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 Q4 2023 Q3 · filed 8 Feb · long equity

GOOGL - Alphabet · CLASS A 4.09% Add +0.2% 180,997 $139.69 $25M +389 +$2M
BRK.B - Berkshire Hathaway 3.70% Hold 64,106 $356.66 $23M
FISV - Fiserv 3.27% Add +0.3% 152,378 $132.84 $20M +528 +$3M
PSX - Phillips 66 3.01% Reduce −0.7% 139,741 $133.14 $19M −1,010 +$2M
JPM - JPMorgan Chase 2.80% Reduce −0.3% 101,820 $170.10 $17M −339 +$3M
HD - Home Depot 2.76% Reduce −0.5% 49,151 $346.55 $17M −243 +$2M
ETN - Eaton 2.73% Hold 69,976 $240.82 $17M
MMC - Marsh McLennan 2.67% Hold 87,022 $189.47 $16M
QCOM - Qualcomm 2.59% Reduce −0.5% 110,700 $144.63 $16M −578 +$4M
MSFT - Microsoft 2.55% Add +1.2% 41,885 $376.04 $16M +479 +$3M
LEN.B — · CL B 2.38% Hold 109,629 $134.05 $15M
GD - General Dynamics 2.36% Add +0.1% 56,115 $259.67 $15M +63 +$2M
RPRX - Royalty Pharma 2.30% Add +22.6% 505,740 $28.09 $14M +93,107 +$3M
EOG - EOG Resources 2.29% Reduce −0.8% 117,074 $120.95 $14M −986 −$805K
UNH - UnitedHealth Group 2.29% Add +0.1% 26,852 $526.47 $14M +29 +$613K
AXP - American Express 2.25% Hold 74,201 $187.34 $14M
JNJ - Johnson & Johnson 2.22% Add +13.6% 87,362 $156.74 $14M +10,472 +$2M
AAPL - Apple 2.10% Add +2.7% 67,337 $192.53 $13M +1,796 +$2M
AMZN - Amazon 2.07% Add +0.7% 84,322 $151.94 $13M +593 +$2M
AMAT - Applied Materials 2.00% Add +0.1% 76,100 $162.07 $12M +86 +$2M
HON - Honeywell 1.99% Add +0.3% 58,708 $209.71 $12M +190 +$2M
CB - Chubb 1.95% Add +0.1% 53,427 $226.00 $12M +70 +$967K
WRB - W R Berkley 1.86% Hold 162,245 $70.72 $11M
TXN - Texas Instruments 1.83% Hold 66,344 $170.46 $11M
MO - Altria Group 1.79% Reduce −13.1% 273,523 $40.34 $11M −41,282 −$2M
TROW - T. Rowe Price 1.68% Reduce −24.3% 96,267 $107.69 $10M −30,946 −$3M
SLB - Schlumberger 1.68% Hold 198,961 $52.04 $10M
AMT - American Tower 1.56% Add +72.5% 44,808 $215.88 $10M +18,836 +$5M
AVGO - Broadcom 1.55% Reduce −0.9% 8,598 $1,116 $10M −80 +$2M
KHC - Kraft Heinz 1.35% Reduce −16.2% 225,579 $36.98 $8M −43,636 −$714K
NOW - ServiceNow 1.31% Reduce −0.1% 11,472 $706.49 $8M −7 +$2M
ADBE - Adobe Systems 1.20% Reduce −8.9% 12,399 $596.60 $7M −1,210 +$458K
CPRT - Copart 1.12% Reduce −7.3% 141,717 $49.00 $7M −11,227 +$354K
CNSWF - Constellation Software 1.10% Add +2.6% 2,737 $2,485 $7M +70 +$1M
ORLY - O'Reilly Automotive 1.08% Add +0.2% 7,040 $950.08 $7M +17 +$306K
V - Visa 1.08% Add +0.9% 25,631 $260.35 $7M +226 +$830K
APH - Amphenol 0.99% Add +1.0% 61,722 $99.13 $6M +605 +$985K
KLAC - KLA 0.97% Reduce −0.1% 10,339 $581.30 $6M −14 +$1M
VRSK - Verisk Analytics 0.93% Add +1.3% 24,000 $238.86 $6M +298 +$133K
VRTX - Vertex Pharmaceuticals 0.93% New 14,068 $406.89 $6M +14,068 +$6M
POOL — 0.86% Reduce −1.3% 13,278 $398.71 $5M −173 +$504K
SHW - Sherwin-Williams 0.84% Add +0.6% 16,660 $311.90 $5M +99 +$972K
ACN - Accenture 0.81% Add +1.0% 14,344 $350.91 $5M +148 +$674K
AJG - Arthur J Gallagher 0.76% Add +1.1% 20,964 $224.88 $5M +233 −$11K
LZAGY - Lonza Group 0.75% Add +67.0% 110,045 $42.09 $5M +44,161 +$2M
DHR - Danaher 0.75% Add +2.7% 19,958 $231.34 $5M +524 −$204K
BX - Blackstone Group 0.73% Add +16.9% 34,495 $130.92 $5M +4,979 +$1M
TYL - Tyler Technologies 0.66% Add +0.5% 9,721 $418.12 $4M +47 +$329K
AMGN - Amgen 0.64% Reduce −3.8% 13,831 $288.02 $4M −549 +$119K
VEEV - Veeva Systems 0.60% Add +0.2% 19,187 $192.52 $4M +31 −$203K

Showing top 50 of 94 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GM - General Motors 1.52% Exit 0 $32.97 $9M −262,180 −$9M
CCI - Crown Castle 0.60% Exit 0 $92.02 $3M −37,144 −$3M
VICR - Vicor 0.22% Exit 0 $58.90 $1M −20,764 −$1M

* 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 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