Follow-The-Filings

Featured 13F manager

Torray Investment Partners LLC

Bethesda, MD 21 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $741M
  • 91 Positions
  • 2026 Q2
  • +8.7% QoQ
  • Top 5 19.9%

Portfolio

2026 Q2 · filed 7/30/2026 · 91 long · top 12 shown

top 5 19.9% · top 10 34.8%

AUM over time

2026 Q2 $741M +8.7% QoQ
2021 Q3 · $653M 2021 Q3 · $653M
Q3 2021
2021 Q4 · $678M · +3.8% QoQ 2021 Q4 · $678M · +3.8% QoQ
Q4
2022 Q1 · $623M · −8.1% QoQ 2022 Q1 · $623M · −8.1% QoQ
Q1 2022
2022 Q2 · $524M · −15.9% QoQ 2022 Q2 · $524M · −15.9% QoQ
Q2
2022 Q3 · $502M · −4.2% QoQ 2022 Q3 · $502M · −4.2% QoQ
Q3
2022 Q4 · $555M · +10.6% QoQ 2022 Q4 · $555M · +10.6% QoQ
Q4
2023 Q1 · $557M · +0.4% QoQ 2023 Q1 · $557M · +0.4% QoQ
Q1 2023
2023 Q2 · $578M · +3.8% QoQ 2023 Q2 · $578M · +3.8% QoQ
Q2
2023 Q3 · $567M · −1.9% QoQ 2023 Q3 · $567M · −1.9% QoQ
Q3
2023 Q4 · $618M · +9.0% QoQ 2023 Q4 · $618M · +9.0% QoQ
Q4
2024 Q1 · $668M · +8.1% QoQ 2024 Q1 · $668M · +8.1% QoQ
Q1 2024
2024 Q2 · $669M · +0.1% QoQ 2024 Q2 · $669M · +0.1% QoQ
Q2
2024 Q3 · $715M · +6.9% QoQ 2024 Q3 · $715M · +6.9% QoQ
Q3
2024 Q4 · $697M · −2.5% QoQ 2024 Q4 · $697M · −2.5% QoQ
Q4
2025 Q1 · $671M · −3.7% QoQ 2025 Q1 · $671M · −3.7% QoQ
Q1 2025
2025 Q2 · $689M · +2.7% QoQ 2025 Q2 · $689M · +2.7% QoQ
Q2
2025 Q3 · $737M · +7.0% QoQ 2025 Q3 · $737M · +7.0% QoQ
Q3
2025 Q4 · $698M · −5.3% QoQ 2025 Q4 · $698M · −5.3% QoQ
Q4
2026 Q1 · $682M · −2.3% QoQ 2026 Q1 · $682M · −2.3% QoQ
Q1 2026
2026 Q2 · $741M · +8.7% QoQ 2026 Q2 · $741M · +8.7% QoQ
Q2

Book

2021 Q4 2021 Q3 · filed 4 Feb · long equity

BRK.B - Berkshire Hathaway 3.35% Add +1.4% 75,882 $299.00 $23M +1,050 +$2M
GOOGL - Alphabet · CLASS A 3.32% Reduce −2.5% 7,762 $2,897 $22M −200 +$1M
FISV - Fiserv 3.12% Reduce −0.4% 204,032 $103.79 $21M −734 −$1M
MO - Altria Group 2.69% Add +0.1% 384,760 $47.39 $18M +508 +$743K
UNH - UnitedHealth Group 2.55% Reduce −9.6% 34,428 $502.15 $17M −3,677 +$2M
JPM - JPMorgan Chase 2.54% Reduce −5.2% 108,599 $158.35 $17M −6,003 −$2M
JNJ - Johnson & Johnson 2.45% Reduce −6.8% 97,174 $171.07 $17M −7,059 −$210K
MMC - Marsh & McLennan 2.45% Reduce −17.9% 95,585 $173.82 $17M −20,842 −$1M
GD - General Dynamics 2.40% Reduce −13.4% 78,221 $208.47 $16M −12,098 −$1M
CMCSA - Comcast · CLASS A 2.39% Add +0.6% 321,979 $50.33 $16M +2,005 −$2M
CB - Chubb 2.36% Reduce −11.7% 82,627 $193.31 $16M −10,979 −$266K
ETN - Eaton 2.32% Reduce −17.6% 91,134 $172.82 $16M −19,419 −$757K
DWDPEUR — 2.21% Hold 185,791 $80.78 $15M
AAPL - Apple 2.17% Reduce −5.1% 82,687 $177.57 $15M −4,471 +$2M
AXP - American Express 2.16% Reduce −17.8% 89,716 $163.61 $15M −19,363 −$4M
GPC - Genuine Parts 2.11% Reduce −13.9% 102,034 $140.20 $14M −16,433 −$57K
SLB - Schlumberger 2.04% Hold 462,660 $29.95 $14M
HON - Honeywell 2.04% Reduce −1.3% 66,302 $208.52 $14M −900 −$441K
BMY - Bristol Myers Squibb 2.00% Add +1.1% 217,052 $62.35 $14M +2,456 +$835K
MSFT - Microsoft 1.98% Reduce 0.0% 40,006 $336.32 $13M −4 +$2M
AMZN - Amazon 1.89% Add +0.7% 3,835 $3,334 $13M +28 +$281K
PSX - Phillips 66 1.84% Add +19.2% 171,951 $72.46 $12M +27,690 +$2M
GM - General Motors 1.74% New 201,775 $58.63 $12M +201,775 +$12M
KHC - Kraft Heinz 1.74% Hold 327,927 $35.90 $12M
TROW - T. Rowe Price 1.70% New 58,481 $196.65 $12M +58,481 +$12M
VMware · CLASS A 1.68% Add +19.2% 98,217 $115.88 $11M +15,788 −$876K
BAC - Bank of America 1.68% Reduce −24.3% 255,679 $44.49 $11M −82,229 −$3M
EOG - EOG Resources 1.64% Hold 125,241 $88.83 $11M
AMAT - Applied Materials 1.62% New 69,936 $157.36 $11M +69,936 +$11M
DIS - Walt Disney 1.54% Reduce −12.5% 67,216 $154.89 $10M −9,599 −$3M
AMT - American Tower 1.22% Reduce −3.3% 28,384 $292.49 $8M −964 +$513K
ORLY - O'Reilly Automotive 1.20% Reduce −6.1% 11,558 $706.26 $8M −757 +$638K
V - Visa 1.19% Add +12.0% 37,238 $216.71 $8M +3,991 +$664K
KLAC - KLA 1.07% Reduce −2.4% 16,907 $430.12 $7M −410 +$1M
CPRT - Copart 1.05% Reduce −23.7% 46,815 $151.62 $7M −14,529 −$1M
ADBE - Adobe Systems 1.02% Reduce −2.5% 12,230 $567.05 $7M −318 −$289K
VRSK - Verisk Analytics 1.02% Reduce −5.3% 30,309 $228.74 $7M −1,700 +$523K
SHW - Sherwin-Williams 0.99% Reduce −5.5% 19,071 $352.16 $7M −1,105 +$1M
DHR - Danaher 0.97% Reduce −31.6% 19,948 $329.01 $7M −9,219 −$2M
TYL - Tyler Technologies 0.96% Add +16.7% 12,043 $537.99 $6M +1,723 +$2M
COO - Cooper Companies 0.95% Reduce −10.4% 15,356 $418.92 $6M −1,780 −$649K
META - Meta Platforms 0.95% Reduce −7.4% 19,095 $336.37 $6M −1,533 −$578K
ACN - Accenture 0.93% Reduce −16.3% 15,239 $414.53 $6M −2,964 +$493K
IDXX - Idexx Laboratories 0.93% Reduce −7.3% 9,583 $658.46 $6M −753 −$118K
APH - Amphenol 0.92% Reduce −5.5% 71,623 $87.46 $6M −4,179 +$713K
LZAGY - Lonza Group 0.86% Reduce −34.9% 69,828 $83.51 $6M −37,445 −$2M
CNSWF - Constellation Software 0.85% Reduce −5.1% 3,092 $1,859 $6M −166 +$397K
NKE - Nike 0.84% Reduce −2.7% 34,087 $166.66 $6M −939 +$594K
SCHW - Charles Schwab 0.82% Reduce −5.5% 66,454 $84.10 $6M −3,853 +$468K
GMAB - Genmab 0.81% Reduce −4.3% 139,390 $39.56 $6M −6,308 −$853K

Showing top 50 of 107 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
INTC - Intel 1.55% Exit 0 $53.28 $10M −190,570 −$10M
L - Loews 1.48% Exit 0 $53.93 $10M −179,198 −$10M
ROP - Roper Technologies 0.87% Exit 0 $446.13 $6M −12,763 −$6M
CoreSite Realty 0.31% Exit 0 $138.51 $2M −14,743 −$2M
MMM - 3M 0.28% Exit 0 $175.43 $2M −10,466 −$2M
IPGP - IPG Photonics 0.16% Exit 0 $158.42 $1M −6,571 −$1M
ECL - Ecolab 0.04% Exit 0 $208.76 $286K −1,370 −$286K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 91 $741M +8.7% 13F-HR 7/30/2026 000119312526326274
2026 Q1 88 $682M −2.3% 13F-HR 5/1/2026 000119312526200972
2025 Q4 95 $698M −5.3% 13F-HR 1/28/2026 000119312526027064
2025 Q3 99 $737M +7.0% 13F-HR 10/22/2025 000119312525246260
2025 Q2 99 $689M +2.7% 13F-HR 8/5/2025 000095012325006998
2025 Q1 101 $671M −3.7% 13F-HR 5/8/2025 000095012325004292
2024 Q4 101 $697M −2.5% 13F-HR 2/6/2025 000095012325001012
2024 Q3 102 $715M +6.9% 13F-HR 11/5/2024 000095012324010363
2024 Q2 93 $669M +0.1% 13F-HR 8/6/2024 000095012324007212
2024 Q1 92 $668M RESTATEMENT 5/10/2024 000095012324004341
2024 Q1 92 $668M +8.1% 13F-HR 5/9/2024 000095012324004192
2023 Q4 94 $618M +9.0% 13F-HR 2/8/2024 000095012324001107
2023 Q3 94 $567M −1.9% 13F-HR 11/8/2023 000095012323009574
2023 Q2 96 $578M +3.8% 13F-HR 7/20/2023 000095012323006177
2023 Q1 100 $557M +0.4% 13F-HR 5/2/2023 000095012323003582
2022 Q4 104 $555M +10.6% 13F-HR 2/8/2023 000095012323001003
2022 Q3 100 $502M −4.2% 13F-HR 11/4/2022 000095012322010814
2022 Q2 99 $524M −15.9% 13F-HR 8/3/2022 000095012322007687
2022 Q1 100 $623M −8.1% 13F-HR 5/3/2022 000095012322004467
2021 Q4 107 $678M +3.8% 13F-HR 2/4/2022 000095012322001002
2021 Q3 98 $653M 13F-HR 11/2/2021 000095012321013815

About

TORRAY INVESTMENT PARTNERS LLC

21 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
TORRAY INVESTMENT PARTNERS LLC
Location
Bethesda, MD
All SEC filings
View on sec.gov