TOTH FINANCIAL ADVISORY CORP
Top Portfolio Positions
700 positions ·
$635,104,978 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in WAL
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,121 | 284 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $23,875 | 284 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $41,972 | 484 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $37,742 | 484 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $824,693 | 10,734 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $896,718 | 10,734 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $928,383 | 10,734 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $30,404 | 484 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $31,067 | 484 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $31,842 | 484 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $22,249 | 484 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $17,651 | 484 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $17,201 | 484 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $28,827 | 484 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $31,818 | 484 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $34,170 | 484 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $40,084 | 484 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $151,678 | 1,409 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $52,668 | 484 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $44,939 | 484 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $45,708 | 484 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $17,985 | 300 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $9,486 | 300 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $11,361 | 300 | Shares | Sole | 2020-07-14 | |
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