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

2023 Q1 2022 Q4 · filed 2 May · long equity

BRK.B - Berkshire Hathaway 3.55% Hold 64,106 $308.77 $20M
GOOGL - Alphabet · CLASS A 3.49% Reduce −0.1% 187,580 $103.73 $19M −157 +$3M
FISV - Fiserv 3.14% Reduce −0.1% 154,868 $113.03 $18M −215 +$2M
MMC - Marsh & McLennan 2.60% Add +0.1% 87,022 $166.55 $14M +90 +$108K
MO - Altria Group 2.48% Reduce −9.1% 310,031 $44.62 $14M −31,059 −$2M
JPM - JPMorgan Chase 2.45% Reduce −0.5% 104,691 $130.31 $14M −570 −$473K
GD - General Dynamics 2.29% Hold 56,052 $228.21 $13M
UNH - UnitedHealth Group 2.26% Add 0.0% 26,677 $472.59 $13M +2 −$2M
PSX - Phillips 66 2.26% Add 0.0% 124,092 $101.38 $13M +18 −$333K
MSFT - Microsoft 2.23% Add +6.4% 43,168 $288.30 $12M +2,594 +$3M
HD - Home Depot 2.22% Add +0.5% 41,904 $295.12 $12M +207 −$804K
TXN - Texas Instruments 2.21% Add +0.1% 66,344 $186.01 $12M +91 +$1M
AXP - American Express 2.18% Add +0.1% 73,801 $164.95 $12M +89 +$1M
DIS - Walt Disney 2.15% Add +0.1% 119,815 $100.13 $12M +144 +$2M
ETN - Eaton 2.15% Reduce −14.2% 69,976 $171.34 $12M −11,545 −$805K
JNJ - Johnson & Johnson 2.13% Hold 76,740 $155.00 $12M
TROW - T. Rowe Price 2.11% Add +0.1% 104,117 $112.90 $12M +59 +$406K
QCOM - Qualcomm 2.11% Add +0.8% 92,056 $127.58 $12M +698 +$2M
AAPL - Apple 2.10% Reduce −0.9% 71,111 $164.90 $12M −611 +$2M
BMY - Bristol-Myers Squibb 2.00% Hold 161,134 $69.31 $11M
HON - Honeywell 2.00% Add +0.1% 58,193 $191.12 $11M +61 −$1M
EOG - EOG Resources 1.99% Add +27.6% 96,556 $114.63 $11M +20,893 +$1M
KHC - Kraft Heinz 1.87% Hold 269,215 $38.67 $10M
CB - Chubb 1.86% Add 0.0% 53,357 $194.18 $10M +6 −$1M
LEN.B — · CL B 1.76% Hold 109,629 $89.31 $10M
SLB - Schlumberger 1.75% Hold 198,961 $49.10 $10M
BAC - Bank of America 1.73% Hold 337,691 $28.60 $10M
GM - General Motors 1.73% Hold 262,180 $36.68 $10M
AMAT - Applied Materials 1.67% Hold 76,014 $122.83 $9M
AAP - Advance Auto Parts 1.63% Add +30.1% 74,695 $121.61 $9M +17,271 +$641K
AMZN - Amazon 1.57% Reduce −0.3% 84,680 $103.29 $9M −248 +$2M
CPRT - Copart 1.17% Reduce −1.5% 87,013 $75.21 $7M −1,306 +$1M
ORLY - O'Reilly Automotive 1.17% Reduce −2.3% 7,691 $848.98 $7M −180 −$114K
V - Visa 1.10% Reduce −21.2% 27,101 $225.46 $6M −7,278 −$1M
COO - Cooper Companies 1.03% Reduce −0.5% 15,345 $373.36 $6M −80 +$629K
NOW - ServiceNow 1.01% Add +2.1% 12,146 $464.72 $6M +247 +$1M
ADBE - Adobe Systems 0.99% Reduce 0.0% 14,320 $385.37 $6M −2 +$699K
APH - Amphenol 0.97% Reduce −2.9% 66,005 $81.72 $5M −1,945 +$220K
CNSWF - Constellation Software 0.95% Reduce −0.9% 2,815 $1,878 $5M −25 +$862K
AMT - American Tower 0.93% Reduce −0.7% 25,287 $204.34 $5M −177 −$228K
VRSK - Verisk Analytics 0.91% Reduce −2.0% 26,537 $191.86 $5M −532 +$316K
IDXX - Idexx Laboratories 0.91% Reduce −1.8% 10,131 $500.08 $5M −183 +$859K
DHR - Danaher 0.89% Reduce −1.7% 19,669 $252.04 $5M −342 −$354K
RPRX - Royalty Pharma 0.89% Reduce −0.1% 137,172 $36.03 $5M −199 −$487K
KLAC - KLA 0.80% Reduce −22.0% 11,115 $399.17 $4M −3,128 −$933K
ACN - Accenture 0.75% Reduce −0.5% 14,682 $285.81 $4M −79 +$257K
GMAB - Genmab 0.75% Reduce −13.8% 110,807 $37.76 $4M −17,757 −$1M
LZAGY - Lonza Group 0.71% Add +0.3% 66,305 $59.90 $4M +169 +$748K
POOL — 0.71% Add +1.2% 11,578 $342.44 $4M +132 +$504K
AJG - Arthur J Gallagher 0.71% New 20,719 $191.31 $4M +20,719 +$4M

Showing top 50 of 100 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
DWDPEUR — 1.42% Exit 0 $68.63 $8M −114,605 −$8M
SCHW - Charles Schwab 1.08% Exit 0 $83.26 $6M −72,221 −$6M
NKE - Nike 0.63% Exit 0 $117.01 $4M −29,911 −$4M
MCD - McDonalds 0.42% Exit 0 $263.47 $2M −8,813 −$2M
HII - Huntington Ingalls 0.42% Exit 0 $230.65 $2M −10,015 −$2M
VOT - Vanguard Mid Cap Grwth 0.07% Exit 0 $179.93 $407K −2,262 −$407K

* 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 Q4. 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