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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 15 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COHR COHERENT CORP Technology 455.0 $84K 0.01% NEW $184.57 +94.8%
282 C CITIGROUP INC Financial Services 715.0 $83K 0.01% NEW $116.64 +3.4%
283 ISHARES TR 3,704.0 $83K 0.01% NEW $22.47
284 ISHARES TR 3,612.0 $83K 0.01% NEW $22.88
285 AAPL CALL APPLE INC Technology 300.0 $82K 0.01% NEW $271.86 +10.1%
286 MUB ISHARES TR 758.0 $81K 0.01% NEW $107.11 -1.2%
287 SPTM SPDR SERIES TRUST 976.0 $81K 0.01% NEW $82.50 +7.8%
288 HEICO CORP NEW 318.0 $80K 0.01% NEW $252.43
289 LQD ISHARES TR 727.0 $80K 0.01% NEW $110.19 -2.8%
290 BIB PROSHARES TR 997.0 $80K 0.01% NEW $79.78 -4.6%
291 JUCY ETF SER SOLUTIONS 3,579.0 $79K 0.01% NEW $22.20 -0.3%
292 ODFL OLD DOMINION FREIGHT LINE IN Industrials 500.0 $78K 0.01% NEW $156.80 +27.6%
293 BNS BANK NOVA SCOTIA HALIFAX Financial Services 1,040.0 $77K 0.01% NEW $73.69 +4.4%
294 PNC PNC FINL SVCS GROUP INC Financial Services 366.0 $76K 0.01% NEW $208.73 +1.4%
295 MPT MEDICAL PPTYS TRUST INC Financial Services 15,150.0 $76K 0.01% NEW $5.00 +1.3%
296 SPYM SPDR SERIES TRUST 943.0 $76K 0.01% NEW $80.22 +7.7%
297 APEI AMERICAN PUB ED INC Consumer Defensive 2,000.0 $76K 0.01% NEW $37.80 +44.3%
298 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 292.0 $75K 0.01% NEW $256.03 -6.5%
299 TT TRANE TECHNOLOGIES PLC Industrials 189.0 $74K 0.01% NEW $389.20 +16.7%
300 OTIS OTIS WORLDWIDE CORP Industrials 835.0 $73K 0.01% NEW $87.35 -19.9%
Page 15 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%