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Torray LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Torray LLC

报告期 2026-03-31 · CIK 0000098758

持仓数

88

前50大市值合计

$642.7M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q4 调仓2022-09-30 → 2022-12-31 · 共 98 项建仓 11增持 32减持 48清仓 7

方向

标的

Δ市值

现股数(环比)

清仓

GPC Genuine Parts Co

-$13.1M

0 -100%

增持

FISV Fiserv

+$10.4M

155,083 +177%

增持

HD Home Depot

+$10.4M

41,697 +318%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

AAP Advance Auto Parts

+$8.4M

57,424

建仓

LEN/B Lennar Corp Cl B

+$8.2M

109,629

建仓

AMAT Applied Materials

+$7.4M

76,014

减持

TROW T. Rowe Price Group

-$5.8M

104,058 -36%

减持

GOOGL Alphabet Class A

-$5.7M

187,737 -19%

减持

GM General Motors

-$4.1M

262,180 -35%

减持

JPM JPMorgan Chase

+$3.1M

105,261 -0%

减持

PSX Phillips 66

+$2.6M

124,074 -3%

增持

— Pool

+$2.2M

11,446 +200%

建仓

MTN Vail Resorts

+$2.2M

9,304

增持

AMZN Amazon.com

-$2.2M

84,928 +3%

建仓

UNP Union Pacific

+$2.2M

10,602

增持

MO Altria Group

+$1.9M

341,090 +0%

增持

AVGO Broadcom Limited

+$1.8M

5,103 +117%

清仓

— Myovant Sciences

-$1.4M

0 -100%

增持

NOW ServiceNow

+$1.3M

11,899 +36%

清仓

— BROADCOM INC

-$1.3M

0 -100%

清仓

— Catalent

-$1.3M

0 -100%

减持

GMAB Genmab ADR

+$1.2M

128,564 -2%

减持

KLAC KLA

-$1.1M

14,243 -34%

增持

— Cooper Companies

+$1.1M

15,425 +2%

减持

SLB SLB

+$1.1M

198,961 -25%

建仓

RCKT Rocket Pharmaceuticals

+$1.1M

54,324

增持

BAC Bank of America

+$990.3K

337,691 +0%

增持

AXP American Express

+$956.9K

73,712 +0%

增持

ADBE Adobe Systems

+$939.8K

14,322 +2%

减持

V Visa

+$933.6K

34,379 -2%

清仓

— Rocket Pharmaceuticals

-$909.0K

0 -100%

建仓

LNTH Lantheus Holdings

+$884.6K

17,358

建仓

ENTG Entegris

+$857.4K

13,072

减持

IDXX Idexx Laboratories

+$811.7K

10,314 -1%

减持

AAPL Apple

-$802.2K

71,722 -2%

增持

DIS Walt Disney

+$763.0K

119,671 +17%

减持

SCHW Charles Schwab

+$761.1K

72,221 -1%

清仓

OMCL Omnicell

-$757.0K

0 -100%

减持

GD General Dynamics Corp

-$728.9K

56,052 -19%

清仓

MKSI MKS Instruments

-$677.0K

0 -100%

减持

— Eaton

+$624.7K

81,521 -11%

增持

CPRT Copart

+$557.7K

88,319 +95%

减持

LMT Lockheed Martin

+$554.1K

5,766 -1%

增持

ABBV Abbvie

+$538.8K

18,488 +1%

减持

APH Amphenol

+$524.7K

67,950 -2%

减持

HALO Halozyme Therapeutics

+$491.1K

31,495 -4%

减持

TYL Tyler Technologies

-$489.5K

10,212 -6%

增持

TW Tradeweb Markets

+$482.9K

22,653 +29%

减持

SHW Sherwin-Williams

+$480.0K

17,360 -2%

减持

NKE Nike

+$457.9K

29,911 -18%

减持

CNSWF Constellation Software

+$434.9K

2,840 -0%

建仓

VOT Vanguard Mid Cap Grwth

+$406.6K

2,262

增持

PRU Prudential Financial

+$401.3K

26,607 +2%

增持

DLR Digital Realty Trust

+$370.5K

23,392 +17%

增持

CSCO Cisco Systems

+$353.6K

40,965 +3%

减持

— Sapiens

-$345.7K

26,152 -39%

减持

— DuPont de Nemours

-$338.7K

114,605 -30%

增持

ANSS Ansys

+$329.5K

5,445 +22%

增持

MCD McDonalds

+$305.5K

8,813 +1%

减持

MTD Mettler Toledo

+$300.4K

946 -4%

增持

— LyondellBasell Industries

+$294.0K

31,434 +2%

减持

AMT American Tower

-$277.2K

25,464 -4%

减持

QLYS Qualys

-$271.8K

8,297 -4%

增持

— Accenture

+$260.8K

14,761 +3%

减持

— Aspen Technology

-$239.1K

6,061 -3%

建仓

URI United Rentals

+$234.6K

660

增持

QCOM Qualcomm

-$233.1K

91,358 +0%

建仓

ABT Abbott Labs

+$222.9K

2,030

增持

DT Dynatrace

+$202.4K

29,620 +11%

减持

VRRM Verra Mobility

-$181.6K

86,940 -3%

减持

ICFI ICF International

-$176.0K

12,317 -4%

增持

BX Blackstone Group

-$171.0K

27,712 +4%

减持

AMGN Amgen

+$170.0K

9,728 -8%

减持

BMRN BioMarin Pharmaceuticals

+$163.2K

10,834 -4%

减持

— Royalty Pharma

-$157.1K

137,371 -1%

增持

IWF ISHARES TR

+$155.7K

2,701 +34%

减持

VICR Vicor

-$131.1K

8,054 -16%

增持

LZAGY Lonza Group ADR

+$129.1K

66,136 +4%

减持

ZBRA Zebra Technologies

-$128.1K

3,958 -9%

减持

MSFT Microsoft

+$126.5K

40,574 -2%

增持

— Blueprint Medicines

-$125.3K

23,436 +34%

减持

ENB Enbridge

+$109.4K

67,861 -1%

减持

JKHY Jack Henry & Associates

-$107.6K

7,783 -4%

减持

EOG EOG Resources

+$105.9K

75,663 -13%

增持

PAYX Paychex

+$76.6K

17,598 +1%

减持

VRSK Verisk Analytics

+$70.5K

27,069 -2%

减持

MRSH Marsh & McLennan

-$63.5K

86,932 -10%

减持

MPWR Monolithic Power Systems

-$62.3K

3,209 -3%

减持

CHD Church & Dwight

+$62.0K

10,073 -4%

增持

SBAC SBA Communications

+$59.2K

5,334 +6%

减持

DHR Danaher

+$55.3K

20,011 -2%

增持

NTRA Natera

+$55.1K

19,643 +17%

减持

GILD Gilead Sciences

-$50.7K

31,920 -29%

减持

RBC RBC Bearings

-$49.7K

7,133 -4%

减持

HII Huntington Ingalls

+$32.3K

10,015 -3%

减持

RYAN Ryan Specialty Holdings

-$24.6K

38,531 -4%

增持

CCI Crown Castle

-$13.6K

14,962 +6%

减持

ORLY O'Reilly Automotive

+$5.4K

7,871 -17%