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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UBT PROSHARES TR 122.0 $2K -220.0 -64.3% $16.32 -5.8%
162 AEP AMERICAN ELEC PWR CO INC Utilities 15.0 $2K -1.0 -6.2% $131.13 -4.0%
163 AEM AGNICO EAGLE MINES LTD Basic Materials 7.0 $1K -6.0 -46.1% $203.00 -10.1%
164 CEG CONSTELLATION ENERGY CORP Utilities 5.0 $1K -936.0 -99.5% $279.40 -5.3%
165 FTGC FIRST TR EXCHANGE TRAD FD VI 43.0 $1K -10K -99.5% $28.81 +3.9%
166 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2.0 $1K -44.0 -95.7% $593.00 -4.7%
167 ROM PROSHARES TR 15.0 $1K -586.0 -97.5% $78.93 +70.9%
168 ALAB ASTERA LABS INC Technology 9.0 $987.0 -9.0 -50.0% $109.67 +109.3%
169 BHC BAUSCH HEALTH COS INC Healthcare 150.0 $810.0 -250.0 -62.5% $5.40 +0.7%
170 CENCORA INC 2.0 $639.0 -2.0 -50.0% $319.50
171 TEL TE CONNECTIVITY PLC Technology 3.0 $628.0 -10.0 -76.9% $209.33 -2.9%
172 OKLO OKLO INC Utilities 10.0 $496.0 -35.0 -77.8% $49.60 +20.0%
173 PODD INSULET CORP Healthcare 2.0 $420.0 -1K -99.8% $210.00 -30.2%
174 SNOW SNOWFLAKE INC Technology 1.0 $151.0 -4K -100.0% $151.00 +4.8%
175 GM GENERAL MTRS CO Consumer Cyclical 2.0 $149.0 -160.0 -98.8% $74.50 -0.9%
176 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1.0 $33.0 -749.0 -99.9% $33.00 -0.5%
Page 9 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%