13F filing recap · Q1 2026
What did Torray Investment Partners buy in Q1 2026?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Torray account, including accounts that belong to no fund below.
Stock value
$681.69M
Positions
88
Estimated turnover
27.8%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Torray Investment Partners opened new positions in Comcast, Biomarin Pharmaceutical, General Electric, and Union Pacific, while exiting Abbott Laboratories, Adobe, Applied Materials, CCC Intelligent Solutions, Copart, Expedia, Intuit, Pool Corporation, Tyler Technologies, UnitedHealth Group, and Constellation Software. The firm sharply increased its Microsoft and Constellation Energy stakes, and substantially added to Bloom Energy, ServiceNow, Verisk Analytics, and Verastem. Notable trims included Phillips 66, KLA Corporation, and Vanguard Index Funds.