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Focused investors/Torray Funds

Torray Funds

As of Q1 2026, Torray Funds reported 88 long-equity positions worth $681.69M in aggregate.

Copy-investor backtest

Latest quarter
+6.70%
1-year
+31.27%
3-year
+85.20%
3-year top 5
+208.47%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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

Live quotes available for 90 of 110 rows. Rows without a quote are marked unavailable.

1BRK/BBerkshire Hathaway BCUSIP 0846707023.57%-64,106$19.8MNo quoteNo quote
2GOOGLAlphabet Class A2.98%Reduce -19.2%187,737$16.56M$88.2352w: $83.34 - $151.55; reported $88.23
3FIFiserv2.82%Add +177.4%155,083$15.67MNo quoteNo quote
4MOAltria Group2.81%Add +0.4%341,090$15.59M$45.7152w: $40.35 - $57.05; reported $45.71
5MMCMarsh & McLennan2.59%Reduce -10.2%86,932$14.39MNo quoteNo quote
6UNHUnitedHealth Group2.55%-26,675$14.14M$530.1852w: $445.74 - $558.10; reported $530.18
7JPMJPMorgan Chase2.54%Reduce -0.1%105,261$14.12M$134.1052w: $101.28 - $169.81; reported $134.10
8GDGeneral Dynamics Corp2.50%Reduce -18.8%56,052$13.91M$248.1152w: $200.65 - $256.86; reported $248.11
9JNJJohnson & Johnson2.44%-76,740$13.56M$176.6552w: $155.72 - $186.69; reported $176.65
10HDHome Depot2.37%Add +317.9%41,697$13.17M$315.8652w: $264.51 - $417.84; reported $315.86
11PSXPhillips 662.33%Reduce -2.9%124,074$12.91M$104.0852w: $72.89 - $113.53; reported $104.08
12ETNEaton2.30%Reduce -10.7%81,521$12.79M$156.9552w: $122.50 - $173.39; reported $156.95
13HONHoneywell2.24%-58,132$12.46M$214.3052w: $157.05 - $209.13; reported $214.30
14CBChubb Limited2.12%-53,351$11.77M$220.6052w: $173.78 - $223.05; reported $220.60
15BMYBristol-Myers Squibb2.09%-161,134$11.59M$71.9552w: $60.86 - $81.44; reported $71.95
16TROWT. Rowe Price Group2.04%Reduce -36.2%104,058$11.35M$109.0652w: $93.53 - $198.87; reported $109.06
17BACBank of America2.01%Add +0.1%337,691$11.18M$33.1252w: $29.31 - $50.11; reported $33.12
18KHCKraft Heinz1.97%-269,215$10.96M$40.7152w: $32.73 - $44.87; reported $40.71
19TXNTexas Instruments1.97%-66,253$10.95M$165.2252w: $144.46 - $192.10; reported $165.22
20AXPAmerican Express1.96%Add +0.1%73,712$10.89M$147.7552w: $130.65 - $199.55; reported $147.75
21SLBSLB1.92%Reduce -25.4%198,961$10.64M$53.4652w: $29.98 - $56.04; reported $53.46
22DISWalt Disney1.87%Add +17.2%119,671$10.4M$86.8852w: $84.07 - $160.32; reported $86.88
23QCOMQualcomm1.81%Add +0.4%91,358$10.04M$109.9452w: $101.93 - $193.58; reported $109.94
24EOGEOG Resources1.76%Reduce -12.8%75,663$9.8M$129.5252w: $88.29 - $150.88; reported $129.52
25MSFTMicrosoft1.75%Reduce -1.6%40,574$9.73M$239.8252w: $213.43 - $338.00; reported $239.82
26AAPLApple1.68%Reduce -2.1%71,722$9.32M$129.9352w: $125.87 - $182.94; reported $129.93
27GMGeneral Motors1.59%Reduce -34.9%262,180$8.82M$33.6452w: $30.33 - $67.21; reported $33.64
28AAPAdvance Auto Parts1.52%New57,424$8.44M$147.0352w: $138.52 - $244.55; reported $147.03
29LEN/BLennar Corp Cl BCUSIP 5260573021.48%New109,629$8.2MNo quoteNo quote
30DDDuPont de Nemours1.42%Reduce -29.6%114,605$7.87M$68.6352w: $20.72 - $35.63; reported $68.63
31AMATApplied Materials1.33%New76,014$7.4M$97.3852w: $71.12 - $167.06; reported $97.38
32VVisa1.29%Reduce -1.6%34,379$7.14M$207.7652w: $174.60 - $235.85; reported $207.76
33AMZNAmazon.com1.28%Add +2.7%84,928$7.13M$84.0052w: $81.69 - $171.40; reported $84.00
34ORLYO'Reilly Automotive1.20%Reduce -16.6%7,871$6.64M$844.0352w: $37.53 - $58.06; reported $844.03
35SCHWCharles Schwab1.08%Reduce -1.2%72,221$6.01M$83.2652w: $59.35 - $96.24; reported $83.26
36GMABGenmab ADR0.98%Reduce -2.2%128,564$5.45MNo quoteNo quote
37RPRXRoyalty Pharma0.98%Reduce -1.2%137,371$5.43M$39.5252w: $36.15 - $44.75; reported $39.52
38AMTAmerican Tower0.97%Reduce -3.6%25,464$5.39M$211.8652w: $178.17 - $292.55; reported $211.86
39CPRTCopart0.97%Reduce -2.5%2:1 split88,319$5.38M$60.8952w: $25.55 - $38.05; reported $60.89
40KLACKLA0.97%Reduce -33.6%14,243$5.37M$377.0352w: $250.20 - $457.12; reported $377.03
41DHRDanaher0.96%Reduce -1.7%20,011$5.31M$265.4252w: $207.19 - $291.29; reported $265.42
42APHAmphenol0.93%Reduce -2.1%67,950$5.17M$76.1452w: $30.84 - $44.00; reported $76.14
43COOCooper Companies0.92%Add +1.6%15,425$5.1M$330.6752w: $61.05 - $107.67; reported $330.67
44ADBEAdobe Systems0.87%Add +1.6%14,322$4.82M$336.5352w: $274.73 - $575.00; reported $336.53
45VRSKVerisk Analytics0.86%Reduce -1.9%27,069$4.78M$176.4252w: $156.05 - $227.89; reported $176.42
46NOWServiceNow0.83%Add +36.5%11,899$4.62M$388.2752w: $67.40 - $130.28; reported $388.27
47CNSWFConstellation Software0.80%Reduce -0.3%2,840$4.42M$1558.0752w: $1280.00 - $1919.99; reported $1558.07
48IDXXIdexx Laboratories0.76%Reduce -1.1%10,314$4.21M$407.9652w: $317.06 - $656.31; reported $407.96
49SHWSherwin-Williams0.74%Reduce -2.4%17,360$4.12M$237.3352w: $195.24 - $350.39; reported $237.33
50ACNAccenture0.71%Add +3.3%14,761$3.94M$266.8452w: $242.95 - $415.53; reported $266.84
51NKENike0.63%Reduce -18.3%29,911$3.5M$117.0152w: $82.22 - $167.91; reported $117.01
52POOLPool0.62%Add +200.1%11,446$3.46M$302.3352w: $278.10 - $566.00; reported $302.33
53TYLTyler Technologies0.59%Reduce -6.2%10,212$3.29M$322.4152w: $281.11 - $538.96; reported $322.41
54LZAGYLonza Group ADR0.58%Add +4.0%66,136$3.22M$48.7552w: $43.85 - $82.48; reported $48.75
55ABBVAbbvie0.54%Add +1.3%18,488$2.99M$161.6152w: $128.26 - $175.91; reported $161.61
56AVGOBroadcom Limited0.51%Add +117.4%5,103$2.85M$559.1352w: $41.51 - $67.22; reported $559.13
57LMTLockheed Martin0.51%Reduce -1.0%5,766$2.81M$486.4952w: $353.03 - $498.95; reported $486.49
58GILDGilead Sciences0.49%Reduce -29.4%31,920$2.74M$85.8552w: $57.17 - $89.74; reported $85.85
59ENBEnbridge0.48%Reduce -1.0%67,861$2.65M$39.1052w: $35.02 - $47.67; reported $39.10
60PRUPrudential Financial0.48%Add +1.6%26,607$2.65MNo quoteNo quote
61LYBLyondellBasell Industries0.47%Add +2.2%31,434$2.61M$83.0352w: $71.46 - $117.22; reported $83.03
62AMGNAmgen0.46%Reduce -8.1%9,728$2.55M$262.6452w: $214.39 - $296.67; reported $262.64
63DLRDigital Realty Trust0.42%Add +17.4%23,392$2.35M$100.2752w: $85.76 - $177.15; reported $100.27
64MCDMcDonalds0.42%Add +0.8%8,813$2.32M$263.5352w: $217.68 - $281.67; reported $263.53
65HIIHuntington Ingalls0.42%Reduce -2.6%10,015$2.31M$230.6852w: $177.20 - $260.02; reported $230.68
66MTNVail Resorts0.40%New9,304$2.22M$238.3552w: $201.91 - $329.07; reported $238.35
67UNPUnion Pacific0.40%New10,602$2.2M$207.0752w: $183.70 - $278.94; reported $207.07
68BXBlackstone Group0.37%Add +4.2%27,712$2.06M$74.1952w: $71.72 - $138.95; reported $74.19
69PAYXPaychex0.37%Add +0.9%17,598$2.03M$115.5652w: $105.66 - $141.92; reported $115.56
70CCICrown Castle0.37%Add +5.8%14,962$2.03M$135.6452w: $121.71 - $209.00; reported $135.64
71CSCOCisco Systems0.35%Add +2.5%40,965$1.95M$47.6452w: $38.60 - $63.35; reported $47.64
72HALOHalozyme Therapeutics0.32%Reduce -4.3%31,495$1.79M$56.9052w: $31.36 - $59.46; reported $56.90
73RYANRyan Specialty Holdings0.29%Reduce -3.6%38,531$1.6M$41.5152w: $32.13 - $46.40; reported $41.51
74SBACSBA Communications0.27%Add +5.7%5,334$1.5M$280.3152w: $236.20 - $389.02; reported $280.31
75RBCRBC Bearings0.27%Reduce -3.9%7,133$1.49M$209.3552w: $152.90 - $264.94; reported $209.35
76TWTradeweb Markets0.26%Add +29.4%22,653$1.47M$64.9352w: $51.47 - $100.25; reported $64.93
77MTDMettler Toledo0.25%Reduce -3.9%946$1.37M$1445.4552w: $1065.55 - $1699.11; reported $1445.45
78JKHYJack Henry & Associates0.25%Reduce -3.8%7,783$1.37M$175.5652w: $155.44 - $212.62; reported $175.56
79ANSSAnsys0.24%Add +22.4%5,445$1.32MNo quoteNo quote
80BNDVANGUARD BD INDEX FDS0.23%-17,640$1.27MNo quoteNo quote
81AZPNAspen Technology0.22%Reduce -2.7%6,061$1.24MNo quoteNo quote
82ICFIICF International0.22%Reduce -3.8%12,317$1.22M$99.0552w: $84.68 - $121.28; reported $99.05
83VRRMVerra Mobility0.22%Reduce -3.4%86,940$1.2MNo quoteNo quote
84MPWRMonolithic Power Systems0.20%Reduce -2.6%3,209$1.13M$353.6152w: $301.69 - $541.39; reported $353.61
85DTDynatrace0.20%Add +10.7%29,620$1.13M$38.3052w: $29.41 - $61.17; reported $38.30
86BMRNBioMarin Pharmaceuticals0.20%Reduce -4.1%10,834$1.12M$103.4952w: $70.73 - $109.56; reported $103.49
87RCKTRocket Pharmaceuticals0.19%Reduce -4.6%54,324$1.06M$19.5752w: $7.57 - $24.18; reported $19.57
88BPMCBlueprint Medicines0.18%Add +34.0%23,436$1.03MNo quoteNo quote
89ZBRAZebra Technologies0.18%Reduce -9.3%3,958$1.01M$256.4152w: $224.87 - $599.73; reported $256.41
90QLYSQualys0.17%Reduce -3.8%8,297$931.17K$112.2352w: $107.69 - $162.36; reported $112.23
91LNTHLantheus Holdings0.16%New17,358$884.56KNo quoteNo quote
92ENTGEntegris0.15%New13,072$857.39K$65.5952w: $61.75 - $141.82; reported $65.59
93CHDChurch & Dwight0.15%Reduce -4.1%10,073$811.99K$80.6152w: $70.16 - $105.28; reported $80.61
94NTRANatera0.14%Add +17.3%19,643$789.06K$40.1752w: $26.10 - $92.06; reported $40.17
95IWFISHARES TR0.10%Add +34.3%2,701$578.66K$214.2452w: $50.51 - $77.09; reported $214.24
96GOOGAlphabet Class C0.10%-6,280$557.22K$88.7352w: $83.45 - $152.10; reported $88.73
97SPNSSapiens0.09%Reduce -39.5%26,152$483.29KNo quoteNo quote
98SBUXStarbucks0.08%-4,710$467.23K$99.2052w: $68.39 - $117.80; reported $99.20
99VICRVicor0.08%Reduce -15.6%8,054$432.9K$53.7552w: $42.90 - $128.96; reported $53.75
100VOTVanguard Mid Cap Grwth0.07%New2,262$406.62K$179.7652w: $163.55 - $255.30; reported $179.76
101MUBISHARES TR0.07%-3,750$395.7KNo quoteNo quote
102COSTCostco0.06%-670$305.86K$456.5052w: $406.51 - $612.27; reported $456.50
103URIUnited Rentals0.04%New660$234.58K$355.4252w: $230.54 - $373.91; reported $355.42
104ABTAbbott Labs0.04%New2,030$222.87K$109.7952w: $93.25 - $139.83; reported $109.79
110OMCLOmnicell-Sold0$0No quoteNo quote
109MYOVMyovant Sciences-Sold0$0No quoteNo quote
108MKSIMKS Instruments-Sold0$0No quoteNo quote
107GPCGenuine Parts Co-Sold0$0No quoteNo quote
106CTLTCatalent-Sold0$0No quoteNo quote
105AVGOPBROADCOM INC-Sold0$0No quoteNo quote