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 Q3 2024 Q2 · filed 5 Nov · long equity

GOOGL - Alphabet · CLASS A 4.13% Reduce −0.2% 178,004 $165.85 $30M −351 −$3M
FISV - Fiserv 3.81% Add +0.1% 151,450 $179.65 $27M +109 +$5M
BRK.B - Berkshire Hathaway 3.74% Reduce −9.9% 58,027 $460.26 $27M −6,358 +$516K
RPRX - Royalty Pharma 3.40% Add +23.7% 857,919 $28.29 $24M +164,361 +$6M
HD - Home Depot 2.80% Add +1.6% 49,348 $405.20 $20M +770 +$3M
JPM - JP Morgan 2.57% Add +3.1% 87,219 $210.86 $18M +2,643 +$1M
JNJ - Johnson & Johnson 2.52% Add +27.4% 111,264 $162.06 $18M +23,902 +$5M
AXP - American Express 2.51% Add +1.9% 66,250 $271.20 $18M +1,225 +$3M
EOG - EOG Resources 2.45% Reduce −2.6% 142,234 $122.93 $17M −3,752 −$890K
MMC - Marsh McLennan 2.43% Hold 77,877 $223.09 $17M
GD - General Dynamics 2.37% Reduce −0.1% 56,037 $302.20 $17M −78 +$653K
LEN.B — · CL B 2.34% Hold 96,859 $172.94 $17M
MSFT - Microsoft 2.32% Add +1.0% 38,516 $430.30 $17M +400 −$463K
PSX - Phillips 66 2.31% Add +6.7% 125,686 $131.45 $17M +7,861 −$112K
UNH - UnitedHealth Group 2.24% Add +1.6% 27,325 $584.68 $16M +433 +$2M
CB - Chubb 2.16% Reduce −0.2% 53,497 $288.39 $15M −125 +$2M
AMZN - Amazon 2.15% Add +1.0% 82,486 $186.33 $15M +848 −$407K
AAPL - Apple 2.01% Add 0.0% 61,568 $233.00 $14M +3 +$1M
QCOM - Qualcomm 2.00% Add +16.7% 84,201 $170.05 $14M +12,055 −$52K
AVGO - Broadcom 1.94% Add +946.7% 80,472 $172.50 $14M +72,784 +$2M
WRB - W R Berkley 1.93% Add +50.0% 243,713 $56.73 $14M +81,237 +$1M
TXN - Texas Instruments 1.93% Hold 66,718 $206.57 $14M
ETN - Eaton 1.91% Hold 41,092 $331.44 $14M
HON - Honeywell 1.70% Add +0.2% 58,837 $206.71 $12M +115 −$377K
KEYS - Keysight Technologies 1.60% Hold 71,925 $158.93 $11M
SLB - Schlumberger 1.49% Add +2.3% 253,549 $41.95 $11M +5,681 −$1M
AMAT - Applied Materials 1.48% Add +2.3% 52,284 $202.05 $11M +1,200 −$1M
ULTA - Ulta Beauty 1.47% Add +22.3% 26,952 $389.12 $10M +4,908 +$2M
AMT - American Tower 1.37% Reduce −10.7% 42,171 $232.56 $10M −5,063 +$626K
CNSWF - Constellation Software 1.18% Reduce −2.1% 2,596 $3,253 $8M −56 +$802K
NOW - ServiceNow 1.16% Reduce −15.8% 9,286 $894.39 $8M −1,748 −$375K
CPRT - Copart 1.04% Add +0.1% 142,044 $52.40 $7M +79 −$246K
VRTX - Vertex Pharmaceuticals 1.03% Add +13.0% 15,751 $465.08 $7M +1,813 +$792K
CASY - Casey's General Stores 1.01% Add +84.6% 19,273 $375.71 $7M +8,833 +$3M
ADBE - Adobe 0.97% Add +0.2% 13,402 $517.78 $7M +31 −$489K
LZAGY - Lonza Group 0.96% Reduce −1.0% 108,399 $63.17 $7M −1,077 +$881K
VEEV - Veeva Systems 0.96% Reduce −0.4% 32,571 $209.87 $7M −143 +$849K
APH - Amphenol 0.95% Reduce 0.0% 104,027 $65.16 $7M −3 −$230K
TYL - Tyler Technologies 0.89% Reduce −1.2% 10,877 $583.72 $6M −133 +$814K
VRSK - Verisk Analytics 0.88% Reduce −0.3% 23,570 $267.96 $6M −75 −$58K
SHW - Sherwin-Williams 0.88% Reduce −0.6% 16,395 $381.67 $6M −105 +$1M
V - Visa 0.87% Add +3.4% 22,586 $274.95 $6M +736 +$475K
KLAC - KLA 0.84% Reduce −0.7% 7,768 $774.41 $6M −54 −$434K
SNPS - Synopsys 0.83% New 11,759 $506.39 $6M +11,759 +$6M
AJG - Arthur J Gallagher 0.82% Reduce −0.8% 20,849 $281.37 $6M −164 +$417K
ORLY - O'Reilly Automotive 0.81% Reduce −26.8% 5,048 $1,152 $6M −1,851 −$1M
DHR - Danaher 0.78% Reduce −0.4% 19,921 $278.02 $6M −89 +$539K
POOL — 0.76% Add +2.2% 14,432 $376.80 $5M +304 +$1M
MS - Morgan Stanley 0.71% Add +8.1% 48,487 $104.24 $5M +3,651 +$697K
ENB - Enbridge 0.70% Add +14.3% 123,991 $40.61 $5M +15,481 +$1M

Showing top 50 of 102 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
TROW - T. Rowe Price 1.66% Exit 0 $115.31 $11M −96,267 −$11M
CSCO - Cisco Systems 0.50% Exit 0 $47.51 $3M −70,134 −$3M
BMRN - BioMarin Pharmaceuticals 0.21% Exit 0 $82.35 $1M −16,855 −$1M
RYCEY - Rolls-Royce 0.04% Exit 0 $5.72 $286K −50,000 −$286K
MRK - Merck 0.03% Exit 0 $123.75 $211K −1,705 −$211K

* 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 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