Stock Taper

TOTH FINANCIAL ADVISORY CORP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Shoals Technologies Group, Inc.SHLS200$1.98K
DXP Enterprises, Inc.DXPE200$33.75K
XPO Logistics, Inc.XPO200$41.06K
Redwire CorpRDW200$2.45K
Kratos Defense & Security Solutions, Inc.KTOS200$9.97K
Royal Bank of CanadaRY200$41.39K
Dow Inc.DOW200$5.47K
Applied Industrial Technologies, Inc.AIT204$68.98K
Huntington Ingalls Industries, Inc.HII205$57.38K
Carvana Co.CVNA205$13.49K
Royal Caribbean Cruises Ltd.RCL208$66.18K
McGrath RentCorpMGRC209$25.25K
ServiceTitan, Inc.TTAN210$14.85K
Royal Gold, Inc.RGLD210$41.9K
Albemarle CorporationALB214$28.88K
Trane Technologies plcTT216$106.09K
Airbnb, Inc.ABNB217$31.05K
Dell Technologies Inc.DELL219$94.49K
FedEx CorporationFDX224$70.14K
Tempus AI, Inc.TEM225$13.04K