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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW Consumer Cyclical 1,436.0 $226K 0.10% $157.34 -1.6%
102 KO COCA COLA CO Consumer Defensive 2,900.0 $220K 0.09% $75.76 +6.3%
103 EPD ENTERPRISE PRODS PARTNERS L Energy 5,600.0 $216K 0.09% NEW $38.63 -3.0%
104 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 645.0 $212K 0.09% NEW $328.45 +28.9%
105 ITW ILLINOIS TOOL WKS INC Industrials 800.0 $205K 0.09% NEW $256.08 -2.7%
106 JPM JPMORGAN CHASE & CO Financial Services 692.0 $200K 0.08% +15.0 +2.2% $289.35 +2.4%
107 PATH UIPATH INC Technology 12,310.0 $137K 0.06% +200.0 +1.6% $11.15 +7.4%
108 COMSTOCK INC 36,613.0 $111K 0.05% +7K +25.1% $3.03
109 SPRO SPERO THERAPEUTICS INC Healthcare 17,025.0 $38K 0.02% $2.21 +33.7%
110 BIOATLA INC 15,687.0 $2K 0.00% $0.15
Page 6 of 6  ·  110 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%