Toth Financial Advisory Corp

13F filer · CIK 0000866780

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$1.02BU.S. long equity reported on 13F

Positions68294 new · 127 closed

Net flow last quarter+$6.45MBuys minus sells

Top 10 positions weight19.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026682 positions
GOOGLAlphabet Inc.	$29M	2.83%	0.00%	-1.3%	Q1 2017
AAPLApple Inc.	$26.1M	2.55%	0.00%	+4.5%	Q2 2013
CSCOCisco Systems, Inc.	$24.5M	2.39%	0.01%	-1.4%	Q2 2013
MSFTMicrosoft Corp	$21.1M	2.06%	0.00%	-0.2%	Q2 2013
NOBLNoble International, Ltd.	$19.5M	1.90%	Not reported	-0.4%	Q1 2014
VVisa Inc.	$17.6M	1.71%	0.00%	+2.7%	Q1 2016
GWWW.W. Grainger, Inc.	$16.8M	1.64%	0.03%	+5.8%	Q4 2017
JNJJohnson & Johnson	$16.1M	1.57%	0.00%	-2.2%	Q2 2013
SYKStryker Corp	$16M	1.56%	0.01%	-1.8%	Q2 2013
ABBVAbbVie Inc.	$15M	1.47%	0.00%	+2.9%	Q2 2013
WMTWalmart Inc.	$14.6M	1.43%	0.00%	-0.9%	Q2 2013
MAMastercard Inc	$14.3M	1.39%	0.00%	-0.7%	Q2 2016
CVSCVS HEALTH Corp	$13.3M	1.30%	0.01%	+30.4%	Q2 2013
AVGOBroadcom Inc.	$12.9M	1.26%	0.00%	+4.4%	Q1 2019
BLKBlackRock, Inc.	$12.3M	1.20%	0.01%	+5.7%	Q3 2020
MCKMckesson Corp	$12.3M	1.20%	0.01%	+2.6%	Q3 2020
ECLEcolab Inc.	$11.8M	1.15%	0.02%	-1.1%	Q2 2013
DDominion Energy, Inc	$11.2M	1.10%	0.02%	+3.2%	Q4 2014
UNHUnitedhealth Group Inc	$10.9M	1.06%	0.00%	+25.0%	Q4 2017
SYYSysco Corp	$10.6M	1.04%	0.03%	-7.8%	Q2 2013
GDGeneral Dynamics Corp	$10.4M	1.01%	0.01%	+3.7%	Q4 2017
AMGNAmgen Inc	$10.3M	1.00%	0.01%	+4.8%	Q1 2016
SHWSherwin Williams Co	$10.1M	0.98%	0.01%	-3.2%	Q1 2016
INTCIntel Corp	$9.94M	0.97%	0.00%	-1.6%	Q4 2014
AFLAflac Inc	$9.39M	0.92%	0.02%	+2.9%	Q2 2013
LOWLowes Companies Inc	$9.19M	0.90%	0.01%	-9.3%	Q4 2017
FASTFastenal Co	$9M	0.88%	0.02%	+8.2%	Q2 2018
AZOAutozone Inc	$8.52M	0.83%	0.02%	-1.6%	Q3 2021
UNPUnion Pacific Corp	$8.46M	0.83%	0.01%	+19.4%	Q4 2017
PEPPepsico Inc	$8.37M	0.82%	0.00%	-1.4%	Q2 2013
ABTAbbott Laboratories	$8.37M	0.82%	0.01%	-18.2%	Q2 2013
BALLBALL Corp	$8.23M	0.80%	0.05%	+22.5%	Q4 2017
KOCoca Cola Co	$8.16M	0.80%	0.00%	+1.3%	Q2 2013
MCDMcdonalds Corp	$7.88M	0.77%	0.00%	-3.7%	Q2 2013
IBMInternational Business Machines Corp	$7.68M	0.75%	0.00%	-2.9%	Q2 2013
ORCLOracle Corp	$7.38M	0.72%	0.00%	-9.4%	Q2 2013
JMSBJohn Marshall Bancorp, Inc.	$7.33M	0.72%	2.38%	-8.8%	Q1 2017
MUMicron Technology Inc	$6.99M	0.68%	0.00%	-12.0%	Q4 2017
NVDANvidia Corp	$6.97M	0.68%	0.00%	-1.3%	Q4 2017
JJacobs Solutions Inc.	$6.97M	0.68%	0.05%	-15.0%	Q3 2022
DGXQuest Diagnostics Inc	$6.89M	0.67%	0.03%	+9.3%	Q2 2013
SBUXStarbucks Corp	$6.51M	0.64%	0.01%	+28.2%	Q4 2017
PGPROCTER & GAMBLE Co	$6.47M	0.63%	0.00%	-7.7%	Q2 2013
MDLZMondelez International, Inc.	$6.47M	0.63%	0.01%	-0.2%	Q2 2013
ORLYO Reilly Automotive Inc	$6.04M	0.59%	0.01%	+0.9%	Q3 2019
BMYBristol Myers Squibb Co	$5.59M	0.55%	0.00%	+4.3%	Q3 2019
WMWaste Management Inc	$5.48M	0.54%	0.01%	+1.4%	Q1 2019
MMM3m Co	$5.2M	0.51%	0.01%	+2.9%	Q1 2017
CLColgate Palmolive Co	$4.84M	0.47%	0.01%	-0.3%	Q2 2013
TRUTransUnion	$4.83M	0.47%	0.04%	-24.9%	Q2 2019

Q1 2026Reported Apr 16, 2026714 positions
GOOGLAlphabet Inc.	$23.6M	2.59%	0.00%	+0.8%	Q1 2017
AAPLApple Inc.	$21.9M	2.41%	0.00%	+1.6%	Q2 2013
MSFTMicrosoft Corp	$21M	2.31%	0.00%	-7.0%	Q2 2013
NOBLNoble International, Ltd.	$18.4M	2.03%	Not reported	-1.2%	Q1 2014
SYKStryker Corp	$17M	1.87%	0.01%	-0.2%	Q2 2013
CSCOCisco Systems, Inc.	$16.4M	1.80%	0.01%	+1.3%	Q2 2013
WMTWalmart Inc.	$16.2M	1.78%	0.00%	+0.9%	Q2 2013
JNJJohnson & Johnson	$15.9M	1.74%	0.00%	-7.2%	Q2 2013
VVisa Inc.	$15.1M	1.65%	0.00%	+0.6%	Q1 2016
MAMastercard Inc	$14M	1.53%	0.00%	+0.1%	Q2 2016
MCKMckesson Corp	$13.7M	1.50%	0.01%	-3.1%	Q3 2020
GWWW.W. Grainger, Inc.	$12.7M	1.40%	0.02%	+7.0%	Q4 2017
ABBVAbbVie Inc.	$12.6M	1.38%	0.00%	+13.1%	Q2 2013
BLKBlackRock, Inc.	$11.7M	1.28%	0.01%	+5.2%	Q3 2020
ABTAbbott Laboratories	$11.6M	1.27%	0.01%	-1.7%	Q2 2013
ECLEcolab Inc.	$11.4M	1.25%	0.02%	+1.4%	Q2 2013
LOWLowes Companies Inc	$10.9M	1.19%	0.01%	+7.8%	Q4 2017
AVGOBroadcom Inc.	$10.1M	1.11%	0.00%	0.0%	Q1 2019
DDominion Energy, Inc	$9.86M	1.08%	0.02%	+7.8%	Q4 2014
SYYSysco Corp	$9.82M	1.08%	0.03%	-1.0%	Q2 2013
PEPPepsico Inc	$9.73M	1.07%	0.00%	+5.2%	Q2 2013
GDGeneral Dynamics Corp	$9.71M	1.07%	0.01%	+7.3%	Q4 2017
SHWSherwin Williams Co	$9.71M	1.07%	0.01%	+1.8%	Q1 2016
AMGNAmgen Inc	$9.54M	1.05%	0.01%	+1.6%	Q1 2016
MCDMcdonalds Corp	$9.42M	1.03%	0.00%	+2.5%	Q2 2013
AZOAutozone Inc	$9.15M	1.00%	0.02%	+0.3%	Q3 2021
AFLAflac Inc	$8.54M	0.94%	0.02%	-0.2%	Q2 2013
JJacobs Solutions Inc.	$8.28M	0.91%	0.06%	-0.3%	Q3 2022
ORCLOracle Corp	$8.17M	0.90%	0.00%	-15.4%	Q2 2013
FASTFastenal Co	$8.03M	0.88%	0.02%	+5.0%	Q2 2018
KOCoca Cola Co	$7.54M	0.83%	0.00%	-1.8%	Q2 2013
JMSBJohn Marshall Bancorp, Inc.	$7.48M	0.82%	2.59%	-1.6%	Q1 2017
CVSCVS HEALTH Corp	$7.09M	0.78%	0.01%	+10.2%	Q2 2013
PGPROCTER & GAMBLE Co	$6.9M	0.76%	0.00%	+6.4%	Q2 2013
MDTMedtronic plc	$6.85M	0.75%	0.01%	+6.5%	Q2 2013
IBMInternational Business Machines Corp	$6.82M	0.75%	0.00%	-1.3%	Q2 2013
MDLZMondelez International, Inc.	$6.46M	0.71%	0.01%	-3.8%	Q2 2013
BALLBALL Corp	$6.37M	0.70%	0.04%	+45.4%	Q4 2017
UNPUnion Pacific Corp	$6.32M	0.69%	0.00%	+8.4%	Q4 2017
FISVFiserv Inc	$6.18M	0.68%	0.02%	-21.7%	Q2 2013
TRUTransUnion	$6.17M	0.68%	0.05%	-10.5%	Q2 2019
NVDANvidia Corp	$6.15M	0.68%	0.00%	-2.2%	Q4 2017
DISWalt Disney Co	$6.1M	0.67%	0.00%	-8.9%	Q2 2013
EFXEquifax Inc	$6.06M	0.67%	0.03%	-0.8%	Q2 2013
ORLYO Reilly Automotive Inc	$6M	0.66%	0.01%	-3.4%	Q3 2019
DGXQuest Diagnostics Inc	$5.83M	0.64%	0.03%	+0.7%	Q2 2013
UNHUnitedhealth Group Inc	$5.66M	0.62%	0.00%	-14.6%	Q4 2017
BMYBristol Myers Squibb Co	$5.64M	0.62%	0.00%	+29.2%	Q3 2019
WMWaste Management Inc	$5.57M	0.61%	0.01%	+5.1%	Q1 2019
HONHoneywell International Inc	$5.35M	0.59%	0.00%	+11.5%	Q4 2017

Q4 2025Reported Jan 20, 2026730 positions
MSFTMicrosoft Corp	$29.5M	3.21%	0.00%	+0.3%	Q2 2013
GOOGLAlphabet Inc.	$25.5M	2.77%	0.00%	-2.9%	Q1 2017
AAPLApple Inc.	$23.1M	2.51%	0.00%	-1.3%	Q2 2013
NOBLNoble International, Ltd.	$18.3M	1.99%	Not reported	+3.2%	Q1 2014
SYKStryker Corp	$18.2M	1.98%	0.01%	+1.1%	Q2 2013
VVisa Inc.	$17.4M	1.89%	0.00%	+3.4%	Q1 2016
CSCOCisco Systems, Inc.	$16.1M	1.75%	0.01%	-2.2%	Q2 2013
MAMastercard Inc	$15.9M	1.73%	0.00%	+2.1%	Q2 2016
JNJJohnson & Johnson	$14.5M	1.57%	0.00%	-1.8%	Q2 2013
WMTWalmart Inc.	$14.4M	1.56%	0.00%	+0.4%	Q2 2013
ABTAbbott Laboratories	$14.4M	1.56%	0.01%	+2.4%	Q2 2013
MCKMckesson Corp	$13.4M	1.46%	0.01%	-1.1%	Q3 2020
ORCLOracle Corp	$12.8M	1.39%	0.00%	-15.1%	Q2 2013
BLKBlackRock, Inc.	$12.3M	1.34%	0.01%	+4.4%	Q3 2020
ABBVAbbVie Inc.	$11.7M	1.27%	0.00%	+6.9%	Q2 2013
AVGOBroadcom Inc.	$11.3M	1.22%	0.00%	-4.8%	Q1 2019
ECLEcolab Inc.	$11.1M	1.21%	0.02%	+2.3%	Q2 2013
GWWW.W. Grainger, Inc.	$11M	1.20%	0.02%	-1.0%	Q4 2017
LOWLowes Companies Inc	$10.3M	1.12%	0.01%	+4.5%	Q4 2017
SYYSysco Corp	$10.2M	1.11%	0.03%	-1.4%	Q2 2013
SHWSherwin Williams Co	$9.64M	1.05%	0.01%	-1.8%	Q1 2016
FISVFiserv Inc	$9.49M	1.03%	0.03%	+5.1%	Q2 2013
AZOAutozone Inc	$9.16M	0.99%	0.02%	+5.6%	Q3 2021
MCDMcdonalds Corp	$9.03M	0.98%	0.00%	+2.5%	Q2 2013
GDGeneral Dynamics Corp	$8.88M	0.96%	0.01%	+6.0%	Q4 2017
AMGNAmgen Inc	$8.74M	0.95%	0.01%	+3.9%	Q1 2016
DDominion Energy, Inc	$8.67M	0.94%	0.02%	+5.3%	Q4 2014
JJacobs Solutions Inc.	$8.64M	0.94%	0.06%	+5.6%	Q3 2022
AFLAflac Inc	$8.6M	0.93%	0.02%	+2.5%	Q2 2013
PEPPepsico Inc	$8.55M	0.93%	0.00%	+9.5%	Q2 2013
TRUTransUnion	$8.55M	0.93%	0.05%	+11.1%	Q2 2019
IBMInternational Business Machines Corp	$8.44M	0.92%	0.00%	-1.5%	Q2 2013
UNHUnitedhealth Group Inc	$8.09M	0.88%	0.00%	+3.5%	Q4 2017
DISWalt Disney Co	$7.91M	0.86%	0.00%	+4.5%	Q2 2013
JMSBJohn Marshall Bancorp, Inc.	$7.49M	0.81%	2.64%	-4.2%	Q1 2017
EFXEquifax Inc	$7.36M	0.80%	0.03%	-6.9%	Q2 2013
MDTMedtronic plc	$7.13M	0.77%	0.01%	+8.6%	Q2 2013
CVSCVS HEALTH Corp	$7.11M	0.77%	0.01%	+24.8%	Q2 2013
KOCoca Cola Co	$7.06M	0.77%	0.00%	+1.3%	Q2 2013
NVDANvidia Corp	$6.73M	0.73%	0.00%	-14.2%	Q4 2017
FASTFastenal Co	$6.62M	0.72%	0.01%	+1.6%	Q2 2018
PGPROCTER & GAMBLE Co	$6.44M	0.70%	0.00%	-1.0%	Q2 2013
MDLZMondelez International, Inc.	$6.27M	0.68%	0.01%	-6.9%	Q2 2013
ORLYO Reilly Automotive Inc	$6.14M	0.67%	0.01%	+3.8%	Q3 2019
UNPUnion Pacific Corp	$5.56M	0.60%	0.00%	+6.4%	Q4 2017
WTRGEssential Utilities, Inc.	$5.17M	0.56%	0.05%	+5.4%	Q3 2020
DGXQuest Diagnostics Inc	$5.13M	0.56%	0.03%	+10.2%	Q2 2013
ADPAutomatic Data Processing Inc	$5.09M	0.55%	0.00%	-8.3%	Q4 2017
WMWaste Management Inc	$5.07M	0.55%	0.01%	+1.5%	Q1 2019
TROWPrice T Rowe Group Inc	$4.71M	0.51%	0.02%	-3.2%	Q2 2016

Q3 2025Reported Oct 9, 2025596 positions
MSFTMicrosoft Corp	$31.5M	3.40%	0.00%	-2.6%	Q2 2013
AAPLApple Inc.	$22M	2.37%	0.00%	+0.5%	Q2 2013
ORCLOracle Corp	$21.8M	2.35%	0.00%	-7.3%	Q2 2013
GOOGLAlphabet Inc.	$20.4M	2.20%	0.00%	-1.3%	Q1 2017
SYKStryker Corp	$19M	2.04%	0.01%	+0.2%	Q2 2013
NOBLNoble International, Ltd.	$17.6M	1.89%	Not reported	+4.4%	Q1 2014
FISVFiserv Inc	$17.3M	1.87%	0.02%	+2.7%	Q2 2013
VVisa Inc.	$16.4M	1.76%	0.00%	-2.2%	Q1 2016
MAMastercard Inc	$15.6M	1.68%	0.00%	+1.4%	Q2 2016
ABTAbbott Laboratories	$15M	1.62%	0.01%	+3.6%	Q2 2013
CSCOCisco Systems, Inc.	$14.6M	1.57%	0.01%	-0.4%	Q2 2013
WMTWalmart Inc.	$13.3M	1.43%	0.00%	0.0%	Q2 2013
JNJJohnson & Johnson	$13.2M	1.42%	0.00%	+8.6%	Q2 2013
BLKBlackRock, Inc.	$12.9M	1.39%	0.01%	+0.2%	Q3 2020
MCKMckesson Corp	$12.8M	1.38%	0.01%	+3.5%	Q3 2020
SYYSysco Corp	$11.6M	1.25%	0.03%	+1.3%	Q2 2013
ECLEcolab Inc.	$11.3M	1.22%	0.01%	+1.3%	Q2 2013
AVGOBroadcom Inc.	$11.3M	1.22%	0.00%	-3.2%	Q1 2019
ABBVAbbVie Inc.	$11.1M	1.20%	0.00%	+6.1%	Q2 2013
AZOAutozone Inc	$11M	1.18%	0.02%	+0.3%	Q3 2021
GWWW.W. Grainger, Inc.	$10.5M	1.13%	0.02%	+0.3%	Q4 2017
SHWSherwin Williams Co	$10.5M	1.13%	0.01%	+0.2%	Q1 2016
LOWLowes Companies Inc	$10.3M	1.11%	0.01%	+2.0%	Q4 2017
EFXEquifax Inc	$9.34M	1.01%	0.03%	+3.2%	Q2 2013
JJacobs Solutions Inc.	$9.25M	1.00%	0.05%	+8.9%	Q3 2022
MCDMcdonalds Corp	$8.76M	0.94%	0.00%	+1.2%	Q2 2013
DDominion Energy, Inc	$8.59M	0.93%	0.02%	+6.3%	Q4 2014
AFLAflac Inc	$8.5M	0.92%	0.01%	-0.5%	Q2 2013
GDGeneral Dynamics Corp	$8.49M	0.91%	0.01%	+5.3%	Q4 2017
UNHUnitedhealth Group Inc	$8.18M	0.88%	0.00%	+9.8%	Q4 2017
IBMInternational Business Machines Corp	$8.16M	0.88%	0.00%	-1.0%	Q2 2013
FASTFastenal Co	$7.96M	0.86%	0.01%	-2.2%	Q2 2018
NVDANvidia Corp	$7.85M	0.85%	0.00%	+7.3%	Q4 2017
MDLZMondelez International, Inc.	$7.81M	0.84%	0.01%	-2.4%	Q2 2013
JMSBJohn Marshall Bancorp, Inc.	$7.74M	0.83%	2.75%	-3.0%	Q1 2017
PEPPepsico Inc	$7.64M	0.82%	0.00%	+3.6%	Q2 2013
DISWalt Disney Co	$7.62M	0.82%	0.00%	+4.1%	Q2 2013
TRUTransUnion	$7.52M	0.81%	0.05%	+6.5%	Q2 2019
AMGNAmgen Inc	$7.25M	0.78%	0.00%	0.0%	Q1 2016
ORLYO Reilly Automotive Inc	$6.99M	0.75%	0.01%	-0.3%	Q3 2019
PGPROCTER & GAMBLE Co	$6.97M	0.75%	0.00%	-0.3%	Q2 2013
KOCoca Cola Co	$6.61M	0.71%	0.00%	-0.7%	Q2 2013
MDTMedtronic plc	$6.52M	0.70%	0.01%	+3.0%	Q2 2013
ADPAutomatic Data Processing Inc	$6.33M	0.68%	0.01%	-1.9%	Q4 2017
CVSCVS HEALTH Corp	$5.41M	0.58%	0.01%	+16.8%	Q2 2013
UNPUnion Pacific Corp	$5.34M	0.58%	0.00%	+8.0%	Q4 2017
DGXQuest Diagnostics Inc	$5.11M	0.55%	0.02%	+2.4%	Q2 2013
WTRGEssential Utilities, Inc.	$5.1M	0.55%	0.05%	+15.9%	Q3 2020
WMWaste Management Inc	$5.02M	0.54%	0.01%	+5.9%	Q1 2019
TROWPrice T Rowe Group Inc	$4.88M	0.53%	0.02%	+2.6%	Q2 2016

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