Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TOTH FINANCIAL ADVISORY CORP (CIK 866780) reported $1.02B across 875 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($29.0M, 2.83%), AAPL ($26.2M, 2.56%), CSCO ($24.5M, 2.39%), QLD ($23.2M, 2.26%), SOXX ($23.1M, 2.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $29.0M | 2.83% | 81,020 | Trimmed |
| 2 | AAPL | APPLE INC | $26.2M | 2.56% | 90,357 | Added |
| 3 | CSCO | CISCO SYS INC | $24.5M | 2.39% | 208,523 | Trimmed |
| 4 | QLD | PROSHARES TR | $23.2M | 2.26% | 239,602 | Trimmed |
| 5 | SOXX | ISHARES TR | $23.1M | 2.26% | 35,903 | Trimmed |
| 6 | REGL | PROSHARES TR | $21.4M | 2.09% | 233,281 | Added |
| 7 | MSFT | MICROSOFT CORP | $21.1M | 2.06% | 56,630 | Trimmed |
| 8 | NOBL | PROSHARES TR | $19.5M | 1.90% | 346,834 | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $18.3M | 1.79% | 96,147 | Added |
| 10 | V | VISA INC | $17.6M | 1.71% | 51,196 | Added |
| 11 | GWW | WW GRAINGER INC | $16.8M | 1.64% | 12,363 | Added |
| 12 | JNJ | JOHNSON & JOHNSON | $16.1M | 1.57% | 63,494 | Trimmed |
| 13 | SYK | STRYKER CORPORATION | $16.0M | 1.56% | 50,810 | Trimmed |
| 14 | SSO | PROSHARES TR | $15.4M | 1.50% | 228,618 | Trimmed |
| 15 | ABBV | ABBVIE INC | $15.0M | 1.47% | 59,705 | Added |
| 16 | WMT | WALMART INC | $14.6M | 1.43% | 129,229 | Trimmed |
| 17 | SMDV | PROSHARES TR | $14.5M | 1.41% | 187,697 | Trimmed |
| 18 | MA | MASTERCARD INCORPORATED | $14.3M | 1.39% | 27,746 | Trimmed |
| 19 | CVS | CVS HEALTH CORP | $13.3M | 1.30% | 128,684 | Added |
| 20 | AVGO | BROADCOM INC | $12.9M | 1.26% | 34,043 | Added |
| 21 | MCK | MCKESSON CORP | $12.3M | 1.20% | 16,247 | Added |
| 22 | BLK | BLACKROCK INC | $12.3M | 1.20% | 12,835 | Added |
| 23 | XLF | SELECT SECTOR SPDR TR | $12.1M | 1.18% | 225,984 | Added |
| 24 | ECL | ECOLAB INC | $11.8M | 1.15% | 42,433 | Trimmed |
| 25 | USTB | VICTORY PORTFOLIOS II | $11.2M | 1.10% | 221,722 | Added |
Source: SEC Form 13F filings · as of 2026-06-30