TOTH FINANCIAL ADVISORY CORP
Top Portfolio Positions
702 positions ·
$635,375,720 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
82,121 | $23,614,714 | 3.72% | |
| AAPL |
Apple Inc.
Technology
|
86,777 | $22,023,134 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
56,765 | $21,012,700 | 3.31% | |
| SYK |
Stryker Corp
Healthcare
|
51,726 | $16,996,646 | 2.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
211,432 | $16,405,008 | 2.58% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
130,385 | $16,204,247 | 2.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
64,917 | $15,868,311 | 2.50% | |
| V |
Visa Inc.
Financial Services
|
49,847 | $15,065,757 | 2.37% | |
| MA |
Mastercard Inc
Financial Services
|
27,945 | $13,962,998 | 2.20% | |
| MCK |
Mckesson Corp
Healthcare
|
15,837 | $13,704,706 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,006 | 502 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $32,659 | 931 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $31,302 | 870 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $27,627 | 780 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $26,605 | 780 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $26,589 | 745 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,217 | 670 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $18,486 | 660 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,564 | 560 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $16,844 | 560 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $14,705 | 560 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $13,544 | 505 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,206 | 105 | Shares | Sole | 2023-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||