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CIK: 0000866780
Total reported value
$1.0B
$1.0B
718 檔
10.8%
During the Q2 2025 filing period, Toth Financial Advisory CORP (CIK: 0000866780) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 718 reported positions.
During Q2 2025, Toth Financial Advisory CORP performed routine portfolio adjustments (0 new buys, 27 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 718 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | -0.25% | -0.54% | |
| 2 | FISV | Fiserv Inc | Stock-Other | 2.63% | -0.42% | +1.17% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 2.36% | -0.31% | +0.35% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 2.20% | +0.58% | -16.19% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.13% | -0.18% | -0.66% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.14% | -3.82% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.03% | +0.06% | +2.94% | |
| 8 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.99% | -0.08% | +0.56% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.92% | -0.13% | +0.64% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.77% | -0.14% | -3.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.24% | +8.42% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.73% | +0.59% | +0.38% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.72% | -0.45% | +2.37% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.65% | +0.18% | +3.33% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.35% | -2.30% | |
| 16 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.45% | -0.03% | -1.42% | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.43% | -0.04% | +13.62% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.40% | +0.42% | -11.99% | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 1.36% | -0.30% | -7.11% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.35% | -0.08% | +7.50% | |
| 21 | GWW | Ww Grainger Inc | Stock-Industrials | 1.34% | +0.24% | +0.60% | |
| 22 | ECL | Ecolab Inc | Stock-Materials | 1.28% | -0.10% | +3.25% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.23% | -0.04% | +1.48% | |
| 24 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.21% | -0.09% | +1.68% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.17% | +4.36% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.15% | +1.75% | |
| 27 | AZO | Autozone Inc | Stock-Consumer Disc | 1.10% | -0.17% | +1.63% | |
| 28 | EFX | Equifax Inc | Stock-Industrials | 1.07% | -0.22% | +6.46% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.04% | -0.29% | +0.03% | |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.01% | -0.08% | +0.31% | |
| 31 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.01% | -0.07% | -3.01% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | — | +1.47% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | +0.09% | +7.30% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.26% | +1.97% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.94% | -0.02% | -0.18% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.92% | -0.20% | -1.48% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.88% | +0.87% | +8.20% | |
| 38 | D | Dominion Energy Inc | Stock-Utilities | 0.87% | +0.02% | +11.55% | |
| 39 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.87% | -0.10% | -3.28% | |
| 40 | J | Jacobs Solutions Inc | Stock-Industrials | 0.87% | -0.23% | +5.81% | |
| 41 | TRU | Transunion | Stock-Financials | 0.86% | -0.21% | +5.48% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.13% | +1.75% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.05% | +2.01% | |
| 44 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.83% | -0.06% | +0.97% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | -0.03% | +2.71% | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.81% | — | +113.64% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.25% | -10.69% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.06% | +7.10% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | -0.10% | -0.65% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.44% | +8.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.54% | Trim |
| 2 | ORCL | Oracle CORP | +0.7% | -0.66% | Trim |
| 3 | AVGO | Broadcom Inc | +0.4% | +1.75% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +8.42% | Add |
| 5 | SSO | Proshares Ultra S&p500 | +0.3% | +3.33% | Add |
| 6 | TQQQ | Proshares Ultrapro Qqq | +0.3% | +21.28% | Add |
| 7 | SOXX | Ishares Semiconductor ETF | +0.2% | +8.20% | Add |
| 8 | XLF | Ss Financial Select Sector | +0.2% | +13.62% | Add |
| 9 | CVS | Cvs Health CORP | +0.2% | +65.43% | Add |
| 10 | BLK | Blackrock Inc | +0.2% | +7.50% | Add |
| 11 | HOOD | Robinhood Markets Inc - A | +0.2% | +44.44% | Add |
| 12 | NVDA | Nvidia CORP | +0.2% | -6.57% | Trim |
| 13 | QLD | Proshares Ultra Qqq | +0.2% | -16.19% | Trim |
| 14 | DIS | Walt Disney Co/the | +0.2% | -1.48% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +0.38% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +1.47% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | +4062.50% | Add |
| 18 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | +40.18% | Add |
| 19 | VST | Vistra CORP | +0.1% | +7891.67% | Add |
| 20 | EFX | Equifax Inc | +0.1% | +6.46% | Add |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +4.27% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | +377.35% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +20.33% | Add |
| 24 | J | Jacobs Solutions Inc | +0.1% | +5.81% | Add |
| 25 | DGX | Quest Diagnostics Inc | +0.1% | +17.11% | Add |
| 26 | WMT | Walmart Inc | +0.1% | -2.30% | Trim |
| 27 | FAST | Fastenal Co | +0.1% | +113.64% | Add |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +13.09% | Add |
| 29 | GD | General Dynamics CORP | +0.1% | +7.10% | Add |
| 30 | SYK | Stryker CORP | +0.1% | +0.35% | Add |
| 31 | ECL | Ecolab Inc | +0.1% | +3.25% | Add |
| 32 | XLK | Ss Technology Select Sector | +0.1% | -11.99% | Trim |
| 33 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -97.29% | Trim |
| 34 | GIS | General Mills Inc | -0.1% | -11.26% | Trim |
| 35 | STZ | Constellation Brands Inc-a | -0.1% | -25.75% | Trim |
| 36 | ROM | Proshares Ultra Technology | -0.1% | -79.88% | Trim |
| 37 | TDV | Proshares S&p Tech Dvd Arist | -0.2% | -47.84% | Trim |
| 38 | FAS | Dirx Dly Finacial B3x Etf-ui | -0.2% | -71.61% | Trim |
| 39 | IYT | Ishares US Transportation Et | -0.2% | -58.30% | Trim |
| 40 | MIDU | Dirxn Dly Mid Cap Bl 3xe-usi | -0.2% | -88.95% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -10.84% | Trim |
| 42 | PEP | Pepsico Inc | -0.3% | -10.69% | Trim |
| 43 | BDX | Becton Dickinson And Co | -0.3% | -11.85% | Trim |
| 44 | IBB | Ishares Biotechnology ETF | -0.3% | -45.32% | Trim |
| 45 | AAPL | Apple Inc | -0.3% | -3.82% | Trim |
| 46 | XLI | Ss Industrial Select Sector | -0.4% | -38.06% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.5% | +8.99% | Add |
| 48 | XLV | Ss Health Care Select Sector | -0.6% | -44.07% | Trim |
| 49 | XLE | Ss Energy Select Sector | -0.6% | -55.47% | Trim |
| 50 | FISV | Fiserv Inc | -0.8% | +1.17% | Add |
According to official SEC Form 13F filings, Toth Financial Advisory CORP reported a total U.S. public equity portfolio value of $1.0B across 718 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, FISV, SYK) accounted for 10.8% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $23.6M
During Q2 2025, Toth Financial Advisory CORP's top holdings by market value included MSFT (3.6%)、FISV (2.6%)、SYK (2.4%). The largest single position, MSFT, represented 3.6% of total portfolio value.
In Q2 2025, Toth Financial Advisory CORP made 50 total portfolio adjustments, initiating 0 new buys, adding to 27 positions, trimming 23 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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