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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 79 of 114 rows. Rows without a quote are marked unavailable.

1GOOGLAlphabet Class A2.85%Reduce -1.3%29,589$28.81M$973.71No quote
2VVisa2.47%Reduce -1.6%237,281$24.97M$105.24No quote
3SCHWCharles Schwab2.33%Reduce -1.3%539,218$23.59M$43.74No quote
4METAFacebook Inc-A2.28%Reduce -11.2%135,142$23.09M$170.87No quote
5FIFiserv2.28%Reduce -0.9%178,911$23.07MNo quoteNo quote
6CERNCerner2.27%Reduce -1.3%321,134$22.9MNo quoteNo quote
7AAPLApple2.26%Reduce -11.8%147,891$22.79M$154.12No quote
8AMTAmerican Tower2.25%Reduce -1.6%166,181$22.71M$136.68No quote
9BACBank of America2.15%Add +2.4%856,418$21.7M$25.34No quote
10BMRNBioMarin Pharmaceuticals2.11%Add +0.6%228,796$21.29M$93.07No quote
11COOCooper Companies2.00%Reduce -1.3%85,070$20.17M$237.11No quote
12LZAGYLonza Group ADR1.99%New765,461$20.1M$26.26No quote
13AXPAmerican Express1.91%Add +2.4%213,435$19.31M$90.46No quote
14ALBAlbemarle1.91%Reduce -13.8%141,254$19.25M$136.31No quote
15DHRDanaher1.90%Reduce -1.8%223,539$19.18M$85.78No quote
16LKQLKQ Corporation1.88%Reduce -5.8%528,567$19.02M$35.99No quote
17APHAmphenol1.87%Reduce -1.8%222,745$18.85M$84.64No quote
18UTXUnited Technologies1.79%Reduce -1.3%156,217$18.13MNo quoteNo quote
19GMGeneral Motors1.77%Add +5.5%442,091$17.85M$40.38No quote
20SHWSherwin-Williams1.75%Reduce -1.4%49,327$17.66M$358.04No quote
21ACNAccenture1.73%Reduce -27.7%129,102$17.44M$135.07No quote
22CHKPCheckpoint Software1.72%Add +18.6%152,639$17.4M$114.02No quote
23CLColgate-Palmolive1.72%Reduce -1.3%238,463$17.37M$72.85No quote
24ADBEAdobe Systems1.72%Reduce -5.1%116,404$17.37M$149.18No quote
25BLKBlackRock1.70%Reduce -14.8%38,359$17.15M$447.09No quote
26BPBP PLC1.69%Add +2.2%443,405$17.04M$38.43No quote
27INCYIncyte1.67%Add +3.1%144,412$16.86M$116.74No quote
28ENBEnbridge1.65%Reduce -0.8%397,778$16.64M$41.84No quote
29CSCOCisco Systems1.64%Add +2.0%492,221$16.55M$33.63No quote
30VRSKVerisk Analytics1.57%Reduce -1.4%191,058$15.89M$83.19No quote
31LLoews1.57%Add +2.1%331,776$15.88M$47.86No quote
32EOGEOG Resources1.54%Reduce -1.5%161,090$15.58M$96.74No quote
33JNJJohnson & Johnson1.51%Add +2.5%117,164$15.23M$130.01No quote
34IBMIntl Business Machines1.49%Add +13.3%103,869$15.07M$145.08No quote
35WFCWells Fargo1.49%Add +2.4%272,328$15.02M$55.15No quote
36ORLYO'Reilly Automotive1.48%Add +32.9%69,674$15.01M$215.37No quote
37CBChubb Limited1.40%Add +2.6%99,585$14.2M$142.55No quote
38MMCMarsh & McLennan1.40%Reduce -11.8%168,784$14.15MNo quoteNo quote
39ETNEaton1.35%Add +2.6%178,053$13.67M$76.79No quote
40GEGeneral Electric1.34%Add +2.1%560,775$13.56M$24.18No quote
41BWPBoardwalk Pipeline Partners1.33%Add +1.7%914,304$13.44MNo quoteNo quote
42DWDPDowDupont Inc.1.30%New189,950$13.15MNo quoteNo quote
43BRK/BBerkshire Hathaway BCUSIP 0846707021.28%Add +7.3%70,675$12.96MNo quoteNo quote
44NKENike1.26%Add +1.5%246,049$12.76M$51.85No quote
45HBIHanesbrands1.23%Reduce -0.7%504,651$12.44MNo quoteNo quote
46RDSARoyal Dutch Shell Class A1.19%New198,886$12.05MNo quoteNo quote
47TAT&T1.18%Add +4.5%305,435$11.96M$39.17No quote
48TUPTupperware Brands1.18%-192,130$11.88MNo quoteNo quote
49AIGAmerican Intl Group1.16%Add +26.0%190,836$11.72M$61.39No quote
50HPQHP INC1.13%-572,000$11.42M$19.96No quote
51UNHUnitedHealth Group1.12%Add +2.1%57,889$11.34M$195.86No quote
52INTCIntel1.05%Add +3.5%277,617$10.57M$38.08No quote
53KBRKBR, Inc.1.04%-590,400$10.56M$17.88No quote
54SWKStanley Black & Decker Inc.1.03%Add +3.1%69,170$10.44M$150.98No quote
55BDXBecton Dickinson1.03%Add +2.8%53,205$10.43M$195.96No quote
56GDGenl Dynamics Corp1.02%Add +3.4%50,171$10.31M$205.58No quote
57WUWestern Union0.97%Add +2.7%511,395$9.82M$19.20No quote
58GCIGannett0.93%-1,045,000$9.41MNo quoteNo quote
59HPEHewlett Packard Enterprise0.79%-541,100$7.96M$14.71No quote
60ELVAnthem Inc.0.78%-41,300$7.84M$189.88No quote
61TGNATegna Inc.0.64%-482,700$6.43MNo quoteNo quote
62VIABViacom Cl B0.57%-208,700$5.81MNo quoteNo quote
63LMTLockheed Martin0.16%Reduce -11.9%5,340$1.66M$310.30No quote
64XOMExxon Mobil0.14%New17,720$1.45M$82.00No quote
65LYBLyondellBasell Industries0.14%Add +7.0%14,320$1.42M$99.02No quote
66ABBVAbbVie0.13%Add +5.4%14,385$1.28M$88.84No quote
67PMPhilip Morris0.13%Add +0.5%11,434$1.27M$110.98No quote
68MGPMGM Growth Properties0.12%Add +24.3%40,875$1.24MNo quoteNo quote
69ORIOld Republic International0.12%New62,395$1.23M$19.70No quote
70MSFTMicrosoft0.12%Reduce -5.6%16,472$1.23M$74.49No quote
71QCOMQualcomm0.12%Add +42.1%23,305$1.21M$51.83No quote
72BABoeing0.11%Add +2.5%4,285$1.09M$254.14No quote
73AMGNAmgen0.10%New5,643$1.05M$186.43No quote
74NVRNVR Inc.0.10%Add +69.6%351$1M$2854.70No quote
75PSXPhillips 660.10%Add +15.5%10,820$991K$91.59No quote
76MRKMerck0.10%Reduce -18.4%14,999$960K$64.00No quote
77HXLHexcel0.08%Add +1.1%14,937$858K$57.44No quote
78PRUPrudential Financial0.08%Add +4.5%7,770$826KNo quoteNo quote
79OMCLOmnicell0.08%Reduce -12.2%15,780$806KNo quoteNo quote
80CPRTCopart0.08%Add +0.8%23,322$802K$34.39No quote
81AMGAffiliated Managers Group0.08%Add +0.8%4,130$784K$189.83No quote
83LHLabCorp0.07%Add +68.0%4,842$731K$150.97No quote
82JKHYJack Henry & Associates0.07%Add +0.8%7,113$731K$102.77No quote
84SBACSBA Communications0.07%Reduce -14.1%5,037$726K$144.13No quote
85CHDChurch & Dwight0.07%Reduce -1.3%14,363$696K$48.46No quote
86QLYSQualys0.07%Reduce -11.0%12,850$666K$51.83No quote
87MTDMettler Toledo0.06%Add +0.8%1,047$656K$626.55No quote
88DYDycom Industries0.06%Add +43.4%7,618$654K$85.85No quote
89MIDDMiddleby0.06%Add +1.7%4,924$631K$128.15No quote
90ESGREnstar Group0.06%Add +1.8%2,634$586KNo quoteNo quote
91IPGPIPG Photonics0.06%Reduce -32.7%3,149$583K$185.14No quote
92ICFIICFI International0.06%Add +0.9%10,783$582K$53.97No quote
93DNKNDunkin' Brands0.06%Add +21.0%10,503$557KNo quoteNo quote
94AZPNAspen Technology0.05%Add +0.8%8,671$545KNo quoteNo quote
95POOLPool0.05%New4,958$536K$108.11No quote
96HALOHalozyme Therapeutics0.05%Add +0.9%29,945$520K$17.37No quote
97GMABGenmab ADR0.05%Add +0.8%4,672$517KNo quoteNo quote
98CRTOCriteo0.05%Add +1.6%12,138$504KNo quoteNo quote
99ANSSAnsys0.05%Add +0.8%4,011$492KNo quoteNo quote
100PRAAPRA Group0.05%New17,122$491KNo quoteNo quote
101HDSHD Supply0.05%Reduce -0.7%12,676$457KNo quoteNo quote
102CLBCore Laboratories0.04%Add +0.9%4,432$437K$98.60No quote
103CBMCambrex Corporation0.04%New7,779$428KNo quoteNo quote
104CMDXFComputer Modelling Group0.04%Add +1.3%50,756$373KNo quoteNo quote
105JPMJPMorgan Chase0.02%Reduce -4.2%2,271$217K$95.55No quote
114PAGPPlains GP Holdings-Sold0$0No quoteNo quote
113OBOneBeacon Insurance-Sold0$0No quoteNo quote
112NLSNNielsen Holdings-Sold0$0No quoteNo quote
111MANHManhattan Associates-Sold0$0No quoteNo quote
110GILDGilead Sciences-Sold0$0No quoteNo quote
109EGEverest Re Group-Sold0$0No quoteNo quote
108ERIEErie Indemnity Co-Sold0$0No quoteNo quote
107DOWDow Chemical-Sold0$0No quoteNo quote
106ABCOAdvisory Board-Sold0$0No quoteNo quote