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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 16 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FDX FEDEX CORP Industrials 252.0 $73K 0.01% NEW $288.86 +28.0%
302 TOST TOAST INC Technology 2,045.0 $73K 0.01% NEW $35.51 -36.2%
303 AER AERCAP HOLDINGS NV Industrials 500.0 $72K 0.01% NEW $143.76 -5.4%
304 VNQ VANGUARD INDEX FDS 810.0 $72K 0.01% NEW $88.49 +7.7%
305 IAT ISHARES TR 1,280.0 $71K 0.01% NEW $55.15 +1.0%
306 SLV ISHARES SILVER TR Financial Services 1,095.0 $71K 0.01% NEW $64.42 +3.8%
307 FLS FLOWSERVE CORP Industrials 1,000.0 $69K 0.01% NEW $69.38 -5.0%
308 NOC NORTHROP GRUMMAN CORP Industrials 121.0 $69K 0.01% NEW $570.21 -3.5%
309 TXN TEXAS INSTRS INC Technology 397.0 $69K 0.01% NEW $173.49 +73.3%
310 EGBN EAGLE BANCORP INC MD Financial Services 3,203.0 $69K 0.01% NEW $21.42 +17.1%
311 LHX L3HARRIS TECHNOLOGIES INC Industrials 232.0 $68K 0.01% NEW $292.96 +6.2%
312 IEF ISHARES TR 701.0 $67K 0.01% NEW $96.16 -3.2%
313 PSCT INVESCO EXCH TRADED FD TR II 1,170.0 $66K 0.01% NEW $56.61 +36.7%
314 TEAM ATLASSIAN CORPORATION Technology 400.0 $65K 0.01% NEW $162.14 -44.8%
315 BBAI BIGBEAR AI HLDGS INC Technology 12,000.0 $65K 0.01% NEW $5.40 -28.9%
316 SHLD GLOBAL X FDS 1,000.0 $65K 0.01% NEW $64.79 -1.2%
317 HCA HCA HEALTHCARE INC Healthcare 138.0 $64K 0.01% NEW $466.86 -9.4%
318 GS GOLDMAN SACHS GROUP INC Financial Services 73.0 $64K 0.01% NEW $879.00 +7.7%
319 DTE DTE ENERGY CO Utilities 489.0 $63K 0.01% NEW $128.98 +9.6%
320 EIX EDISON INTL Utilities 1,047.0 $63K 0.01% NEW $60.02 +15.2%
Page 16 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%