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Portfolio (Quarterly) Guide ↗

TOTH FINANCIAL ADVISORY CORP

· CIK 0000866780
13F Portfolio $911.0B AUM 918 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 191 Added 176 Reduced 123 Exited
Page 9 of 46  ·  918 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PM PHILIP MORRIS INTL INC Consumer Defensive 3,134.0 $518K 0.06% -32.0 -1.0% $165.34 +15.6%
162 STRL STERLING INFRASTRUCTURE INC Industrials 1,263.0 $514K 0.06% +1K +2426.0% $407.27 +89.2%
163 NFLX NETFLIX INC. Communication Services 5,228.0 $503K 0.06% -33.0 -0.6% $96.15 -7.0%
164 AIR AAR CORP Industrials 4,590.0 $502K 0.06% -210.0 -4.4% $109.46 -4.3%
165 CFG CITIZENS FINL GROUP INC Financial Services 8,280.0 $497K 0.06% NEW $59.97 +2.2%
166 BERKSHIRE HATHAWAY INC DEL 1,020.0 $489K 0.05% -16.0 -1.5% $479.20
167 UBSI UNITED BANKSHARES INC WEST V Financial Services 11,738.0 $486K 0.05% $41.42 +2.9%
168 FBK FB FINL CORP Financial Services 9,295.0 $483K 0.05% -9K -50.2% $51.94 +0.5%
169 BOTZ GLOBAL X FDS 14,230.0 $473K 0.05% +3K +23.0% $33.22 +19.8%
170 EPD ENTERPRISE PRODS PARTNERS L Energy 12,428.0 $470K 0.05% $37.84 +4.9%
171 IJR ISHARES TR 3,752.0 $466K 0.05% +2K +89.3% $124.31 +8.2%
172 AXP AMERICAN EXPRESS CO Financial Services 1,533.0 $464K 0.05% $302.57 +3.5%
173 EEM ISHARES TR 7,772.0 $441K 0.05% +530.0 +7.3% $56.79 +14.2%
174 SOXL DIREXION SHARES ETF TRUST 9,015.0 $432K 0.05% -234.0 -2.5% $47.91 +212.1%
175 RXL PROSHARES TR 9,238.0 $424K 0.05% $45.85 -2.6%
176 MELI MERCADOLIBRE INC Consumer Cyclical 230.0 $398K 0.04% $1729.02 -9.6%
177 TMUS T-MOBILE US INC Communication Services 1,880.0 $395K 0.04% $210.03 -9.7%
178 STIP ISHARES TR 3,590.0 $371K 0.04% -200.0 -5.3% $103.43 +0.1%
179 ATI ATI INC Industrials 2,500.0 $364K 0.04% $145.46 +4.3%
180 WCPB NORTHERN LTS FD TR II 14,211.0 $359K 0.04% +13K +783.8% $25.29 -0.7%
Page 9 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%