Research report

Torray Investment Q1 2026 13F Holdings and Activity Report

Verified Q1 2026 13F holdings for Torray Investment, covering institutional activity, data dates, SEC sources, filing limits, and methods.

Q1 2026 Data as of:2026-03-31 Read the full public report

Torray Investment

Robert Torray

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

91

Market Value

$741.3M

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
AVGO5.2%4.5%4.5%4.2%
RPRX4.5%4.5%4.1%3.4%
CEG3.6%3.8%--
CNA3.4%3.2%3.4%3.2%
- Alphabet Convertible Pfd----
- KKR & CO INC 6.25 CON SER D----
CVX3.0%4.1%3.1%2.8%
BX3.0%-3.1%3.2%
AMGN2.9%-3.0%2.8%
CMCSA2.9%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

PSX+41.97%
CVX+24.14%
ACN+45.73%
CEG+9.88%
CNA+1.79%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

BE-33.11%
KLAC-38.40%
TSM-12.89%
CMCSA+7.62%
GOOGL-4.67%

Sector Analysis

Energy9.5%
Others0.6%
Utilities7.1%
Financials13.6%
Healthcare21.4%
Technology24.8%
Industrials6.0%
Real Estate2.7%

Trading Summary