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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 81 项建仓 2增持 54减持 19清仓 6

方向

标的

Δ市值

现股数(环比)

清仓

DIS Walt Disney

-$12.0M

0 -100%

清仓

BMY Bristol-Myers Squibb

-$11.2M

0 -100%

建仓

WRB W.R. Berkley

+$9.7M

162,245

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。

清仓

BAC Bank of America

-$9.7M

0 -100%

清仓

AAP Advance Auto Parts

-$9.1M

0 -100%

增持

— Royalty Pharma Plc

+$7.8M

413,815 +202%

增持

AVGO Broadcom Limited

+$3.0M

7,166 +45%

增持

HD Home Depot

+$2.7M

48,416 +16%

减持

GOOGL Alphabet Class A

+$2.6M

184,375 -2%

增持

TROW T. Rowe Price Group

+$2.4M

125,957 +21%

增持

EOG EOG Resources

+$2.3M

117,201 +21%

清仓

PRU Prudential Financial

-$2.2M

0 -100%

减持

MSFT Microsoft

+$2.0M

42,523 -1%

减持

AMZN Amazon.com

+$2.0M

82,287 -3%

减持

FISV Fiserv

+$1.9M

154,008 -1%

增持

JPM JPMorgan Chase

+$1.7M

105,268 +1%

减持

ADBE Adobe Systems

+$1.4M

14,139 -1%

增持

QCOM Qualcomm

+$1.3M

109,242 +19%

减持

NOW ServiceNow

+$1.1M

11,992 -1%

增持

— Pool

+$871.1K

12,908 +11%

减持

KLAC KLA

+$821.3K

10,841 -2%

减持

ORLY O'Reilly Automotive

+$800.5K

7,673 -0%

减持

AAPL Apple

+$798.2K

64,569 -9%

增持

PSX Phillips 66

+$757.0K

139,834 +13%

减持

CPRT Copart

+$726.6K

79,716 -8%

增持

AJG Arthur J. Gallagher

+$697.1K

21,227 +2%

减持

SHW Sherwin-Williams

+$692.6K

17,339 -0%

减持

VRSK Verisk Analytics

+$582.6K

25,103 -5%

减持

TYL Tyler Technologies

+$576.3K

10,106 -1%

增持

AMGN Amgen

+$539.1K

13,849 +32%

增持

ABBV Abbvie

-$457.5K

18,744 +0%

增持

— Blueprint Medicines

+$438.5K

23,740 +1%

增持

CCI Crown Castle

+$436.0K

25,612 +38%

增持

DLR Digital Realty Trust

+$404.7K

24,274 +1%

清仓

MUB ISHARES TR

-$404.0K

0 -100%

增持

ENTG Entegris

+$387.3K

13,217 +1%

增持

VEEV Veeva Systems

+$387.1K

19,901 +3%

增持

— Aspen Technology

-$366.3K

6,163 +1%

增持

VICR Vicor

+$359.0K

16,518 +45%

增持

— Accenture

+$354.7K

14,748 +0%

减持

CNSWF Constellation Software

+$332.5K

2,698 -4%

增持

DT Dynatrace

+$318.8K

33,842 +1%

增持

UNH UnitedHealth Group

+$309.0K

26,873 +1%

增持

CSCO Cisco Systems

+$266.8K

47,191 +13%

增持

VRRM Verra Mobility

+$256.9K

88,322 +1%

建仓

MA Mastercard

+$241.1K

613

增持

MO Altria Group

+$231.5K

310,487 +0%

增持

TW Tradeweb Markets

-$228.7K

22,866 +1%

增持

AMT American Tower

-$225.9K

25,478 +1%

增持

CHD Church & Dwight

+$224.3K

11,284 +10%

增持

GOOG Alphabet Class C

+$221.8K

7,127 +16%

增持

MTN Vail Resorts

+$215.4K

9,857 +2%

增持

— Sapiens

+$209.7K

41,617 +1%

减持

V Visa

+$199.2K

26,568 -2%

增持

MTD Mettler Toledo

-$197.8K

954 +1%

增持

RYAN Ryan Specialty Holdings

+$193.1K

39,009 +1%

增持

ICFI ICF International

+$191.7K

12,482 +1%

增持

DHR Danaher

-$176.1K

19,922 +1%

增持

GILD Gilead Sciences

-$169.1K

32,609 +1%

增持

RCKT Rocket Pharmaceuticals

+$155.3K

54,569 +1%

减持

— Cooper Companies

+$154.1K

15,344 -0%

增持

BX Blackstone Group

+$153.6K

28,734 +0%

减持

IDXX Idexx Laboratories

-$152.5K

9,784 -3%

增持

SBAC SBA Communications

-$144.3K

5,441 +1%

增持

JKHY Jack Henry & Associates

+$140.4K

7,897 +1%

增持

MPWR Monolithic Power Systems

+$138.4K

3,236 +1%

增持

NTRA Natera

-$128.4K

20,026 +1%

增持

BMRN BioMarin Pharmaceuticals

-$105.8K

10,981 +1%

减持

APH Amphenol

+$102.2K

64,698 -2%

增持

RBC RBC Bearings

-$97.6K

7,189 +1%

增持

LMT Lockheed Martin

-$66.0K

5,572 +0%

增持

ZBRA Zebra Technologies

-$60.1K

3,183 +1%

增持

UNP Union Pacific

+$57.9K

10,876 +1%

增持

ENB Enbridge

-$52.0K

68,311 +1%

减持

GMAB Genmab ADR

-$48.9K

108,792 -2%

增持

HALO Halozyme Therapeutics

-$43.6K

24,959 +1%

增持

LNTH Lantheus Holdings

+$40.2K

23,222 +0%

增持

PAYX Paychex

-$18.9K

18,460 +2%

增持

LZAGY Lonza Group ADR

+$11.7K

66,750 +1%

增持

ANSS Ansys

-$2.9K

5,495 +1%

增持

QLYS Qualys

+$1.5K

8,463 +1%