NEW $51.87 +4.6%
578 SDVY FIRST TR EXCHANGE-TRADED FD 209.0 $8K 0.00% NEW $38.32 +7.7%
579 SCHB SCHWAB STRATEGIC TR 303.0 $8K 0.00% NEW $26.23 +8.8%
580 GSAT GLOBALSTAR INC Communication Services 130.0 $8K 0.00% NEW $61.05 +34.0%
Page 29 of 46  ·  918 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
Technology 21.6%
Healthcare 19.1%
Industrials 13.4%
Financial Services 13.3%
Consumer Defensive 11.4%
Consumer Cyclical 8.7%
Communication Services 5.8%
Basic Materials 3.2%
Utilities 2.5%
Energy 0.8%