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 Q2 2025 Q1 · filed 5 Aug · long equity

AVGO - Broadcom 5.95% Add +107.9% 148,683 $275.65 $41M +77,183 +$29M
TXN - Texas Instruments 3.97% Add +30.4% 131,793 $207.62 $27M +30,695 +$9M
RPRX - Royalty Pharma 3.60% Reduce −20.1% 688,776 $36.03 $25M −173,242 −$2M
PSX - Phillips 66 3.51% Add +50.4% 202,754 $119.30 $24M +67,901 +$8M
HD - Home Depot 2.99% Reduce −1.3% 56,203 $366.64 $21M −737 −$262K
BX - Blackstone Group 2.90% Add +296.6% 133,647 $149.58 $20M +99,950 +$15M
CNA - CNA Financial 2.86% Add +335.0% 422,918 $46.53 $20M +325,695 +$15M
AMGN - Amgen 2.83% Add +21.9% 69,858 $279.21 $20M +12,539 +$2M
AXP - American Express 2.67% Reduce −1.1% 57,650 $318.98 $18M −637 +$3M
MSFT - Microsoft 2.65% Reduce −4.6% 36,681 $497.41 $18M −1,775 +$4M
BRK.B - Berkshire Hathaway 2.63% Reduce −10.9% 37,274 $485.77 $18M −4,571 −$4M
CVX - Chevron 2.63% New 126,445 $143.19 $18M +126,445 +$18M
ABBV - Abbvie 2.56% Add +267.7% 95,042 $185.62 $18M +69,195 +$12M
EOG - EOG Resources 2.51% Reduce −4.1% 144,477 $119.61 $17M −6,225 −$2M
AMZN - Amazon 2.48% Reduce −4.2% 77,963 $219.39 $17M −3,402 +$2M
PFE - Pfizer 2.29% Add +388.9% 650,890 $24.24 $16M +517,746 +$12M
JPM - JP Morgan 2.25% Reduce −14.0% 53,404 $289.91 $15M −8,693 +$250K
UNH - UnitedHealth Group 2.23% Add +126.3% 49,337 $311.97 $15M +27,539 +$4M
MMC - Marsh McLennan 2.22% Reduce −1.1% 70,015 $218.64 $15M −800 −$2M
PLD - ProLogis 2.13% Add +218.9% 139,500 $105.12 $15M +95,760 +$10M
ETN - Eaton 2.11% Reduce −1.1% 40,635 $356.99 $15M −457 +$3M
LEN.B — · CL B 1.98% Add +33.9% 129,742 $105.25 $14M +32,883 +$3M
AAPL - Apple 1.66% Reduce −6.4% 55,582 $205.17 $11M −3,798 −$2M
GD - General Dynamics 1.60% Reduce −32.8% 37,672 $291.66 $11M −18,365 −$4M
APH - Amphenol 1.38% Reduce −7.0% 96,345 $98.75 $10M −7,217 +$3M
CASY - Casey's General Stores 1.37% Reduce −4.9% 18,477 $510.27 $9M −962 +$991K
GOOGL - Alphabet · CLASS A 1.35% Reduce −62.3% 52,690 $176.23 $9M −86,997 −$12M
CNSWF - Constellation Software 1.28% Reduce −6.7% 2,400 $3,670 $9M −171 +$663K
NOW - ServiceNow 1.28% Add +6.7% 8,567 $1,028 $9M +535 +$2M
SNPS - Synopsys 1.25% Reduce −6.8% 16,833 $512.68 $9M −1,221 +$887K
FISV - Fiserv 1.16% Reduce −61.0% 46,443 $172.41 $8M −72,687 −$18M
VEEV - Veeva Systems 1.12% Reduce −5.7% 26,889 $287.98 $8M −1,623 +$1M
VRTX - Vertex Pharmaceuticals 1.09% Add +7.4% 16,879 $445.20 $8M +1,158 −$107K
V - Visa 1.07% Reduce −6.2% 20,779 $355.05 $7M −1,376 −$387K
LZAGY - Lonza Group 1.04% Reduce −5.6% 100,532 $71.36 $7M −5,986 +$607K
CPRT - Copart 1.02% Add +1.1% 142,756 $49.07 $7M +1,573 −$985K
KLAC - KLA 0.96% Reduce −5.8% 7,386 $895.74 $7M −453 +$1M
TSM - Taiwan Semiconductor 0.95% New 28,812 $226.49 $7M +28,812 +$7M
CEG - Constellation Energy Group 0.94% Reduce −24.8% 20,138 $322.76 $6M −6,643 +$1M
WRB - W R Berkley 0.94% Reduce −60.1% 87,810 $73.47 $6M −132,279 −$9M
ADBE - Adobe 0.94% Reduce −4.8% 16,670 $386.88 $6M −837 −$265K
ORLY - O'Reilly Automotive 0.91% Add +1305.4% 69,806 $90.13 $6M +64,839 −$824K
MS - Morgan Stanley 0.90% Reduce −2.7% 44,071 $140.86 $6M −1,242 +$921K
AJG - Arthur J Gallagher 0.89% Reduce −6.6% 19,062 $320.12 $6M −1,349 −$945K
TYL - Tyler Technologies 0.86% Reduce −5.9% 10,012 $592.84 $6M −628 −$250K
AMAT - Applied Materials 0.84% Reduce −39.5% 31,620 $183.07 $6M −20,664 −$2M
VRSK - Verisk Analytics 0.82% Reduce −21.0% 18,058 $311.50 $6M −4,786 −$1M
DLR - Digital Realty Trust 0.61% Reduce −2.6% 24,082 $174.33 $4M −649 +$655K
SHW - Sherwin-Williams 0.61% Reduce −3.8% 12,221 $343.36 $4M −489 −$242K
MO - Altria Group 0.58% Reduce −2.7% 67,865 $58.63 $4M −1,914 −$209K

Showing top 50 of 99 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
CB - Chubb 2.15% Exit 0 $301.99 $14M −47,820 −$14M
KEYS - Keysight Technologies 1.85% Exit 0 $149.77 $12M −82,945 −$12M
SLB - Schlumberger 1.58% Exit 0 $41.80 $11M −253,549 −$11M
ULTA - Ulta Beauty 1.47% Exit 0 $366.54 $10M −26,952 −$10M
HPE - Hewlett Packard Enterprise 1.16% Exit 0 $15.43 $8M −503,437 −$8M
RCKT - Rocket Pharmaceuticals 0.12% Exit 0 $6.67 $782K −117,301 −$782K
QCOM - Qualcomm 0.04% Exit 0 $153.80 $259K −1,684 −$259K
MA - Mastercard 0.03% Exit 0 $547.68 $201K −367 −$201K
TMO - Thermo Fisher Scientific 0.03% Exit 0 $498.76 $201K −403 −$201K

* 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 2025 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