Stock Taper 
TOTH FINANCIAL ADVISORY CORP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransDigm Group Incorporated | TDG | 47 | $62.61K |
 Versant Media Group, Inc. Class A | VSNT | 49 | $1.76K |
 IREN Limited | IREN | 50 | $2.29K |
 United Therapeutics Corporation | UTHR | 50 | $27.09K |
 Grupo Aeroportuario del Sureste, S. A. B. de C. V. | ASR | 50 | $15.34K |
 Lumentum Holdings Inc. | LITE | 50 | $42.9K |
 Baker Hughes Company | BKR | 50 | $2.77K |
 Digital Realty Trust, Inc. | DLR | 50 | $8.98K |
 Live Nation Entertainment, Inc. | LYV | 50 | $9.16K |
 Amrize Ltd | AMRZ | 50 | $2.67K |
 Edwards Lifesciences Corporation | EW | 50 | $4.52K |
 Voyager Technologies, Inc. | VOYG | 50 | $1.61K |
 Owens Corning | OC | 50 | $7.95K |
 CAVA Group, Inc. | CAVA | 50 | $3.92K |
 Sensata Technologies Holding plc | ST | 50 | $2.39K |
 Slb N.V. | SLB | 50 | $2.33K |
 STMicroelectronics N.V. | STM | 50 | $3.75K |
 Brookfield Infrastructure Partners L.P. | BIP | 50 | $1.82K |
 Booking Holdings Inc. | BKNG | 50 | $8.91K |
 Samsara Inc. | IOT | 50 | $1.62K |