You're signed outSign in or to get full access.
Torray Investment Partners LLC
Torray Investment Partners LLC is an independent, staff-owned boutique investment manager headquartered in Bethesda, Maryland. Founded over 50 years ago, Torray specializes in concentrated equity investing with an integrated approach to risk management. The firm manages money for individuals (including high net worth individuals), investment companies, charities, and corporations. Torray is known for its collaborative, partnership approach and alignment to client outcomes, employing a small team of about 10-11 professionals.
Investment Strategy
Torray Investment Partners employs a concentrated equity investing strategy, focusing on a relatively small number of positions to generate long-term capital growth while managing risk integratively. The firm’s investment philosophy emphasizes deep fundamental research, disciplined risk assessment, and collaboration among portfolio managers to maintain a high-conviction portfolio. Torray is 100% independent and staff-owned, prioritizing client-aligned outcomes and competitive advantages stemming from its simple structure and partnership mentality.
Latest 13F Filing Activity
Torray Investment Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 98 equity positions with a total 13F market value of $737M. The fund increased holdings in Nextera Energy, Pepsico, Equinix among other positions. Torray Investment Partners LLC reduced exposure to General Dynamics Corp., Broadcom Limited, Texas Instruments among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | Broadcom Limited | 4.22% | $31.1M | 94,312 | $176.90 | $329.91 | -$9.9M |
P PSX | Phillips 66 | 3.85% | $28.4M | 208,850 | $96.42 | $136.02 | +$4.2M |
R RPRX | Royalty Pharma Plc | 3.36% | $24.8M | 702,883 | $31.24 | $35.28 | -$18.9K |
A ABBV | Abbvie | 3.19% | $23.5M | 101,632 | $172.26 | $231.54 | +$5.9M |
H HD | Home Depot | 3.19% | $23.5M | 58,013 | $311.27 | $405.19 | +$2.9M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more