account_balance
Investment manager · 13F filer · SEC CIK 2087822
Torrey Growth & Income Advisors
Reported value$297Mas of Sep 30, 2026
Positions113 13 new, 8 sold out
Top 10 weight62.7%QCOM alone is 26%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QCOMQualcomm Inc
26.4%
AMDAdvanced Micro Devices Inc
10.3%
NOWServiceNow, Inc.
7.3%Trimmed −3%
AXPAmerican Express Co
3.1%
FASDirexion Shares ETF Trust
3.0%
AMZNAmazon.com Inc
3.0%
PFEPfizer Inc
2.9%
ORCLOracle Corp
2.7%Added +9%
LLYELI Lilly & Co
2.1%
LRCXLam Research Corp
2.0%
SHOPShopify Inc.
1.9%
MSFT1.8%QCOMQualcomm Inc
26.4%
AMDAdvanced Micro Devices Inc
10.3%
NOWServiceNow, Inc.
7.3%Trimmed −3%
AXP3.1%FAS3.0%
AMZN3.0%PFE2.9%ORCL2.7%LLY2.1%LRCXMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QCOM Qualcomm Inc 26.4% HeldAMD Advanced Micro Devices Inc 10.3% HeldNOW ServiceNow, Inc. 7.3% Trimmed −3%AXP American Express Co 3.1% Held
FAS Direxion Shares ETF Trust 3.0% Held
AMZN Amazon.com Inc 3.0% HeldPFE Pfizer Inc 2.9% HeldORCL Oracle Corp 2.7% Added +9%LLY ELI Lilly & Co 2.1% HeldLRCX Lam Research Corp 2.0% HeldSHOP Shopify Inc. 1.9% HeldMSFT Microsoft Corp 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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