Torrey Growth & Income Advisors Top Holdings and 13F Report (2026) About Torrey Growth & Income AdvisorsInvestment ActivityTorrey Growth & Income Advisors has $297.02 million in total holdings as of September 30, 2026.Torrey Growth & Income Advisors owns shares of 113 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.36% of the portfolio was purchased this quarter.About 3.47% of the portfolio was sold this quarter.This quarter, Torrey Growth & Income Advisors has purchased 108 new stocks and bought additional shares in 32 stocks.Torrey Growth & Income Advisors sold shares of 47 stocks and completely divested from 8 stocks this quarter.Largest Holdings Qualcomm $78,492,044Advanced Micro Devices $30,644,560ServiceNow $21,604,290American Express $9,068,922Direxion Daily Financial Bull 3X ETF $8,950,014 Largest New Holdings this Quarter 78464A870 - SPDR S&P Biotech ETF $765,342 Holding78468R556 - SPDR S&P Oil & Gas Exploration & Production ETF $403,493 Holding110122108 - Bristol Myers Squibb $376,613 Holding81369Y209 - Health Care Select Sector SPDR Fund $357,707 Holding683344105 - Onto Innovation $330,804 Holding Largest Purchases this Quarter SPDR S&P Biotech ETF 4,856 shares (about $765.34K)Oracle 5,000 shares (about $686.56K)Photronics 20,981 shares (about $645.59K)SPDR S&P Oil & Gas Exploration & Production ETF 2,250 shares (about $403.49K)Bristol Myers Squibb 5,916 shares (about $376.61K) Largest Sales this Quarter Salesforce 4,299 shares (about $995.54K)SUPER MICRO COMPUTER INC 18,285 shares (about $743.88K)Atlassian 4,100 shares (about $739.87K)ServiceNow 5,430 shares (about $722.14K)TEMPUS AI INC 7,450 shares (about $628.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTorrey Growth & Income Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQCOMQualcomm$78,492,044$475,997 ▼-0.6%423,62926.4%TechnologyAMDAdvanced Micro Devices$30,644,560$301,034 ▼-1.0%50,79710.3%TechnologyNOWServiceNow$21,604,290$722,138 ▼-3.2%162,4507.3%TechnologyAXPAmerican Express$9,068,922$33,660 ▼-0.4%29,6373.1%FinanceFASDirexion Daily Financial Bull 3X ETF$8,950,014$57,756 ▼-0.6%61,9853.0%ETFAMZNAmazon.com$8,921,013$59,403 ▼-0.7%35,5923.0%Consumer DiscretionaryPFEPfizer$8,636,019$78,318 ▼-0.9%301,6952.9%HealthcareORCLOracle$8,019,027$686,561 ▲9.4%58,4002.7%TechnologyLLYEli Lilly and Company$6,209,368$35,700 ▼-0.6%5,2182.1%HealthcareLAM RESEARCH CORP$5,806,5810.0%17,9002.0%COM NEWSHOPIFY INC$5,557,088$15,022 ▼-0.3%36,9931.9%CL A SUB VTG SHSMSFTMicrosoft$5,354,618$102,515 ▼-1.9%10,3421.8%TechnologyCRMSalesforce$5,074,966$995,541 ▼-16.4%21,9151.7%TechnologyMRVLMarvell Technology$4,608,601$51,464 ▼-1.1%17,9101.6%TechnologyNVDANVIDIA$3,936,463$70,815 ▼-1.8%17,1211.3%TechnologyWMWaste Management$3,472,107$205 ▲0.0%16,9161.2%IndustrialsAAPLApple$2,998,745$91,988 ▲3.2%8,8671.0%TechnologyCOSTCostco Wholesale$2,900,599$3,683 ▲0.1%3,1501.0%Consumer StaplesPALANTIR TECHNOLOGIES INC$2,781,839$132,135 ▼-4.5%14,7160.9%CL AEXTRExtreme Networks$2,483,674$14,875 ▲0.6%116,7140.8%TechnologyVRTXVertex Pharmaceuticals$2,480,2460.0%4,7100.8%HealthcareGFSGlobalFoundries$2,444,031$43,025 ▼-1.7%51,1250.8%TechnologyPLABPhotronics$2,239,471$645,585 ▲40.5%72,7810.8%TechnologyFIGMA INC$2,238,315$28,672 ▲1.3%105,7810.8%CLASS A COM STKBACBank of America$2,237,074$1,650 ▼-0.1%40,6720.8%FinanceSOFISoFi Technologies$2,168,036$66,144 ▲3.1%134,9120.7%FinanceNVTSNavitas Semiconductor$2,157,900$74,183 ▼-3.3%180,3510.7%TechnologyUUnity Software$2,133,138$557,153 ▼-20.7%52,1040.7%TechnologyWMBWilliams Companies$2,064,299$1,298 ▼-0.1%30,2240.7%EnergyNVONovo Nordisk A/S$2,058,439$38,115 ▼-1.8%54,0060.7%HealthcareSNOWSnowflake$1,643,0210.0%4,8300.6%TechnologySPYSPDR S&P 500 ETF Trust$1,585,457$23,044 ▲1.5%2,0640.5%ETFVZVerizon Communications$1,575,791$42,617 ▲2.8%34,3870.5%Communication ServicesUBERUber Technologies$1,542,607$81,475 ▼-5.0%22,2470.5%IndustrialsVCELVericel$1,541,3220.0%38,3080.5%HealthcareWOLFSPEED INC$1,504,359$13,864 ▼-0.9%52,6250.5%COMMON STOCKSHLSShoals Technologies Group$1,258,172$96,074 ▼-7.1%158,4600.4%IndustrialsABBVAbbVie$1,253,860$132,110 ▲11.8%4,7550.4%HealthcareIBRXImmunityBio$1,244,766$130,453 ▲11.7%132,7750.4%HealthcareSCMBSchwab Municipal Bond ETF$1,206,205$68,105 ▼-5.3%49,8740.4%ETFFATPIPE INC UT$1,121,957$32,362 ▼-2.8%204,5500.4%COMBABoeing$1,039,008$113,191 ▲12.2%5,4800.3%IndustrialsIVViShares Core S&P 500 ETF$992,882$3,857 ▼-0.4%1,2870.3%ETFHIMXHimax Technologies$986,289$18,343 ▼-1.8%69,9000.3%TechnologyTWLOTwilio$958,881$58,114 ▼-5.7%3,3000.3%TechnologyDRIDarden Restaurants$953,4340.0%4,9050.3%Consumer DiscretionaryMUMicron Technology$896,687$1,070 ▲0.1%8380.3%TechnologyBSXBoston Scientific$891,571$100,612 ▼-10.1%20,4700.3%HealthcareAKAMAkamai Technologies$884,6550.0%8,0110.3%TechnologyTEMPUS AI INC$879,759$628,580 ▼-41.7%10,4270.3%CL AVVisa$868,250$362 ▲0.0%2,4010.3%FinanceNTLAIntellia Therapeutics$849,693$3,079 ▲0.4%70,9260.3%HealthcareSUPER MICRO COMPUTER INC$833,792$743,883 ▼-47.2%20,4950.3%COM NEWMARMarriott International$804,298$179,932 ▲28.8%2,2350.3%Consumer DiscretionaryXBISPDR S&P Biotech ETF$765,342$765,342 ▲New Holding4,8560.3%ETFQQQInvesco QQQ$743,208$10,405 ▲1.4%1,0000.3%ETFCADLCandel Therapeutics$711,283$9,765 ▼-1.4%65,5560.2%HealthcarePGProcter & Gamble$699,962$14,814 ▲2.2%4,7250.2%Consumer StaplesSCHWCharles Schwab$690,703$217,539 ▼-24.0%6,9820.2%FinanceAMBAAmbarella$686,800$142,800 ▲26.3%10,1000.2%TechnologyVWOVanguard FTSE Emerging Markets ETF$670,864$47,706 ▲7.7%11,2780.2%ETFMETAMeta Platforms$571,557$62,537 ▲12.3%7860.2%Communication ServicesIWRiShares Russell Mid-Cap ETF$563,160$1,181 ▼-0.2%5,2470.2%ETFVSTVistra$558,1310.0%4,0500.2%UtilitiesPAYXPaychex$543,0540.0%5,4300.2%IndustrialsFBTFirst Trust NYSE Arca Biotechnology Index Fund$503,6070.0%1,8500.2%ETFSOUNSoundHound AI$493,468$119,290 ▲31.9%81,7000.2%TechnologyVEAVanguard FTSE Developed Markets ETF$485,193$53,839 ▲12.5%6,8040.2%ETFETNEaton$472,2360.0%1,1000.2%IndustrialsBLOCK INC$461,742$7,424 ▼-1.6%6,2200.2%CL ALMTLockheed Martin$457,7220.0%9000.2%IndustrialsAVGOBroadcom$425,585$101,431 ▲31.3%1,2000.1%TechnologyFULH. B. Fuller$414,8340.0%8,4000.1%MaterialsXOPSPDR S&P Oil & Gas Exploration & Production ETF$403,493$403,493 ▲New Holding2,2500.1%ETFCRWDCrowdStrike$397,056$291,456 ▲276.0%1,5040.1%TechnologyKIMBERLY-CLARK CORP$396,995$19,850 ▼-4.8%4,0000.1%COMASMLASML$382,4000.0%2100.1%TechnologyBMYBristol Myers Squibb$376,613$376,613 ▲New Holding5,9160.1%HealthcareCHDChurch & Dwight$371,7480.0%3,9000.1%Consumer StaplesGOOGLAlphabet$369,455$34,131 ▼-8.5%1,0500.1%Communication ServicesPEPPepsiCo$362,898$25,534 ▼-6.6%2,8140.1%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$357,707$357,707 ▲New Holding2,1070.1%ETFONTOOnto Innovation$330,804$330,804 ▲New Holding1,1050.1%TechnologyPANWPalo Alto Networks$330,240$79,672 ▼-19.4%8290.1%TechnologyADMArcher Daniels Midland$326,9090.0%4,1020.1%Consumer StaplesROCKET LAB CORP$324,698$324,698 ▲New Holding4,4570.1%COMELVElevance Health$321,0500.0%8260.1%HealthcareBRK.BBerkshire Hathaway$317,819$1,001 ▲0.3%6350.1%FinanceMRKMerck & Co., Inc.$290,182$290,182 ▲New Holding1,9680.1%HealthcareTRVTravelers Companies$288,5840.0%8000.1%FinanceTSMTaiwan Semiconductor Manufacturing$288,291$458 ▲0.2%6300.1%TechnologyVOOVanguard S&P 500 ETF$285,275$285,275 ▲New Holding4040.1%ETFMRVIMaravai LifeSciences$283,345$283,345 ▲New Holding37,4300.1%HealthcareWTIW&T Offshore$275,066$19,332 ▼-6.6%78,2550.1%EnergyCVSCVS Health$274,192$8,569 ▲3.2%3,2000.1%HealthcareUALUnited Airlines$269,6070.0%2,4100.1%IndustrialsITWIllinois Tool Works$263,720$52,744 ▲25.0%1,0000.1%IndustrialsRIVNRivian Automotive$255,588$1,520 ▼-0.6%16,8150.1%Consumer DiscretionaryKOCoca-Cola$252,4890.0%2,9000.1%Consumer StaplesXLUUtilities Select Sector SPDR Fund$248,898$248,898 ▲New Holding6,2750.1%ETFShowing largest 100 holdings. 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