Robert Torray's Portfolio Concentration Analysis as of March 31, 2026
Analysis of Robert Torray's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.
Robert Torray, managing the Torray Fund, held a substantial portfolio worth approximately $638.14 million as of March 31, 2026. This analysis focuses on the concentration within his holdings, examining the largest positions and their recent changes.
The largest allocation in Torray's portfolio belongs to shares of Royalty Pharma Plc (RPRX), representing 4.54% of the total value. This is followed by Broadcom (AVGO) at 4.52%, Microsoft (MSFT) at 4.22%, Chevron Corporation (CVX) at 4.10%, and Constellation Energy (CEG) at 3.77%.
Several holdings show significant changes in share count compared to the previous period. Constellation Energy (CEG) saw a massive increase, with shares rising by 375.83% and a net addition of 72,686 shares. Similarly, Microsoft (MSFT) experienced a substantial increase of 118.78%, adding 42,202 shares. Conversely, Royalty Pharma (RPRX) decreased by 8.17%, shedding 5,746 shares, while Phillips 66 (PSX) decreased significantly by 32.47%, losing 67,819 shares.
Robert Torray's portfolio demonstrates notable concentration in specific sectors and individual stocks as of March 31, 2026. For a complete view of his investment profile, including all holdings and performance, readers can visit Robert Torray's investor profile.