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Portfolio (Quarterly) Guide ↗

Torrey Growth & Income Advisors

· CIK 0002087822
13F Portfolio $239M AUM 110 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 26 Added 25 Reduced 7 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 1,399.0 $394K 0.17% +257.0 +22.5% $281.30 +38.3%
22 CADL CANDEL THERAPEUTICS INC Healthcare 67,148.0 $318K 0.13% +398.0 +0.6% $4.73 +72.6%
23 BERKSHIRE HATHAWAY INC DEL 623.0 $297K 0.12% +28.0 +4.7% $477.06
24 JPM JPMORGAN CHASE & CO Financial Services 692.0 $200K 0.08% +15.0 +2.2% $289.35 +2.8%
25 PATH UIPATH INC Technology 12,310.0 $137K 0.06% +200.0 +1.6% $11.15 +6.3%
26 COMSTOCK INC 36,613.0 $111K 0.05% +7K +25.1% $3.03
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 63.4%
Healthcare 13.4%
Financial Services 7.5%
Consumer Cyclical 4.9%
Industrials 3.1%
Consumer Defensive 2.9%
Communication Services 2.1%
Energy 2.1%
Basic Materials 0.3%
Utilities 0.3%