Robert Torray's Top Holdings: Analysis of Portfolio Concentration as of March 31, 2026

Robert Torray, managing the Torray Fund, has built a substantial portfolio worth $638.14 million as of March 31, 2026. This portfolio is characterized by significant concentration in specific sectors, particularly Technology and Energy, reflecting a strategic approach to investing. For a detailed look at his investment profile, you can visit Robert Torray's investor profile on InsiderSet.

His top holdings, representing the largest allocations within the fund, provide insight into his preferred sectors and recent investment activities. Among these, Broadcom (AVGO) stands out with a portfolio allocation of 4.52%. Torray has increased his stake in Broadcom by 5,470 shares, a modest increase that aligns with a 5.47% growth in holdings over the prior period.

Microsoft (MSFT) is another major holding, accounting for 4.22% of the portfolio. This position has seen substantial growth, with Torray adding 42,202 shares, representing an impressive 118.78% increase in his stake during the prior period.

Torray also maintains significant exposure to Chevron Corp (CVX) at 4.10% allocation. His position has grown by 3.28%, adding 4,291 shares, indicating continued confidence in the energy sector leader.

Constellation Energy (CEG) represents a standout position at 3.77% allocation, reflecting a massive increase in Torray's holdings. He added 72,686 shares, a staggering 375.83% increase, suggesting strong conviction in this utility stock.

Phillips 66 (PSX) holds a 3.77% allocation in the portfolio, but Torray has significantly reduced his position, cutting 32,479 shares (32.47%) during the prior period.

Texas Instruments (TXN) is another key Technology holding at 3.45% allocation. Torray modestly increased his stake by 5.98%, adding 6,836 shares.

Pfizer (PFE) represents a 3.20% allocation, with Torray increasing his position by 3.12%, adding 23,458 shares.

CNA Financial (CNA) is positioned at 3.17% allocation, but Torray has trimmed his stake, reducing 6.42% of his holdings over the prior period.

Finally, ONEOK (OKE) completes the top ten holdings at 3.16% allocation. Notably, Torray quintupled his position in this Energy stock, adding 100% more shares during the prior period.