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:
6.37%
Gain +1.55%
Monthly
0.56%
Yearly
6.37%
Drawdown
24.21%
$294.62M
Equity
Holdings
$294.62M
Investment
$279.66M
$21.48M
Profit +$5.69M
Realized
$6.52M
Unrealized
$14.96M
Dividends
$3.23M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.55%
Profit
$5.69M
Win %
69%
This Week
Compared To Last Week
Gain
1.97%
Profit
$5.69M
Win %
69%
This Month
Compared to last month
Gain
9.47%
Profit
$25.47M
Win %
69%
This Year
Compared to last year
Gain
0.28%
Profit
$835,204.38
Win %
61%
FATN Fatpipe Inc.
+18.75%
+$202,032 
AMBA Ambarella, Inc.
+16.07%
+$95,280.03 
AMZN Amazon.com Inc
+15.32%
+$1.29M 
ETN Eaton Corporation plc
+7.32%
+$31,141 
GOOG Alphabet Inc
+6.88%
+$15,711.48 
GOOGL Alphabet Inc
+6.73%
+$25,773.09 
WTI W&T Offshore Inc.
+3.76%
+$10,888.15 
TWLO Twilio Inc.
+3.36%
+$22,435.03 
META Meta Platforms Inc Class A
+3.28%
+$12,375.99 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$9,024 
MSFT Microsoft Corp.
+3.02%
+$143,554.69 
TEAM Atlassian Corporation Class A
+2.95%
+$15,806.69 
NVDA NVIDIA Corporation
+2.93%
+$99,519.71 
SMCI Super Micro Computer Inc
+2.42%
+$25,982.6 
PLAB Photronics Inc.
+2.4%
+$36,778 
FIG Figma Inc. Class A Common Stock
+2.34%
+$57,956.43 
MRVL Marvell Technology, Inc.
+2.32%
+$77,148.6 
OKE ONEOK, Inc.
+1.95%
+$7,774.32 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,328.35 
BWXT Bwx Technologies Inc.
+1.88%
+$5,287 
CRM Salesforce Inc
+1.83%
+$86,768.18 
ORCL Oracle Corporation
+1.81%
+$123,354 
BSX Boston Scientific Corporation
+1.59%
+$16,629.4 
VZ Verizon Communications Inc.
+1.52%
+$23,419.9 
LMT Lockheed Martin Corporation
+1.5%
+$7,767 
CADL Candel Therapeutics Inc.
+1.42%
+$9,303.84 
AKAM Akamai Technologies Inc.
+1.26%
+$11,455.73 
CHD Church & Dwight Co., Inc.
+1.16%
+$4,407 
ITW Illinois Tool Works Inc.
+1.15%
+$2,600 
NOW ServiceNow, Inc.
+1.05%
+$194,740.8 
EXTR Extreme Networks, Inc.
+1%
+$34,804.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,866.56 
WMB The Williams Companies, Inc.
+0.89%
+$19,053.09 
SCHW Charles Schwab Corporation
+0.87%
+$8,354.71 
IBM International Business Machines Corporation
+0.86%
+$6,742.23 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,861.62 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,615.04 
PLTR Palantir Technologies Inc.
+0.65%
+$12,331.97 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,377.84 
MO Altria Group, Inc.
+0.57%
+$1,482 
PAYX Paychex Inc.
+0.44%
+$2,769.3 
PFE Pfizer Inc.
+0.4%
+$30,443.1 
AVGO Broadcom Inc.
+0.37%
+$1,316.16 
PG Procter & Gamble Co
+0.37%
+$2,451.25 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,177.38 
BAC Bank of America Corporation
+0.36%
+$8,954.44 
JPM JPMorgan Chase & Co.
+0.27%
+$650.48 
GFS GlobalFoundries Inc.
+0.2%
+$5,202.5 
T AT&T Inc.
+0.17%
+$548.16 
WM Waste Management, Inc.
+0.1%
+$3,721.3 
ILMN Illumina, Inc.
+0.01%
+$38.4 
HIMX Himax Technologies Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$27,233.15 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$249,177.07 
AAPL Apple Inc.
-7.35%
-$210,749.4 
MU Micron Technology, Inc.
-5.9%
-$43,214.26 
U Unity Software Inc.
-4.89%
-$107,112.19 
SHOP Shopify Inc.
-4.29%
-$194,738.25 
IBRX ImmunityBio, Inc.
-3.76%
-$33,280.8 
NTLA Intellia Therapeutics Inc.
-3.7%
-$28,974.29 
VCEL Vericel Corporation
-3.47%
-$63,208.2 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$14,060 
QCOM QUALCOMM Incorporated
-2.63%
-$1.7M 
ABBV AbbVie Inc.
-2.51%
-$27,523.38 
BA Boeing Company
-2.15%
-$23,243.03 
AMD Advanced Micro Devices, Inc.
-1.9%
-$473,976.07 
GIS General Mills, Inc.
-1.84%
-$4,623 
UAL United Airlines Holdings, Inc.
-1.8%
-$5,374.3 
SHLS Shoals Technologies Group, Inc.
-1.8%
-$27,289.6 
LODE Comstock Inc.
-1.79%
-$1,744.3 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,098.29 
ADM Archer-Daniels-Midland Co
-1.66%
-$5,496.68 
BHP BHP Group Ltd.
-1.64%
-$3,990.3 
DRI Darden Restaurants, Inc.
-1.64%
-$16,627.95 
SQ Block, Inc.
-1.64%
-$8,532 
SNOW Snowflake Inc.
-1.62%
-$23,280.65 
LRCX Lam Research Corporation
-1.58%
-$84,130.2 
NVTS Navitas Semiconductor Corporation
-1.36%
-$27,982.65 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,712.39 
TJX The TJX Companies, Inc.
-1.21%
-$2,699.51 
KO The Coca-Cola Company
-1.02%
-$2,610 
SOFI SoFi Technologies, Inc.
-0.97%
-$20,927.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$21,666 
TEM Tempus AI, Inc.
-0.95%
-$7,508.34 
KMB Kimberly-Clark Corporation
-0.8%
-$3,696 
CVS CVS Health Corporation
-0.75%
-$2,449 
WOLF Wolfspeed, Inc.
-0.71%
-$9,028.7 
MAR Marriott International Inc. - Class A
-0.71%
-$4,597.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,843.01 
LLY Eli Lilly and Company
-0.53%
-$32,170.24 
IWM iShares Russell 2000 ETF
-0.47%
-$1,333 
PEP PepsiCo, Inc.
-0.46%
-$1,927.68 
TRV The Travelers Companies, Inc.
-0.43%
-$1,304 
HD The Home Depot, Inc.
-0.42%
-$847.91 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$1,035 
AXP American Express Company
-0.38%
-$37,778.39 
VST Vistra Corp
-0.29%
-$1,741.5 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,629.98 
FAS Direxion Daily Financial Bull 3x Shares
-0.26%
-$28,073 
COST Costco Wholesale Corporation
-0.24%
-$7,172.79 
EPD Enterprise Products Partners L.P.
-0.18%
-$392.01 
SOUN SoundHound AI Inc.
-0.16%
-$619.5 
ELV Elevance Health, Inc.
-0.15%
-$462.55 
FUL H.B. Fuller Co.
-0.14%
-$672 
V Visa Inc. Class A
-0.04%
-$335.98 
UBER Uber Technologies, Inc.
-0.01%
-$234.22 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 384 | Longs Won 228/384 59% | Profit Factor 1.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.14M |
| Average Win $249,919.61 | Best Trade (Aug 05) $18.24M | Sharpe Ratio -10.09 |
| Average Loss -$227,134.07 | Worst Trade (Aug 02) -$12.12M | Z-Score 4.79 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 1d | Expectancy $55,936.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.34% | 6.79% |
| Consecutive Losing Trades | 1,297 | 1,167 | 1,038 | 908 | 778 | 649 | 519 | 389 | 259 | 130 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,595 | $2.19M | $2.66M | - | $467,910.95 | 21.39% | -7.354% |
| ABBV AbbVie Inc. | 4,254 | $984,937.04 | $1.07M | - | $82,561.72 | 8.38% | -2.513% |
| ADM Archer-Daniels-Midland Co | 4,102 | $245,053 | $325,165.54 | - | $80,112.54 | 32.69% | -1.662% |
| AKAM Akamai Technologies Inc. | 8,011 | $606,913.51 | $922,706.98 | - | $315,793.47 | 52.03% | +1.257% |
| AMBA Ambarella, Inc. | 8,000 | $536,080.02 | $688,000 | - | $151,919.98 | 28.34% | +16.075% |
| AMD Advanced Micro Devices, Inc. | 51,296 | $8.31M | $24.42M | - | $16.12M | 194.06% | -1.904% |
| AMZN Amazon.com Inc | 35,829 | $7.87M | $9.73M | - | $1.86M | 23.61% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 210 | $203,299 | $342,090 | - | $138,791 | 68.27% | -1.359% |
| AVGO Broadcom Inc. | 914 | $301,905.5 | $355,801.92 | - | $53,896.42 | 17.85% | +0.371% |
| AXP American Express Company | 29,747 | $9.88M | $10M | - | $121,665.57 | 1.23% | -0.376% |
| BA Boeing Company | 4,883 | $1.03M | $1.06M | - | $21,802.76 | 2.11% | -2.155% |
| BAC Bank of America Corporation | 40,702 | $2.11M | $2.52M | - | $415,650.27 | 19.74% | +0.356% |
| BHP BHP Group Ltd. | 2,830 | $157,772.78 | $239,106.7 | - | $81,333.92 | 51.55% | -1.641% |
| BRK-B Berkshire Hathaway Inc. | 633 | $317,448.09 | $323,804.82 | - | $6,356.73 | 2% | +0.365% |
| BSX Boston Scientific Corporation | 22,780 | $2.09M | $1.06M | - | -$1.03M | -49.11% | +1.587% |
| BWXT Bwx Technologies Inc. | 1,700 | $308,817 | $286,790 | - | -$22,027 | -7.13% | +1.878% |
| CADL Candel Therapeutics Inc. | 66,456 | $375,110.74 | $665,224.56 | - | $290,113.82 | 77.34% | +1.418% |
| CHD Church & Dwight Co., Inc. | 3,900 | $341,757 | $385,359 | - | $43,602 | 12.76% | +1.157% |
| COST Costco Wholesale Corporation | 3,146 | $2.93M | $2.99M | - | $66,798.97 | 2.28% | -0.239% |
| CRM Salesforce Inc | 26,214 | $5.67M | $4.82M | - | -$846,870.36 | -14.93% | +1.832% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.92M, 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 - $1.18M, 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 $3.23M earned over time. The largest contributors to dividend income include QUALCOMM Incorporated - $1.27M, Pfizer Inc - $482,090.2, Verizon Communications Inc - $137,717.19, Oracle Corporation - $119,276, and American Express Company - $116,229.35. 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.
