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:
7.78%
Gain +1.71%
Monthly
0.6%
Yearly
7.46%
Drawdown
24.21%
$299.72M
Equity
Holdings
$299.72M
Investment
$279.66M
$26.65M
Profit +$6.02M
Realized
$6.59M
Unrealized
$20.06M
Dividends
$3.94M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.71%
Profit
$6.02M
Win %
65%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.85M
Win %
65%
This Month
Compared to last month
Gain
0.09%
Profit
$270,772.1
Win %
65%
This Year
Compared to last year
Gain
2.04%
Profit
$6.01M
Win %
59%
SOUN SoundHound AI Inc.
+6.51%
+$18,275.25 
TEM Tempus AI, Inc.
+6.41%
+$78,301.26 
NOW ServiceNow, Inc.
+6.28%
+$1.48M 
FIG Figma Inc. Class A Common Stock
+5.67%
+$127,399.72 
SOFI SoFi Technologies, Inc.
+5.56%
+$103,341.92 
XYZ Block, Inc.
+5.5%
+$26,354.4 
TEAM Atlassian Corporation Class A
+4.98%
+$55,692 
FAS Direxion Daily Financial Bull 3x Shares
+4.68%
+$433,575.75 
MAR Marriott International Inc. - Class A
+4.54%
+$29,260.78 
LLY Eli Lilly and Company
+4.42%
+$280,243.2 
HD The Home Depot, Inc.
+4.27%
+$7,692.1 
WOLF Wolfspeed, Inc.
+4.25%
+$55,499.95 
CRM Salesforce Inc
+4.12%
+$255,062.22 
KMB Kimberly-Clark Corporation
+3.87%
+$16,158.24 
WM Waste Management, Inc.
+3.58%
+$130,752.95 
U Unity Software Inc.
+3.49%
+$94,955.29 
UNH UnitedHealth Group Incorporated
+3.36%
+$13,338.14 
NVO Novo Nordisk A/S Sponsored ADR
+3.32%
+$69,582.59 
NTLA Intellia Therapeutics Inc.
+3.19%
+$25,794.19 
QCOM QUALCOMM Incorporated
+3.19%
+$2.35M 
V Visa Inc. Class A
+2.9%
+$27,264 
UBER Uber Technologies, Inc.
+2.81%
+$45,555.79 
DRI Darden Restaurants, Inc.
+2.71%
+$27,664.2 
GIS General Mills, Inc.
+2.68%
+$5,934 
ORCL Oracle Corporation
+2.67%
+$186,366 
BSX Boston Scientific Corporation
+2.59%
+$25,399.7 
SHOP Shopify Inc.
+2.56%
+$163,951.06 
FBT First Trust NYSE Arca Biotechnology Index Fund
+2.56%
+$12,450.5 
IBM International Business Machines Corporation
+2.44%
+$19,662.1 
AXP American Express Company
+2.38%
+$217,450.57 
PAYX Paychex Inc.
+2.27%
+$13,357.8 
FUL H.B. Fuller Co.
+2.24%
+$9,492 
UAL United Airlines Holdings, Inc.
+2.08%
+$4,963.4 
VCEL Vericel Corporation
+2.04%
+$31,412.56 
CVS CVS Health Corporation
+1.89%
+$5,285.5 
VRTX Vertex Pharmaceuticals Incorporated
+1.85%
+$43,426.2 
AMBA Ambarella, Inc.
+1.85%
+$9,080 
BWXT Bwx Technologies Inc.
+1.71%
+$3,910 
LMT Lockheed Martin Corporation
+1.68%
+$7,902.02 
FATN Fatpipe Inc.
+1.66%
+$16,836 
BA Boeing Company
+1.65%
+$14,844.32 
VST Vistra Corp
+1.54%
+$9,477.04 
T AT&T Inc.
+1.52%
+$4,796.4 
MSFT Microsoft Corp.
+1.34%
+$75,571.8 
PFE Pfizer Inc.
+1.3%
+$115,683.78 
ILMN Illumina, Inc.
+1.26%
+$13,115.66 
RIVN Rivian Automotive, Inc.
+1.24%
+$2,706.4 
IWM iShares Russell 2000 ETF
+1.22%
+$3,164.7 
TJX The TJX Companies, Inc.
+1.09%
+$2,193.36 
IWR iShares Russell Mid-Cap ETF
+1.08%
+$6,125.57 
ABBV AbbVie Inc.
+1.07%
+$12,783.27 
TWLO Twilio Inc.
+1.04%
+$9,905 
MU Micron Technology, Inc.
+0.93%
+$7,131.24 
ITW Illinois Tool Works Inc.
+0.86%
+$1,860 
WTI W&T Offshore Inc.
+0.82%
+$2,512.65 
TRV The Travelers Companies, Inc.
+0.74%
+$2,235.99 
MO Altria Group, Inc.
+0.69%
+$1,919 
SCMB Schwab Municipal Bond ETF
+0.68%
+$8,693.85 
RWR SPDR Dow Jones REIT ETF
+0.68%
+$1,597.5 
BAC Bank of America Corporation
+0.64%
+$13,431.66 
HIMX Himax Technologies Inc.
+0.5%
+$4,272 
PLAB Photronics Inc.
+0.46%
+$6,734 
AMZN Amazon.com Inc
+0.43%
+$39,053.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.42%
+$1,774.78 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$5,085.04 
GOOGL Alphabet Inc
+0.31%
+$1,251.26 
PG Procter & Gamble Co
+0.29%
+$2,081.25 
IVV iShares Core S&P 500 ETF
+0.28%
+$2,816.59 
GOOG Alphabet Inc
+0.25%
+$588.24 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$804.95 
KO The Coca-Cola Company
+0.23%
+$609.29 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$734.28 
IBRX ImmunityBio, Inc.
+0.2%
+$2,377.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WMB The Williams Companies, Inc.
-4.63%
-$101,918.91 
CRWD CrowdStrike Holdings, Inc.
-2.74%
-$10,927.98 
LODE Comstock Inc.
-2.71%
-$1,744.3 
LRCX Lam Research Corporation
-2.68%
-$137,767.35 
SCHW Charles Schwab Corporation
-2.59%
-$23,044.31 
CADL Candel Therapeutics Inc.
-2.31%
-$13,955.76 
SMCI Super Micro Computer Inc
-2.26%
-$31,376.9 
NVTS Navitas Semiconductor Corporation
-2.03%
-$35,444.69 
ETN Eaton Corporation plc
-1.76%
-$7,920.01 
PANW Palo Alto Networks, Inc.
-1.7%
-$6,563.27 
NVDA NVIDIA Corporation
-1.62%
-$62,570.11 
MRVL Marvell Technology, Inc.
-1.55%
-$69,089.65 
OKE ONEOK, Inc.
-1.39%
-$5,719.04 
ADM Archer-Daniels-Midland Co
-1%
-$3,425.17 
AMD Advanced Micro Devices, Inc.
-0.98%
-$286,231.68 
AVGO Broadcom Inc.
-0.78%
-$2,480.6 
GFS GlobalFoundries Inc.
-0.76%
-$19,249.25 
PEP PepsiCo, Inc.
-0.67%
-$2,590.32 
EPD Enterprise Products Partners L.P.
-0.54%
-$1,080.8 
BHP BHP Group Ltd.
-0.51%
-$1,202.75 
SHLS Shoals Technologies Group, Inc.
-0.51%
-$6,822.4 
EXTR Extreme Networks, Inc.
-0.45%
-$11,601.5 
CHD Church & Dwight Co., Inc.
-0.43%
-$1,716 
PLTR Palantir Technologies Inc.
-0.41%
-$12,640.3 
META Meta Platforms Inc Class A
-0.34%
-$1,742.99 
VWO Vanguard FTSE Emerging Markets ETF
-0.31%
-$1,938.06 
VZ Verizon Communications Inc.
-0.27%
-$4,014.84 
AAPL Apple Inc.
-0.16%
-$4,813.11 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$1,064.88 
SNOW Snowflake Inc.
-0.13%
-$2,125.14 
ELV Elevance Health, Inc.
-0.11%
-$396.48 
AKAM Akamai Technologies Inc.
-0.07%
-$480.66 
COST Costco Wholesale Corporation
-0.04%
-$1,384.24 
JPM JPMorgan Chase & Co.
-0.02%
-$55.36 Events
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Dividends
Dividend Analysis
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| Trades 384 | Longs Won 221/384 57% | Profit Factor 1.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $299,540.95 | Best Trade (Oct 14) $20.93M | Sharpe Ratio -10.09 |
| Average Loss -$242,630.23 | Worst Trade (Oct 14) -$8.07M | Z-Score 3.23 (99.88%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $69,400.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.66% | 9.36% |
| Consecutive Losing Trades | 1,235 | 1,111 | 988 | 864 | 741 | 617 | 494 | 370 | 247 | 123 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,595 | $2.19M | $2.94M | - | $755,757.5 | 34.55% | -0.163% |
| ABBV AbbVie Inc. | 4,254 | $984,937.04 | $1.21M | - | $226,410.73 | 22.99% | +1.067% |
| ADM Archer-Daniels-Midland Co | 4,102 | $245,053 | $339,666.11 | - | $94,613.11 | 38.61% | -0.998% |
| AKAM Akamai Technologies Inc. | 8,011 | $606,913.51 | $734,208.15 | - | $127,294.64 | 20.97% | -0.065% |
| AMBA Ambarella, Inc. | 8,000 | $536,080.02 | $500,760 | - | -$35,320.02 | -6.59% | +1.847% |
| AMD Advanced Micro Devices, Inc. | 51,296 | $8.31M | $28.99M | - | $20.69M | 249.08% | -0.978% |
| AMZN Amazon.com Inc | 35,829 | $7.87M | $9.14M | - | $1.27M | 16.14% | +0.429% |
| ASML ASML Holding N.V. New York Registry Shares | 210 | $203,299 | $347,304.95 | - | $144,005.95 | 70.83% | +0.232% |
| AVGO Broadcom Inc. | 914 | $301,905.5 | $313,991.9 | - | $12,086.4 | 4% | -0.784% |
| AXP American Express Company | 29,747 | $9.88M | $9.35M | - | -$532,470.96 | -5.39% | +2.381% |
| BA Boeing Company | 4,883 | $1.03M | $916,539.1 | - | -$117,069.76 | -11.33% | +1.646% |
| BAC Bank of America Corporation | 40,702 | $2.11M | $2.11M | - | -$731.19 | -0.03% | +0.642% |
| BHP BHP Group Ltd. | 2,830 | $157,772.78 | $234,423.05 | - | $76,650.27 | 48.58% | -0.51% |
| BRK-B Berkshire Hathaway Inc. | 633 | $317,448.09 | $333,913.83 | - | $16,465.74 | 5.19% | +0.22% |
| BSX Boston Scientific Corporation | 22,780 | $2.09M | $1M | - | -$1.09M | -51.95% | +2.593% |
| BWXT Bwx Technologies Inc. | 1,700 | $308,817 | $232,458 | - | -$76,359 | -24.73% | +1.711% |
| CADL Candel Therapeutics Inc. | 66,456 | $375,110.74 | $588,800.16 | - | $213,689.42 | 56.97% | -2.315% |
| CHD Church & Dwight Co., Inc. | 3,900 | $341,757 | $398,541 | - | $56,784 | 16.62% | -0.429% |
| COST Costco Wholesale Corporation | 3,146 | $2.93M | $3.09M | - | $160,140.76 | 5.47% | -0.045% |
| CRM Salesforce Inc | 26,214 | $5.67M | $6.44M | - | $769,484.78 | 13.57% | +4.124% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Torrey Growth & Income Advisors?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $11.43M, QUALCOMM Incorporated - $2.32M, Exact Sciences Corp - $1.29M, Nebius Group N.V - $539,375.5, and Pfizer Inc - $443,406.87. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Boston Scientific Corporation - $1.69M, Oracle Corporation - $1.15M, ServiceNow, Inc - $862,588.28, Super Micro Computer Inc - $838,493.3, and Tempus AI, Inc - $823,271.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Torrey Growth & Income Advisors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.94M earned over time. The largest contributors to dividend income include QUALCOMM Incorporated - $1.66M, Pfizer Inc - $482,090.2, Direxion Daily Financial Bull 3x Shares - $165,330.67, Verizon Communications Inc - $161,388.02, and Oracle Corporation - $145,976. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Torrey Growth & Income Advisors's monthly returns?
Torrey Growth & Income Advisors's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Torrey Growth & Income Advisors's strategy be considered aggressive or moderate?
Torrey Growth & Income Advisors's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Torrey Growth & Income Advisors's strategy?
Torrey Growth & Income Advisors's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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