Robert Torray's Quarterly Portfolio Trends: Major Share Increases and Decreases
An analysis of Robert Torray's portfolio changes as of March 31, 2026, highlighting significant increases in Constellation Energy and Microsoft, alongside decreases in Phillips 66.
As of March 31, 2026, Robert Torray's portfolio held a total value of $638.14 million, reflecting quarterly movements across key holdings. The portfolio's allocation is dominated by a select group of stocks, with the top ten holdings accounting for the majority of the assets.
Torray's portfolio saw significant changes during the quarter. Notably, Constellation Energy (CEG) experienced a massive 375.83% increase in shares, making it one of the most substantial additions to the portfolio. Similarly, Microsoft (MSFT) saw a significant 118.78% increase in holdings, boosting its portfolio allocation.
On the other side of the spectrum, Phillips 66 (PSX) witnessed a substantial reduction, with a 32.47% decrease in shares, leading to a notable reduction in its portfolio weighting. Other significant changes include increases in Broadcom (AVGO), Texas Instruments (TXN), and ONEOK (OKE), alongside decreases in CNA Financial (CNA), Pfizer (PFE), and Royalty Pharma (RPRX).
For a detailed view of Robert Torray's investment profile, visit insiderset.com. You can explore each stock's performance and details by visiting their respective pages on insiderset.com.