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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 83 项建仓 4增持 30减持 38清仓 11

方向

标的

Δ市值

现股数(环比)

清仓

UNH UnitedHealth Group

-$19.5M

0 -100%

增持

CEG Constellation Energy

+$19.0M

92,026 +383%

建仓

CMCSA Comcast Class A

+$15.9M

555,067

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

INTU Intuit

-$14.3M

0 -100%

增持

MSFT Microsoft

+$12.4M

77,732 +129%

减持

AXP American Express

-$8.4M

1,965 -92%

清仓

CPRT Copart

-$6.3M

0 -100%

减持

CVX Chevron Corp

+$5.9M

135,085 -6%

增持

BE Bloom Energy

+$5.5M

60,031 +95%

清仓

ADBE Adobe

-$5.2M

0 -100%

清仓

CNSWF Constellation Software

-$5.1M

0 -100%

建仓

BMRN BioMarin Pharmaceuticals

+$4.4M

78,170

清仓

TYL Tyler Technologies

-$4.3M

0 -100%

建仓

GE GE Aerospace

+$3.0M

10,532

减持

CASY Casey's General Stores

+$2.9M

17,121 -1%

增持

BX Blackstone

-$2.5M

165,160 +18%

减持

OKE ONEOK

+$2.5M

238,682 -8%

减持

PLD Prologis

-$2.4M

133,389 -15%

减持

VUG Vanguard Index Funds Growth Et

-$2.3M

1,836 -71%

减持

— Royalty Pharma Plc

+$2.2M

645,425 -13%

减持

AMGN Amgen

-$2.2M

54,012 -16%

增持

— KKR Series D Conv 6.25

-$2.1M

481,176 +16%

减持

CNA CNA Financial

-$2.0M

470,346 -5%

减持

PFE Pfizer

+$1.8M

776,455 -3%

减持

AMZN Amazon.com

-$1.8M

71,778 -1%

减持

MRSH Marsh

-$1.8M

94,329 -3%

清仓

CCC CCC Intel Solutions

-$1.7M

0 -100%

增持

PEP PepsiCo

+$1.6M

135,967 +0%

减持

KLAC KLA

-$1.5M

4,405 -33%

减持

GOOGL Alphabet Cl A

-$1.5M

46,370 -2%

增持

EVLV Evolv Technologies

+$1.2M

353,367 +171%

增持

TW Tradeweb Mkts

+$1.2M

76,049 +6%

减持

AAPL Apple

-$1.0M

49,566 -1%

减持

PSX Phillips 66

-$966.0K

141,031 -32%

增持

TSM Taiwan Semiconductor

+$964.7K

27,110 +1%

增持

V Visa

-$901.1K

19,800 +1%

减持

NTRA Natera

-$858.3K

9,569 -21%

减持

RBC RBC Bearings

+$833.3K

9,080 -1%

增持

ABBV Abbvie

-$823.6K

93,588 +1%

增持

RYAN Ryan Specialty Holdings

-$821.8K

68,046 +13%

减持

TXN Texas Instruments

-$785.9K

121,157 -14%

清仓

POOL Pool

-$782.8K

0 -100%

增持

— Hewlett Packard Ent Ser C Conv

-$764.3K

374,999 +0%

增持

AVGO Broadcom

-$755.5K

99,470 +9%

增持

VRSK Verisk Analytics

+$743.3K

24,387 +40%

减持

APH Amphenol

-$685.8K

63,135 -2%

增持

— Fabrinet

+$581.3K

7,071 +4%

增持

VEEV Veeva Systems

-$544.0K

23,758 +12%

增持

NOW ServiceNow

-$489.0K

54,854 +35%

减持

MS Morgan Stanley

-$453.9K

30,832 -1%

减持

JKHY Jack Henry & Associates

-$428.5K

14,598 -3%

增持

SNDX Syndax Pharmaceuticals

+$394.9K

104,868 +7%

减持

BWXT BWX Technologies

+$380.4K

12,560 -1%

减持

HD Home Depot

-$379.0K

3,202 -23%

减持

TSLA Tesla

-$367.3K

1,250 -32%

减持

IWF iShares Russell 1000 Growth ET

-$352.3K

1,386 -30%

减持

NEE NextEra Energy

-$340.4K

199,478 -15%

减持

LZAGY Lonza Group ADR

-$339.5K

92,468 -0%

清仓

AMAT Applied Materials

-$308.4K

0 -100%

增持

AJG Arthur J. Gallagher

+$289.6K

29,035 +25%

增持

QLYS Qualys

-$273.2K

18,178 +29%

增持

HURN Huron Consulting Group

-$264.6K

15,578 +20%

清仓

ABT Abbott Labs

-$225.5K

0 -100%

增持

COO Cooper Companies

-$215.8K

25,435 +2%

增持

MTD Mettler Toledo

-$211.9K

1,677 +0%

建仓

UNP Union Pacific

+$206.2K

850

清仓

EXPE Expedia Group

-$205.1K

0 -100%

减持

AXSM Axsome Therapeutics

-$204.9K

14,774 -0%

减持

MPWR Monolithic Power Systems

+$201.9K

3,707 -13%

减持

GOOG Alphabet Cl C

-$192.0K

6,019 -2%

减持

ENTG Entegris

+$183.9K

17,941 -21%

增持

FCN FTI Consulting

+$159.3K

12,934 +4%

增持

KRYS Krystal Biotech

+$153.3K

12,032 +0%

减持

VRTX Vertex Pharmaceuticals

-$141.2K

15,386 -1%

减持

JNJ Johnson & Johnson

+$138.7K

4,141 -2%

增持

HALO Halozyme Therapeutics

-$99.0K

38,179 +0%

增持

VSTM Verastem

-$86.0K

298,958 +38%

减持

ENB Enbridge

-$78.4K

8,310 -25%

减持

SHW Sherwin Williams

-$47.5K

11,613 -0%

减持

HON Honeywell

+$37.4K

1,240 -0%

减持

ORLY O'Reilly Automotive

+$23.4K

62,372 -1%

增持

VTI Vanguard Index Funds Total Sto

-$10.2K

744 +0%

增持

DT Dynatrace

+$10.1K

69,971 +18%