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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 2026-08-01 from SEC 13F data.

Live quotes available for 88 of 94 rows. Rows without a quote are marked unavailable.

1AVGOBroadcom5.17%Add +2.0%101,468$38.33M$377.7552w: $262.66 - $495.00; reported $377.75
2RPRXRoyalty Pharma Plc4.55%Reduce -6.7%602,028$33.76M$56.0752w: $34.08 - $57.22; reported $56.07
3CEGConstellation Energy3.61%Add +17.1%107,742$26.76M$248.3752w: $240.51 - $412.70; reported $248.37
4CNACNA Financial3.42%Add +11.0%522,241$25.39M$48.6152w: $41.78 - $50.72; reported $48.61
5GGLAPAlphabet Convertible Pfd3.22%New469,529$23.89M$50.89No quote
6KKRDPKKR Series D Conv 6.253.08%Add +19.2%573,623$22.86MNo quoteNo quote
7CVXChevron Corp3.03%Add +0.2%135,300$22.43M$165.7652w: $142.51 - $214.71; reported $165.76
8BXBlackstone3.00%Add +14.3%188,812$22.22M$117.6752w: $101.73 - $190.09; reported $117.67
9AMGNAmgen2.92%Add +10.7%59,771$21.64M$362.1252w: $269.77 - $391.29; reported $362.12
10CMCSAComcast Class A2.86%Add +55.5%863,372$21.2M$24.5552w: $22.13 - $34.36; reported $24.55
11HEWPPHewlett Packard Ent Ser C Conv2.86%Reduce -51.2%183,153$21.18MNo quoteNo quote
12ACNAccenture2.81%New167,690$20.87M$124.4452w: $118.15 - $307.77; reported $124.44
13NEENextEra Energy2.81%Add +19.1%237,562$20.85M$87.7752w: $67.54 - $98.75; reported $87.77
14ABBVAbbvie2.80%Reduce -11.7%82,602$20.79M$251.6452w: $184.39 - $255.96; reported $251.64
15OKEONEOK2.80%Add +0.1%238,831$20.76M$86.9452w: $64.02 - $96.07; reported $86.94
16PFEPfizer2.79%Add +10.7%859,418$20.69M$24.0852w: $23.11 - $28.75; reported $24.08
17PSXPhillips 662.69%Reduce -16.5%117,795$19.91M$169.0552w: $118.07 - $190.61; reported $169.05
18PEPPepsiCo2.67%Add +7.6%146,268$19.8M$135.4052w: $132.47 - $171.48; reported $135.40
19TXNTexas Instruments2.65%Reduce -45.6%65,895$19.64M$298.0752w: $152.73 - $334.03; reported $298.07
20PLDPrologis2.45%Add +0.5%134,084$18.16M$135.4752w: $103.41 - $150.18; reported $135.47
21AMZNAmazon.com2.19%Reduce -5.2%68,062$16.22M$238.3452w: $196.00 - $278.56; reported $238.34
22GOOGLAlphabet Cl A2.17%Reduce -2.8%45,093$16.11M$357.3752w: $172.77 - $408.61; reported $357.37
23BEBloom Energy2.15%Reduce -12.4%52,565$15.91M$302.7052w: $21.52 - $351.28; reported $302.70
24MMCMarsh2.08%Reduce -1.7%92,694$15.45MNo quoteNo quote
25AAPLApple1.89%Reduce -2.4%48,366$14M$289.3652w: $201.50 - $316.94; reported $289.36
26MSFTMicrosoft1.82%Reduce -53.5%36,160$13.49M$373.0252w: $349.20 - $555.45; reported $373.02
27CASYCasey's General Stores1.80%Reduce -2.0%16,784$13.34M$794.7952w: $490.00 - $927.85; reported $794.79
28TSMTaiwan Semiconductor1.69%Reduce -3.0%26,309$12.56M$477.5752w: $221.18 - $479.00; reported $477.57
29KLACKLA1.50%Reduce -16.3%10:1 split36,890$11.13M$301.7152w: $235.00 - $2431.29; reported $301.71
30APHAmphenol1.41%Reduce -6.2%59,235$10.44M$176.3252w: $95.19 - $178.52; reported $176.32
31TWTradeweb Mkts1.02%Reduce -0.1%75,987$7.57M$99.6652w: $91.42 - $147.49; reported $99.66
32VRTXVertex Pharmaceuticals1.02%Reduce -1.1%15,215$7.56M$496.7352w: $362.50 - $507.92; reported $496.73
33VVisa1.02%Add +11.2%22,017$7.55M$343.0952w: $293.89 - $359.66; reported $343.09
34LZAGYLonza Group ADR0.83%Reduce -1.2%91,339$6.17M$67.5052w: $58.53 - $73.85; reported $67.50
35AJGArthur J. Gallagher0.81%Reduce -9.5%26,276$6.03M$229.5752w: $190.75 - $323.25; reported $229.57
36RBCRBC Bearings0.79%Add +0.3%9,112$5.87M$644.0652w: $364.50 - $667.69; reported $644.06
37ORLYO'Reilly Automotive0.76%Reduce -2.5%60,821$5.6M$92.0952w: $84.76 - $108.72; reported $92.09
38MPWRMonolithic Power Systems0.69%Add +0.2%3,715$5.14M$1382.3652w: $686.87 - $1714.09; reported $1382.36
39NOWServiceNow0.69%Reduce -6.0%51,543$5.12M$99.2852w: $81.24 - $211.48; reported $99.28
40KRYSKrystal Biotech0.61%Add +1.0%12,156$4.52M$371.6752w: $130.50 - $382.54; reported $371.67
41BMRNBioMarin Pharmaceuticals0.60%Reduce -0.6%77,705$4.45M$57.2252w: $49.26 - $66.28; reported $57.22
42VEEVVeeva Systems0.59%Add +3.6%24,625$4.37M$177.4752w: $148.05 - $310.50; reported $177.47
43VRSKVerisk Analytics0.59%Reduce -0.3%24,309$4.36M$179.5352w: $155.94 - $314.80; reported $179.53
44SHWSherwin Williams0.57%Add +4.8%12,175$4.19M$344.3252w: $289.86 - $379.65; reported $344.32
45GEGE Aerospace0.55%Add +4.4%10,999$4.11M$373.7352w: $243.34 - $379.67; reported $373.73
46AXSMAxsome Therapeutics0.49%Add +1.0%14,928$3.65M$244.7752w: $96.09 - $260.19; reported $244.77
47FNFabrinet0.45%Reduce -15.2%5,994$3.37M$562.0852w: $272.49 - $748.89; reported $562.08
48ENTGEntegris0.44%Add +0.3%18,001$3.24M$179.8652w: $67.97 - $186.94; reported $179.86
49HALOHalozyme Therapeutics0.41%Add +1.4%38,703$3.03M$78.2752w: $51.78 - $82.22; reported $78.27
50RYANRyan Specialty Holdings0.40%Add +14.5%77,911$2.94M$37.7652w: $29.28 - $68.30; reported $37.76
51SNDXSyndax Pharmaceuticals0.39%Add +27.6%133,835$2.93M$21.8652w: $8.59 - $25.59; reported $21.86
52DTDynatrace0.39%Reduce -5.0%66,492$2.92M$43.9152w: $31.64 - $57.55; reported $43.91
53NTRANatera0.36%Add +1.7%9,730$2.64M$271.4552w: $131.81 - $275.24; reported $271.45
54BWXTBWX Technologies0.33%Add +0.6%12,633$2.46M$194.6552w: $133.84 - $241.82; reported $194.65
55EVLVEvolv Technologies0.31%Add +11.1%392,714$2.28M$5.8052w: $4.87 - $8.91; reported $5.80
56ZMZoom Communications0.29%New24,796$2.14M$86.3152w: $69.15 - $114.74; reported $86.31
57MTDMettler Toledo0.29%Reduce -0.4%1,671$2.13M$1277.5152w: $1023.05 - $1525.17; reported $1277.51
58GOOGAlphabet Cl C0.29%-6,019$2.13M$353.3352w: $173.88 - $404.47; reported $353.33
59FCNFTI Consulting0.27%Add +4.4%13,500$2.01M$149.0152w: $137.65 - $189.30; reported $149.01
60VSTMVerastem0.25%Add +59.7%477,455$1.82M$3.8252w: $3.43 - $11.25; reported $3.82
61NOVTNovanta0.24%New11,141$1.81M$162.24No quote
62JKHYJack Henry & Associates0.24%Reduce -11.9%12,856$1.77M$137.7452w: $121.04 - $193.39; reported $137.74
63COOCooper Companies0.23%Reduce -8.4%23,286$1.67M$71.7152w: $58.89 - $89.83; reported $71.71
64BRK-BBerkshire Hathaway B0.19%-2,884$1.44M$500.3952w: $455.19 - $516.85; reported $500.39
65JNJJohnson & Johnson0.14%-4,141$1.05M$253.9752w: $152.81 - $259.88; reported $253.97
66JPMJPMorgan0.13%Reduce -92.4%2,959$968.57K$327.3352w: $279.10 - $343.45; reported $327.33
67HDHome Depot0.12%Reduce -22.4%2,485$876.41K$352.6852w: $289.10 - $426.75; reported $352.68
68URIUnited Rentals0.10%-660$747.71K$1132.8952w: $701.59 - $1143.69; reported $1132.89
69AXPAmerican Express0.09%-1,965$664.66K$338.2552w: $288.34 - $387.49; reported $338.25
70NVDANvidia Corporation Com0.08%Reduce -3.8%2,938$587.86K$200.0952w: $151.49 - $236.54; reported $200.09
71COSTCostco Wholesale0.08%-628$587.48K$935.4752w: $844.06 - $1096.50; reported $935.47
72TSLATesla0.07%-1,250$525.75K$420.6052w: $288.77 - $498.83; reported $420.60
73MSMorgan Stanley0.07%Reduce -92.3%2,377$496.89K$209.0452w: $135.26 - $230.35; reported $209.04
74RYCEYRolls Royce Holdings0.06%-25,000$481.25K$19.2552w: $12.78 - $19.34; reported $19.25
75LLYEli Lilly & Co0.06%-398$477.37K$1199.4352w: $623.78 - $1238.00; reported $1199.43
76RKLBRocket Lab0.06%Reduce -50.0%4,500$457.43K$101.6552w: $33.73 - $151.00; reported $101.65
77NOCNorthrop Grumman0.06%-887$451.76K$509.3152w: $489.52 - $774.00; reported $509.31
78ENBEnbridge0.06%-8,310$450.49K$54.2152w: $43.59 - $58.45; reported $54.21
79VUGVanguard Index Funds Growth Et0.05%Reduce -58.1%6:1 dist4,616$397.62K$86.1452w: $69.63 - $90.60; reported $86.14
80DHRDanaher0.05%-1,871$356.39K$190.4852w: $160.93 - $242.80; reported $190.48
81MMM3M Company0.04%-2,000$323.82K$161.9152w: $139.34 - $177.41; reported $161.91
82RTXRTX0.04%-1,689$320.45K$189.7352w: $142.66 - $214.50; reported $189.73
83UNHUnitedHealth Group0.04%New683$283.88K$415.6352w: $234.60 - $427.81; reported $415.63
84VTIVanguard Index Funds Total Sto0.04%Add +0.1%745$275.73K$370.1152w: $302.80 - $374.70; reported $370.11
85EWEdwards Lifesciences Corp0.04%-2,994$270.84K$90.4652w: $72.30 - $92.88; reported $90.46
86SLBSLB0.04%-5,681$264.11K$46.4952w: $31.64 - $58.81; reported $46.49
87WFCWells Fargo0.03%-3,000$247.92K$82.6452w: $72.78 - $97.76; reported $82.64
88IWFiShares Russell 1000 Growth ET0.03%Reduce -64.4%4:1 dist1,972$244.86K$124.1752w: $102.23 - $129.14; reported $124.17
89MSIMotorola Solutions Inc New0.03%-566$235.05K$415.2952w: $359.36 - $492.22; reported $415.29
90UNPUnion Pacific0.03%-850$231.2K$272.0052w: $210.84 - $279.70; reported $272.00
91BKBank New York Mellon Corp0.03%New1,584$229.06K$144.6152w: $89.64 - $148.50; reported $144.61
94QLYSQualys-Sold0$0No quoteNo quote
93HURNHuron Consulting Group-Sold0$0No quoteNo quote
92HONHoneywell-Sold0$0No quoteNo quote