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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 19 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 UBER UBER TECHNOLOGIES INC Technology 719.0 $52K 0.01% +5.0 +0.7% $71.93 +3.7%
362 RRC RANGE RES CORP Energy 1,100.0 $50K 0.01% -2K -59.0% $45.18 -6.4%
363 UPS CALL UNITED PARCEL SVCS INC Industrials 500.0 $49K 0.01% NEW $98.38 -4.3%
364 FIX COMFORT SYS USA INC Industrials 35.0 $48K 0.01% +5.0 +16.7% $1379.00 +31.6%
365 VB VANGUARD INDEX FDS 180.0 $47K 0.01% $261.97 +6.3%
366 ACWV ISHARES INC 393.0 $47K 0.01% NEW $119.51 +2.2%
367 FINX GLOBAL X FDS 2,033.0 $47K 0.01% -4K -66.5% $23.10 +8.5%
368 KARO KAROOOOO LTD Technology 940.0 $47K 0.01% +800.0 +571.4% $49.84 -6.3%
369 TD TORONTO DOMINION BK ONT Financial Services 500.0 $47K 0.01% $93.31 +15.9%
370 DOCS DOXIMITY INC Healthcare 2,000.0 $47K 0.01% +1K +100.0% $23.30 -17.1%
371 J P MORGAN EXCHANGE TRADED F 910.0 $46K 0.01% +7.0 +0.8% $50.61
372 PRU PRUDENTIAL FINL INC Financial Services 471.0 $46K 0.01% -17.0 -3.5% $97.69 +4.2%
373 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 561.0 $45K 0.01% $80.95 -5.4%
374 LMND LEMONADE INC Financial Services 720.0 $45K 0.01% -10K -93.3% $62.68 -16.9%
375 LRN STRIDE INC Consumer Defensive 505.0 $45K 0.01% -200.0 -28.4% $88.17 +1.7%
376 PTC PTC INC Technology 300.0 $43K 0.01% $142.49 +2.1%
377 ARKX ARK ETF TR 1,442.0 $42K 0.01% $29.35 +14.6%
378 BBAI BIGBEAR AI HLDGS INC Technology 12,000.0 $42K 0.01% $3.52 +9.1%
379 HOLOGIC INC 550.0 $42K 0.01% $75.59
380 UAL UNITED AIRLS HLDGS INC Industrials 451.0 $42K 0.01% $92.07 -3.4%
Page 19 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%