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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 6 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWM ISHARES TR 7,524.0 $1.9M 0.20% NEW $246.17 +12.8%
102 ACN ACCENTURE PLC IRELAND Technology 6,896.0 $1.9M 0.20% NEW $268.30 -37.1%
103 COST COSTCO WHSL CORP NEW Consumer Defensive 2,138.0 $1.8M 0.20% NEW $862.42 +20.7%
104 APP APPLOVIN CORP Technology 2,646.0 $1.8M 0.19% NEW $673.82 -25.6%
105 IYT ISHARES TR 23,219.0 $1.7M 0.19% NEW $74.51 +7.5%
106 BAC BANK AMERICA CORP Financial Services 31,290.0 $1.7M 0.19% NEW $55.00 -9.5%
107 GOOG ALPHABET INC Communication Services 5,374.0 $1.7M 0.18% NEW $313.77 +26.6%
108 UPRO PROSHARES TR 14,115.0 $1.6M 0.18% NEW $115.76 +20.7%
109 ROP ROPER TECHNOLOGIES INC Industrials 3,627.0 $1.6M 0.17% NEW $445.19 -28.6%
110 AMD ADVANCED MICRO DEVICES INC Technology 7,423.0 $1.6M 0.17% NEW $214.16 +98.0%
111 SCHW SCHWAB CHARLES CORP Financial Services 15,777.0 $1.6M 0.17% NEW $99.91 -10.5%
112 GIS GENERAL MLS INC Consumer Defensive 33,523.0 $1.6M 0.17% NEW $46.50 -28.8%
113 CAT CATERPILLAR INC Industrials 2,682.0 $1.5M 0.17% NEW $572.85 +55.1%
114 GEV GE VERNOVA INC Utilities 2,337.0 $1.5M 0.17% NEW $653.57 +66.9%
115 HSY HERSHEY CO Consumer Defensive 7,910.0 $1.4M 0.16% NEW $181.97 +4.6%
116 HOOD ROBINHOOD MKTS INC Financial Services 12,218.0 $1.4M 0.15% NEW $113.10 -28.6%
117 SPY SPDR S&P 500 ETF TR Financial Services 1,951.0 $1.3M 0.14% NEW $681.83 +8.4%
118 JAAA JANUS DETROIT STR TR 25,576.0 $1.3M 0.14% NEW $50.58 +0.1%
119 CLX CLOROX CO DEL Consumer Defensive 12,383.0 $1.2M 0.14% NEW $100.83 -10.3%
120 LLY ELI LILLY & CO Healthcare 1,146.0 $1.2M 0.13% NEW $1074.69 -6.3%
Page 6 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%