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

2022 Q2 2022 Q1 · filed 3 Aug · long equity

GOOGL - Alphabet · CLASS A 3.65% Add +8.2% 8,788 $2,179 $19M +665 −$3M
FISV - Fiserv 3.39% Reduce −5.9% 199,453 $88.97 $18M −12,407 −$4M
BRK.B - Berkshire Hathaway 3.32% Add +17.4% 63,806 $273.02 $17M +9,470 −$2M
GD - General Dynamics 2.91% Reduce 0.0% 68,983 $221.24 $15M −22 −$1M
MMC - Marsh & McLennan 2.83% Hold 95,585 $155.25 $15M
BMY - Bristol-Myers Squibb 2.76% Reduce −13.5% 187,540 $77.00 $14M −29,231 −$1M
MO - Altria Group 2.69% Add +0.3% 337,980 $41.77 $14M +847 −$3M
GPC - Genuine Parts 2.62% Add +0.1% 103,251 $133.00 $14M +105 +$734K
UNH - UnitedHealth Group 2.61% Reduce −12.8% 26,675 $513.63 $14M −3,913 −$2M
JNJ - Johnson & Johnson 2.57% Reduce −14.7% 75,750 $177.50 $13M −13,086 −$2M
TROW - T. Rowe Price 2.39% Add +4.5% 110,167 $113.61 $13M +4,787 −$3M
JPM - JPMorgan Chase 2.23% Add +15.6% 103,880 $112.61 $12M +14,053 −$547K
ETN - Eaton 2.19% Hold 91,134 $125.99 $11M
CB - Chubb 2.00% Hold 53,351 $196.58 $10M
KHC - Kraft Heinz 1.96% Add +21.4% 269,215 $38.14 $10M +47,514 +$2M
AXP - American Express 1.95% Hold 73,632 $138.62 $10M
GM - General Motors 1.94% Add +58.4% 320,767 $31.76 $10M +118,242 +$1M
TXN - Texas Instruments 1.94% Add +17.3% 66,253 $153.65 $10M +9,782 −$181K
MSFT - Microsoft 1.92% Reduce −1.2% 39,154 $256.83 $10M −463 −$2M
PSX - Phillips 66 1.92% Reduce −25.7% 122,634 $81.99 $10M −42,440 −$4M
HON - Honeywell 1.90% Hold 57,352 $173.80 $10M
DIS - Walt Disney 1.84% Add +51.2% 102,131 $94.40 $10M +34,600 +$378K
AAPL - Apple 1.82% Reduce −1.6% 69,584 $136.73 $10M −1,148 −$3M
RNR - RenaissanceRe 1.77% Hold 59,334 $156.37 $9M
DWDPEUR — 1.72% Hold 162,541 $55.58 $9M
BAC - Bank of America 1.62% Add +20.4% 272,227 $31.13 $8M +46,211 −$842K
AMZN - Amazon 1.56% Add +1912.3% 76,951 $106.21 $8M +73,127 −$4M
EOG - EOG Resources 1.47% Reduce −28.3% 70,000 $110.44 $8M −27,694 −$4M
AMAT - Applied Materials 1.47% Add +21.3% 84,846 $90.98 $8M +14,910 −$1M
SLB - Schlumberger 1.43% Reduce −25.3% 209,455 $35.76 $7M −71,061 −$4M
V - Visa 1.31% Reduce −0.9% 34,982 $196.90 $7M −302 −$937K
AMT - American Tower 1.30% Reduce −1.4% 26,701 $255.61 $7M −373 +$23K
ORLY - O'Reilly Automotive 1.15% Reduce −1.9% 9,526 $631.74 $6M −182 −$632K
RPRX - Royalty Pharma 1.11% Add +5.3% 139,012 $42.04 $6M +6,942 +$699K
KLAC - KLA 1.02% Hold 16,758 $319.07 $5M
ADBE - Adobe Systems 0.98% Reduce −3.4% 14,042 $366.04 $5M −496 −$1M
CPRT - Copart 0.94% Reduce −0.3% 45,500 $108.66 $5M −139 −$782K
VRSK - Verisk Analytics 0.92% Reduce −2.2% 27,931 $173.11 $5M −635 −$1M
DHR - Danaher 0.91% Reduce −0.9% 18,873 $253.54 $5M −179 −$804K
COO - Cooper Companies 0.90% Add +1.6% 15,116 $313.11 $5M +240 −$1M
SCHW - Charles Schwab 0.88% Reduce −0.4% 73,242 $63.17 $5M −314 −$2M
APH - Amphenol 0.82% Reduce −1.2% 67,102 $64.38 $4M −819 −$798K
GMAB - Genmab 0.82% Reduce −1.1% 131,708 $32.49 $4M −1,464 −$539K
CNSWF - Constellation Software 0.81% Reduce −1.6% 2,869 $1,484 $4M −46 −$770K
NOW - ServiceNow 0.80% New 8,798 $475.56 $4M +8,798 +$4M
SHW - Sherwin-Williams 0.76% Reduce −1.4% 17,706 $223.94 $4M −253 −$518K
ACN - Accenture 0.75% Reduce −1.2% 14,220 $277.64 $4M −170 −$905K
NKE - Nike 0.71% Reduce −5.3% 36,403 $102.19 $4M −2,021 −$1M
TYL - Tyler Technologies 0.70% Reduce −5.3% 11,043 $332.52 $4M −615 −$2M
LZAGY - Lonza Group 0.64% Reduce −0.9% 63,052 $53.38 $3M −564 −$1M

Showing top 50 of 99 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
VMware 1.79% Exit 0 $113.87 $11M −98,225 −$11M
CMCSA - Comcast Classs A 1.41% Exit 0 $46.82 $9M −187,612 −$9M
Aspen Technology 0.29% Exit 0 $165.41 $2M −10,755 −$2M

* 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 2022 Q1. 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