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

2026 Q1 2025 Q4 · filed 1 May · long equity

RPRX - Royalty Pharma 4.54% Reduce −13.3% 645,425 $47.97 $31M −98,930 +$2M
AVGO - Broadcom 4.52% Add +9.1% 99,470 $309.51 $31M +8,333 −$756K
MSFT - Microsoft 4.22% Add +128.9% 77,732 $370.17 $29M +43,772 +$12M
CVX - Chevron 4.10% Reduce −6.5% 135,085 $206.90 $28M −9,363 +$6M
CEG - Constellation Energy 3.77% Add +383.1% 92,026 $279.25 $26M +72,977 +$19M
PSX - Phillips 66 3.77% Reduce −31.7% 141,031 $182.18 $26M −65,564 −$966K
Holding 3.55% Add +0.2% 374,999 $64.51 $24M +797 −$764K
TXN - Texas Instruments 3.45% Reduce −13.5% 121,157 $194.14 $24M −18,951 −$786K
PFE - Pfizer 3.20% Reduce −3.4% 776,455 $28.08 $22M −27,116 +$2M
CNA - CNA Financial 3.17% Reduce −4.7% 470,346 $45.92 $22M −23,056 −$2M
OKE - Oneok 3.16% Reduce −8.2% 238,682 $90.39 $22M −21,300 +$2M
PEP - PepsiCo 3.10% Add +0.2% 135,967 $155.29 $21M +293 +$2M
ABBV - Abbvie 2.99% Add +1.0% 93,588 $217.49 $20M +901 −$824K
KKR - KKR Series D 6 25 2.84% Add +16.1% 481,176 $40.22 $19M +66,774 −$2M
AMGN - Amgen 2.79% Reduce −16.5% 54,012 $351.85 $19M −10,635 −$2M
BX - Blackstone 2.79% Add +18.4% 165,160 $114.99 $19M +25,613 −$3M
NEE - NextEra Energy 2.72% Reduce −15.1% 199,478 $92.88 $19M −35,548 −$340K
PLD - Prologis 2.59% Reduce −14.9% 133,389 $132.18 $18M −23,366 −$2M
MMC - Marsh 2.40% Reduce −3.4% 94,329 $173.45 $16M −3,348 −$2M
CMCSA - Comcast · CLASS A 2.34% New 555,067 $28.71 $16M +555,067 +$16M
AMZN - Amazon 2.19% Reduce −0.9% 71,778 $208.27 $15M −642 −$2M
GOOGL - Alphabet · CL A 1.96% Reduce −1.9% 46,370 $287.56 $13M −908 −$1M
AAPL - Apple 1.85% Reduce −1.0% 49,566 $253.79 $13M −495 −$1M
CASY - Casey's General Stores 1.83% Reduce −1.1% 17,121 $727.86 $12M −189 +$3M
JPM - JPMorgan 1.68% Hold 38,859 $294.16 $11M
TSM - Taiwan Semiconductor 1.34% Add +0.5% 27,110 $337.95 $9M +136 +$965K
TW - Tradeweb Mkts 1.31% Add +5.6% 76,049 $117.66 $9M +4,008 +$1M
BE - Bloom Energy 1.19% Add +95.0% 60,031 $135.49 $8M +29,245 +$5M
APH - Amphenol 1.17% Reduce −1.5% 63,135 $126.35 $8M −968 −$686K
VRTX - Vertex Pharmaceuticals 1.01% Reduce −0.5% 15,386 $446.54 $7M −80 −$141K
KLAC - KLA 0.95% Reduce −33.2% 4,405 $1,472 $6M −2,191 −$2M
AJG - Arthur J Gallagher 0.92% Add +25.3% 29,035 $216.58 $6M +5,855 +$290K
V - Visa 0.88% Add +0.9% 19,800 $302.24 $6M +167 −$901K
LZAGY - Lonza Group 0.87% Reduce −0.5% 92,468 $63.85 $6M −456 −$339K
ORLY - O'Reilly Automotive 0.84% Reduce −0.8% 62,372 $92.31 $6M −496 +$23K
NOW - ServiceNow 0.84% Add +35.0% 54,854 $104.55 $6M +14,225 −$489K
MS - Morgan Stanley 0.74% Reduce −1.0% 30,832 $164.57 $5M −306 −$454K
RBC - RBC Bearings 0.72% Reduce −0.6% 9,080 $543.12 $5M −59 +$833K
VRSK - Verisk Analytics 0.68% Add +40.4% 24,387 $189.75 $5M +7,023 +$743K
BMRN - BioMarin Pharmaceuticals 0.65% New 78,170 $56.49 $4M +78,170 +$4M
VEEV - Veeva Systems 0.61% Add +12.4% 23,758 $175.66 $4M +2,626 −$544K
MPWR - Monolithic Power Systems 0.59% Reduce −12.8% 3,707 $1,093 $4M −542 +$202K
SHW - Sherwin Williams 0.55% Reduce −0.2% 11,613 $320.55 $4M −22 −$48K
FN - Fabrinet 0.54% Add +3.6% 7,071 $521.52 $4M +248 +$581K
KRYS - Krystal Biotech 0.46% Add +0.4% 12,032 $258.32 $3M +47 +$153K
GE - GE Aerospace 0.44% New 10,532 $283.77 $3M +10,532 +$3M
DT - Dynatrace 0.38% Add +17.7% 69,971 $36.98 $3M +10,500 +$10K
BWXT - BWX Technologies 0.38% Reduce −0.8% 12,560 $204.49 $3M −99 +$380K
AXSM - Axsome Therapeutics 0.37% Reduce −0.1% 14,774 $169.02 $2M −20 −$205K
HALO - Halozyme Therapeutics 0.36% Add +0.1% 38,179 $64.63 $2M +44 −$99K

Showing top 50 of 88 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
UNH - UnitedHealth Group 2.80% Exit 0 $330.11 $20M −59,153 −$20M
INTU - Intuit 2.05% Exit 0 $662.40 $14M −21,635 −$14M
CPRT - Copart 0.90% Exit 0 $39.15 $6M −159,824 −$6M
ADBE - Adobe 0.75% Exit 0 $349.99 $5M −14,892 −$5M
CNSWF - Constellation Software 0.74% Exit 0 $2,405 $5M −2,136 −$5M
TYL - Tyler Technologies 0.61% Exit 0 $453.98 $4M −9,399 −$4M
CCC — 0.24% Exit 0 $7.95 $2M −210,857 −$2M
POOL — 0.11% Exit 0 $228.81 $783K −3,422 −$783K
AMAT - Applied Materials 0.04% Exit 0 $256.67 $308K −1,200 −$308K
ABT - Abbott Labs 0.03% Exit 0 $125.56 $226K −1,800 −$226K
EXPE - Expedia Group 0.03% Exit 0 $283.15 $205K −724 −$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 2025 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