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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 10 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STIP ISHARES TR 3,790.0 $388K 0.04% NEW $102.39 +1.1%
182 TMUS T-MOBILE US INC Communication Services 1,880.0 $382K 0.04% NEW $203.04 -8.8%
183 QCOM QUALCOMM INC Technology 2,190.0 $375K 0.04% NEW $171.05 +17.8%
184 VCSH VANGUARD SCOTTSDALE FDS 4,572.0 $365K 0.04% NEW $79.73 -1.2%
185 ANIP ANI PHARMACEUTICALS INC Healthcare 4,500.0 $355K 0.04% NEW $78.94 +0.5%
186 AXON AXON ENTERPRISE INC Industrials 625.0 $355K 0.04% NEW $567.93 -29.7%
187 IWL ISHARES TR 2,000.0 $341K 0.04% NEW $170.63 +7.7%
188 CEG CONSTELLATION ENERGY CORP Utilities 941.0 $332K 0.04% NEW $353.27 -25.8%
189 FAS DIREXION SHS ETF TR 1,913.0 $322K 0.04% NEW $168.31 -20.6%
190 DAVE INC 1,400.0 $310K 0.03% NEW $221.41
191 DUSL DIREXION SHS ETF TR 4,570.0 $309K 0.03% NEW $67.52 +23.7%
192 DB DEUTSCHE BANK A G Financial Services 8,000.0 $308K 0.03% NEW $38.56 -19.9%
193 BN BROOKFIELD CORP Financial Services 6,600.0 $303K 0.03% NEW $45.89 -1.8%
194 URSP PROSHARES TR 7,124.0 $291K 0.03% NEW $40.87 +8.9%
195 AUB ATLANTIC UN BANKSHARES CORP Financial Services 8,210.0 $290K 0.03% NEW $35.30 +4.2%
196 ATI ATI INC Industrials 2,500.0 $287K 0.03% NEW $114.76 +30.4%
197 MO ALTRIA GROUP INC Consumer Defensive 4,972.0 $287K 0.03% NEW $57.66 +26.8%
198 PODD INSULET CORP Healthcare 1,002.0 $285K 0.03% NEW $284.24 -48.1%
199 DPST DIREXION SHS ETF TR 2,754.0 $278K 0.03% NEW $101.03 +5.7%
200 DOCN DIGITALOCEAN HLDGS INC Technology 5,700.0 $274K 0.03% NEW $48.12 +221.8%
Page 10 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%