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Portfolio (Quarterly) Guide ↗

TOTH FINANCIAL ADVISORY CORP

· CIK 0000866780
13F Portfolio $911M AUM 918 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 191 Added 176 Reduced 123 Exited
Page 23 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TLT ISHARES TR 321.0 $28K 0.00% +4.0 +1.3% $86.79 -4.3%
442 ULS UL SOLUTIONS INC Industrials 325.0 $28K 0.00% +25.0 +8.3% $85.71 +15.5%
443 VZ VERIZON COMMUNICATIONS INC Communication Services 548.0 $28K 0.00% +204.0 +59.3% $50.20 -6.9%
444 QUBT QUANTUM COMPUTING INC Technology 4,000.0 $27K 0.00% +1K +33.3% $6.85 +41.9%
445 UAMY UNITED STATES ANTIMONY CORP Basic Materials 3,105.0 $27K 0.00% +1K +55.2% $8.73 -7.9%
446 LECO LINCOLN ELEC HLDGS INC Industrials 108.0 $27K 0.00% $248.72 +4.9%
447 ABNB AIRBNB INC Consumer Cyclical 210.0 $27K 0.00% -86.0 -29.1% $126.28 +3.9%
448 NVR NVR INC Consumer Cyclical 4.0 $26K 0.00% $6590.00 -13.3%
449 DXCM DEXCOM INC Healthcare 419.0 $26K 0.00% +14.0 +3.5% $62.80 +3.6%
450 EVEREST GROUP LTD 80.0 $26K 0.00% -78.0 -49.4% $326.85
451 ISHARES TR 1,137.0 $26K 0.00% -2K -68.5% $22.92
452 EYPT EYEPOINT INC Healthcare 2,001.0 $26K 0.00% $12.89 -9.2%
453 OZK BANK OZK LITTLE ROCK ARK Financial Services 560.0 $26K 0.00% +5.0 +0.9% $45.90 +3.1%
454 ESGV VANGUARD WORLD FD 227.0 $25K 0.00% $112.13 +14.9%
455 BE BLOOM ENERGY CORP Industrials 187.0 $25K 0.00% +87.0 +87.0% $135.49 +92.9%
456 USB US BANCORP Financial Services 478.0 $25K 0.00% +228.0 +91.2% $52.01 +2.8%
457 NRG NRG ENERGY INC Utilities 170.0 $25K 0.00% $146.14 -14.1%
458 SPDW SPDR INDEX SHS FDS 544.0 $25K 0.00% $45.65 +7.5%
459 FLRN SPDR SERIES TRUST 805.0 $25K 0.00% $30.78 +0.1%
460 DIA STATE STR SPDR DOW JONES IND Financial Services 53.0 $25K 0.00% +1.0 +1.9% $466.43 +5.9%
Page 23 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%