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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 17 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TDG TRANSDIGM GROUP INC Industrials 47.0 $63K 0.01% NEW $1329.85 -13.6%
322 GE GE AEROSPACE Industrials 202.0 $62K 0.01% NEW $308.04 -7.7%
323 MRK MERCK & CO INC Healthcare 591.0 $62K 0.01% NEW $105.26 +7.2%
324 SIHY HARBOR ETF TRUST 1,347.0 $62K 0.01% NEW $45.69 -1.4%
325 TECHNIPFMC PLC 1,370.0 $61K 0.01% NEW $44.56
326 PLD PROLOGIS INC. Real Estate 460.0 $59K 0.01% NEW $127.66 +10.7%
327 QCLN FIRST TR EXCHANGE-TRADED FD 1,311.0 $58K 0.01% NEW $44.59 +28.5%
328 UBER UBER TECHNOLOGIES INC Technology 714.0 $58K 0.01% NEW $81.71 -8.7%
329 CHRW C H ROBINSON WORLDWIDE INC Industrials 362.0 $58K 0.01% NEW $160.60 +4.6%
330 EFV ISHARES TR 814.0 $58K 0.01% NEW $71.41 +8.9%
331 ERX DIREXION SHS ETF TR 1,037.0 $58K 0.01% NEW $55.85 +77.9%
332 IEMG ISHARES INC 849.0 $57K 0.01% NEW $67.22 +16.2%
333 INOD INNODATA INC Technology 1,120.0 $57K 0.01% NEW $50.95 +77.7%
334 ROM PROSHARES TR 601.0 $57K 0.01% NEW $94.35 +39.3%
335 EWBC EAST WEST BANCORP INC Financial Services 504.0 $57K 0.01% NEW $112.39 +6.7%
336 STN STANTEC INC Industrials 600.0 $57K 0.01% NEW $94.36 -18.7%
337 TRGP TARGA RES CORP Energy 301.0 $56K 0.01% NEW $184.50 +47.9%
338 GPOR GULFPORT ENERGY CORP Energy 265.0 $55K 0.01% NEW $207.99 -10.5%
339 PRU PRUDENTIAL FINL INC Financial Services 488.0 $55K 0.01% NEW $112.88 -9.8%
340 IEFA ISHARES TR 615.0 $55K 0.01% NEW $89.46 +6.7%
Page 17 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%