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Portfolio (Quarterly) Guide ↗

Torrey Growth & Income Advisors

· CIK 0002087822
13F Portfolio $288M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New
Page 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MO ALTRIA GROUP INC Consumer Defensive 3,800.0 $219K 0.08% NEW $57.66 +24.8%
102 JPM JPMORGAN CHASE & CO. Financial Services 677.0 $218K 0.08% NEW $322.24 -7.9%
103 GOOG ALPHABET INC Communication Services 684.0 $215K 0.07% NEW $313.85 +23.0%
104 BHP BHP GROUP LTD Basic Materials 3,530.0 $213K 0.07% NEW $60.37 +45.4%
105 DIS DISNEY WALT CO Communication Services 1,835.0 $209K 0.07% NEW $113.77 -8.8%
106 KO COCA COLA CO Consumer Defensive 2,900.0 $203K 0.07% NEW $69.91 +15.0%
107 PATH UIPATH INC Technology 12,110.0 $198K 0.07% NEW $16.39 -29.3%
108 COMSTOCK INC 29,269.0 $110K 0.04% NEW $3.76
109 SPRO SPERO THERAPEUTICS INC Healthcare 17,025.0 $40K 0.01% NEW $2.33 +24.5%
110 BIOATLA INC 15,687.0 $9K 0.00% NEW $0.57
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 67.1%
Healthcare 11.9%
Financial Services 8.2%
Consumer Cyclical 4.0%
Industrials 2.4%
Consumer Defensive 2.2%
Communication Services 2.0%
Energy 1.7%
Basic Materials 0.3%
Utilities 0.2%