Torrey Growth & Income Advisors

Position in AXP — American Express Co

CIK 2087822 DEL MAR, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,061,922

+$1,000,832 QoQ

Shares Held

29,747

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.60%

of 13F equity value

Holder Rank

#580

of 2,990 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Torrey Growth & Income Advisors holds $13,230,510 across 3 Credit Services names. AXP ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	29,747	$10,061,922
2	SOFI	SoFi Technologies, Inc.	130,796	$2,345,172
3	V	Visa Inc.	2,400	$823,416

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,061,922	29,747	-0.7%	Shares	Sole	2026-07-27
2026-03-31	$9,061,090	29,956	-11.8%	Shares	Sole	2026-04-21
2025-12-31	$12,565,721	33,966	-12.0%	Shares	Sole	2026-02-17
2025-09-30	$12,824,365	38,609	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.