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Focused investors/Torray Funds

Torray Funds

As of Q2 2026, Torray Funds reported 91 long-equity positions worth $741.29M in aggregate.

Copy-investor backtest

Latest quarter
+2.24%
1-year
+18.00%
3-year
+53.80%
5-year
+56.75%
3-year vs S&P 500
-10.22%
5-year vs S&P 500
-11.38%
5-year top 5
+99.61%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 83 of 106 rows. Rows without a quote are marked unavailable.

1AAPLApple2.92%Reduce -2.4%129,661$29.27M$225.74No quote
2COOCooper Companies2.74%Reduce -2.1%99,212$27.5M$277.15No quote
3CSCOCisco Systems2.58%Add +1.0%531,055$25.84M$48.65No quote
4VVisa2.41%Reduce -8.0%160,655$24.11M$150.09No quote
5FIFiserv2.39%Reduce -2.7%291,195$23.99MNo quoteNo quote
6MSFTMicrosoft2.35%Reduce -1.3%205,878$23.55M$114.37No quote
7DHRDanaher2.35%Add +5.7%216,290$23.5M$108.66No quote
8LZAGYLonza Group ADR2.33%Reduce -2.0%687,425$23.4M$34.04No quote
9ORLYO'Reilly Automotive2.30%Reduce -14.4%66,319$23.03M$347.32No quote
10BMRNBioMarin Pharmaceuticals2.30%Reduce -1.8%237,271$23.01M$96.97No quote
11VRSKVerisk Analytics2.28%Reduce -2.3%189,895$22.89M$120.55No quote
12BACBank of America2.22%Reduce -0.5%754,194$22.22M$29.46No quote
13AXPAmerican Express2.20%Reduce -0.1%207,184$22.06M$106.49No quote
14ADBEAdobe Systems2.15%Reduce -3.6%79,751$21.53M$269.95No quote
15SHWSherwin-Williams2.14%Reduce -2.4%47,074$21.43M$455.22No quote
16AMTAmerican Tower2.12%Reduce -2.2%146,150$21.24M$145.30No quote
17UTXUnited Technologies2.11%Reduce -2.0%151,371$21.16MNo quoteNo quote
18GOOGLAlphabet Class A2.11%Reduce -3.8%17,497$21.12M$1207.06No quote
19SCHWCharles Schwab2.08%Reduce -2.2%424,003$20.84M$49.15No quote
20CNCCentene Corporation2.05%Reduce -0.7%141,673$20.51M$144.78No quote
21LKQLKQ Corporation2.02%Reduce -2.1%639,221$20.24M$31.67No quote
22BPBP PLC1.98%Reduce -0.1%431,188$19.88M$46.10No quote
23LLoews1.88%Add +0.2%375,557$18.86M$50.23No quote
24CERNCerner1.75%Reduce -1.6%273,026$17.59MNo quoteNo quote
25APHAmphenol1.74%Reduce -2.1%185,454$17.44M$94.02No quote
26ACNAccenture1.72%Reduce -3.3%101,014$17.19M$170.20No quote
27IBMIntl Business Machines1.59%Add +1.3%105,205$15.91M$151.21No quote
28RDSARoyal Dutch Shell Class A1.59%Add +17.8%233,330$15.9MNo quoteNo quote
29JNJJohnson & Johnson1.56%Reduce -0.1%113,272$15.65M$138.17No quote
30GMGeneral Motors1.54%Add +3.2%457,252$15.4M$33.67No quote
31BRK/BBerkshire Hathaway BCUSIP 0846707021.53%Reduce -0.9%71,533$15.32MNo quoteNo quote
32METAFacebook Inc-A1.51%Reduce -2.5%92,268$15.17M$164.46No quote
33ETNEaton1.50%Add +0.1%172,744$14.98M$86.73No quote
34HPQHP INC1.47%-572,360$14.75M$25.77No quote
35ENBEnbridge1.47%Reduce -3.0%455,283$14.7M$32.29No quote
36NKENike1.45%Reduce -12.8%171,971$14.57M$84.72No quote
37AIGAmerican Intl Group1.45%Add +20.6%272,622$14.51M$53.24No quote
38EOGEOG Resources1.45%Reduce -2.0%113,757$14.51M$127.57No quote
39ALBAlbemarle1.39%Reduce -1.3%139,358$13.91M$99.78No quote
40WFCWells Fargo1.38%Reduce -0.2%262,899$13.82M$52.56No quote
41CHKPCheck Point Tech Software1.37%Reduce -6.7%117,016$13.77M$117.67No quote
42MMCMarsh & McLennan1.35%Add +0.1%163,409$13.52MNo quoteNo quote
43CBChubb Limited1.28%Reduce -0.2%96,212$12.86M$133.64No quote
44INTCIntel1.26%Add +0.2%267,385$12.65M$47.29No quote
45DWDPDowDupont Inc.1.18%Add +0.1%183,417$11.8MNo quoteNo quote
46BLKBlackRock1.12%Reduce -22.1%23,827$11.23M$471.31No quote
47BDXBecton Dickinson1.08%Reduce -0.1%41,508$10.83M$261.01No quote
48UNHUnitedHealth Group1.04%Reduce -0.6%39,172$10.42M$266.03No quote
49TGNATegna Inc.1.04%-868,995$10.39MNo quoteNo quote
50GDGenl Dynamics Corp0.99%Add +0.1%48,544$9.94M$204.72No quote
51SWKStanley Black & Decker Inc.0.97%Reduce -0.1%66,439$9.73M$146.44No quote
52WUWestern Union0.94%Reduce -0.2%492,977$9.4M$19.06No quote
53HPEHewlett Packard Enterprise0.88%-541,500$8.83M$16.31No quote
54GEGeneral Electric0.86%Reduce -0.1%764,413$8.63M$11.29No quote
55VIABViacom Cl B0.70%-208,780$7.05MNo quoteNo quote
56AMGNAmgen0.24%Add +8.3%11,641$2.41M$207.28No quote
57XOMExxon Mobil0.24%Add +11.6%28,097$2.39M$85.03No quote
58QCOMQualcomm0.24%Add +5.9%32,779$2.36M$72.03No quote
59MGPMGM Growth Properties0.22%Add +11.2%76,445$2.25MNo quoteNo quote
60CMICummins0.22%New15,410$2.25M$146.07No quote
61LMTLockheed Martin0.22%Add +12.9%6,418$2.22M$345.90No quote
62LYBLyondellBasell Industries0.21%Add +13.8%20,246$2.08M$102.49No quote
63PMPhilip Morris0.20%Add +25.9%24,143$1.97M$81.56No quote
64ABBVAbbVie0.19%Add +14.8%20,459$1.94M$94.58No quote
65PSXPhillips 660.19%Add +11.3%16,856$1.9M$112.72No quote
66MRKMerck0.18%Add +15.1%25,965$1.84M$70.94No quote
67BABoeing0.18%Add +15.1%4,948$1.84M$371.87No quote
68HXLHexcel0.18%Add +10.7%26,812$1.8M$67.06No quote
70PTVCBProtective Insurance0.17%New75,627$1.74MNo quoteNo quote
69AZPNAspen Technology0.17%Reduce -16.9%15,238$1.74MNo quoteNo quote
71AMZNAmazon.com0.17%Reduce -5.1%851$1.71M$2003.53No quote
72QLYSQualys0.16%Reduce -4.5%18,489$1.65M$89.08No quote
73PRUPrudential Financial0.15%Add +19.8%15,169$1.54MNo quoteNo quote
74OMCLOmnicell0.13%Reduce -12.5%18,033$1.3MNo quoteNo quote
75WBSWebster Financial Corp.0.13%Add +19.1%21,676$1.28M$58.96No quote
76JKHYJack Henry & Associates0.12%Reduce -20.0%7,622$1.22M$160.06No quote
77DNKNDunkin' Brands0.11%Add +1.2%15,322$1.13MNo quoteNo quote
78POOLPool0.11%Add +1.4%6,739$1.13M$166.94No quote
79DYDycom Industries0.11%Add +22.7%12,499$1.06M$84.57No quote
80CPRTCopart0.10%Reduce -13.6%20,299$1.05M$51.53No quote
81ANSSAnsys0.10%Add +3.9%5,597$1.05MNo quoteNo quote
82ICFIICF International0.10%Reduce -12.5%13,797$1.04M$75.45No quote
83CHDChurch & Dwight0.09%Reduce -1.9%15,215$903K$59.35No quote
84SBACSBA Communications0.09%Add +1.1%5,552$892K$160.66No quote
85AMNAMN Healthcare Services0.09%Add +15.9%16,224$887K$54.67No quote
86HCSGHealthcare Services Group0.09%Add +1.9%21,474$872K$40.61No quote
87GMABGenmab ADR0.09%Add +3.8%54,924$865KNo quoteNo quote
88PRAAPRA Group0.09%Add +3.0%23,892$860KNo quoteNo quote
89CLBCore Laboratories0.09%Add +1.9%7,394$856K$115.77No quote
91IPGPIPG Photonics0.08%Add +57.5%5,111$798K$156.13No quote
90ESGREnstar Group0.08%Add +0.7%3,826$798KNo quoteNo quote
92HALOHalozyme Therapeutics0.08%Add +16.8%43,876$797K$18.16No quote
93MTDMettler Toledo0.08%Add +3.9%1,254$764K$609.25No quote
94AMGAffiliated Managers Group0.07%Add +0.8%4,810$658K$136.80No quote
95MKSIMKS Instruments0.06%Add +3.3%7,343$589K$80.21No quote
96GOOGAlphabet Class C0.05%Add +10.2%422$504K$1194.31No quote
97LHLabCorp0.04%Reduce -1.4%2,281$396K$173.61No quote
98IDXXIdexx Laboratories0.03%Add +6.3%1,275$318K$249.41No quote
99JPMJPMorgan Chase0.03%Add +9.2%2,591$292K$112.70No quote
100HONHoneywell0.03%-1,526$254K$166.45No quote
101ECLEcolab0.02%-1,500$235K$156.67No quote
102SBUXStarbucks0.02%New4,000$227K$56.75No quote
106ORIOld Republic International-Sold0$0No quoteNo quote
105CMDXFComputer Modelling Group-Sold0$0No quoteNo quote
104BWPBoardwalk Pipeline Partners-Sold0$0No quoteNo quote
103BWINBBaldwin & Lyons cl B-Sold0$0No quoteNo quote