TORRAY INVESTMENT PARTNERS LLC

Est. AUM

$681.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Royalty Pharma Plc	COM	$31.0M	645425	4.54%	SOLE
2	Broadcom	COM	$30.8M	99470	4.52%	SOLE
3	Microsoft	COM	$28.8M	77732	4.22%	SOLE
4	Chevron Corp	COM	$27.9M	135085	4.10%	SOLE
5	Constellation Energy	COM	$25.7M	92026	3.77%	SOLE
6	Phillips 66	COM	$25.7M	141031	3.77%	SOLE
7	Hewlett Packard Ent Ser C Conv	COM	$24.2M	374999	3.55%	SOLE
8	Texas Instruments	COM	$23.5M	121157	3.45%	SOLE
9	Pfizer	COM	$21.8M	776455	3.20%	SOLE
10	CNA Financial	COM	$21.6M	470346	3.17%	SOLE
11	ONEOK	COM	$21.6M	238682	3.16%	SOLE
12	PepsiCo	COM	$21.1M	135967	3.10%	SOLE
13	Abbvie	COM	$20.4M	93588	2.99%	SOLE
14	KKR Series D Conv 6.25	COM	$19.4M	481176	2.84%	SOLE
15	Amgen	COM	$19.0M	54012	2.79%	SOLE
16	Blackstone	COM	$19.0M	165160	2.79%	SOLE
17	NextEra Energy	COM	$18.5M	199478	2.72%	SOLE
18	Prologis	COM	$17.6M	133389	2.59%	SOLE
19	Marsh	COM	$16.4M	94329	2.40%	SOLE
20	Comcast Class A	COM	$15.9M	555067	2.34%	SOLE
21	Amazon.com	COM	$14.9M	71778	2.19%	SOLE
22	Alphabet Cl A	COM	$13.3M	46370	1.96%	SOLE
23	Apple	COM	$12.6M	49566	1.85%	SOLE
24	Casey's General Stores	COM	$12.5M	17121	1.83%	SOLE
25	JPMorgan	COM	$11.4M	38859	1.68%	SOLE
26	Taiwan Semiconductor	COM	$9.2M	27110	1.34%	SOLE
27	Tradeweb Mkts	COM	$8.9M	76049	1.31%	SOLE
28	Bloom Energy	COM	$8.1M	60031	1.19%	SOLE
29	Amphenol	COM	$8.0M	63135	1.17%	SOLE
30	Vertex Pharmaceuticals	COM	$6.9M	15386	1.01%	SOLE
31	KLA	COM	$6.5M	4405	0.95%	SOLE
32	Arthur J. Gallagher	COM	$6.3M	29035	0.92%	SOLE
33	Visa	COM	$6.0M	19800	0.88%	SOLE
34	Lonza Group ADR	COM	$5.9M	92468	0.87%	SOLE
35	O'Reilly Automotive	COM	$5.8M	62372	0.84%	SOLE
36	ServiceNow	COM	$5.7M	54854	0.84%	SOLE
37	Morgan Stanley	COM	$5.1M	30832	0.74%	SOLE
38	RBC Bearings	COM	$4.9M	9080	0.72%	SOLE
39	Verisk Analytics	COM	$4.6M	24387	0.68%	SOLE
40	BioMarin Pharmaceuticals	COM	$4.4M	78170	0.65%	SOLE
41	Veeva Systems	COM	$4.2M	23758	0.61%	SOLE
42	Monolithic Power Systems	COM	$4.1M	3707	0.59%	SOLE
43	Sherwin Williams	COM	$3.7M	11613	0.55%	SOLE
44	Fabrinet	COM	$3.7M	7071	0.54%	SOLE
45	Krystal Biotech	COM	$3.1M	12032	0.46%	SOLE
46	GE Aerospace	COM	$3.0M	10532	0.44%	SOLE
47	Dynatrace	COM	$2.6M	69971	0.38%	SOLE
48	BWX Technologies	COM	$2.6M	12560	0.38%	SOLE
49	Axsome Therapeutics	COM	$2.5M	14774	0.37%	SOLE
50	Halozyme Therapeutics	COM	$2.5M	38179	0.36%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.