Long-term investor
Toth Financial Advisory Corp. @tothfinancialadvisorycor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000866780).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months -2.6% · 1 year +2.7% · all +2.7%
- Max drawdown -9.5% · Sharpe -0.20 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 2.8% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- CSCO · 2.4% · long · since 2025-06-30
- QLD · 2.3% · long · since 2025-06-30
- SOXX · 2.3% · long · since 2025-06-30
- REGL · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- NOBL · 1.9% · long · since 2025-06-30
- XLK · 1.8% · long · since 2025-06-30
- V · 1.7% · long · since 2025-06-30
- GWW · 1.6% · long · since 2025-06-30
- JNJ · 1.6% · long · since 2025-06-30