TOTH FINANCIAL ADVISORY CORP Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$920.9M
Holdings
914
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (914 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 61,066 | $29.5M | 3.21% | |
| 2 | GOOGLALPHABET INC | 81,445 | $25.5M | 2.77% | |
| 3 | AAPLAPPLE INC | 85,379 | $23.2M | 2.52% | Call |
| 4 | REGLPROSHARES TR | 227,898 | $19.2M | 2.08% | |
| 5 | QLDPROSHARES TR | 262,628 | $18.5M | 2.01% | |
| 6 | NOBLPROSHARES TR | 176,053 | $18.3M | 1.99% | |
| 7 | SYKSTRYKER CORPORATION | 51,848 | $18.2M | 1.98% | |
| 8 | VVISA INC | 49,534 | $17.4M | 1.89% | |
| 9 | CSCOCISCO SYS INC | 208,671 | $16.1M | 1.75% | |
| 10 | MAMASTERCARD INCORPORATED | 27,916 | $15.9M | 1.73% | |
| 11 | JNJJOHNSON & JOHNSON | 69,951 | $14.5M | 1.57% | |
| 12 | SSOPROSHARES TR | 249,142 | $14.4M | 1.57% | |
| 13 | WMTWALMART INC | 129,219 | $14.4M | 1.56% | |
| 14 | ABTABBOTT LABS | 114,747 | $14.4M | 1.56% | |
| 15 | XLKSELECT SECTOR SPDR TR | 93,415 | $13.4M | 1.46% | |
| 16 | MCKMCKESSON CORP | 16,344 | $13.4M | 1.46% | |
| 17 | ORCLORACLE CORP | 65,646 | $12.8M | 1.39% | |
| 18 | SMDVPROSHARES TR | 190,502 | $12.6M | 1.37% | |
| 19 | XLFSELECT SECTOR SPDR TR | 228,072 | $12.5M | 1.36% | |
| 20 | BLKBLACKROCK INC | 11,535 | $12.3M | 1.34% | |
| 21 | SOXXISHARES TR | 39,604 | $11.9M | 1.30% | |
| 22 | ABBVABBVIE INC | 51,282 | $11.7M | 1.27% | |
| 23 | AVGOBROADCOM INC | 32,594 | $11.3M | 1.22% | |
| 24 | ECLECOLAB INC | 42,292 | $11.1M | 1.21% | |
| 25 | GWWWW GRAINGER INC | 10,925 | $11.0M | 1.20% | |
| 26 | LOWLOWES COS INC | 42,640 | $10.3M | 1.12% | |
| 27 | SYYSYSCO CORP | 139,037 | $10.2M | 1.11% | |
| 28 | USTBVICTORY PORTFOLIOS II | 190,774 | $9.7M | 1.05% | |
| 29 | SHWSHERWIN WILLIAMS CO | 29,747 | $9.6M | 1.05% | |
| 30 | FISVFISERV INC | 141,335 | $9.5M | 1.03% | |
| 31 | AZOAUTOZONE INC | 2,701 | $9.2M | 0.99% | |
| 32 | MCDMCDONALDS CORP | 29,554 | $9.0M | 0.98% | |
| 33 | GDGENERAL DYNAMICS CORP | 26,368 | $8.9M | 0.96% | |
| 34 | XLVSELECT SECTOR SPDR TR | 57,060 | $8.8M | 0.96% | |
| 35 | AMGNAMGEN INC | 26,697 | $8.7M | 0.95% | |
| 36 | DDOMINION ENERGY INC | 147,960 | $8.7M | 0.94% | |
| 37 | JJACOBS SOLUTIONS INC | 65,196 | $8.6M | 0.94% | |
| 38 | AFLAFLAC INC | 77,968 | $8.6M | 0.93% | |
| 39 | UITBVICTORY PORTFOLIOS II | 181,155 | $8.6M | 0.93% | |
| 40 | PEPPEPSICO INC | 59,572 | $8.5M | 0.93% | |
| 41 | TRUTRANSUNION | 99,655 | $8.5M | 0.93% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 28,491 | $8.4M | 0.92% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 24,519 | $8.1M | 0.88% | |
| 44 | DISDISNEY WALT CO | 69,515 | $7.9M | 0.86% | |
| 45 | XLUSELECT SECTOR SPDR TR | 179,681 | $7.7M | 0.83% | |
| 46 | JMSBJOHN MARSHALL BANCORP INC | 374,479 | $7.5M | 0.81% | |
| 47 | EFXEQUIFAX INC | 33,916 | $7.4M | 0.80% | |
| 48 | MDTMEDTRONIC PLC | 74,270 | $7.1M | 0.77% | |
| 49 | CVSCVS HEALTH CORP | 89,591 | $7.1M | 0.77% | |
| 50 | KOCOCA COLA CO | 100,957 | $7.1M | 0.77% | |
| 51 | XLISELECT SECTOR SPDR TR | 44,609 | $6.9M | 0.75% | |
| 52 | NVDANVIDIA CORPORATION | 36,071 | $6.7M | 0.73% | |
| 53 | FASTFASTENAL CO | 164,948 | $6.6M | 0.72% | |
| 54 | PGPROCTER AND GAMBLE CO | 44,904 | $6.4M | 0.70% | |
| 55 | XLYSELECT SECTOR SPDR TR | 53,250 | $6.4M | 0.69% | |
| 56 | MDLZMONDELEZ INTL INC | 116,431 | $6.3M | 0.68% | |
| 57 | ORLYOREILLY AUTOMOTIVE INC | 67,288 | $6.1M | 0.67% | |
| 58 | IBBISHARES TR | 34,845 | $5.9M | 0.64% | |
| 59 | UNPUNION PAC CORP | 24,036 | $5.6M | 0.60% | |
| 60 | TQQQPROSHARES TR | 105,351 | $5.6M | 0.60% | |
| 61 | QQQMINVESCO EXCH TRADED FD TR II | 21,939 | $5.5M | 0.60% | |
| 62 | XLESELECT SECTOR SPDR TR | 118,202 | $5.3M | 0.57% | |
| 63 | XLCSELECT SECTOR SPDR TR | 44,550 | $5.2M | 0.57% | |
| 64 | WTRGESSENTIAL UTILS INC | 134,664 | $5.2M | 0.56% | |
| 65 | DGXQUEST DIAGNOSTICS INC | 29,552 | $5.1M | 0.56% | |
| 66 | ADPAUTOMATIC DATA PROCESSING IN | 19,797 | $5.1M | 0.55% | |
| 67 | WMWASTE MGMT INC DEL | 23,070 | $5.1M | 0.55% | |
| 68 | TROWPRICE T ROWE GROUP INC | 45,995 | $4.7M | 0.51% | |
| 69 | MMM3M CO | 29,310 | $4.7M | 0.51% | |
| 70 | BDXBECTON DICKINSON & CO | 23,034 | $4.5M | 0.49% | |
| 71 | FDNFIRST TR EXCHANGE-TRADED FD | 15,460 | $4.2M | 0.45% | |
| 72 | HONHONEYWELL INTL INC | 21,231 | $4.1M | 0.45% | |
| 73 | TDVPROSHARES TR | 47,247 | $4.1M | 0.44% | |
| 74 | CLCOLGATE PALMOLIVE CO | 51,431 | $4.1M | 0.44% | |
| 75 | XLFISELECT SECTOR SPDR TR | 52,224 | $4.1M | 0.44% | |
| 76 | AMZNAMAZON COM INC | 17,440 | $4.0M | 0.44% | |
| 77 | BALLBALL CORP | 74,108 | $3.9M | 0.43% | |
| 78 | UWMPROSHARES TR | 83,432 | $3.9M | 0.43% | |
| 79 | BMYBRISTOL-MYERS SQUIBB CO | 71,989 | $3.9M | 0.42% | |
| 80 | XLBSELECT SECTOR SPDR TR | 84,998 | $3.9M | 0.42% | |
| 81 | SBUXSTARBUCKS CORP | 45,465 | $3.8M | 0.42% | |
| 82 | TSLATESLA INC | 8,386 | $3.8M | 0.41% | Call |
| 83 | XFEBFIRST TR EXCH TRADED FD III | 204,288 | $3.7M | 0.40% | |
| 84 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 43,464 | $3.6M | 0.39% | |
| 85 | NDQINVESCO QQQ TR | 5,745 | $3.5M | 0.38% | |
| 86 | CHDCHURCH & DWIGHT CO INC | 38,929 | $3.3M | 0.35% | |
| 87 | HDHOME DEPOT INC | 9,365 | $3.2M | 0.35% | |
| 88 | MUMICRON TECHNOLOGY INC | 10,895 | $3.1M | 0.34% | |
| 89 | UYGPROSHARES TR | 29,854 | $2.7M | 0.30% | |
| 90 | INTCINTEL CORP | 73,398 | $2.7M | 0.29% | |
| 91 | XHBSPDR SERIES TRUST | 25,349 | $2.6M | 0.28% | |
| 92 | SJMSMUCKER J M CO | 23,550 | $2.3M | 0.25% | |
| 93 | KMBKIMBERLY-CLARK CORP | 22,323 | $2.3M | 0.24% | |
| 94 | TSCOTRACTOR SUPPLY CO | 44,739 | $2.2M | 0.24% | |
| 95 | IVVISHARES TR | 3,241 | $2.2M | 0.24% | |
| 96 | MCXMCCORMICK & CO INC | 31,074 | $2.1M | 0.23% | |
| 97 | DHRDANAHER CORPORATION | 8,400 | $1.9M | 0.21% | |
| 98 | MSCIMSCI INC | 3,299 | $1.9M | 0.21% | |
| 99 | ELVELEVANCE HEALTH INC FORMERLY | 5,388 | $1.9M | 0.21% | |
| 100 | VOOVANGUARD INDEX FDS | 3,001 | $1.9M | 0.20% |
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