Torrey Growth & Income Advisors: 13F holdings
CIK 20878222026Q2
| Positions | 108 |
|---|
| Reported value | $294.5m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 108 (-2 vs prior quarter) |
|---|
| Reported value | $294.5m (+23.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QCOM QUALCOMM INC | 426,198 | $79.4m | 27.0% |
| AMD ADVANCED MICRO DEVICES INC | 51,296 | $29.7m | 10.1% |
| NOW SERVICENOW INC | 167,880 | $16.4m | 5.6% |
| AXP AMERICAN EXPRESS CO | 29,747 | $10.1m | 3.4% |
| FAS DIREXION SHARES ETF TRUST | 62,385 | $9.2m | 3.1% |
| AMZN AMAZON COM INC | 35,829 | $8.6m | 2.9% |
| ORCL ORACLE CORP | 53,400 | $7.8m | 2.7% |
| LRCX LAM RESEARCH CORP | 17,900 | $7.7m | 2.6% |
| PFE PFIZER INC | 304,431 | $7.3m | 2.5% |
| LLY ELI LILLY & CO | 5,248 | $6.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2087822")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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