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 Q2 2023 Q1 · filed 20 Jul · long equity

GOOGL - Alphabet · CLASS A 3.82% Reduce −1.7% 184,375 $119.70 $22M −3,205 +$3M
BRK.B - Berkshire Hathaway 3.78% Hold 64,106 $341.00 $22M
FISV - Fiserv 3.36% Reduce −0.6% 154,008 $126.15 $19M −860 +$2M
MMC - Marsh & McLennan 2.83% Hold 87,022 $188.08 $16M
JPM - JPMorgan Chase 2.65% Add +0.6% 105,268 $145.44 $15M +577 +$2M
HD - Home Depot 2.60% Add +15.5% 48,416 $310.64 $15M +6,512 +$3M
MSFT - Microsoft 2.50% Reduce −1.5% 42,523 $340.54 $14M −645 +$2M
TROW - T. Rowe Price 2.44% Add +21.0% 125,957 $112.02 $14M +21,840 +$2M
ETN - Eaton 2.43% Hold 69,976 $201.10 $14M
MO - Altria Group 2.43% Add +0.1% 310,487 $45.30 $14M +456 +$231K
EOG - EOG Resources 2.32% Add +21.4% 117,201 $114.44 $13M +20,645 +$2M
PSX - Phillips 66 2.31% Add +12.7% 139,834 $95.38 $13M +15,742 +$757K
QCOM - Qualcomm 2.25% Add +18.7% 109,242 $119.04 $13M +17,186 +$1M
UNH - UnitedHealth Group 2.23% Add +0.7% 26,873 $480.64 $13M +196 +$309K
AXP - American Express 2.22% Hold 73,801 $174.20 $13M
RPRX - Royalty Pharma 2.20% Add +201.7% 413,815 $30.74 $13M +276,643 +$8M
JNJ - Johnson & Johnson 2.20% Hold 76,740 $165.52 $13M
AAPL - Apple 2.17% Reduce −9.2% 64,569 $193.97 $13M −6,542 +$798K
LEN.B — · CL B 2.14% Hold 109,629 $112.98 $12M
HON - Honeywell 2.09% Hold 58,193 $207.50 $12M
GD - General Dynamics 2.09% Hold 56,052 $215.15 $12M
TXN - Texas Instruments 2.07% Hold 66,344 $180.02 $12M
AMAT - Applied Materials 1.90% Hold 76,014 $144.54 $11M
AMZN - Amazon 1.86% Reduce −2.8% 82,287 $130.36 $11M −2,393 +$2M
CB - Chubb 1.78% Hold 53,357 $192.56 $10M
GM - General Motors 1.75% Hold 262,180 $38.56 $10M
SLB - Schlumberger 1.69% Hold 198,961 $49.12 $10M
WRB - W R Berkley 1.67% New 162,245 $59.56 $10M +162,245 +$10M
KHC - Kraft Heinz 1.65% Hold 269,215 $35.50 $10M
ORLY - O'Reilly Automotive 1.27% Reduce −0.2% 7,673 $955.30 $7M −18 +$801K
CPRT - Copart 1.26% Reduce −8.4% 79,716 $91.21 $7M −7,297 +$727K
ADBE - Adobe Systems 1.20% Reduce −1.3% 14,139 $488.99 $7M −181 +$1M
NOW - ServiceNow 1.17% Reduce −1.3% 11,992 $561.97 $7M −154 +$1M
V - Visa 1.09% Reduce −2.0% 26,568 $237.48 $6M −533 +$199K
AVGO - Broadcom 1.08% Add +44.9% 7,166 $867.43 $6M +2,222 +$3M
COO - Cooper Companies 1.02% Reduce 0.0% 15,344 $383.43 $6M −1 +$154K
VRSK - Verisk Analytics 0.98% Reduce −5.4% 25,103 $226.03 $6M −1,434 +$583K
CNSWF - Constellation Software 0.97% Reduce −4.2% 2,698 $2,083 $6M −117 +$332K
APH - Amphenol 0.95% Reduce −2.0% 64,698 $84.95 $5M −1,307 +$102K
KLAC - KLA 0.91% Reduce −2.5% 10,841 $485.02 $5M −274 +$821K
AMT - American Tower 0.85% Add +0.8% 25,478 $193.94 $5M +191 −$226K
IDXX - Idexx Laboratories 0.85% Reduce −3.4% 9,784 $502.23 $5M −347 −$152K
POOL — 0.84% Add +11.5% 12,908 $374.64 $5M +1,330 +$871K
DHR - Danaher 0.83% Add +1.3% 19,922 $240.00 $5M +253 −$176K
AJG - Arthur J Gallagher 0.81% Add +2.5% 21,227 $219.57 $5M +508 +$697K
SHW - Sherwin-Williams 0.80% Reduce −0.4% 17,339 $265.52 $5M −62 +$693K
ACN - Accenture 0.79% Add +0.4% 14,748 $308.58 $5M +66 +$355K
TYL - Tyler Technologies 0.73% Reduce −1.3% 10,106 $416.47 $4M −137 +$576K
GMAB - Genmab 0.72% Reduce −1.8% 108,792 $38.01 $4M −2,015 −$49K
LZAGY - Lonza Group 0.69% Add +0.7% 66,750 $59.68 $4M +445 +$12K

Showing top 50 of 96 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
DIS - Walt Disney 2.15% Exit 0 $100.13 $12M −119,815 −$12M
BMY - Bristol-Myers Squibb 2.00% Exit 0 $69.31 $11M −161,134 −$11M
BAC - Bank of America 1.73% Exit 0 $28.60 $10M −337,691 −$10M
AAP - Advance Auto Parts 1.63% Exit 0 $121.61 $9M −74,695 −$9M
PRU - Prudential Financial 0.39% Exit 0 $82.74 $2M −26,228 −$2M
MUB - Ishares Tr 0.07% Exit 0 $107.73 $404K −3,750 −$404K

* 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 2023 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