Torrey Growth & Income Advisors Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed
Insights into holdings changes by Torrey Growth & Income Advisors for the quarter ending June 30, 2026.
As of Torrey Growth & Income Advisors' latest filing dated for the period ending June 30, 2026, investors can observe notable shifts in portfolio composition. The firm appears to have focused on acquiring new positions and shedding older ones during this quarter.
Among the most significant actions are several large purchases initiated or substantially increased this quarter:
- EXTREME NETWORKS INC (EXTR): The investor added a substantial position, acquiring 116,015 shares representing an unprecedented 100% increase in this holding.
- HIMAX TECHNOLOGIES INC (HIMX): A new position was established with the purchase of 71,200 shares, also a 100% increase.
- PHOTRONICS INC (PLAB): Another fresh addition saw the buying of 51,800 shares at a 100% increase rate.
- IMMUNITYBIO INC (IBRX): A new position was initiated with the purchase of 118,860 shares, showing a significant 114.36% increase.
- NAVITAS SEMICONDUCTOR CORP (NVTS): A new position was established with the purchase of 186,551 shares, representing a substantial 24.2% increase.
Conversely, Torrey Growth & Income Advisors also divested significant portions or entire holdings during Q2:
- W & T OFFSHORE INC (WTI): This Energy sector holding saw a sharp decline of 43.56% in its share count, reducing its portfolio allocation to just 0.09%.
- BOSTON SCIENTIFIC CORP (BSX): A sale of nearly 57% (-29,918 shares) was observed in this Healthcare stock, leading to a small reduction.
- ADVANCED MICRO DEVICES INC (AMD): The Technology holding experienced a significant decrease of 33.16% (-25,450 shares), lowering its allocation percentage.
- QUALCOMM INC (QCOM) : The Technology giant saw a moderate decrease of 3.77% (-16,692 shares).
- PFIZER INC (PFE) : A notable Healthcare holding decreased by 8.49% (-28,236 shares).
- ORACLE CORP (ORCL) : The Technology stock saw a significant decrease of 10.81%.
- UNITY SOFTWARE INC (U) : A substantial percentage decline (-16.48%) was noted in this Technology holding.
Additionally, the firm made adjustments to other holdings:
- AMERICAN EXPRESS CO (AXP) : A minor decrease of 0.7% (-209 shares) was observed in this Financial Services stock.
- AMAZON COM INC (AMZN) : The Consumer Cyclical holding saw a small increase of 2.94% (+1,022 shares).
- LAM RESEARCH CORP (LRCX) : The Technology stock remained unchanged in share count.
- SHOPIFY INC (SHOP) : A decrease of 37.36% was noted, though this holding is not listed among the significant changes above.
These observations from Torrey Growth & Income Advisors' Q2 filing provide a snapshot of their investment strategy in action. The firm appears to be actively managing its portfolio by cutting losses on declining positions and allocating capital towards new opportunities, reflecting a dynamic approach to growth and income investing.