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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 21 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VBR VANGUARD INDEX FDS 168.0 $36K 0.00% NEW $211.79 +6.7%
402 PSA PUBLIC STORAGE OPER CO Real Estate 137.0 $36K 0.00% NEW $259.50 +14.1%
403 QTUM ETF SER SOLUTIONS 320.0 $35K 0.00% NEW $109.66 +28.2%
404 PFE PFIZER INC Healthcare 1,409.0 $35K 0.00% NEW $24.90 +1.7%
405 IWF ISHARES TR 73.0 $35K 0.00% NEW $473.30 -74.0%
406 SEIC SEI INVTS CO Financial Services 420.0 $34K 0.00% NEW $82.02 +12.2%
407 RY ROYAL BK CDA Financial Services 200.0 $34K 0.00% NEW $170.49 +8.4%
408 ZS ZSCALER INC Technology 150.0 $34K 0.00% NEW $224.92 -22.3%
409 TSLL DIREXION SHS ETF TR 1,765.0 $34K 0.00% NEW $19.11 -27.8%
410 FRT FEDERAL RLTY INVT TR NEW Real Estate 332.0 $33K 0.00% NEW $100.81 +14.0%
411 DVY ISHARES TR 235.0 $33K 0.00% NEW $141.14 +8.2%
412 BTO HANCOCK JOHN FINL OPPTYS FD Financial Services 931.0 $33K 0.00% NEW $35.08 +2.2%
413 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 365.0 $32K 0.00% NEW $88.21 +16.1%
414 NEE NEXTERA ENERGY INC Utilities 395.0 $32K 0.00% NEW $80.28 +16.3%
415 IP INTERNATIONAL PAPER CO Consumer Cyclical 792.0 $31K 0.00% NEW $39.39 -22.8%
416 PYPL PAYPAL HLDGS INC Financial Services 529.0 $31K 0.00% NEW $58.38 -24.0%
417 APD AIR PRODS & CHEMS INC Basic Materials 125.0 $31K 0.00% NEW $247.02 +18.1%
418 AME AMETEK INC Industrials 150.0 $31K 0.00% NEW $205.31 +7.8%
419 QUBT QUANTUM COMPUTING INC Technology 3,000.0 $31K 0.00% NEW $10.26 -5.3%
420 JNK SPDR SERIES TRUST 315.0 $31K 0.00% NEW $97.21 -1.7%
Page 21 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%