Portfolio Shifts Toward Smaller Caps
Toth Financial Expands Mid-Cap ETF Holdings and Increases Hershey Stake in Q2
Anonymous
Key Points
1
Toth Financial Advisory Corp added 3,317 shares to its MDY position in Q2, bringing total MDY holdings to 4,183 shares worth about $2.94 million.
2
iShares Russell 2000 ETF (IWM) opened at $295.75 per share on Friday, providing context for its near-term price movement alongside Toth's 22% increase in holdings to 10,389 shares.
3
Hershey (HSY) dividend details: Hershey declared a quarterly dividend of $1.452 per share, with an ex-dividend date of Aug. 14 and an annualized dividend of about $5.81 (yield ~3.2%), aligning with its added stake of 4,005 shares to 12,512.
4
Sysco remains a relatively small portion of the portfolio, comprising about 1.0% of holdings and ranked as Toth's 24th biggest position, despite the 7.8% reduction that shaved 10,754 shares this quarter.
Toth Financial Advisory Corp shifted its portfolio strategy in Q2, aggressively expanding mid- and small-cap ETF exposure while trimming some mature holdings. The firm boosted its MDY position by 383% to 4,183 shares worth $2.94 million and raised IWM holdings 22% to 10,389 shares valued at $3.12 million, according to WatchlistNews.
The advisory firm also increased its Hershey stake by 47.1%, adding 4,005 shares to reach 12,512 shares worth $2.20 million. At the same time, Toth reduced its Sysco position by 7.8%, selling 10,754 shares but keeping 126,900 shares valued at $10.61 million. The moves signal a deliberate tilt toward smaller companies and consumer staples.
MDY and IWM Surge as Small-Cap Bet Deepens
Toth's most dramatic move was its massive 383% surge in MDY holdings, adding 3,317 shares in a single quarter. The fund now owns 4,183 shares of the iShares S&P MidCap 400 ETF, a significant commitment to mid-sized American companies. This mirrors a broader pattern: the firm also lifted IWM, the iShares Russell 2000 ETF, by 22% to 10,389 shares, according to WatchlistNews.
The IWM position alone is worth roughly $3.12 million at recent prices. These moves suggest Toth believes smaller companies offer better growth potential than large-cap stocks. The dual expansion into both mid-cap and small-cap ETFs reflects conviction that these segments will outperform in the near term.
Hershey Gets a Bigger Piece of the Portfolio
Toth increased its Hershey (HSY) stake by 47.1% in Q2, adding 4,005 new shares to bring the total to 12,512 shares worth approximately $2.20 million. The move signals growing appetite for established consumer staples companies. Hershey pays investors a quarterly dividend of $1.452 per share, roughly a 3.2% annual yield based on recent prices, according to WatchlistNews.
Sysco Trimmed Despite Remaining a Core Holding
Toth pared its Sysco position by 7.8%, selling 10,754 shares to leave 126,900 shares valued at $10.61 million. The reduction is modest relative to the overall stake. Sysco remains Toth's 24th largest position and accounts for about 1.0% of all holdings, per WatchlistNews. The trim suggests the firm wanted to rebalance rather than abandon the food distributor entirely.
Broader Strategy Signals Confidence in Smaller Stocks
Beyond the headline moves, Toth boosted other holdings in Q2. The firm raised its ATI Inc. position by 124.4% to 5,609 shares and lifted MSCI Inc. by 105.2% to 7,257 shares, according to WatchlistNews filings. Meanwhile, it cut its Automatic Data Processing stake by 29.7%, reducing exposure to business services in favor of materials and technology.
The pattern is clear: Toth is rotating capital into smaller, cheaper companies and away from large, mature businesses. ETF purchases in MDY and IWM provide diversified small-cap and mid-cap exposure, while individual stock picks like Hershey and ATI add targeted bets on specific sectors.
Sentiment
Mostly PositiveNEGATIVENEUTRALPOSITIVE
Publishers
29
Articles
16
Reach
45
A
AnonymousAuthor
