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

2024 Q2 2024 Q1 · filed 6 Aug · long equity

GOOGL - Alphabet · CLASS A 4.85% Add +1210.6% 178,355 $182.15 $32M +164,746 +$6M
BRK.B - Berkshire Hathaway 3.91% Add +352.7% 64,385 $406.80 $26M +50,163 −$766K
FISV - Fiserv 3.37% Reduce −0.3% 151,341 $149.04 $23M −509 −$2M
EOG - EOG Resources 2.74% Add +23.7% 145,986 $125.87 $18M +27,926 −$360K
RPRX - Royalty Pharma 2.73% Add +9301.6% 693,558 $26.37 $18M +686,181 −$2M
JPM - JP Morgan 2.56% Add +557.2% 84,576 $202.26 $17M +71,707 −$1M
MSFT - Microsoft 2.54% Add +1767.5% 38,116 $446.95 $17M +36,075 −$134K
HD - Home Depot 2.50% Add +36.5% 48,578 $344.24 $17M +13,001 −$1M
PSX - Phillips 66 2.48% Add +1577.7% 117,825 $141.17 $17M +110,802 −$2M
MMC - Marsh McLennan 2.45% Add +18.2% 77,877 $210.72 $16M +11,993 −$2M
GD - General Dynamics 2.43% Add +0.1% 56,115 $290.14 $16M +63 +$429K
AMZN - Amazon 2.36% Reduce −74.1% 81,638 $193.25 $16M −233,167 +$1M
AXP - American Express 2.25% Reduce −22.3% 65,025 $231.55 $15M −18,704 +$251K
QCOM - Qualcomm 2.15% Reduce −48.7% 72,146 $199.18 $14M −68,605 −$4M
UNH - UnitedHealth Group 2.05% Add +3974.5% 26,892 $509.26 $14M +26,232 +$411K
CB - Chubb 2.04% Add +355.1% 53,622 $255.08 $14M +41,839 −$167K
LEN.B — · CL B 2.02% Add +304.9% 96,859 $139.43 $14M +72,939 −$3M
TXN - Texas Instruments 1.94% Add +302.9% 66,718 $194.53 $13M +50,157 +$1M
AAPL - Apple 1.94% Add +991.4% 61,565 $210.62 $13M +55,924 +$2M
ETN - Eaton 1.92% Reduce −41.3% 41,092 $313.55 $13M −28,884 −$2M
JNJ - Johnson & Johnson 1.91% Reduce −14.5% 87,362 $146.16 $13M −14,797 −$1M
WRB - W R Berkley 1.91% Add +539.5% 162,476 $78.58 $13M +137,071 −$2M
HON - Honeywell 1.87% Add +125.8% 58,722 $213.54 $13M +32,717 +$490K
AVGO - Broadcom 1.84% Reduce −85.6% 7,688 $1,606 $12M −45,669 +$2M
AMAT - Applied Materials 1.80% Reduce −22.1% 51,084 $235.99 $12M −14,457 −$138K
SLB - Schlumberger 1.75% Add +518.5% 247,868 $47.18 $12M +207,795 −$2M
TROW - T. Rowe Price 1.66% Add +738.6% 96,267 $115.31 $11M +84,788 −$636K
KEYS - Keysight Technologies 1.47% Reduce −6.5% 71,925 $136.75 $10M −4,965 +$463K
AMT - American Tower 1.37% Reduce −36.3% 47,234 $194.38 $9M −26,967 −$76K
NOW - ServiceNow 1.30% Reduce −94.5% 11,034 $786.67 $9M −187,927 +$237K
ULTA - Ulta Beauty 1.27% New 22,044 $385.87 $9M +22,044 +$9M
ANSS - Ansys 1.26% Reduce −57.0% 26,304 $321.50 $8M −34,813 +$956K
CPRT - Copart 1.15% Add +16369.3% 141,965 $54.16 $8M +141,103 −$401K
CNSWF - Constellation Software 1.14% Reduce −82.4% 2,652 $2,882 $8M −12,378 +$364K
ADBE - Adobe 1.11% Reduce −5.8% 13,371 $555.54 $7M −825 +$712K
ORLY - O'Reilly Automotive 1.09% Reduce −66.8% 6,899 $1,056 $7M −13,876 −$493K
APH - Amphenol 1.05% Add +623.4% 104,030 $67.37 $7M +89,650 +$59K
VRTX - Vertex Pharmaceuticals 0.98% Reduce −41.2% 13,938 $468.72 $7M −9,764 +$723K
KLAC - KLA 0.96% Reduce −10.5% 7,822 $824.51 $6M −913 −$551K
VRSK - Verisk Analytics 0.95% Add +23.4% 23,645 $269.55 $6M +4,489 +$824K
VEEV - Veeva Systems 0.89% Add +204.4% 32,714 $183.01 $6M +21,966 +$744K
LZAGY - Lonza Group 0.89% Add +1772.0% 109,476 $54.50 $6M +103,628 −$606K
V - Visa 0.86% Add +5.2% 21,850 $262.47 $6M +1,086 −$1M
TYL - Tyler Technologies 0.83% Reduce −83.4% 11,010 $502.78 $6M −55,334 +$870K
AJG - Arthur J Gallagher 0.81% Reduce −72.4% 21,013 $259.31 $5M −55,001 +$217K
DHR - Danaher 0.75% Add +3.0% 20,010 $249.85 $5M +576 +$12K
SHW - Sherwin-Williams 0.74% Reduce −61.8% 16,500 $298.43 $5M −26,673 −$756K
AMGN - Amgen 0.71% Reduce −41.3% 15,257 $312.45 $5M −10,715 +$459K
MS - Morgan Stanley 0.65% Add +8.3% 44,836 $97.19 $4M +3,430 +$156K
POOL — 0.65% Reduce −31.0% 14,128 $307.33 $4M −6,342 −$538K

Showing top 50 of 93 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
KHC - Kraft Heinz 0.50% Exit 0 $320.87 $3M −10,353 −$3M
GMAB - Genmab 0.48% Exit 0 $12.31 $3M −262,180 −$3M
IDXX - Idexx Laboratories 0.03% Exit 0 $3.54 $207K −58,518 −$207K
ABT - Abbott Labs 0.03% Exit 0 $91.11 $205K −2,250 −$205K

* 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 2024 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