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CIK: 0002087822
Total reported value
$294.5M
$294.5M
126 檔
57.6%
As reported in its official Q3 2025 Form 13F filing, Torrey Growth & Income Advisors's tracked investment portfolio stood at $294.5M with 126 total positions.
During Q3 2025, Torrey Growth & Income Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm Inc | Stock-Tech | 25.78% | +3.33% | — | |
| 2 | NOW | Servicenow Inc | Stock-Tech | 10.45% | -1.84% | — | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 5.29% | -0.93% | — | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 4.40% | +3.60% | — | |
| 5 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-Other | 4.05% | +0.05% | — | |
| 6 | AXP | American Express Co | Stock-Financials | 3.77% | -0.35% | — | |
| 7 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.67% | -1.43% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | -0.09% | — | |
| 9 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.92% | -1.06% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.21% | — | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.46% | -0.01% | — | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.43% | -0.53% | — | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.41% | -0.86% | — | |
| 14 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.33% | -0.65% | — | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 1.28% | -1.43% | — | |
| 16 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 1.20% | -0.34% | — | |
| 17 | SMCI | Super Micro Computer Inc | Stock-Tech | 1.18% | +0.02% | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.13% | — | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.02% | -0.25% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.08% | — | |
| 21 | U | Unity Software Inc | Stock-Tech | 0.94% | -0.08% | — | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.92% | -0.40% | — | |
| 23 | MRVL | Marvell Technology Inc | Stock-Tech | 0.90% | +1.14% | — | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 0.88% | -0.21% | — | |
| 25 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.87% | -0.04% | — | |
| 26 | GE | General Electric | Stock-Industrials | 0.77% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.11% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.22% | — | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.74% | +1.04% | — | |
| 30 | VCEL | Vericel CORP | Stock-Other | 0.72% | -0.03% | — | |
| 31 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.69% | -0.05% | — | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.62% | -0.09% | — | |
| 33 | CLX | Clorox Company | Stock-Consumer Staples | 0.61% | -0.29% | EXIT | |
| 34 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.52% | -0.16% | — | |
| 35 | FIG | Figma Inc-cl A | Stock-Other | 0.47% | -0.19% | — | |
| 36 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.46% | — | — | |
| 37 | EXK | Exact Sciences CORP | Stock-Materials | 0.44% | — | — | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.41% | -0.07% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | -0.02% | — | |
| 40 | SHLS | Shoals Technologies Group -a | Stock-Other | 0.39% | +0.10% | — | |
| 41 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.38% | -0.13% | EXIT | |
| 42 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.37% | -0.64% | EXIT | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | -0.11% | EXIT | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.04% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.04% | — | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.32% | -0.30% | — | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.29% | +0.08% | — | |
| 48 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.27% | -0.06% | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | -0.02% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.03% | — |
According to official SEC Form 13F filings, Torrey Growth & Income Advisors reported a total U.S. public equity portfolio value of $294.5M across 126 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QCOM, NOW, ORCL) accounted for 57.6% of total reported equity market value during Q3 2025.
During Q3 2025, Torrey Growth & Income Advisors's top holdings by market value included QCOM (25.8%)、NOW (10.4%)、ORCL (5.3%). The largest single position, QCOM, represented 25.8% of total portfolio value.
In Q3 2025, Torrey Growth & Income Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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