Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Torrey Growth & Income Advisors (CIK 2087822) reported $238.6M across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QCOM ($56.4M, 23.64%), NOW ($17.6M, 7.40%), AMD ($15.4M, 6.47%), PFE ($9.3M, 3.92%), AXP ($9.0M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QCOM | QUALCOMM INC | $56.4M | 23.64% | 442,890 | Trimmed |
| 2 | NOW | SERVICENOW INC | $17.6M | 7.40% | 166,455 | Trimmed |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $15.4M | 6.47% | 76,746 | Added |
| 4 | PFE | PFIZER INC | $9.3M | 3.92% | 332,667 | Added |
| 5 | AXP | AMERICAN EXPRESS CO | $9.0M | 3.76% | 29,956 | Trimmed |
| 6 | ORCL | ORACLE CORP | $8.5M | 3.58% | 59,872 | Trimmed |
| 7 | FAS | DIREXION SHARES ETF TRUST | $7.4M | 3.09% | 64,270 | Hold |
| 8 | AMZN | AMAZON COM INC | $7.2M | 3.01% | 34,807 | Added |
| 9 | SHOP | SHOPIFY INC | $6.8M | 2.87% | 59,219 | Added |
| 10 | LLY | ELI LILLY & CO | $4.8M | 2.02% | 5,247 | Hold |
| 11 | CRM | SALESFORCE INC | $4.6M | 1.91% | 24,440 | Added |
| 12 | WM | WASTE MGMT INC DEL | $3.9M | 1.62% | 16,915 | Added |
| 13 | LRCX | LAM RESEARCH CORP | $3.7M | 1.56% | 17,900 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $3.7M | 1.54% | 10,027 | Trimmed |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $3.5M | 1.48% | 24,835 | Trimmed |
| 16 | BSX | BOSTON SCIENTIFIC CORP | $3.3M | 1.39% | 52,698 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $3.0M | 1.25% | 17,468 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $2.9M | 1.22% | 2,946 | Added |
| 19 | SCMB | SCHWAB STRATEGIC TR | $2.6M | 1.11% | 103,690 | Trimmed |
| 20 | WMB | WILLIAMS COS INC | $2.4M | 0.99% | 32,343 | Trimmed |
| 21 | AAPL | APPLE INC | $2.3M | 0.95% | 9,069 | Added |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.89% | 42,687 | Trimmed |
| 23 | VRTX | VERTEX PHARMACEUTICALS INC | $2.1M | 0.88% | 4,710 | Trimmed |
| 24 | NVO | NOVO-NORDISK A S | $2.0M | 0.85% | 55,783 | Added |
| 25 | SOFI | SOFI TECHNOLOGIES INC | $2.0M | 0.83% | 126,027 | Added |
Source: SEC Form 13F filings · as of 2026-03-31