Robert Torray - Torray Fund Portfolio Stock Holdings

Torray Fund disclosed 91 stock positions valued at approximately $741.3 million in its latest SEC 13F filing. The largest holdings include Broadcom, Royalty Pharma Plc, and Constellation Energy. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.

Report Period
June 30, 2026
No. of Stocks
91
Portfolio Value
$741.3M
Holdings by Sector
Torray Fund Portfolio Holdings in Q2 2026

88 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BroadcomAVGOTechnology5.17%101,468+1,998+2.01%$38,329,537
Royalty Pharma PlcRPRXOther4.55%602,028-43,397-6.72%$33,755,710
Constellation EnergyCEGUtilities3.61%107,742+15,716+17.08%$26,759,881
CNA Financial CNAFinancial Services3.42%522,241+51,895+11.03%$25,386,135
Chevron CorpCVXEnergy3.03%135,300+215+0.16%$22,427,328
Blackstone BXFinancial Services3.00%188,812+23,652+14.32%$22,217,508
Amgen AMGNHealthcare2.92%59,771+5,759+10.66%$21,644,275
Comcast Class ACMCSACommunication Services2.86%863,372+308,305+55.54%$21,195,783
AccentureACNTechnology2.81%167,690+153,346+1069.06%$20,867,344
NextEra Energy NEEUtilities2.81%237,562+38,084+19.09%$20,850,846
Abbvie ABBVHealthcare2.80%82,602-10,986-11.74%$20,785,967
ONEOK OKEEnergy2.80%238,831+149+0.06%$20,763,967
PfizerPFEHealthcare2.79%859,418+82,963+10.68%$20,694,785
Phillips 66 PSXEnergy2.69%117,795-23,236-16.48%$19,913,245
PepsiCo PEPConsumer Defensive2.67%146,268+10,301+7.58%$19,804,735
Texas InstrumentsTXNTechnology2.65%65,895-55,262-45.61%$19,641,323
Prologis PLDReal Estate2.45%134,084+695+0.52%$18,164,326
Amazon.com AMZNConsumer Cyclical2.19%68,062-3,716-5.18%$16,221,897
Alphabet Cl AGOOGLCommunication Services2.17%45,093-1,277-2.75%$16,114,885
Bloom EnergyBEIndustrials2.15%52,565-7,466-12.44%$15,911,425
MarshMMCFinancial Services2.08%92,694-1,635-1.73%$15,449,309
Apple AAPLTechnology1.89%48,366-1,200-2.42%$13,995,230
Microsoft MSFTTechnology1.82%36,160-41,572-53.48%$13,488,403
Casey's General StoresCASYConsumer Cyclical1.80%16,784-337-1.97%$13,339,755
Taiwan SemiconductorTSMTechnology1.69%26,309-801-2.95%$12,564,389
KLAKLACTechnology1.50%36,890+32,485+737.46%$11,130,082
Amphenol APHTechnology1.41%59,235-3,900-6.18%$10,444,315
Tradeweb Mkts TWFinancial Services1.02%75,987-62-0.08%$7,572,864
Vertex PharmaceuticalsVRTXHealthcare1.02%15,215-171-1.11%$7,557,747
VisaVFinancial Services1.02%22,017+2,217+11.20%$7,553,813
Lonza Group ADR54338V101Other0.83%91,339-1,129-1.22%$6,165,382
Arthur J. GallagherAJGFinancial Services0.81%26,276-2,759-9.50%$6,032,181
RBC Bearings RBCIndustrials0.79%9,112+32+0.35%$5,868,675
O'Reilly Automotive ORLYConsumer Cyclical0.76%60,821-1,551-2.49%$5,601,006
Monolithic Power SystemsMPWRTechnology0.69%3,715+8+0.22%$5,135,467
ServiceNow NOWTechnology0.69%51,543-3,311-6.04%$5,117,189
Krystal BiotechKRYSHealthcare0.61%12,156+124+1.03%$4,518,021
BioMarin PharmaceuticalsBMRNHealthcare0.60%77,705-465-0.59%$4,446,280
Veeva Systems VEEVHealthcare0.59%24,625+867+3.65%$4,370,199
Verisk AnalyticsVRSKIndustrials0.59%24,309-78-0.32%$4,364,195
Sherwin WilliamsSHWBasic Materials0.57%12,175+562+4.84%$4,192,096
GE Aerospace GEIndustrials0.55%10,999+467+4.43%$4,110,656
Axsome TherapeuticsAXSMHealthcare0.49%14,928+154+1.04%$3,653,927
Fabrinet FNOther0.45%5,994-1,077-15.23%$3,369,108
EntegrisENTGTechnology0.44%18,001+60+0.33%$3,237,660
Halozyme Therapeutics HALOHealthcare0.41%38,703+524+1.37%$3,029,284
Ryan Specialty HoldingsRYANFinancial Services0.40%77,911+9,865+14.50%$2,941,919
Syndax Pharmaceuticals SNDXHealthcare0.39%133,835+28,967+27.62%$2,925,633
DynatraceDTTechnology0.39%66,492-3,479-4.97%$2,919,664
NateraNTRAHealthcare0.36%9,730+161+1.68%$2,641,208
BWX TechnologiesBWXTIndustrials0.33%12,633+73+0.58%$2,459,013
Evolv TechnologiesEVLVIndustrials0.31%392,714+39,347+11.13%$2,277,741
Zoom CommunicationsZMTechnology0.29%24,796+24,796+100.00%$2,140,143
Mettler ToledoMTDHealthcare0.29%1,671-6-0.36%$2,134,719
Alphabet Cl CGOOGCommunication Services0.29%6,019--$2,126,693
FTI Consulting FCNIndustrials0.27%13,500+566+4.38%$2,011,635
Verastem VSTMHealthcare0.25%477,455+178,497+59.71%$1,823,878
NovantaNOVTTechnology0.24%11,141+11,141+100.00%$1,807,516
Jack Henry & AssociatesJKHYTechnology0.24%12,856-1,742-11.93%$1,770,785
Cooper CompaniesCOOHealthcare0.23%23,286-2,149-8.45%$1,669,839
Berkshire Hathaway B BRK-BFinancial Services0.19%2,884--$1,443,125
Johnson & JohnsonJNJHealthcare0.14%4,141--$1,051,690
JPMorganJPMFinancial Services0.13%2,959-35,900-92.39%$968,569
Home DepotHDConsumer Cyclical0.12%2,485-717-22.39%$876,410
United RentalsURIIndustrials0.10%660--$747,707
American Express AXPFinancial Services0.09%1,965--$664,661
Nvidia Corporation ComNVDATechnology0.08%2,938-117-3.83%$587,864
Costco Wholesale COSTConsumer Defensive0.08%628--$587,475
TeslaTSLAConsumer Cyclical0.07%1,250--$525,750
Morgan Stanley MSFinancial Services0.07%2,377-28,455-92.29%$496,888
Rolls Royce Holdings RYCEYIndustrials0.06%25,000--$481,250
Eli Lilly & CoLLYHealthcare0.06%398--$477,373
Rocket Lab RKLBIndustrials0.06%4,500-4,500-50.00%$457,425
Northrop Grumman NOCIndustrials0.06%887--$451,758
Enbridge ENBEnergy0.06%8,310--$450,485
Vanguard Index Funds Growth EtVUGOther0.05%4,616+2,780+151.42%$397,622
Danaher DHRHealthcare0.05%1,871--$356,388
3M CompanyMMMIndustrials0.04%2,000--$323,820
RTXRTXIndustrials0.04%1,689--$320,454
UnitedHealth GroupUNHHealthcare0.04%683-58,470-98.85%$283,875
Vanguard Index Funds Total StoVTIOther0.04%745+1+0.13%$275,733
Edwards Lifesciences CorpEWHealthcare0.04%2,994--$270,837
SLBSLBEnergy0.04%5,681--$264,110
Wells FargoWFCFinancial Services0.03%3,000--$247,920
iShares Russell 1000 Growth ETIWFOther0.03%1,972+586+42.28%$244,863
Motorola Solutions Inc NewMSITechnology0.03%566--$235,054
Union PacificUNPIndustrials0.03%850--$231,200
Bank New York Mellon CorpBKFinancial Services0.03%1,584+1,584+100.00%$229,062