TOTH FINANCIAL ADVISORY CORP

Est. AUM

$1.02B

13F long equity, this entity only

Positions

880

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$29.0M	81020	2.83%	SOLE
2	APPLE INC	COM	$26.1M	90357	2.55%	SOLE
3	CISCO SYS INC	COM	$24.5M	208523	2.39%	SOLE
4	PROSHARES TR	PSHS ULTRA QQQ	$23.2M	239602	2.26%	SOLE
5	ISHARES TR	ISHARES SEMICDTR	$23.0M	35903	2.25%	SOLE
6	PROSHARES TR	S&P MDCP 400 DIV	$21.4M	233281	2.09%	SOLE
7	MICROSOFT CORP	COM	$21.1M	56630	2.06%	SOLE
8	PROSHARES TR	S&P 500 DV ARIST	$19.5M	346834	1.90%	SOLE
9	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$18.3M	96147	1.79%	SOLE
10	VISA INC	COM CL A	$17.6M	51196	1.71%	SOLE
11	WW GRAINGER INC	COM	$16.8M	12363	1.64%	SOLE
12	JOHNSON & JOHNSON	COM	$16.1M	63494	1.57%	SOLE
13	STRYKER CORPORATION	COM	$16.0M	50810	1.56%	SOLE
14	PROSHARES TR	PSHS ULT S&P 500	$15.4M	228618	1.50%	SOLE
15	ABBVIE INC	COM	$15.0M	59705	1.47%	SOLE
16	WALMART INC	COM	$14.6M	129229	1.43%	SOLE
17	PROSHARES TR	RUSS 2000 DIVD	$14.5M	187697	1.41%	SOLE
18	MASTERCARD INCORPORATED	CL A	$14.3M	27746	1.39%	SOLE
19	CVS HEALTH CORP	COM	$13.3M	128684	1.30%	SOLE
20	BROADCOM INC	COM	$12.9M	34043	1.26%	SOLE
21	BLACKROCK INC	COM	$12.3M	12835	1.20%	SOLE
22	MCKESSON CORP	COM	$12.3M	16247	1.20%	SOLE
23	SELECT SECTOR SPDR TR	ST STR FINL ETF	$12.1M	225984	1.18%	SOLE
24	ECOLAB INC	COM	$11.8M	42433	1.15%	SOLE
25	DOMINION ENERGY INC	COM	$11.2M	164586	1.10%	SOLE
26	VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$11.2M	221722	1.10%	SOLE
27	UNITEDHEALTH GROUP INC	COM	$10.9M	26164	1.06%	SOLE
28	SYSCO CORP	COM	$10.6M	126900	1.04%	SOLE
29	GENERAL DYNAMICS CORP	COM	$10.4M	29333	1.01%	SOLE
30	AMGEN INC	COM	$10.3M	28421	1.00%	SOLE
31	SHERWIN WILLIAMS CO	COM	$10.1M	29301	0.98%	SOLE
32	INTEL CORP	COM	$9.9M	71194	0.97%	SOLE
33	SELECT SECTOR SPDR TR	ST STR CARE ETF	$9.8M	62038	0.96%	SOLE
34	ISHARES TR	0-3 MTH TREASURY	$9.7M	96660	0.95%	SOLE
35	SELECT SECTOR SPDR TR	ST STR ENERG ETF	$9.7M	182863	0.95%	SOLE
36	VICTORY PORTFOLIOS II	CORE BD ETF	$9.7M	207262	0.95%	SOLE
37	AFLAC INC	COM	$9.4M	80117	0.92%	SOLE
38	LOWES COS INC	COM	$9.2M	41701	0.90%	SOLE
39	FASTENAL CO	COM	$9.0M	187389	0.88%	SOLE
40	SELECT SECTOR SPDR TR	ST STR MATER ETF	$9.0M	176882	0.88%	SOLE
41	SELECT SECTOR SPDR TR	ST STR INDL ETF	$8.8M	47647	0.86%	SOLE
42	SELECT SECTOR SPDR TR	ST STR UTIL ETF	$8.6M	190022	0.84%	SOLE
43	AUTOZONE INC	COM	$8.5M	2666	0.83%	SOLE
44	UNION PAC CORP	COM	$8.5M	31097	0.83%	SOLE
45	PEPSICO INC	COM	$8.4M	61802	0.82%	SOLE
46	ABBOTT LABORATORIES	COM	$8.4M	92196	0.82%	SOLE
47	BALL CORP	COM	$8.2M	131910	0.80%	SOLE
48	COCA COLA CO	COM	$8.2M	100394	0.80%	SOLE
49	ISHARES TR	ISHARES BIOTECH	$8.0M	42261	0.78%	SOLE
50	MCDONALDS CORP	COM	$7.9M	29170	0.77%	SOLE

1–50 of 880

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.