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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 83 项建仓 4增持 50减持 24清仓 5

方向

标的

Δ市值

现股数(环比)

减持

HON Honeywell

-$11.8M

1,560 -97%

增持

AMGN Amgen

+$11.8M

60,127 +395%

增持

HPE Hewlett Packard Enterprise

+$11.4M

710,532 +285%

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。

减持

— Royalty Pharma Plc

-$6.8M

684,007 -20%

建仓

CEG Constellation Energy Group

+$5.4M

24,091

减持

BRK/B Berkshire Hathaway B

-$5.0M

47,991 -17%

减持

UNH UnitedHealth Group

-$4.9M

21,818 -20%

减持

AVGO Broadcom Limited

+$4.7M

80,331 -0%

减持

QCOM Qualcomm

-$4.7M

62,849 -25%

清仓

MTN Vail Resorts

-$4.2M

0 -100%

增持

AMZN Amazon.com

+$2.9M

83,237 +1%

减持

GOOGL Alphabet Class A

+$2.6M

169,561 -5%

清仓

— Aspen Technology

-$2.0M

0 -100%

减持

JNJ Johnson & Johnson

-$2.0M

111,114 -0%

增持

SNPS Synopsys

+$2.0M

16,305 +39%

增持

KEYS Keysight Technologies

+$1.9M

82,945 +15%

减持

SHW Sherwin-Williams

-$1.9M

12,883 -21%

减持

UPS United Parcel Service

-$1.8M

22,505 -34%

清仓

CHD Church & Dwight

-$1.5M

0 -100%

减持

FISV Fiserv

-$1.4M

125,485 -17%

减持

MPWR Monolithic Power Systems

-$1.3M

3,128 -8%

增持

PSX Phillips 66

-$1.3M

133,818 +6%

减持

DHR Danaher

-$1.3M

18,634 -6%

增持

ABBV Abbvie

+$1.2M

30,671 +42%

建仓

FCN FTI Consulting

+$1.1M

5,885

增持

AAPL Apple

+$1.1M

61,648 +0%

增持

KLAC KLA

-$1.0M

7,938 +2%

增持

V Visa

+$1.0M

22,816 +1%

增持

EOG EOG Resources

+$977.2K

150,612 +6%

增持

CNA CNA Financial

+$914.6K

91,920 +27%

增持

ADBE Adobe

-$884.1K

13,617 +2%

增持

UNP Union Pacific

+$882.1K

20,398 +33%

增持

VRTX Vertex Pharmaceuticals

-$879.1K

16,008 +2%

增持

AMT American Tower

-$834.4K

48,923 +16%

增持

CPRT Copart

+$791.6K

143,486 +1%

增持

HD Home Depot

-$765.3K

49,437 +0%

减持

AXP American Express

-$668.0K

58,287 -12%

增持

ICFI ICF International

-$597.9K

13,100 +1%

减持

JPM JP Morgan

+$568.4K

79,093 -9%

增持

APH Amphenol

+$554.0K

105,578 +1%

增持

CASY Casey's General Stores

+$540.5K

19,639 +2%

增持

HALO Halozyme Therapeutics

-$504.2K

55,611 +1%

增持

— Sapiens

-$482.0K

50,669 +2%

增持

POOL Pool

-$467.1K

14,580 +1%

减持

BX Blackstone Group

+$449.6K

23,321 -0%

增持

LZAGY Lonza Group ADR

-$421.7K

109,321 +1%

减持

DLR Digital Realty Trust

-$398.2K

20,720 -18%

增持

AXSM Axsome Therapeutics

+$390.6K

17,174 +45%

增持

CNSWF Constellation Software

-$375.1K

2,610 +1%

减持

NOW ServiceNow

+$361.2K

8,175 -12%

增持

MTD Mettler Toledo

-$354.8K

1,356 +1%

增持

SBAC SBA Communications

-$345.1K

9,788 +1%

增持

LMT Lockheed Martin

+$295.5K

8,028 +30%

增持

COO Cooper Companies

-$283.5K

16,190 +1%

增持

ENB Enbridge

+$270.7K

125,053 +1%

减持

MS Morgan Stanley

-$247.1K

38,238 -21%

增持

ORLY O'Reilly Automotive

+$240.2K

5,105 +1%

减持

NTRA Natera

-$232.3K

11,424 -29%

建仓

RKLB Rocket Lab USA

+$229.2K

9,000

清仓

UHS Universal Health Services

-$229.0K

0 -100%

建仓

WFC Wells Fargo

+$210.7K

3,000

清仓

RTX RTX

-$204.6K

0 -100%

增持

ENTG Entegris

-$191.1K

15,266 +1%

增持

VRSK Verisk Analytics

+$182.4K

23,593 +0%

增持

RCKT Rocket Pharmaceuticals

+$178.6K

122,095 +66%

减持

BWXT BWX Technologies

-$177.4K

15,181 -12%

增持

QLYS Qualys

+$139.6K

11,279 +0%

增持

TW Tradeweb Markets

+$137.3K

18,632 +0%

增持

MSFT Microsoft

-$130.7K

39,010 +1%

增持

AJG Arthur J. Gallagher

+$114.7K

21,071 +1%

增持

CCC CCC Intel Solutions

+$83.9K

110,834 +1%

增持

LNTH Lantheus Holdings

-$82.9K

19,166 +17%

增持

RYAN Ryan Specialty Holdings

-$82.3K

39,368 +0%

减持

MO Altria Group

+$77.2K

69,054 -0%

增持

— Blueprint Medicines

-$69.9K

16,499 +1%

增持

VEEV Veeva Systems

+$63.3K

32,813 +1%

增持

TYL Tyler Technologies

-$62.6K

10,902 +0%

增持

SPSC SPS Commerce

-$58.8K

6,767 +1%

减持

GOOG Alphabet Class C

+$54.3K

6,772 -8%

增持

DT Dynatrace

+$49.1K

46,884 +0%

减持

ANSS Ansys

-$28.9K

7,262 -7%

增持

RBC RBC Bearings

+$6.4K

8,468 +0%

增持

JKHY Jack Henry & Associates

+$464

10,446 +1%