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

2025 Q1 2024 Q4 · filed 8 May · long equity

RPRX - Royalty Pharma 4.00% Add +26.0% 862,018 $31.13 $27M +178,011 +$9M
FISV - Fiserv 3.92% Reduce −5.1% 119,130 $220.83 $26M −6,355 +$530K
BRK.B - Berkshire Hathaway 3.32% Reduce −12.8% 41,845 $532.58 $22M −6,146 +$532K
GOOGL - Alphabet · CLASS A 3.22% Reduce −17.6% 139,687 $154.64 $22M −29,874 −$10M
HD - Home Depot 3.11% Add +15.2% 56,940 $366.49 $21M +7,503 +$2M
EOG - EOG Resources 2.88% Add +0.1% 150,702 $128.24 $19M +90 +$864K
JNJ - Johnson & Johnson 2.75% Hold 111,114 $165.84 $18M
TXN - Texas Instruments 2.71% Add +51.5% 101,098 $179.70 $18M +34,380 +$6M
AMGN - Amgen 2.66% Reduce −4.7% 57,319 $311.55 $18M −2,808 +$2M
MMC - Marsh McLennan 2.57% Reduce −9.1% 70,815 $244.03 $17M −7,062 +$739K
PSX - Phillips 66 2.48% Add +0.8% 134,853 $123.48 $17M +1,035 +$1M
AXP - American Express 2.34% Hold 58,287 $269.05 $16M
WRB - W R Berkley 2.33% Reduce −9.7% 220,089 $71.16 $16M −23,624 +$1M
AMZN - Amazon 2.31% Reduce −2.2% 81,365 $190.26 $15M −1,872 −$3M
GD - General Dynamics 2.28% Hold 56,037 $272.58 $15M
JPM - JP Morgan 2.27% Reduce −21.5% 62,097 $245.30 $15M −16,996 −$4M
CB - Chubb 2.15% Reduce −10.6% 47,820 $301.99 $14M −5,677 −$340K
MSFT - Microsoft 2.15% Reduce −1.4% 38,456 $375.39 $14M −554 −$2M
AAPL - Apple 1.96% Reduce −3.7% 59,380 $222.13 $13M −2,268 −$2M
KEYS - Keysight Technologies 1.85% Hold 82,945 $149.77 $12M
AVGO - Broadcom 1.78% Reduce −11.0% 71,500 $167.43 $12M −8,831 −$7M
UNH - UnitedHealth Group 1.70% Reduce −0.1% 21,798 $523.75 $11M −20 +$380K
ETN - Eaton 1.66% Hold 41,092 $271.83 $11M
SLB - Schlumberger 1.58% Hold 253,549 $41.80 $11M
LEN.B — · CL B 1.57% Hold 96,859 $109.07 $11M
AMT - American Tower 1.57% Reduce −1.2% 48,321 $217.60 $11M −602 +$2M
ULTA - Ulta Beauty 1.47% Hold 26,952 $366.54 $10M
CASY - Casey's General Stores 1.26% Reduce −1.0% 19,439 $434.04 $8M −200 +$656K
CNSWF - Constellation Software 1.21% Reduce −1.5% 2,571 $3,168 $8M −39 +$74K
CPRT - Copart 1.19% Reduce −1.6% 141,183 $56.59 $8M −2,303 −$245K
HPE - Hewlett Packard Enterprise 1.16% Reduce −29.1% 503,437 $15.43 $8M −207,095 −$7M
V - Visa 1.16% Reduce −2.9% 22,155 $350.46 $8M −661 +$554K
SNPS - Synopsys 1.15% Add +10.7% 18,054 $428.85 $8M +1,749 −$171K
VRTX - Vertex Pharmaceuticals 1.14% Reduce −1.8% 15,721 $484.82 $8M −287 +$1M
AMAT - Applied Materials 1.13% Hold 52,284 $145.12 $8M
ORLY - O'Reilly Automotive 1.06% Reduce −2.7% 4,967 $1,433 $7M −138 +$1M
AJG - Arthur J Gallagher 1.05% Reduce −3.1% 20,411 $345.24 $7M −660 +$1M
VRSK - Verisk Analytics 1.01% Reduce −3.2% 22,844 $297.62 $7M −749 +$301K
APH - Amphenol 1.01% Reduce −1.9% 103,562 $65.59 $7M −2,016 −$540K
ADBE - Adobe 1.00% Add +28.6% 17,507 $383.53 $7M +3,890 +$659K
VEEV - Veeva Systems 0.98% Reduce −13.1% 28,512 $231.63 $7M −4,301 −$295K
LZAGY - Lonza Group 0.98% Reduce −2.6% 106,518 $61.65 $7M −2,803 +$141K
NOW - ServiceNow 0.95% Reduce −1.7% 8,032 $796.14 $6M −143 −$2M
TYL - Tyler Technologies 0.92% Reduce −2.4% 10,640 $581.39 $6M −262 −$101K
ABBV - Abbvie 0.81% Reduce −15.7% 25,847 $209.52 $5M −4,824 −$35K
CEG - Constellation Energy Group 0.80% Add +11.2% 26,781 $201.63 $5M +2,690 +$10K
KLAC - KLA 0.79% Reduce −1.2% 7,839 $679.80 $5M −99 +$327K
MS - Morgan Stanley 0.79% Add +18.5% 45,313 $116.67 $5M +7,075 +$479K
CNA - CNA Financial 0.74% Add +5.8% 97,223 $50.79 $5M +5,303 +$492K
PLD - ProLogis 0.73% New 43,740 $111.79 $5M +43,740 +$5M

Showing top 50 of 101 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
UPS - United Parcel Service 0.41% Exit 0 $126.11 $3M −22,505 −$3M
ICFI - ICF International 0.22% Exit 0 $119.24 $2M −13,100 −$2M
BND — 0.17% Exit 0 $71.91 $1M −16,325 −$1M
NVDA - Nvidia 0.04% Exit 0 $134.50 $269K −2,000 −$269K
RKLB - Rocket Lab USA 0.03% Exit 0 $25.44 $229K −9,000 −$229K
PTC - PTC Inc 0.03% Exit 0 $183.98 $209K −1,136 −$209K

* 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 Q4. 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