TGI
Torrey Growth & Income Advisors Portfolio
Invests via Torrey Growth & Income Advisors | Managed by George Hoover Jr., Zealan Hoover, Kian Hoover
Invests via Torrey Growth & Income Advisors
Managed by George Hoover Jr., Zealan Hoover, Kian Hoover
Automatically Tracked
Company Profile
Boutique investment manager focused on delivering total return through dividend-yielding equities and income-generating strategies, Torrey Growth & Income Advisors manages concentrated, fundamental equity portfolios for institutions and high-net-worth clients. The firm emphasizes thematic dividend growth, risk-managed allocation, and active stock selection across North American markets, positioning as a yield-oriented complement to core equity allocations.
Boutique investment manager focused on delivering total return through dividend-yielding equities and income-generating strategies, Torrey Growth & Income Advisors manages concentrated, fundamental equity portfolios for institutions and high-net-worth clients. The firm emphasizes thematic dividend growth, risk-managed allocation, and active stock selection across North American markets, positioning as a yield-oriented complement to core equity allocations.
Investment Philosophy & Strategy
A yield-focused boutique manager that prioritizes total return by blending dividend-growth equities with selective income instruments. Portfolios are concentrated, fundamental, and sector-aware, emphasizing sustainable cash flow, payout durability and valuation discipline. Tactical risk management—position sizing, drawdown controls and active rebalancing—aims to protect capital while capturing income and growth. Market lens favors North American dividend champions, cyclical hedges and cash-generative businesses, deployed as a complement to core equity allocations for institutions and high-net-worth clients.
A yield-focused boutique manager that prioritizes total return by blending dividend-growth equities with selective income instruments. Portfolios are concentrated, fundamental, and sector-aware, emphasizing sustainable cash flow, payout durability and valuation discipline. Tactical risk management—position sizing, drawdown controls and active rebalancing—aims to protect capital while capturing income and growth. Market lens favors North American dividend champions, cyclical hedges and cash-generative businesses, deployed as a complement to core equity allocations for institutions and high-net-worth clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.05%
Gain
Monthly
0.01%
Yearly
0.05%
Drawdown
24.32%
$299.58M
Equity
Holdings
$299.58M
Investment
$293.82M
$5.93M
Profit -$1.66M
Realized
$170,059.15
Unrealized
$5.76M
Dividends
$2.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.66M
Win %
63%
This Week
Compared To Last Week
Gain
-5.31%
Profit
-$16.8M
Win %
63%
This Month
Compared to last month
Gain
-4.31%
Profit
-$13.5M
Win %
63%
This Year
Compared to last year
Gain
25.7%
Profit
$61.22M
Win %
58%
CADL Candel Therapeutics Inc.
+8.86%
+$56,404.32 
TRV The Travelers Companies, Inc.
+7.32%
+$19,792 
MU Micron Technology, Inc.
+4.54%
+$32,856.32 
IBRX ImmunityBio, Inc.
+3.69%
+$15,254.3 
ORCL Oracle Corporation
+2.69%
+$199,673.12 
ADM Archer-Daniels-Midland Co
+2.57%
+$8,757.77 
VST Vistra Corp
+2.21%
+$13,500 
UNH UnitedHealth Group Incorporated
+2.1%
+$32,428.72 
FIG Figma Inc. Class A Common Stock
+1.97%
+$43,644.8 
SHLS Shoals Technologies Group, Inc.
+1.61%
+$29,849.62 
ETN Eaton Corporation plc
+1.55%
+$6,742.99 
MO Altria Group, Inc.
+1.38%
+$3,838 
MRVL Marvell Technology, Inc.
+1.17%
+$38,714.78 
ABBV AbbVie Inc.
+1.09%
+$11,823.34 
EPD Enterprise Products Partners L.P.
+0.96%
+$2,044 
CVS CVS Health Corporation
+0.92%
+$4,615.8 
PATH Uipath Inc.
+0.87%
+$1,292.55 
LLY Eli Lilly and Company
+0.79%
+$48,429.81 
BHP BHP Group Ltd.
+0.67%
+$1,906.2 
SPRO Spero Therapeutics Inc.
+0.66%
+$175.36 
TEAM Atlassian Corporation Class A
+0.65%
+$3,947.7 
AKAM Akamai Technologies Inc.
+0.6%
+$7,300.86 
SQ Block, Inc.
+0.57%
+$6,025.4 
LMT Lockheed Martin Corporation
+0.56%
+$2,280 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$1,168.12 
RIVN Rivian Automotive, Inc.
+0.38%
+$1,429.03 
BA Boeing Company
+0.36%
+$3,582.49 
WTI W&T Offshore Inc.
+0.3%
+$1,469.21 
LODE Comstock Inc.
+0.25%
+$366.13 
OKE ONEOK, Inc.
+0.1%
+$388.89 
JPM JPMorgan Chase & Co.
+0.07%
+$172.99 
AMD Advanced Micro Devices, Inc.
+0.05%
+$18,419.04 
SOFI SoFi Technologies, Inc.
+0.03%
+$630.13 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
U Unity Software Inc.
-3.81%
-$90,485.45 
KO The Coca-Cola Company
-3.3%
-$8,120 
ILMN Illumina, Inc.
-2.96%
-$22,154.05 
META Meta Platforms Inc Class A
-2.94%
-$13,894.72 
TEM Tempus AI, Inc.
-2.81%
-$56,309.57 
TTD The Trade Desk, Inc. Class A
-2.64%
-$34,056.51 
DOCS Doximity Inc.
-2.5%
-$7,129.53 
UBER Uber Technologies, Inc.
-2.49%
-$51,700.59 
IBM International Business Machines Corporation
-2.39%
-$19,507.86 
GOOGL Alphabet Inc
-2.18%
-$10,814.28 
FUL H.B. Fuller Co.
-2.14%
-$10,500 
NKE Nike, Inc. - Class B
-2.08%
-$10,184.25 
VCEL Vericel Corporation
-1.95%
-$41,555.19 
SHOP Shopify Inc.
-1.94%
-$143,902.17 
UAL United Airlines Holdings, Inc.
-1.91%
-$6,832.7 
NVO Novo Nordisk A/S Sponsored ADR
-1.86%
-$53,551.68 
MSFT Microsoft Corp.
-1.86%
-$74,701.25 
FAS Direxion Daily Financial Bull 3x Shares
-1.79%
-$199,237 
WMB The Williams Companies, Inc.
-1.75%
-$42,207.61 
V Visa Inc. Class A
-1.74%
-$15,278.1 
ITW Illinois Tool Works Inc.
-1.72%
-$3,888.02 
PAYX Paychex Inc.
-1.64%
-$10,372.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.62%
-$5,773.93 
BSX Boston Scientific Corporation
-1.61%
-$37,942.56 
NTLA Intellia Therapeutics Inc.
-1.59%
-$13,333.38 
CLX The Clorox Company
-1.55%
-$10,635.03 
AXP American Express Company
-1.53%
-$166,256.1 
PEP PepsiCo, Inc.
-1.51%
-$6,351.1 
ELV Elevance Health, Inc.
-1.48%
-$4,551.26 
WM Waste Management, Inc.
-1.46%
-$59,878.93 
GIS General Mills, Inc.
-1.41%
-$3,760.5 
MAR Marriott International Inc. - Class A
-1.41%
-$19,993.01 
PLTR Palantir Technologies Inc.
-1.24%
-$41,226.1 
SNOW Snowflake Inc.
-1.17%
-$17,213.1 
CRM Salesforce Inc
-1.08%
-$45,458.4 
NVDA NVIDIA Corporation
-1.02%
-$36,857.48 
MRNA Moderna, Inc.
-1.01%
-$5,937.25 
BCAB BioAtla, Inc.
-1%
-$12.55 
CHD Church & Dwight Co., Inc.
-0.94%
-$3,813 
DRI Darden Restaurants, Inc.
-0.92%
-$9,123.25 
LRCX Lam Research Corporation
-0.91%
-$52,089 
COST Costco Wholesale Corporation
-0.9%
-$25,011.54 
CMCSA Comcast Corp
-0.87%
-$1,981.35 
QCOM QUALCOMM Incorporated
-0.84%
-$637,761.6 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$5,594.79 
FIGS Figs Inc.
-0.78%
-$180 
SCHW Charles Schwab Corporation
-0.71%
-$6,702.13 
IVV iShares Core S&P 500 ETF
-0.61%
-$6,102.96 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$8,889.72 
TWLO Twilio Inc.
-0.58%
-$7,425.66 
IWR iShares Russell Mid-Cap ETF
-0.56%
-$3,383.96 
NVTS Navitas Semiconductor Corporation
-0.55%
-$9,763.33 
PG Procter & Gamble Co
-0.46%
-$3,191.25 
AMZN Amazon.com Inc
-0.44%
-$37,939.63 
ASML ASML Holding N.V. New York Registry Shares
-0.42%
-$1,585.5 
IWM iShares Russell 2000 ETF
-0.39%
-$1,111.28 
KMB Kimberly-Clark Corporation
-0.36%
-$1,633.8 
LYV Live Nation Entertainment, Inc.
-0.35%
-$1,323 
HLN Haleon Plc - ADR
-0.35%
-$1,590.19 
AAPL Apple Inc.
-0.31%
-$9,341.16 
BWXT Bwx Technologies Inc.
-0.3%
-$883.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$2,042 
T AT&T Inc.
-0.28%
-$974.85 
SMCI Super Micro Computer Inc
-0.24%
-$2,452.8 
SOUN SoundHound AI Inc.
-0.24%
-$960.75 
PFE Pfizer Inc.
-0.16%
-$13,306.68 
NOW ServiceNow, Inc.
-0.14%
-$24,968.25 
CRWV CoreWeave, Inc.
-0.13%
-$519.67 
VZ Verizon Communications Inc.
-0.11%
-$2,134.35 
TJX The TJX Companies, Inc.
-0.1%
-$229.76 
SCMB Schwab Municipal Bond ETF
-0.1%
-$2,592.25 
AVGO Broadcom Inc.
-0.09%
-$367.36 
BAC Bank of America Corporation
-0.08%
-$1,982.55 
DOX Amdocs Limited
-0.06%
-$112.65 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$612.39 Events
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Dividends
Dividend Analysis
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| Trades 296 | Longs Won 155/296 52% | Profit Factor 1.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.83M |
| Average Win $333,309.04 | Best Trade (Jul 14) $30.15M | Sharpe Ratio -10.71 |
| Average Loss -$324,346.24 | Worst Trade (Jul 17) -$13.35M | Z-Score 2.55 (98.92%) |
| Commissions $0 | Avg. Trade Length 6m | Expectancy $20,034.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.03% | 0.32% | 1.35% | 3.78% | 8.39% | 16.1% | 27.94% | 45.04% | 68.62% |
| Consecutive Losing Trades | 923 | 831 | 739 | 646 | 554 | 462 | 369 | 277 | 185 | 92 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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