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Portfolio (Quarterly) Guide ↗

Torrey Growth & Income Advisors

· CIK 0002087822
13F Portfolio $294M AUM 108 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 17 Added 49 Reduced 15 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UAL UNITED AIRLS HLDGS INC Industrials 2,410.0 $330K 0.11% -600.0 -19.9% $137.09 -23.7%
42 CVS CVS HEALTH CORP Healthcare 3,100.0 $322K 0.11% -2K -34.2% $103.85 -6.0%
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 629.0 $295K 0.10% -16.0 -2.5% $468.97 -11.7%
44 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 16,915.0 $292K 0.10% -5K -23.1% $17.25 -9.9%
45 T AT&T INC Communication Services 13,704.0 $286K 0.10% -2K -13.7% $20.84 +24.8%
46 WTI W & T OFFSHORE INC Energy 83,755.0 $271K 0.09% -65K -43.6% $3.24 +18.8%
47 BHP BHP BILLITON LIMITED Basic Materials 2,830.0 $235K 0.08% -700.0 -19.8% $82.87 +12.0%
48 TJX TJX COS INC NEW Consumer Cyclical 1,406.0 $214K 0.07% -30.0 -2.1% $151.91 -12.3%
49 COMSTOCK INC 34,886.0 $146K 0.05% -2K -4.7% $4.18
Page 3 of 3  ·  49 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 71.4%
Healthcare 9.7%
Financial Services 6.9%
Consumer Cyclical 3.9%
Industrials 2.6%
Consumer Defensive 2.1%
Energy 1.7%
Communication Services 1.2%
Basic Materials 0.3%
Utilities 0.2%