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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 13 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DGRO ISHARES TR 2,035.0 $143K 0.02% NEW $70.18 +5.1%
242 IXUS ISHARES TR 1,648.0 $143K 0.02% NEW $86.64 +8.4%
243 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,000.0 $142K 0.02% $71.18 -14.6%
244 XEL XCEL ENERGY INC Utilities 1,776.0 $141K 0.01% +1K +183.2% $79.44 -1.9%
245 PFE PFIZER INC Healthcare 4,988.0 $140K 0.01% +4K +254.0% $28.08 -9.8%
246 BROWN FORMAN CORP 5,255.0 $139K 0.01% -3K -35.3% $26.44
247 EWJ ISHARES INC 1,639.0 $138K 0.01% +1K +202.4% $84.44 +7.7%
248 AER AERCAP HOLDINGS NV Industrials 1,000.0 $137K 0.01% +500.0 +100.0% $137.18 +1.9%
249 VRTX VERTEX PHARMACEUTICALS INC Healthcare 306.0 $137K 0.01% +76.0 +33.0% $446.54 -2.1%
250 VTI VANGUARD INDEX FDS 423.0 $136K 0.01% -179.0 -29.7% $320.48 +13.1%
251 SO SOUTHERN CO Utilities 1,400.0 $135K 0.01% $96.54 -4.1%
252 AMAT APPLIED MATLS INC Technology 394.0 $135K 0.01% $341.79 +21.0%
253 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 11,930.0 $134K 0.01% +137.0 +1.2% $11.23 +0.7%
254 SOFI SOFI TECHNOLOGIES INC Financial Services 8,350.0 $133K 0.01% +2K +35.8% $15.88 -1.7%
255 IRM IRON MTN INC DEL Real Estate 1,229.0 $126K 0.01% $102.14 +22.4%
256 BR BROADRIDGE FINL SOLUTIONS IN Technology 770.0 $125K 0.01% $162.48 -7.3%
257 FORTINET INC 1,525.0 $125K 0.01% $81.72
258 PSX PHILLIPS 66 Energy 683.0 $124K 0.01% $182.19 -3.3%
259 GLD SPDR GOLD TR Financial Services 286.0 $123K 0.01% $430.29 -3.0%
260 HWM HOWMET AEROSPACE INC Industrials 525.0 $121K 0.01% -400.0 -43.2% $230.46 +13.0%
Page 13 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
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%