Robert Torray's Top Holdings: Tech, Energy, Utilities Dominance in March 2026 Portfolio

As of March 31, 2026, Robert Torray, managing the Torray Fund, held a substantial portfolio valued at $638.14 million. His investment strategy appears focused on established companies across various sectors, with a particular emphasis on Technology, Energy, and Utilities. This analysis delves into the top holdings that constitute a significant portion of his portfolio, highlighting their allocations and recent share movements.

Leading the top holdings is Broadcom (AVGO), a key player in the Technology sector. Torray's position in Broadcom represents approximately 4.52% of his total portfolio, with a total stock value of $30.8 million. The position saw an increase in shares during the period, growing by 5.47%.

Microsoft (MSFT), another Technology giant, follows closely with a 4.22% allocation and a total stock value of $28.8 million. Torray significantly increased his stake in Microsoft, adding 118.78% more shares during the period.

Chevron Corp (CVX) in the Energy sector holds a 4.10% allocation, valued at $28.0 million. Torray's investment in Chevron saw a modest increase, with shares rising by 3.28%.

Constellation Energy (CEG), a Utilities company, is positioned at 3.77% of the portfolio, worth $25.7 million. Torray demonstrated strong confidence in Constellation by substantially increasing his holdings, adding 375.83% more shares.

Phillips 66 (PSX), another Energy holding, mirrors Constellation's portfolio allocation at 3.77%, also valued at $25.7 million. However, Torray reduced his position in Phillips 66, decreasing his holdings by 32.47%.

Texas Instruments (TXN), with a Technology focus, holds a 3.45% allocation and a total stock value of $23.5 million. Torray slightly increased his stake in Texas Instruments, adding 5.98% more shares.

Pfizer (PFE), a major player in the Healthcare sector, is allocated 3.20% of the portfolio, worth $21.8 million. Torray modestly increased his Pfizer position by 3.12% during the period.

CNA Financial (CNA), representing the Financial Services sector, holds a 3.17% allocation with a total stock value of $21.6 million. Torray slightly decreased his position in CNA, reducing shares by 6.42%.

Completing the top ten holdings is ONEOK (OKE), another Energy stock with a 3.16% allocation and a total stock value of $21.6 million. Notably, Torray dramatically increased his investment in ONEOK, adding 100% more shares during the period.

For a complete view of Robert Torray's investment profile, you can visit his profile on Insiderset. Detailed information on each stock, including its performance and sector, can be found by clicking on the respective stock symbol link.