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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 2,900.0 $238K 0.08% $82.00 +7.3%
102 BHP BHP BILLITON LIMITED Basic Materials 2,830.0 $235K 0.08% -700.0 -19.8% $82.87 +12.0%
103 JPM JPMORGAN CHASE & CO Financial Services 692.0 $228K 0.08% $329.17 +7.8%
104 HD HOME DEPOT INC Consumer Cyclical 610.0 $215K 0.07% NEW $352.73 -9.3%
105 ITW ILLINOIS TOOL WKS INC Industrials 800.0 $214K 0.07% $268.02 +0.7%
106 TJX TJX COS INC NEW Consumer Cyclical 1,406.0 $214K 0.07% -30.0 -2.1% $151.91 -12.3%
107 EPD ENTERPRISE PRODS PARTNERS L 5,600.0 $207K 0.07% $36.98
108 COMSTOCK INC 34,886.0 $146K 0.05% -2K -4.7% $4.18
Page 6 of 6  ·  108 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%