StockDriftsStockDriftsTop 50 Torrey Growth & Income Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | 26.97% | 426.2K | $79.4M | -3.77%(-16.69K) | $162.81(+0.53%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 10.07% | 51.3K | $29.7M | -33.16%(-25.45K) | $151.97(+206.66%) | 2026-06-30 | |
| NOW | SERVICENOW INC | 5.56% | 167.9K | $16.4M | +0.86%(+1.43K) | $194.05(-34.71%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 3.41% | 29.7K | $10.1M | -0.70%(-209) | $325.57(+4.63%) | 2026-06-30 | |
| FAS | DIREXION SHARES ETF TRUST | 3.14% | 62.4K | $9.2M | -2.93%(-1.89K) | $173.25(+4.84%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.92% | 35.8K | $8.6M | +2.94%(+1.02K) | $219.55(+25.23%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 2.65% | 53.4K | $7.8M | -10.81%(-6.47K) | $249.93(-41.00%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.6% | 17.9K | $7.7M | +0.00%(+0) | $115.62(+171.94%) | 2026-06-30 | |
| PFE | PFIZER INC | 2.49% | 304.4K | $7.3M | -8.49%(-28.24K) | $25.09(+8.33%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.15% | 5.2K | $6.3M | +0.02%(+1) | $772.16(+59.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.35% |
| Top 20 Holdings Unweighted | — | — | — | — | -5.26% |
Torrey Growth & Income Advisors reports $294.47M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are QCOM (27.0%), AMD (10.1%) and NOW (5.6%). The top 20 holdings account for 75.21% of reported assets. Its disclosed equity book has returned +3.35% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Torrey Growth & Income Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2087822). View Torrey Growth & Income Advisors’s 13F filings on SEC