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 Q3 2025 Q2 · filed 22 Oct · long equity

AVGO - Broadcom 4.22% Reduce −36.6% 94,312 $329.91 $31M −54,371 −$10M
PSX - Phillips 66 3.85% Add +3.0% 208,850 $136.02 $28M +6,096 +$4M
RPRX - Royalty Pharma 3.36% Add +2.0% 702,883 $35.28 $25M +14,107 −$19K
Holding 3.31% New 359,360 $67.90 $24M +359,360 +$24M
ABBV - Abbvie 3.19% Add +6.9% 101,632 $231.54 $24M +6,590 +$6M
HD - Home Depot 3.19% Add +3.2% 58,013 $405.19 $24M +1,810 +$3M
BX - Blackstone Group 3.18% Add +2.6% 137,060 $170.85 $23M +3,413 +$3M
CNA - CNA Financial 3.17% Add +18.8% 502,616 $46.46 $23M +79,698 +$4M
TXN - Texas Instruments 2.85% Reduce −13.3% 114,321 $183.73 $21M −17,472 −$6M
AMGN - Amgen 2.78% Add +3.8% 72,530 $282.20 $20M +2,672 +$963K
CVX - Chevron 2.76% Add +3.4% 130,794 $155.29 $20M +4,349 +$2M
UNH - UnitedHealth Group 2.68% Add +15.7% 57,106 $345.30 $20M +7,769 +$4M
PFE - Pfizer 2.60% Add +15.7% 752,997 $25.48 $19M +102,107 +$3M
AXP - American Express 2.60% Hold 57,650 $332.16 $19M
MSFT - Microsoft 2.50% Reduce −3.1% 35,530 $517.95 $18M −1,151 +$157K
NEE - NextEra Energy 2.44% New 238,438 $75.49 $18M +238,438 +$18M
PEP - PepsiCo 2.34% New 122,623 $140.44 $17M +122,623 +$17M
PLD - ProLogis 2.33% Add +7.6% 150,036 $114.52 $17M +10,536 +$3M
EOG - EOG Resources 2.32% Add +5.7% 152,761 $112.12 $17M +8,284 −$153K
AMZN - Amazon 2.23% Reduce −3.8% 75,004 $219.57 $16M −2,959 −$636K
EQIX - Equinix 2.23% New 21,019 $783.24 $16M +21,019 +$16M
LEN.B — · CL B 2.20% Add +4.3% 135,369 $119.99 $16M +5,627 +$3M
MMC - Marsh McLennan 1.91% Hold 70,015 $201.53 $14M
AAPL - Apple 1.85% Reduce −3.9% 53,411 $254.63 $14M −2,171 +$2M
BRK.B - Berkshire Hathaway 1.68% Reduce −33.9% 24,624 $502.74 $12M −12,650 −$6M
JPM - JP Morgan 1.66% Reduce −27.2% 38,859 $315.43 $12M −14,545 −$3M
GOOGL - Alphabet · CLASS A 1.66% Reduce −4.6% 50,265 $243.10 $12M −2,425 +$3M
ETN - Eaton 1.48% Reduce −28.3% 29,150 $374.25 $11M −11,485 −$4M
APH - Amphenol 1.37% Reduce −15.2% 81,701 $123.75 $10M −14,644 +$596K
CASY - Casey's General Stores 1.37% Reduce −3.3% 17,864 $565.32 $10M −613 +$671K
TSM - Taiwan Semiconductor 1.05% Reduce −4.0% 27,661 $279.29 $8M −1,151 +$1M
NOW - ServiceNow 1.03% Reduce −3.3% 8,284 $920.28 $8M −283 −$1M
KLAC - KLA 1.03% Reduce −4.4% 7,059 $1,079 $8M −327 +$998K
AJG - Arthur J Gallagher 1.02% Add +27.9% 24,387 $309.74 $8M +5,325 +$1M
ORLY - O'Reilly Automotive 0.97% Reduce −5.1% 66,258 $107.81 $7M −3,548 +$852K
V - Visa 0.93% Reduce −3.2% 20,120 $341.38 $7M −659 −$509K
VEEV - Veeva Systems 0.88% Reduce −18.6% 21,883 $297.91 $7M −5,006 −$1M
LZAGY - Lonza Group 0.88% Reduce −3.4% 97,095 $66.64 $6M −3,437 −$704K
CPRT - Copart 0.87% Reduce −0.3% 142,329 $44.97 $6M −427 −$605K
VRTX - Vertex Pharmaceuticals 0.86% Reduce −3.7% 16,255 $391.64 $6M −624 −$1M
CEG - Constellation Energy Group 0.86% Reduce −4.0% 19,340 $329.07 $6M −798 −$136K
MS - Morgan Stanley 0.86% Reduce −9.8% 39,732 $158.96 $6M −4,339 +$108K
CNSWF - Constellation Software 0.84% Reduce −4.7% 2,287 $2,714 $6M −113 −$3M
FISV - Fiserv 0.80% Reduce −1.9% 45,561 $128.93 $6M −882 −$2M
ADBE - Adobe 0.78% Reduce −1.8% 16,374 $352.75 $6M −296 −$673K
TYL - Tyler Technologies 0.69% Reduce −3.2% 9,693 $523.16 $5M −319 −$865K
VRSK - Verisk Analytics 0.60% Reduce −2.7% 17,579 $251.51 $4M −479 −$1M
SHW - Sherwin-Williams 0.57% Reduce −1.4% 12,054 $346.26 $4M −167 −$22K
VUG - Vanguard Growth Index 0.56% New 8,658 $479.61 $4M +8,658 +$4M
MPWR - Monolithic Power Systems 0.49% Add +29.6% 3,957 $920.64 $4M +903 +$1M

Showing top 50 of 99 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GD - General Dynamics 1.60% Exit 0 $291.65 $11M −37,672 −$11M
SNPS - Synopsys 1.25% Exit 0 $512.68 $9M −16,833 −$9M
WRB - W R Berkley 0.94% Exit 0 $73.47 $6M −87,810 −$6M
DLR - Digital Realty Trust 0.61% Exit 0 $174.32 $4M −24,082 −$4M
MO - Altria Group 0.58% Exit 0 $58.63 $4M −67,865 −$4M
LMT - Lockheed Martin 0.47% Exit 0 $463.12 $3M −6,996 −$3M
ANSS - Ansys 0.37% Exit 0 $351.29 $3M −7,222 −$3M
Blueprint Medicines 0.31% Exit 0 $128.20 $2M −16,615 −$2M
LNTH - Lantheus 0.23% Exit 0 $81.84 $2M −19,061 −$2M
CyberArk Software 0.04% Exit 0 $406.67 $244K −600 −$244K

* 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 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