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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FIGS FIGS INC Consumer Cyclical 2,250.0 $447K 0.19% NEW $198.56 -93.7%
2 IMMUNITYBIO INC 55,450.0 $405K 0.17% NEW $7.30
3 NEBIUS GROUP N.V. 3,427.0 $337K 0.14% NEW $98.41
4 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 21,985.0 $321K 0.13% NEW $14.59 +1.3%
5 EPD ENTERPRISE PRODS PARTNERS L Energy 5,600.0 $216K 0.09% NEW $38.63 -2.3%
6 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 645.0 $212K 0.09% NEW $328.45 +26.8%
7 ITW ILLINOIS TOOL WKS INC Industrials 800.0 $205K 0.09% NEW $256.08 -3.4%

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%