Torray Investment Partners LLC Diversified Active

CIK: 0000098758 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 30, 2020

Total Value ($000): $452,693 (100.0% shares, 0.0% debt)

Holdings (97)

BRK/B Berkshire Hathaway B 3.3%
Value ($000) $14,912 Shares 81,562 Est. Cost $175.12 Unrealized +21.4%
CSCO Cisco Systems 3.3%
Value ($000) $14,890 Shares 378,792 Est. Cost $21.23 Unrealized +72.7%
JNJ Johnson & Johnson 3.3%
Value ($000) $14,869 Shares 113,391 Est. Cost $74.44 Unrealized +61.4%
AXP American Express 3.2%
Value ($000) $14,365 Shares 167,798 Est. Cost $61.19 Unrealized +75.8%
INTC Intel 3.1%
Value ($000) $14,214 Shares 262,642 Est. Cost $25.04 Unrealized +109.0%
MRSH Marsh & McLennan 3.1%
Value ($000) $13,997 Shares 161,892 Est. Cost $48.51 Unrealized +100.7%
IBM IBM Corp 3.0%
Value ($000) $13,610 Shares 122,690 Est. Cost $100.59 Unrealized -2.3%
ETN Eaton 2.9%
Value ($000) $13,302 Shares 171,223 Est. Cost $55.14 Unrealized +49.9%
L Loews 2.9%
Value ($000) $13,010 Shares 373,536 Est. Cost $39.93 Unrealized +15.2%
BAC Bank of America 2.8%
Value ($000) $12,824 Shares 604,068 Est. Cost $12.76 Unrealized +103.1%
JPM JPMorgan Chase 2.8%
Value ($000) $12,718 Shares 141,262 Est. Cost $95.15 Unrealized +8.9%
KHC Kraft Heinz 2.5%
Value ($000) $11,503 Shares 464,975 Est. Cost $22.05 Unrealized -6.2%
UNH UnitedHealth Group 2.5%
Value ($000) $11,179 Shares 44,829 Est. Cost $131.97 Unrealized +89.2%
CB Chubb Limited 2.4%
Value ($000) $10,669 Shares 95,519 Est. Cost $98.35 Unrealized +32.6%
BP BP PLC 2.3%
Value ($000) $10,501 Shares 430,559 Est. Cost $35.57 Unrealized
Royal Dutch Shell Class A 2.1%
Value ($000) $9,702 Shares 278,073 Est. Cost $57.13 Unrealized
BDX Becton Dickinson 2.1%
Value ($000) $9,518 Shares 41,423 Est. Cost $117.90 Unrealized +90.8%
DD DuPont de Nemours 2.1%
Value ($000) $9,478 Shares 277,949 Est. Cost $22.94 Unrealized -20.9%
BMY Bristol Myers Squibb 2.1%
Value ($000) $9,352 Shares 167,775 Est. Cost $48.58 Unrealized 0.0%
SYY Sysco 2.0%
Value ($000) $8,893 Shares 194,891 Est. Cost $58.83 Unrealized 0.0%
GD General Dynamics Corp 1.9%
Value ($000) $8,726 Shares 65,949 Est. Cost $119.24 Unrealized +21.6%
AMZN Amazon.com 1.8%
Value ($000) $8,134 Shares 4,172 Est. Cost $83.82 Unrealized +15.5%
General Electric 1.8%
Value ($000) $8,068 Shares 1,016,101 Est. Cost $18.87 Unrealized
AIG American Intl Group 1.7%
Value ($000) $7,732 Shares 318,853 Est. Cost $46.77 Unrealized -21.4%
WFC Wells Fargo 1.6%
Value ($000) $7,319 Shares 255,030 Est. Cost $41.02 Unrealized -10.7%
MSFT Microsoft 1.5%
Value ($000) $6,996 Shares 44,361 Est. Cost $81.63 Unrealized +91.5%
GOOGL Alphabet Class A 1.4%
Value ($000) $6,357 Shares 5,471 Est. Cost $39.76 Unrealized +69.2%
AAPL Apple 1.4%
Value ($000) $6,341 Shares 24,937 Est. Cost $22.37 Unrealized +217.7%
LZAGY Lonza Group ADR 1.3%
Value ($000) $5,878 Shares 141,885 Est. Cost $26.01 Unrealized
AMT American Tower 1.3%
Value ($000) $5,724 Shares 26,287 Est. Cost $69.36 Unrealized +184.4%
ADBE Adobe Systems 1.2%
Value ($000) $5,506 Shares 17,302 Est. Cost $85.81 Unrealized +298.6%
FISV Fiserv 1.2%
Value ($000) $5,453 Shares 57,404 Est. Cost $53.39 Unrealized +108.1%
V Visa 1.2%
Value ($000) $5,345 Shares 33,171 Est. Cost $61.33 Unrealized +194.6%
DHR Danaher 1.2%
Value ($000) $5,209 Shares 37,635 Est. Cost $36.07 Unrealized +264.0%
BMRN BioMarin Pharmaceutical 1.1%
Value ($000) $5,116 Shares 60,542 Est. Cost $77.00 Unrealized +11.9%
ROP Roper Technologies 1.0%
Value ($000) $4,739 Shares 15,199 Est. Cost $281.30 Unrealized +21.6%
VRSK Verisk Analytics 1.0%
Value ($000) $4,620 Shares 33,149 Est. Cost $67.03 Unrealized +125.1%
CNC Centene 1.0%
Value ($000) $4,484 Shares 75,476 Est. Cost $58.87 Unrealized +3.1%
Cooper Companies 1.0%
Value ($000) $4,328 Shares 15,699 Est. Cost $185.47 Unrealized
CPRT Copart 0.9%
Value ($000) $4,085 Shares 59,622 Est. Cost $16.86 Unrealized +32.0%
DOW Dow Inc. 0.9%
Value ($000) $4,056 Shares 138,700 Est. Cost $36.37 Unrealized -15.9%
NKE Nike 0.9%
Value ($000) $3,873 Shares 46,811 Est. Cost $53.82 Unrealized +59.6%
GMAB Genmab ADR 0.8%
Value ($000) $3,802 Shares 179,426 Est. Cost $18.53 Unrealized
SHW Sherwin-Williams 0.8%
Value ($000) $3,697 Shares 8,046 Est. Cost $94.67 Unrealized +80.8%
MSI Motorola Solutions 0.8%
Value ($000) $3,531 Shares 26,566 Est. Cost $152.60 Unrealized +1.8%
ORLY O'Reilly Automotive 0.8%
Value ($000) $3,511 Shares 11,663 Est. Cost $17.11 Unrealized +49.4%
ACN Accenture 0.7%
Value ($000) $3,201 Shares 19,605 Est. Cost $79.61 Unrealized +122.4%
META Facebook Inc-A 0.7%
Value ($000) $3,008 Shares 18,035 Est. Cost $103.29 Unrealized +88.2%
IDXX Idexx Laboratories 0.6%
Value ($000) $2,889 Shares 11,926 Est. Cost $253.08 Unrealized +3.1%
APH Amphenol 0.6%
Value ($000) $2,855 Shares 39,179 Est. Cost $11.58 Unrealized +94.6%
CoreSite Realty 0.4%
Value ($000) $1,947 Shares 16,798 Est. Cost $115.91 Unrealized
TDOC Teladoc 0.4%
Value ($000) $1,896 Shares 12,234 Est. Cost $66.83 Unrealized +74.1%
ABBV Abbvie 0.4%
Value ($000) $1,772 Shares 23,254 Est. Cost $54.88 Unrealized +22.4%
Catalent 0.4%
Value ($000) $1,751 Shares 33,708 Est. Cost $45.94 Unrealized
HD Home Depot 0.4%
Value ($000) $1,730 Shares 9,265 Est. Cost $190.13 Unrealized 0.0%
AMGN Amgen 0.4%
Value ($000) $1,720 Shares 8,482 Est. Cost $141.49 Unrealized +28.8%
QLYS Qualys 0.4%
Value ($000) $1,652 Shares 18,989 Est. Cost $55.07 Unrealized +52.5%
CVS CVS Health 0.3%
Value ($000) $1,578 Shares 26,596 Est. Cost $55.31 Unrealized 0.0%
MMM 3M Company 0.3%
Value ($000) $1,563 Shares 11,447 Est. Cost $105.95 Unrealized 0.0%
SBAC SBA Communications 0.3%
Value ($000) $1,558 Shares 5,771 Est. Cost $124.80 Unrealized +95.9%
QCOM Qualcomm 0.3%
Value ($000) $1,551 Shares 22,924 Est. Cost $44.73 Unrealized +60.8%
CMI Cummins 0.3%
Value ($000) $1,532 Shares 11,325 Est. Cost $116.74 Unrealized +15.4%
MO Altria Group 0.3%
Value ($000) $1,504 Shares 38,902 Est. Cost $32.37 Unrealized -14.9%
Aspen Technology 0.3%
Value ($000) $1,487 Shares 15,640 Est. Cost $74.90 Unrealized
BX Blackstone Group 0.3%
Value ($000) $1,478 Shares 32,443 Est. Cost $33.17 Unrealized +36.5%
MCD McDonalds 0.3%
Value ($000) $1,452 Shares 8,780 Est. Cost $171.84 Unrealized 0.0%
LMT Lockheed Martin 0.3%
Value ($000) $1,387 Shares 4,093 Est. Cost $203.12 Unrealized +64.9%
CyberArk Software 0.3%
Value ($000) $1,387 Shares 16,212 Est. Cost $101.88 Unrealized
MRK Merck 0.3%
Value ($000) $1,287 Shares 16,724 Est. Cost $42.63 Unrealized +52.7%
MPWR Monolithic Power System 0.3%
Value ($000) $1,280 Shares 7,641 Est. Cost $118.77 Unrealized +38.0%
Pool 0.3%
Value ($000) $1,271 Shares 6,457 Est. Cost $201.63 Unrealized
LYB LyondellBasell Industries 0.3%
Value ($000) $1,260 Shares 25,379 Est. Cost $54.56 Unrealized -9.1%
GILD Gilead Sciences 0.3%
Value ($000) $1,255 Shares 16,788 Est. Cost $54.92 Unrealized 0.0%
LVS Las Vegas Sands 0.3%
Value ($000) $1,228 Shares 28,904 Est. Cost $52.54 Unrealized +8.1%
Ansys 0.3%
Value ($000) $1,200 Shares 5,163 Est. Cost $128.55 Unrealized
JKHY Jack Henry & Associates 0.3%
Value ($000) $1,198 Shares 7,719 Est. Cost $85.79 Unrealized +68.6%
PRU Prudential Financial 0.2%
Value ($000) $1,128 Shares 21,631 Est. Cost $63.90 Unrealized -7.7%
PSX Phillips 66 0.2%
Value ($000) $1,112 Shares 20,730 Est. Cost $65.11 Unrealized -2.0%
MTD Mettler Toledo 0.2%
Value ($000) $1,097 Shares 1,588 Est. Cost $519.39 Unrealized +43.7%
Dunkin' Brands 0.2%
Value ($000) $1,040 Shares 19,592 Est. Cost $57.52 Unrealized
ICFI ICF International 0.2%
Value ($000) $1,012 Shares 14,735 Est. Cost $56.56 Unrealized +44.2%
HALO Halozyme Therapeutics 0.2%
Value ($000) $937 Shares 52,073 Est. Cost $14.16 Unrealized +34.1%
PRAA PRA Group 0.2%
Value ($000) $880 Shares 31,732 Est. Cost $33.73 Unrealized +3.3%
OMCL Omnicell 0.2%
Value ($000) $840 Shares 12,813 Est. Cost $42.88 Unrealized +85.8%
CHD Church & Dwight 0.2%
Value ($000) $827 Shares 12,890 Est. Cost $45.10 Unrealized +46.9%
AMN AMN Healthcare Services 0.2%
Value ($000) $813 Shares 14,069 Est. Cost $49.92 Unrealized +37.1%
MKSI MKS Instruments 0.2%
Value ($000) $793 Shares 9,734 Est. Cost $100.36 Unrealized -2.5%
RCKT Rocket Pharmaceuticals 0.2%
Value ($000) $788 Shares 56,458 Est. Cost $18.15 Unrealized +9.1%
ZBRA Zebra Technologies 0.2%
Value ($000) $720 Shares 3,919 Est. Cost $224.74 Unrealized 0.0%
HXL Hexcel 0.2%
Value ($000) $712 Shares 19,132 Est. Cost $57.49 Unrealized +12.3%
IPGP IPG Photonics 0.2%
Value ($000) $682 Shares 6,181 Est. Cost $135.99 Unrealized -3.8%
VRRM Verra Mobility 0.1%
Value ($000) $644 Shares 90,148 Est. Cost $13.84 Unrealized -3.8%
GOOG Alphabet Class C 0.1%
Value ($000) $426 Shares 366 Est. Cost $52.00 Unrealized +29.5%
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $375 Shares 2,486 Est. Cost $134.96 Unrealized
ENB Enbridge 0.1%
Value ($000) $330 Shares 11,359 Est. Cost $23.70 Unrealized +5.5%
SBUX Starbucks 0.1%
Value ($000) $263 Shares 4,000 Est. Cost $45.07 Unrealized +57.5%
ECL Ecolab 0.1%
Value ($000) $261 Shares 1,677 Est. Cost $126.71 Unrealized +39.2%