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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 27 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 INGERSOLL RAND INC 164.0 $13K 0.00% NEW $79.23
522 SMR NUSCALE PWR CORP Utilities 915.0 $13K 0.00% NEW $14.17 -28.5%
523 IVW ISHARES TR 104.0 $13K 0.00% NEW $123.27 +9.6%
524 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 1,000.0 $13K 0.00% NEW $12.60 -4.8%
525 TECL DIREXION SHS ETF TR 107.0 $13K 0.00% NEW $117.50 +60.1%
526 TIP ISHARES TR 113.0 $12K 0.00% NEW $109.91 +0.2%
527 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 205.0 $12K 0.00% NEW $59.43 -15.9%
528 SPMO INVESCO EXCH TRADED FD TR II 100.0 $12K 0.00% NEW $119.32 +19.0%
529 AMT AMERICAN TOWER CORP NEW Real Estate 68.0 $12K 0.00% NEW $175.09 +3.8%
530 TEM TEMPUS AI INC Healthcare 200.0 $12K 0.00% NEW $59.05 -24.2%
531 PACS PACS GROUP INC Financial Services 300.0 $12K 0.00% NEW $38.39 -4.7%
532 MET METLIFE INC Financial Services 142.0 $11K 0.00% NEW $78.94 +2.5%
533 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 288.0 $11K 0.00% NEW $38.73 -12.1%
534 NET CLOUDFLARE INC Technology 56.0 $11K 0.00% NEW $197.16 +4.2%
535 MNSB MAINSTREET BANCSHARES INC Financial Services 540.0 $11K 0.00% NEW $20.35 +11.7%
536 SSRM SSR MINING IN Basic Materials 500.0 $11K 0.00% NEW $21.93 +36.1%
537 DYNF BLACKROCK ETF TRUST 180.0 $11K 0.00% NEW $60.81 +8.3%
538 PRG PROG HOLDINGS INC Industrials 370.0 $11K 0.00% NEW $29.49 +11.6%
539 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 141.0 $11K 0.00% NEW $76.67 +12.9%
540 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2.0 $11K 0.00% NEW $5355.50 -97.2%
Page 27 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%