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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 38 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 XME SPDR SERIES TRUST 15.0 $2K NEW $103.67 +9.2%
742 KBA KRANESHARES TRUST 50.0 $2K NEW $30.90 +8.3%
743 AGI ALAMOS GOLD INC NEW Basic Materials 40.0 $2K NEW $38.60 +4.4%
744 TS TENARIS S A Energy 40.0 $2K NEW $38.45 +60.7%
745 SIGA SIGA TECHNOLOGIES INC Healthcare 250.0 $2K NEW $6.11 -31.8%
746 PROSHARES TR 34.0 $2K NEW $44.71
747 URA GLOBAL X FDS 35.0 $1K NEW $42.74 +13.9%
748 SA SEABRIDGE GOLD INC Basic Materials 50.0 $1K NEW $29.60 -0.6%
749 PATH UIPATH INC Technology 90.0 $1K NEW $16.40 -37.4%
750 ALAI THE ALGER ETF TRUST 40.0 $1K NEW $36.12 +16.0%
751 PAVE GLOBAL X FDS 30.0 $1K NEW $47.80 +14.5%
752 MQ MARQETA INC Technology 300.0 $1K NEW $4.75 -19.8%
753 ALKT ALKAMI TECHNOLOGY INC Technology 60.0 $1K NEW $23.08 -28.0%
754 USO UNITED STS OIL FD LP Financial Services 20.0 $1K NEW $69.20 +114.2%
755 BATT AMPLIFY ETF TR 100.0 $1K NEW $13.80 +17.8%
756 MYSEUM INC 800.0 $1K NEW $1.71
757 FN FABRINET Technology 3.0 $1K NEW $455.33 +58.6%
758 CENCORA INC 4.0 $1K NEW $340.50
759 ABEV AMBEV SA Consumer Defensive 550.0 $1K NEW $2.47 +27.1%
760 BKSE BNY MELLON ETF TRUST 12.0 $1K NEW $112.50 +9.1%
Page 38 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%