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CIK: 0000866780
Total reported value
$1.0B
$1.0B
914 檔
11.3%
In Q4 2025, Toth Financial Advisory CORP's U.S. equity holdings reached a combined market value of $1.0B, distributed across 914 disclosed stock positions.
In Q4 2025, Toth Financial Advisory CORP displayed an active expansion posture, initiating 2 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 914 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.25% | +0.34% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.77% | +0.24% | -2.87% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.14% | -0.99% | |
| 4 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.08% | -0.08% | +4.97% | |
| 5 | QLD | Proshares Ultra Qqq | ETF-Other | 2.01% | +0.58% | +71.89% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.99% | -0.13% | +3.24% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 1.98% | -0.31% | +1.06% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.89% | +0.06% | +3.38% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.75% | +0.59% | -2.19% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.73% | -0.14% | +2.05% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.17% | -1.76% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.57% | +0.18% | +78.26% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.35% | +0.37% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.56% | -0.45% | +2.38% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.46% | +0.42% | +97.07% | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 1.46% | -0.30% | -1.11% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.39% | -0.18% | -15.13% | |
| 18 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.37% | -0.03% | -1.05% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.36% | -0.04% | -5.85% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.34% | -0.08% | +4.38% | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.30% | +0.87% | -1.49% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.27% | +0.09% | +6.88% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.15% | -4.80% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.21% | -0.10% | +2.30% | |
| 25 | GWW | Ww Grainger Inc | Stock-Industrials | 1.20% | +0.24% | -1.02% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.29% | +4.46% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 1.11% | -0.04% | -1.41% | |
| 28 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.05% | -0.07% | +9.41% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.05% | -0.09% | -1.84% | |
| 30 | FISV | Fiserv Inc | Stock-Other | 1.03% | -0.42% | +5.14% | |
| 31 | AZO | Autozone Inc | Stock-Consumer Disc | 0.99% | -0.17% | +5.63% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.26% | +2.47% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.96% | -0.06% | +5.96% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.96% | -0.02% | +43.41% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.95% | -0.05% | +3.93% | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.94% | +0.02% | +5.33% | |
| 37 | J | Jacobs Solutions Inc | Stock-Industrials | 0.94% | -0.23% | +5.58% | |
| 38 | AFL | Aflac Inc | Stock-Financials | 0.93% | -0.02% | +2.48% | |
| 39 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.93% | -0.06% | +12.50% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.25% | +9.51% | |
| 41 | TRU | Transunion | Stock-Financials | 0.93% | -0.21% | +11.06% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | — | -1.49% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.44% | +3.47% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | -0.20% | +4.48% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.83% | -0.09% | +116.05% | |
| 46 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.81% | -0.10% | -4.16% | |
| 47 | EFX | Equifax Inc | Stock-Industrials | 0.80% | -0.22% | -6.88% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.77% | -0.32% | +8.57% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.77% | +0.52% | +24.77% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.77% | -0.03% | +1.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.87% | Trim |
| 2 | XLV | Ss Health Care Select Sector | +0.4% | +43.41% | Add |
| 3 | IBB | Ishares Biotechnology ETF | +0.2% | +29.41% | Add |
| 4 | CVS | Cvs Health CORP | +0.2% | +24.77% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.2% | -2.19% | Trim |
| 6 | AMGN | Amgen Inc | +0.2% | +3.93% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +1.97% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | -1.76% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | -0.99% | Trim |
| 10 | WMT | Walmart Inc | +0.1% | +0.37% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | +3.38% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +1690.63% | Add |
| 13 | TRU | Transunion | +0.1% | +11.06% | Add |
| 14 | SOXX | Ishares Semiconductor ETF | +0.1% | -1.49% | Trim |
| 15 | BAC | Bank Of America CORP | +0.1% | +119.39% | Add |
| 16 | UITB | Victoryshares Core Intermedi | +0.1% | +12.50% | Add |
| 17 | PEP | Pepsico Inc | +0.1% | +9.51% | Add |
| 18 | FBK | Fb Financial CORP | +0.1% | +883.16% | Add |
| 19 | XLE | Ss Energy Select Sector | +0.1% | +140.48% | Add |
| 20 | ASND | Ascendis Pharma A/S | +0.1% | +679.83% | Add |
| 21 | NU | Nu Holdings Ltd. | +0.1% | +3289.47% | Add |
| 22 | DHR | Danaher CORP | +0.1% | +53.40% | Add |
| 23 | USTB | Victoryshares Short-term Bon | +0.1% | +9.41% | Add |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | +5.43% | Add |
| 25 | CTSH | Cognizant Tech Solutions-a | +0.1% | +3.39% | Add |
| 26 | SHW | Sherwin-williams Co/the | -0.1% | -1.84% | Trim |
| 27 | ORLY | O'reilly Automotive Inc | -0.1% | +3.83% | Add |
| 28 | OWL | Blue Owl Capital Inc | -0.1% | -84.46% | Trim |
| 29 | VST | Vistra CORP | -0.1% | -98.75% | Trim |
| 30 | NFLX | Netflix Inc | -0.1% | +355.89% | Add |
| 31 | SSO | Proshares Ultra S&p500 | -0.1% | +78.26% | Add |
| 32 | LNG | Cheniere Energy Inc | -0.1% | -95.07% | Trim |
| 33 | ROP | Roper Technologies Inc | -0.1% | -35.23% | Trim |
| 34 | NVDA | Nvidia CORP | -0.1% | -14.23% | Trim |
| 35 | ADP | Automatic Data Processing | -0.1% | -8.28% | Trim |
| 36 | DASH | Doordash Inc - A | -0.1% | -99.98% | Trim |
| 37 | CDW | Cdw Corp/de | -0.1% | -47.42% | Trim |
| 38 | SYY | Sysco CORP | -0.1% | -1.41% | Trim |
| 39 | FAST | Fastenal Co | -0.1% | +1.56% | Add |
| 40 | MDLZ | Mondelez International Inc-a | -0.2% | -6.87% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.34% | Add |
| 42 | AZO | Autozone Inc | -0.2% | +5.63% | Add |
| 43 | KMB | Kimberly-clark CORP | -0.2% | -30.31% | Trim |
| 44 | EFX | Equifax Inc | -0.2% | -6.88% | Trim |
| 45 | QLD | Proshares Ultra Qqq | -0.3% | +71.89% | Add |
| 46 | FISV | Fiserv Inc | -0.8% | +5.14% | Add |
| 47 | ORCL | Oracle CORP | -1% | -15.13% | Trim |
| 48 | INCY | Incyte CORP | — | NEW | New buy |
| 49 | MDGL | Madrigal Pharmaceuticals Inc | — | NEW | New buy |
| 50 | ZETA | Zeta Global Holdings Corp-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Toth Financial Advisory CORP reported a total U.S. public equity portfolio value of $1.0B across 914 disclosed positions in Q4 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, GOOGL, AAPL) accounted for 11.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
INCY
市值: $1.2M
Top Position Liquidated / Trimmed
ZETA
前期市值: $864.3K
During Q4 2025, Toth Financial Advisory CORP's top holdings by market value included MSFT (3.2%)、GOOGL (2.8%)、AAPL (2.5%). The largest single position, MSFT, represented 3.2% of total portfolio value.
In Q4 2025, Toth Financial Advisory CORP made 50 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 19 holdings, and fully liquidating 1 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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