Torrey Growth & Income Advisors
•CIK: 2087822•Filing: Q4 2025
**Torrey Growth & Income Advisors** manages $288M across a diversified portfolio of 110 positions, executing a growth-oriented strategy with income considerations. The firm maintains significant exposure to technology leaders, notably holding $76.0M in QCOM and $25.7M in NOW. Further allocations include substantial positions in AMD ($16.4M), AXP ($12.6M), and ORCL ($12.0M). This concentrated approach signals conviction in established, high-potential market leaders.
Total AUM
$287.5M
QoQ Performance
-15.4%
Positions
107
Top 10 Concentration
64.0%
Latest Filing
Q4 2025
Top Holdings Allocation
QCOM
NOW
AMD
QCOM26.4%
NOW8.9%
AMD5.7%
AXP4.4%
ORCL4.2%
0DFC3.8%
SHOP3.3%
PFE2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology43.5%
Other37.5%
Financial6.6%
Healthcare5.6%
Consumer5.0%
ETF0.8%
Industrial0.4%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
+22 more exited positions
Changes from Q3 2025
NEW11 new positions
↑30 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025