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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XTL SPDR SERIES TRUST 6.0 $1K NEW $188.17 +19.2%
102 AAPB GRANITESHARES ETF TR 41.0 $1K NEW $27.00 +36.7%
103 ATYR ATYR PHARMA INC Healthcare 1,400.0 $1K NEW $0.78 -35.5%
104 MIND TECHNOLOGY INC 130.0 $1K NEW $8.35
105 WDC WESTERN DIGITAL CORP Technology 4.0 $1K NEW $270.50 +76.8%
106 IMMUNITYBIO INC 140.0 $1K NEW $7.67
107 RDW REDWIRE CORPORATION Industrials 125.0 $1K NEW $8.50 +59.0%
108 SENEA SENECA FOODS CORP NEW Consumer Defensive 7.0 $1K NEW $151.14 -6.2%
109 TNYA TENAYA THERAPEUTICS INC Healthcare 1,500.0 $1K NEW $0.69 +14.1%
110 DMLP DORCHESTER MINERALS L P Energy 38.0 $1K NEW $26.97 +1.8%
111 FDL FIRST TR EXCHANGE-TRADED FD 20.0 $1K NEW $50.80 -2.5%
112 IMKTA INGLES MKTS INC Consumer Defensive 11.0 $989.0 NEW $89.91 -4.7%
113 VYGR VOYAGER THERAPEUTICS INC Healthcare 250.0 $965.0 NEW $3.86 -6.6%
114 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 13.0 $959.0 NEW $73.77 +4.6%
115 SD SANDRIDGE ENERGY INC Energy 58.0 $946.0 NEW $16.31 -6.6%
116 UUUU ENERGY FUELS INC Energy 50.0 $913.0 NEW $18.26 -1.9%
117 DWSN DAWSON GEOPHYSICAL CO NEW Energy 250.0 $865.0 NEW $3.46 +19.9%
118 FSM FORTUNA MNG CORP Basic Materials 85.0 $845.0 NEW $9.94 -2.0%
119 REGN REGENERON PHARMACEUTICALS Healthcare 1.0 $773.0 NEW $773.00 -20.8%
120 VTIX VIRTUIX HOLDINGS INC. Technology 107.0 $725.0 NEW $6.78 -41.9%
Page 6 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%