Robert Torray Portfolio Update: March 2026 Investment Changes
Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows significant increases in Microsoft and Constellation Energy, while positions in Phillips 66 and CNA Financial decreased.
Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, reflects specific changes in holdings across various sectors.
Torray's position in Microsoft (MSFT) increased significantly, with a 118.78% rise in shares and a corresponding increase in its portfolio allocation to 4.22%. Similarly, Constellation Energy (CEG) saw a substantial 375.83% increase in shares, boosting its allocation to 3.77%. Conversely, Phillips 66 (PSX) experienced a notable decrease, with a 32.47% reduction in shares and its allocation dropping to 3.77%. CNA Financial (CNA) also saw a reduction, with a 6.42% decrease in shares and its allocation falling to 3.17%. Other significant movements include increases in Broadcom (AVGO) and Texas Instruments (TXN), alongside decreases in PFE and increases in OKE.
For detailed analysis of each holding, please visit the investor profile here and explore individual stock profiles here.