Torrey Growth & Income Advisors
Torrey Growth & Income Advisors reported 108 stocks worth $294M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are QCOM (27.0%), AMD (10.1%) and NOW (5.6%). Compared with Q1 2026, the fund opened new positions in GFS, EXTR and WOLF, added to NOW, AMZN and MRVL, trimmed QCOM, AMD and AXP and sold out of TTD, CLX and NKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QCOM Qualcomm Inc | $79.4M | 27.0% | 426K | −17K (−4%) | 4 of 4 | |
| 2 |  AMD Advanced Micro Devices Inc | $29.7M | 10.1% | 51K | −25K (−33%) | 4 of 4 | |
| 3 |  NOW Servicenow Inc | $16.4M | 5.6% | 168K | +1,425 (+1%) | 4 of 4 | |
| 4 |  AXP American Express Co | $10.1M | 3.4% | 30K | −209 (−1%) | 4 of 4 | |
| 5 |  FAS Direxion Shs ETF TR D | $9.2M | 3.1% | 62K | −1,885 (−3%) | 4 of 4 | |
| 6 |  AMZN Amazon Com Inc | $8.6M | 2.9% | 36K | +1,022 (+3%) | 4 of 4 | |
| 7 |  ORCL Oracle Corp | $7.8M | 2.6% | 53K | −6,472 (−11%) | 4 of 4 | |
| 8 |  LRCX Lam Research Corp | $7.7M | 2.6% | 18K | No change | 4 of 4 | |
| 9 |  PFE Pfizer Inc | $7.3M | 2.5% | 304K | −28K (−8%) | 4 of 4 | |
| 10 |  LLY Eli Lilly & Co | $6.3M | 2.1% | 5,248 | No change | 4 of 4 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TTD The Trade Desk Inc | $1.5M | 67K |
 CLX Clorox Co Del | $702K | 6,951 |
 NKE Nike Inc | $574K | 11K |
 MRNA Moderna Inc | $461K | 9,350 |
 HLN Haleon PLC Spon Ads | $456K | 45K |
🔒 Free account: see all 15.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Torrey Growth & Income Advisors 13F FAQ
What does Torrey Growth & Income Advisors own?
Torrey Growth & Income Advisors reported 108 stocks worth $294M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are QCOM (27.0%), AMD (10.1%) and NOW (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Torrey Growth & Income Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 20 added to, 51 trimmed and 15 sold out. New positions include GFS, EXTR and WOLF. It sold all of TTD, CLX and NKE.
When will Torrey Growth & Income Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Torrey Growth & Income Advisors's portfolio worth?
The Q2 2026 filing reports $294M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.