Institutions / Torrey Growth & Income Advisors
Torrey Growth & Income Advisors
CIK 2087822 · Institution · as of Dec 31, 2025
Portfolio value
$287.54M
Positions
110
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 110 →
| Company | Value | % of portfolio |
|---|---|---|
| Qualcomm INC/DE | $76.05M | 26.4% |
| ServiceNow Inc | $25.65M | 8.9% |
| Advanced Micro Devices Inc | $16.40M | 5.7% |
| American Express Co | $12.57M | 4.4% |
| Oracle Corp | $11.97M | 4.2% |
| Direxion Shs ETF Tr | $10.82M | 3.8% |
| Shopify Inc | $9.47M | 3.3% |
| Pfizer Inc | $7.82M | 2.7% |
| Amazon.com Inc | $7.68M | 2.7% |
| ELI LILLY & Co | $5.64M | 2.0% |
| Microsoft Corp | $4.81M | 1.7% |
| Boston Scientific Corp | $4.66M | 1.6% |
| Salesforce Inc | $4.38M | 1.5% |
| Waste Management Inc | $3.72M | 1.3% |
| Unity Software Inc. | $3.55M | 1.2% |
| Figma, Inc.FIG | $3.52M | 1.2% |
| NVIDIA Corp | $3.27M | 1.1% |
| Lam Research Corp | $3.24M | 1.1% |
| SoFi Technologies, Inc. | $3.04M | 1.1% |
| Schwab Strategic Tr | $2.89M | 1.0% |
| Tempus AI, Inc. | $2.52M | 0.9% |
| Williams Cos Inc/The | $2.42M | 0.8% |
| Apple Inc. | $2.40M | 0.8% |
| Costco Wholesale Corp /New | $2.37M | 0.8% |
| Uber Technologies, Inc | $2.28M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.