Robert Torray's Top Holdings: Key Quarterly Shifts in Portfolio
Robert Torray's portfolio saw significant changes in Q1 2026, with major increases in Microsoft and Constellation Energy, alongside notable decreases in Phillips 66 and CNA Financial.
As of March 31, 2026, Robert Torray's portfolio managed by Torray Fund held assets worth approximately $638.1 million, with a diverse allocation across various sectors. The portfolio's holdings reflect quarterly adjustments, with notable shifts in share counts for key positions.
Among the top holdings, Microsoft (MSFT) saw a substantial increase in its share count during the quarter, growing by 118.78%. Similarly, Constellation Energy (CEG) experienced a massive increase of 375.83% in its share count, indicating a significant strategic move towards utility stocks.
On the other hand, Phillips 66 (PSX) faced a substantial reduction, with its share count decreasing by 32.47%. Additionally, CNA Financial (CNA) saw a moderate decrease of 6.42% in its holdings during the period.
These changes highlight the dynamic nature of Torray's portfolio, with a clear focus on growth in certain sectors while reducing exposure in others. For a detailed view of Robert Torray's investment profile, visit insiderset.com. Detailed analysis of individual holdings can be found at insiderset.com.