Torrey Growth & Income Advisors LODE COMSTOCK INC

Ownership history in Torrey Growth & Income Advisors  ·  4 quarters on record

AI Ownership Summary

Torrey Growth & Income Advisors reported COMSTOCK INC (LODE) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows LODE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LODE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Torrey Growth & Income Advisors's position in COMSTOCK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LODE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Torrey Growth & Income Advisors held LODE — position size vs. price
% of Fund (quarterly)    LODE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 34,886 -1,727 -4.7% 0.05% $146K 2026-07-27 $3.11
2026 Q1 ADDED 36,613 +7,344 +25.1% 0.05% $111K 2026-04-21 $3.06
2025 Q4 ADDED 29,269 +12,647 +76.1% 0.04% $110K 2026-02-17 $2.77
2025 Q3 INITIATED 16,622 0.02% $57K 2025-11-13 $2.85

FAQ About Torrey Growth & Income Advisors and LODE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Torrey Growth & Income Advisors reported owning LODE?

Torrey Growth & Income Advisors reported LODE across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported LODE position in Torrey Growth & Income Advisors's portfolio?

The largest reported portfolio weight for LODE was 0.05% in 2026 Q2.

What is the latest reported LODE position on this page?

The most recent filing on this page is 2026 Q2, when Torrey Growth & Income Advisors reported 34,886 shares, equal to 0.05% of portfolio, with an estimated market value of $146K.

What does the chart on this LODE ownership page compare?

The chart compares Torrey Growth & Income Advisors's quarterly LODE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Torrey Growth & Income Advisors time their LODE position?

Based on 13F filing dates vs. subsequent LODE price moves, Torrey Growth & Income Advisors correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LODE relative to SPY over the holding period was -1.8%.

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