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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 16 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EGBN EAGLE BANCORPORATION INC Financial Services 3,203.0 $80K 0.01% $24.87 -1.6%
302 LQD ISHARES TR 727.0 $79K 0.01% $108.99 -1.3%
303 SPTM SPDR SERIES TRUST 976.0 $77K 0.01% $79.06 +13.1%
304 TXN TEXAS INSTRS INC Technology 397.0 $77K 0.01% $194.14 +55.9%
305 EIX EDISON INTL Utilities 1,047.0 $77K 0.01% $73.18 -5.5%
306 UPS UNITED PARCEL SVCS INC Industrials 778.0 $77K 0.01% -997.0 -56.2% $98.39 +0.6%
307 PNC PNC FINL SVCS GROUP INC Financial Services 366.0 $76K 0.01% $208.09 +2.3%
308 AAPL CALL APPLE INC Technology 300.0 $76K 0.01% $253.79 +17.4%
309 TRGP TARGA RES CORP Energy 301.0 $75K 0.01% $250.73 +8.5%
310 AGG ISHARES TR 757.0 $75K 0.01% -100.0 -11.7% $99.27 -1.3%
311 SLV ISHARES SILVER TR Financial Services 1,095.0 $75K 0.01% $68.14 +2.6%
312 MPT MEDICAL PROPERTIES TRUST INC Financial Services 15,990.0 $74K 0.01% +840.0 +5.5% $4.63 +9.1%
313 GS GOLDMAN SACHS GROUP INC Financial Services 86.0 $73K 0.01% +13.0 +17.8% $846.00 +12.1%
314 SPYM SPDR SERIES TRUST 943.0 $72K 0.01% $76.54 +13.6%
315 BNS BANK NOVA SCOTIA B C Financial Services 1,040.0 $72K 0.01% $69.31 +11.5%
316 PANW PALO ALTO NETWORKS INC Technology 449.0 $72K 0.01% -149.0 -24.9% $160.32 +51.5%
317 VNQ VANGUARD INDEX FDS 810.0 $72K 0.01% $88.70 +7.1%
318 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 260.0 $72K 0.01% -134.0 -34.0% $275.01 -5.4%
319 DTE DTE ENERGY CO Utilities 489.0 $72K 0.01% $146.22 -4.4%
320 PSCT INVESCO EXCH TRADED FD TR II 1,170.0 $70K 0.01% $60.08 +28.9%
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
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%