Torrey Growth & Income Advisors holds a focused book of 108 stocks worth $294.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Globalfoundries Inc and trimmed Qualcomm Inc. Their largest long position is Qualcomm Inc at 27% of the equity book. Cloning the disclosed picks since 2025 would be +3% (+3.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2087822/holdings"
Use Arkolith to show Torrey Growth & Income Advisors's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Torrey Growth & Income Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Torrey Growth & Income Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $138.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $128.9B |
| UBS Group AG | 80 / 80 | $127.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.1B |
| MORGAN STANLEY | 79 / 80 | $481.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $436.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $306.5B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79 / 80 | $26.5B |
Ranked by how many of Torrey Growth & Income Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Qualcomm Inc COM | $79.4M | 426.2K | 27.0% | ▼−3.8% Reduced · −17K sh | |
| 2 | Advanced Micro Devices Inc COM | $29.7M | 51.3K | 10.1% | ▼−33% Reduced · −25K sh | |
| 3 | Servicenow Inc COM | $16.4M | 167.9K | 5.6% | ▲+0.8% Added · +1K sh | |
| 4 | American Express Co COM | $10.1M | 29.7K | 3.4% | ▼−0.7% Reduced · −209 sh | |
| 5 | Direxion Shares ETF Trust DAILY FINANCIAL | $9.2M | 62.4K | 3.1% | ▼−2.9% Reduced · −2K sh | |
| 6 | Amazon Com Inc COM | $8.6M | 35.8K | 2.9% | ▲+2.9% Added · +1K sh | |
| 7 | Oracle Corp COM | $7.8M | 53.4K | 2.7% | ▼−11% Reduced · −6K sh | |
| 8 | Lam Research Corp COM NEW | $7.7M | 17.9K | 2.6% | —Held | |
| 9 | Pfizer Inc COM | $7.3M | 304.4K | 2.5% | ▼−8.5% Reduced · −28K sh | |
| 10 | Eli Lilly & Co COM | $6.3M | 5.2K | 2.2% | ▲~0% Added · +1 sh | |
| 11 | Marvell Technology Inc COM | $5.4M | 18.1K | 1.8% | ▲+3.4% Added · +592 sh | |
| 12 | Shopify Inc CL A SUB VTG SHS | $4.2M | 37.1K | 1.4% | ▼−37% Reduced · −22K sh | |
| 13 | Globalfoundries Inc ORDINARY SHARES | $4.2M | 52.0K | 1.4% | ▲New New position | |
| 14 | Salesforce Inc COM | $4.1M | 26.2K | 1.4% | ▲+7.3% Added · +2K sh | |
| 15 | Microsoft Corp COM | $3.9M | 10.5K | 1.3% | ▲+5.1% Added · +513 sh | |
| 16 | Waste Mgmt Inc Del COM | $3.8M | 16.9K | 1.3% | —Held | |
| 17 | Extreme Networks Inc COM | $3.8M | 116.0K | 1.3% | ▲New New position | |
| 18 | Nvidia Corporation COM | $3.5M | 17.4K | 1.2% | ▼−0.2% Reduced · −39 sh | |
| 19 | Navitas Semiconductor Corp COM | $3.3M | 186.6K | 1.1% | ▲+24% Added · +36K sh | |
| 20 | Costco Wholesale Corporation COM | $3.0M | 3.1K | 1.0% | ▲+6.8% Added · +200 sh | |
| 21 | Wolfspeed Inc COMMON STOCK | $2.7M | 53.1K | 0.9% | ▲New New position | |
| 22 | Novo-Nordisk A S ADR | $2.6M | 55.0K | 0.9% | ▼−1.4% Reduced · −777 sh | |
| 23 | Apple Inc COM | $2.5M | 8.6K | 0.8% | ▼−5.2% Reduced · −474 sh | |
| 24 | Sofi Technologies Inc COM | $2.3M | 130.8K | 0.8% | ▲+3.8% Added · +5K sh | |
| 25 | Vertex Pharmaceuticals Inc COM | $2.3M | 4.7K | 0.8% | —Held | |
| 26 | Bank Of Amer Corp COM | $2.3M | 40.7K | 0.8% | ▲+2.6% Added · +1K sh | |
| 27 | Williams Cos Inc COM | $2.3M | 30.2K | 0.8% | ▼−6.5% Reduced · −2K sh | |
| 28 | Figma Inc CLASS A COM STK | $1.9M | 104.4K | 0.6% | ▲+10% Added · +10K sh | |
| 29 | Unity Software Inc COM | $1.9M | 65.7K | 0.6% | ▼−16% Reduced · −13K sh | |
| 30 | Palantir Technologies Inc CL A | $1.8M | 15.4K | 0.6% | ▼−38% Reduced · −9K sh | |
| 31 | Uber Technologies Inc COM | $1.7M | 23.4K | 0.6% | ▼−16% Reduced · −5K sh | |
| 32 | Shoals Technologies Group In CL A | $1.7M | 170.6K | 0.6% | ▼−2.9% Reduced · −5K sh | |
| 33 | Vericel Corp COM | $1.7M | 38.3K | 0.6% | ▼−14% Reduced · −6K sh | |
| 34 | Photronics Inc COM | $1.7M | 51.8K | 0.6% | ▲New New position | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.5% | ▲~0% Added · +1 sh | |
| 36 | Verizon Communications Inc COM | $1.4M | 33.5K | 0.5% | ▼−22% Reduced · −9K sh | |
| 37 | Schwab Strategic TR MUN BD ETF | $1.4M | 52.7K | 0.5% | ▼−49% Reduced · −51K sh | |
| 38 | Fatpipe Inc Ut COM | $1.3M | 210.4K | 0.5% | ▲New New position | |
| 39 | Snowflake Inc COM SHS | $1.2M | 4.8K | 0.4% | ▼−11% Reduced · −600 sh | |
| 40 | Intellia Therapeutics Inc COM | $1.2M | 70.7K | 0.4% | ▲+0.2% Added · +122 sh | |
| 41 | Super Micro Computer Inc COM NEW | $1.1M | 38.8K | 0.4% | ▼−5.1% Reduced · −2K sh | |
| 42 | Himax Technologies Inc SPONSORED ADR | $1.1M | 71.2K | 0.4% | ▲New New position | |
| 43 | Abbvie Inc COM | $1.1M | 4.3K | 0.4% | ▲~0% Added · +1 sh | |
| 44 | Boeing Co COM | $1.1M | 4.9K | 0.4% | ▲+4.3% Added · +200 sh | |
| 45 | Immunitybio Inc COM | $1.0M | 118.9K | 0.3% | ▲+114% Added · +63K sh | |
| 46 | Tempus AI Inc CL A | $1.0M | 17.9K | 0.3% | ▼−52% Reduced · −20K sh | |
| 47 | Darden Restaurants Inc COM | $1.0M | 4.9K | 0.3% | —Held | |
| 48 | International Business Machs COM | $983K | 3.5K | 0.3% | ▼−5.4% Reduced · −200 sh | |
| 49 | Micron Technology Inc COM | $971K | 837 | 0.3% | ▼−1.4% Reduced · −12 sh | |
| 50 | Ishares TR CORE S&P500 ETF | $969K | 1.3K | 0.3% | ▼−2.9% Reduced · −38 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.