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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 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FBK FB FINL CORP Financial Services 9,295.0 $483K 0.05% -9K -50.2% $51.94 -1.2%
62 SOXL DIREXION SHARES ETF TRUST 9,015.0 $432K 0.05% -234.0 -2.5% $47.91 +216.7%
63 STIP ISHARES TR 3,590.0 $371K 0.04% -200.0 -5.3% $103.43 +0.1%
64 APP APPLOVIN CORP Technology 896.0 $357K 0.04% -2K -66.1% $398.00 +23.7%
65 RKLB ROCKET LAB CORP Industrials 5,300.0 $340K 0.04% -3K -35.7% $64.22 +94.3%
66 MO ALTRIA GROUP INC Consumer Defensive 4,926.0 $325K 0.04% -46.0 -0.9% $65.99 +10.8%
67 SHOP SHOPIFY INC Technology 2,634.0 $312K 0.03% -2K -45.4% $118.62 -15.5%
68 CRWD CROWDSTRIKE HLDGS INC Technology 767.0 $299K 0.03% -106.0 -12.1% $390.41 +52.2%
69 LLY ELI LILLY & CO Healthcare 316.0 $291K 0.03% -830.0 -72.4% $919.82 +9.4%
70 DUSL DIREXION SHARES ETF TRUST 3,890.0 $285K 0.03% -680.0 -14.9% $73.27 +14.0%
71 VCSH VANGUARD SCOTTSDALE FDS 3,372.0 $267K 0.03% -1K -26.2% $79.27 -0.6%
72 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,416.0 $260K 0.03% -627.0 -15.5% $76.17 +11.7%
73 QCOM QUALCOMM INC Technology 1,900.0 $245K 0.03% -290.0 -13.2% $128.78 +56.5%
74 EXPAND ENERGY CORPORATION 2,171.0 $238K 0.03% -4K -64.8% $109.78
75 MAR MARRIOTT INTL INC NEW Consumer Cyclical 727.0 $238K 0.03% -4.0 -0.6% $327.07 +8.0%
76 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,510.0 $233K 0.03% -2K -20.7% $35.74 +2.9%
77 IWL ISHARES TR 1,440.0 $231K 0.03% -560.0 -28.0% $160.48 +14.5%
78 DB DEUTSCHE BK AG Financial Services 7,100.0 $211K 0.02% -900.0 -11.2% $29.78 +3.8%
79 FANG DIAMONDBACK ENERGY INC Energy 1,041.0 $206K 0.02% -100.0 -8.8% $197.79 +2.9%
80 VO VANGUARD INDEX FDS 698.0 $200K 0.02% -66.0 -8.6% $287.12 -73.3%
Page 4 of 9  ·  176 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%