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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 32 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PPLT ABRDN PLATINUM ETF TRUST Financial Services 30.0 $6K 0.00% NEW $186.43 -90.6%
622 FPH FIVE POINT HOLDINGS LLC Real Estate 1,000.0 $6K 0.00% NEW $5.59 -14.9%
623 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 400.0 $6K 0.00% NEW $13.84 -7.6%
624 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 415.0 $5K 0.00% NEW $13.24 -40.4%
625 ESGD ISHARES TR 58.0 $5K 0.00% NEW $94.66 +6.7%
626 MCHP MICROCHIP TECHNOLOGY INC. Technology 85.0 $5K 0.00% NEW $63.73 +44.2%
627 SHBI SHORE BANCSHARES INC Financial Services 300.0 $5K 0.00% NEW $17.68 +8.9%
628 MRVL MARVELL TECHNOLOGY INC Technology 62.0 $5K 0.00% NEW $84.98 +122.9%
629 GXO GXO LOGISTICS INCORPORATED Industrials 100.0 $5K 0.00% NEW $52.64 -12.6%
630 KRUS KURA SUSHI USA INC Consumer Cyclical 100.0 $5K 0.00% NEW $52.33 +0.6%
631 QBTS D-WAVE QUANTUM INC Technology 200.0 $5K 0.00% NEW $26.15 -28.7%
632 SPOT SPOTIFY TECHNOLOGY S A Communication Services 9.0 $5K 0.00% NEW $580.78 -25.2%
633 MTZ MASTEC INC Industrials 24.0 $5K 0.00% NEW $217.38 +79.4%
634 SKYY FIRST TR EXCHANGE TRADED FD 40.0 $5K 0.00% NEW $130.10 -2.4%
635 SAN BANCO SANTANDER SA Financial Services 442.0 $5K 0.00% NEW $11.73 +1.4%
636 IDLV INVESCO EXCH TRADED FD TR II 150.0 $5K 0.00% NEW $33.90 +4.0%
637 TJX TJX COS INC NEW Consumer Cyclical 31.0 $5K 0.00% NEW $154.71 +2.5%
638 DOW DOW INC Basic Materials 204.0 $5K 0.00% NEW $23.38 +60.6%
639 XMTR XOMETRY INC Industrials 80.0 $5K 0.00% NEW $59.48 +46.8%
640 DKNG DRAFTKINGS INC NEW Consumer Cyclical 137.0 $5K 0.00% NEW $34.47 -27.9%
Page 32 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%