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 Q3 2023 Q2 · filed 8 Nov · long equity

GOOGL - Alphabet · CLASS A 4.17% Reduce −2.0% 180,608 $130.86 $24M −3,767 +$2M
BRK.B - Berkshire Hathaway 3.96% Hold 64,106 $350.30 $22M
FISV - Fiserv 3.03% Reduce −1.4% 151,850 $112.96 $17M −2,158 −$2M
PSX - Phillips 66 2.98% Add +0.7% 140,751 $120.15 $17M +917 +$4M
MMC - Marsh McLennan 2.92% Hold 87,022 $190.30 $17M
EOG - EOG Resources 2.64% Add +0.7% 118,060 $126.76 $15M +859 +$2M
HD - Home Depot 2.63% Add +2.0% 49,394 $302.16 $15M +978 −$115K
ETN - Eaton 2.63% Hold 69,976 $213.28 $15M
JPM - JPMorgan Chase 2.61% Reduce −3.0% 102,159 $145.02 $15M −3,109 −$495K
UNH - UnitedHealth Group 2.39% Reduce −0.2% 26,823 $504.19 $14M −50 +$608K
TROW - T. Rowe Price 2.35% Add +1.0% 127,213 $104.87 $13M +1,256 −$769K
MO - Altria Group 2.33% Add +1.4% 314,805 $42.05 $13M +4,318 −$828K
MSFT - Microsoft 2.31% Reduce −2.6% 41,406 $315.75 $13M −1,117 −$1M
GD - General Dynamics 2.18% Hold 56,052 $220.97 $12M
QCOM - Qualcomm 2.18% Add +1.9% 111,278 $111.06 $12M +2,036 −$646K
JNJ - Johnson & Johnson 2.11% Add +0.2% 76,890 $155.75 $12M +150 −$726K
SLB - Schlumberger 2.05% Hold 198,961 $58.30 $12M
AAPL - Apple 1.98% Add +1.5% 65,541 $171.21 $11M +972 −$1M
LEN.B — · CL B 1.98% Hold 109,629 $102.23 $11M
RPRX - Royalty Pharma 1.98% Reduce −0.3% 412,633 $27.14 $11M −1,182 −$2M
CB - Chubb 1.96% Hold 53,357 $208.18 $11M
AXP - American Express 1.95% Add +0.5% 74,201 $149.19 $11M +400 −$2M
HON - Honeywell 1.91% Add +0.6% 58,518 $184.74 $11M +325 −$1M
AMZN - Amazon 1.88% Add +1.8% 83,729 $127.12 $11M +1,442 −$83K
TXN - Texas Instruments 1.86% Hold 66,344 $159.01 $11M
AMAT - Applied Materials 1.86% Hold 76,014 $138.45 $11M
WRB - W R Berkley 1.82% Hold 162,245 $63.49 $10M
KHC - Kraft Heinz 1.60% Hold 269,215 $33.64 $9M
GM - General Motors 1.52% Hold 262,180 $32.97 $9M
AVGO - Broadcom 1.27% Add +21.1% 8,678 $830.58 $7M +1,512 +$992K
ADBE - Adobe Systems 1.22% Reduce −3.7% 13,609 $509.90 $7M −530 +$25K
CPRT - Copart 1.16% Add +91.9% 152,944 $43.09 $7M +73,228 −$681K
NOW - ServiceNow 1.13% Reduce −4.3% 11,479 $558.96 $6M −513 −$323K
ORLY - O'Reilly Automotive 1.13% Reduce −8.5% 7,023 $908.86 $6M −650 −$947K
V - Visa 1.03% Reduce −4.4% 25,405 $230.01 $6M −1,163 −$466K
VRSK - Verisk Analytics 0.99% Reduce −5.6% 23,702 $236.24 $6M −1,401 −$75K
CNSWF - Constellation Software 0.97% Reduce −1.1% 2,667 $2,063 $6M −31 −$116K
APH - Amphenol 0.91% Reduce −5.5% 61,117 $83.99 $5M −3,581 −$363K
DHR - Danaher 0.85% Reduce −2.4% 19,434 $248.10 $5M −488 +$40K
POOL — 0.84% Add +4.2% 13,451 $356.10 $5M +543 −$46K
COO - Cooper Companies 0.84% Reduce −2.0% 15,030 $318.01 $5M −314 −$1M
KLAC - KLA 0.84% Reduce −4.5% 10,353 $458.66 $5M −488 −$510K
AJG - Arthur J Gallagher 0.83% Reduce −2.3% 20,731 $227.93 $5M −496 +$64K
ACN - Accenture 0.77% Reduce −3.7% 14,196 $307.11 $4M −552 −$191K
AMT - American Tower 0.75% Add +1.9% 25,972 $164.45 $4M +494 −$670K
SHW - Sherwin-Williams 0.74% Reduce −4.5% 16,561 $255.05 $4M −778 −$380K
IDXX - Idexx Laboratories 0.72% Reduce −4.0% 9,392 $437.27 $4M −392 −$807K
VEEV - Veeva Systems 0.69% Reduce −3.7% 19,156 $203.45 $4M −745 −$38K
AMGN - Amgen 0.68% Add +3.8% 14,380 $268.76 $4M +531 +$790K
TYL - Tyler Technologies 0.66% Reduce −4.3% 9,674 $386.14 $4M −432 −$473K

Showing top 50 of 94 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Verra Mobility 0.30% Exit 0 $19.72 $2M −88,322 −$2M
SBUX - Starbucks 0.08% Exit 0 $99.15 $467K −4,710 −$467K
MA - Mastercard 0.04% Exit 0 $393.15 $241K −613 −$241K

* 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 Q2. 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