§ 13F · FUND PROFILE
TOTH FINANCIAL ADVISORY CORP.
AUM · $1.0B (13F)Positions · 880Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 81K | $29M | 2.8% | −1% |
| 2 | AAPL | APPLE INC | 90K | $26M | 2.6% | +4% |
| 3 | CSCO | CISCO SYS INC | 209K | $24M | 2.4% | −1% |
| 4 | QLD | PROSHARES TR | 240K | $23M | 2.3% | −4% |
| 5 | SOXX | ISHARES TR | 36K | $23M | 2.2% | −6% |
| 6 | REGL | PROSHARES TR | 233K | $21M | 2.1% | +2% |
| 7 | MSFT | MICROSOFT CORP | 57K | $21M | 2.1% | ±0% |
| 8 | NOBL | PROSHARES TR | 347K | $19M | 1.9% | +99% |
| 9 | XLK | SELECT SECTOR SPDR TR | 96K | $18M | 1.8% | +2% |
| 10 | V | VISA INC | 51K | $18M | 1.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOTH SIGNAL
AC read
TOTH FINANCIAL ADVISORY CORP is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 880 positions.
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