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CIK: 0000866780
Total reported value
$1.0B
$1.0B
876 檔
12.6%
At the close of Q2 2026, Toth Financial Advisory CORP disclosed equity holdings valued at approximately $1.0B, spread across 876 reported holdings.
Toth Financial Advisory CORP executed strategic sector rebalancing during Q2 2026, establishing 17 new positions while fully exiting 10 holdings and trimming 80 positions.
Showing top 200 holdings (of 876 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | -0.05% | -1.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.43% | +4.47% | |
| 3 | CSCO | Cisco Systems Inc | Stock-Tech | 2.39% | -0.17% | -1.38% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 2.26% | -0.03% | -4.50% | |
| 5 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.26% | -0.28% | -6.36% | |
| 6 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.09% | -0.10% | +2.18% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | +0.95% | -0.24% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.90% | -0.04% | +99.30% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.79% | +0.10% | +2.48% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | +0.13% | +2.71% | |
| 11 | GWW | Ww Grainger Inc | Stock-Industrials | 1.64% | -0.13% | +5.78% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | +0.05% | -2.19% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.56% | -0.22% | -1.77% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.50% | +0.09% | -1.58% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.47% | +0.20% | +2.93% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.43% | -0.11% | -0.89% | |
| 17 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.41% | -0.09% | -1.32% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.39% | +0.30% | -0.71% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 1.30% | -0.12% | +30.40% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | — | +4.44% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.20% | +0.21% | +5.74% | |
| 22 | MCK | Mckesson CORP | Stock-Healthcare | 1.20% | +0.20% | +2.59% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.18% | +0.09% | +0.61% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.15% | +0.04% | -1.07% | |
| 25 | D | Dominion Energy Inc | Stock-Utilities | 1.10% | -0.13% | +3.21% | |
| 26 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.10% | +0.02% | +5.32% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.04% | +25.00% | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 1.04% | -0.06% | -7.81% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 1.01% | -0.04% | +3.69% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | +0.16% | +4.82% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.98% | -0.03% | -3.23% | |
| 32 | INTC | Intel CORP | Stock-Tech | 0.97% | -0.14% | -1.60% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.96% | +0.13% | +1.50% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.95% | -0.10% | -46.56% | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.95% | +0.08% | +7.83% | |
| 36 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.95% | +0.01% | +5.79% | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.92% | -0.03% | +2.94% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.28% | -9.28% | |
| 39 | FAST | Fastenal Co | Stock-Industrials | 0.88% | +0.07% | +8.24% | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.88% | +0.06% | +21.23% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | -0.07% | +2.15% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.84% | -0.30% | +3.07% | |
| 43 | AZO | Autozone Inc | Stock-Consumer Disc | 0.83% | -0.21% | -1.55% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.83% | +0.02% | +19.41% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.16% | -1.38% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | +0.05% | -18.24% | |
| 47 | BALL | Ball CORP | Stock-Consumer Disc | 0.80% | +0.01% | +22.45% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | +0.05% | +1.28% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.78% | +0.13% | +12.70% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.22% | -3.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +0.9% | -6.36% | Trim |
| 2 | INTC | Intel CORP | +0.6% | -1.60% | Trim |
| 3 | CSCO | Cisco Systems Inc | +0.6% | -1.38% | Trim |
| 4 | QLD | Proshares Ultra Qqq | +0.6% | -4.50% | Trim |
| 5 | CVS | Cvs Health CORP | +0.5% | +30.40% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.4% | +25.00% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.4% | +2.48% | Add |
| 8 | MU | Micron Technology Inc | +0.4% | -11.95% | Trim |
| 9 | ✓ | +0.3% | NEW | New buy | |
| 10 | ✓ | +0.3% | NEW | New buy | |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.34% | Trim |
| 12 | GWW | Ww Grainger Inc | +0.2% | +5.78% | Add |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +383.03% | Add |
| 14 | DAVE | Dave Inc | +0.2% | NEW | New buy |
| 15 | MSCI | Msci Inc | +0.2% | +105.17% | Add |
| 16 | SSO | Proshares Ultra S&p500 | +0.2% | -1.58% | Trim |
| 17 | OUST | Ouster Inc | +0.2% | NEW | New buy |
| 18 | KRYS | Krystal Biotech Inc | +0.2% | +75083.33% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | +4.44% | Add |
| 20 | SBUX | Starbucks CORP | +0.2% | +28.24% | Add |
| 21 | UWM | Proshares Ultra Russell2000 | +0.2% | +3.81% | Add |
| 22 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -17.34% | Trim |
| 23 | STRL | Sterling Infrastructure Inc | +0.2% | +98.18% | Add |
| 24 | ✓ | Ascendis Pharma A/s | +0.2% | NEW | New buy |
| 25 | AAPL | Apple Inc | +0.1% | +4.47% | Add |
| 26 | UNP | Union Pacific CORP | +0.1% | +19.41% | Add |
| 27 | CFG | Citizens Financial Group | +0.1% | +227.05% | Add |
| 28 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 29 | C | Citigroup Inc | +0.1% | +1166.57% | Add |
| 30 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 31 | LLY | Eli Lilly & Co | +0.1% | +281.96% | Add |
| 32 | ARGX | Argenx Se - Adr | +0.1% | +812.41% | Add |
| 33 | OSCR | Oscar Health Inc - Class A | +0.1% | NEW | New buy |
| 34 | BALL | Ball CORP | +0.1% | +22.45% | Add |
| 35 | MRX | Marex Group plc | +0.1% | NEW | New buy |
| 36 | ABBV | Abbvie Inc | +0.1% | +2.93% | Add |
| 37 | IBB | Ishares Biotechnology ETF | +0.1% | +12.70% | Add |
| 38 | XLB | Ss Materials Select Sector | +0.1% | +21.23% | Add |
| 39 | BAC | Bank Of America CORP | +0.1% | +95.26% | Add |
| 40 | SN | SharkNinja, Inc. | +0.1% | +165.92% | Add |
| 41 | XOVR | Ershares Private-public Cros | +0.1% | NEW | New buy |
| 42 | IWM | Ishares Russell 2000 ETF | +0.1% | +21.97% | Add |
| 43 | AVEM | Avantis Emerging Markets Eq | +0.1% | +36.69% | Add |
| 44 | ELV | Elevance Health Inc | +0.1% | +23.71% | Add |
| 45 | CLS | Celestica Inc | +0.1% | +54.85% | Add |
| 46 | ATI | Ati Inc | +0.1% | +124.36% | Add |
| 47 | DVA | Davita Inc | +0.1% | NEW | New buy |
| 48 | V | Visa Inc-class A Shares | +0.1% | +2.71% | Add |
| 49 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -2.25% | Trim |
| 50 | CAT | Caterpillar Inc | +0.1% | -2.77% | Trim |
According to official SEC Form 13F filings, Toth Financial Advisory CORP reported a total U.S. public equity portfolio value of $1.0B across 876 disclosed positions in Q2 2026.
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 GOOGL, AAPL, CSCO) accounted for 12.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $3.2M
Top Position Liquidated / Trimmed
HON
前期市值: $5.4M
During Q2 2026, Toth Financial Advisory CORP's top holdings by market value included GOOGL (2.8%)、AAPL (2.6%)、CSCO (2.4%). The largest single position, GOOGL, represented 2.8% of total portfolio value.
In Q2 2026, Toth Financial Advisory CORP made 194 total portfolio adjustments, initiating 17 new buys, adding to 87 positions, trimming 80 holdings, and fully liquidating 10 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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