Robert Torray's Top Holdings in Torray Fund Portfolio as of March 31, 2026
A snapshot of Robert Torray's top holdings in the Torray Fund portfolio as of March 31, 2026, highlighting significant changes in share positions.
As of March 31, 2026, Robert Torray's Torray Fund portfolio, valued at approximately $638.1 million, held a diverse set of top holdings across various sectors. The portfolio was dominated by positions in Energy, Technology, and Healthcare, with several notable changes in share counts observed compared to the previous period.
The largest allocation was held by shares of Broadcom (AVGO), representing 4.52% of the portfolio, followed closely by Royalty Pharma Plc (RPRX) at 4.54% and Microsoft (MSFT) at 4.22%. Other significant holdings included Chevron Corp (CVX), Constellation Energy (CEG), Phillips 66 (PSX), Texas Instruments (TXN), Pfizer (PFE), CNA Financial (CNA), and ONEOK (OKE).
Several holdings showed significant changes in shares during the period. Notably, Constellation Energy (CEG) saw a massive increase of 375.83% in its share count, while Microsoft (MSFT) increased by a substantial 118.78%. Conversely, Royalty Pharma Plc (RPRX) experienced an 8.17% decrease in its position, and Phillips 66 (PSX) saw a sharp decline of 32.47%.
For detailed information on Robert Torray's investment profile, please visit https://www.insiderset.com/investor/robert-torray-torray-investment. You can explore each stock's profile by visiting their respective pages on Insiderset: RPRX, AVGO, MSFT, CVX, CEG, PSX, TXN, PFE, CNA, and OKE.