Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Torray Investment Partners LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Torray Investment Partners LLC (CIK 98758) reported $741.3M across 91 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($38.3M, 5.17%), RPRX ($33.8M, 4.55%), CEG ($26.8M, 3.61%), CNA ($25.4M, 3.42%), GOOGM ($23.9M, 3.22%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVGOBroadcom$38.3M5.17%101,468Added
2RPRXRoyalty Pharma Plc$33.8M4.55%602,028Trimmed
3CEGConstellation Energy$26.8M3.61%107,742Added
4CNACNA Financial$25.4M3.42%522,241Added
5GOOGMAlphabet Convertible Pfd$23.9M3.22%469,529New
6KKR-PDKKR Series D Conv 6.25$22.9M3.08%573,623Added
7CVXChevron Corp$22.4M3.03%135,300Added
8BXBlackstone$22.2M3.00%188,812Added
9AMGNAmgen$21.6M2.92%59,771Added
10HPE-PCHewlett Packard Ent Ser C Conv$21.2M2.86%183,153Trimmed
11CMCSAComcast Class A$21.2M2.86%863,372Added
12ACNAccenture$20.9M2.81%167,690New
13NEENextEra Energy$20.9M2.81%237,562Added
14OKEONEOK$20.8M2.80%238,831Added
15ABBVAbbvie$20.8M2.80%82,602Trimmed
16PFEPfizer$20.7M2.79%859,418Added
17PSXPhillips 66$19.9M2.69%117,795Trimmed
18PEPPepsiCo$19.8M2.67%146,268Added
19TXNTexas Instruments$19.6M2.65%65,895Trimmed
20PLDPrologis$18.2M2.45%134,084Added
21AMZNAmazon.com$16.2M2.19%68,062Trimmed
22GOOGLAlphabet Cl A$16.1M2.17%45,093Trimmed
23BEBloom Energy$15.9M2.15%52,565Trimmed
24MMCMarsh$15.4M2.08%92,694Trimmed
25AAPLApple$14.0M1.89%48,366Trimmed

Source: SEC Form 13F filings · as of 2026-06-30