Robert Torray's Top Holdings: Tech, Utilities, and Energy Focus in March 2026 Portfolio
Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, highlights significant investments in Broadcom, Microsoft, Chevron, and other top holdings with varying share changes.
As of March 31, 2026, Robert Torray's Torray Fund portfolio, valued at $638.14 million, showcases a strategic focus on key sectors including Technology, Energy, and Utilities. Torray's top holdings reflect a blend of established industry leaders and growth-oriented companies, with investments ranging from healthcare giants like Pfizer to energy companies such as Chevron and Phillips 66. For a detailed view of Robert Torray's investment profile, you can visit his profile on Insiderset.
Among Torray's significant holdings, Broadcom (AVGO) stands out with a portfolio allocation of 4.52%. The stock saw an increase of 5.47% in shares during the prior period, indicating growing confidence in the company. Similarly, Microsoft (MSFT), allocated at 4.22%, experienced a substantial 118.78% increase in shares, highlighting a major shift in Torray's strategy towards the tech giant.
In the Energy sector, Chevron (CVX) holds a 4.1% allocation, with a modest 3.28% increase in shares. Phillips 66 (PSX) follows closely at 3.77% allocation, but saw a significant reduction of 32.47% in shares during the prior period. Meanwhile, in Utilities, Constellation Energy (CEG) boasts a 3.77% allocation and demonstrated remarkable growth with a 375.83% increase in shares, making it one of Torray's most notable additions.
Torray's Technology holdings extend beyond Microsoft to include Texas Instruments (TXN) at 3.45% allocation and a smaller stake in PFE (Pfizer) at 3.2%. In the Healthcare sector, Pfizer maintains a solid 3.2% allocation, while in Financial Services, CNA Financial (CNA) holds a 3.17% stake. Energy remains well-represented with ONEOK (OKE) at 3.16% allocation, showing no change in shares from the previous period.
For more detailed information on Robert Torray's investment activities, including complete portfolio data, you can explore his investor profile on Insiderset. Additionally, to delve deeper into specific holdings like Broadcom (AVGO), Microsoft (MSFT), Chevron (CVX), or Constellation Energy (CEG), their respective company pages on Insiderset provide comprehensive insights into their financial performance and market position.