Robert Torray's Top Holdings Snapshot: March 31, 2026 Portfolio Overview
A snapshot of Robert Torray's portfolio as of March 31, 2026, highlighting top holdings and significant changes in share positions.
As of March 31, 2026, Robert Torray's portfolio, managed by the Torray Fund, totals approximately $638.1 million. The portfolio is heavily concentrated in Technology and Energy sectors, with several holdings showing significant changes in share positions during the prior period.
Tech Giants Dominate: Torray's portfolio features substantial allocations to leading Technology companies. Microsoft (MSFT) saw a remarkable increase in its position, with a 118.78% rise in shares during the prior period. Broadcom (AVGO) and Texas Instruments (TXN) also showed strong positive momentum, increasing their positions by 5.47% and 5.98% respectively.
Energy Sector Focus: Energy companies form another significant portion of the portfolio. Chevron Corporation (CVX) experienced moderate growth, while Phillips 66 (PSX) saw a substantial reduction in its position, with a -32.47% change in shares. ONEOK (OKE) stands out with a perfect 100% increase in its position.
Healthcare and Utilities: Pfizer (PFE) and Constellation Energy (CEG) are other notable holdings, with steady allocations. CNA Financial (CNA) experienced a slight decrease in its position.
For detailed insights into Robert Torray's investment strategy and performance, visit his profile at https://www.insiderset.com/investor/robert-torray-torray-investment. For specific stock analysis, explore the companies he invests in at https://www.insiderset.com/investors/stocks/.