Torray / Janet Gallagher
@Torray Investment Partners Llc
Latest period2024 - Q3ReportedManaged Assets$714.581MTotal holdings102
Assets growth rate6.75%Assets growth rate (2-Q avg)3.49%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Torray Investment Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 102 positions.
Assets under management
The assets under management (AUM) of Torray Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 714.581M in assets, with a quarterly growth rate of 6.75% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Torray, Janet Gallagher, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GOOGLAlphabet Class A
| 4.14% | $29.522M 178,004 shares@ $165.85 avg price | Decreased -0.19% |
BRK.BBerkshire Hathaway B
| 3.74% | $26.708M 58,027 shares@ $460.26 avg price | Decreased -9.87% |
EOGEog Resources
| 2.45% | $17.485M 142,234 shares@ $122.94 avg price | Decreased -2.57% |
GDGeneral Dynamics Corp
| 2.37% | $16.934M 56,037 shares@ $302.2 avg price | Decreased -0.13% |
CBChubb Limited
| 2.16% | $15.428M 53,497 shares@ $288.4 avg price | Decreased -0.23% |
AMTAmerican Tower
| 1.38% | $9.807M 42,171 shares@ $232.57 avg price | Decreased -10.71% |
CNSWFConstellation Software
| 1.19% | $8.446M 2,596 shares@ $3253.48 avg price | Decreased -2.11% |
NOWServicenow
| 1.17% | $8.305M 9,286 shares@ $894.4 avg price | Decreased -15.84% |
LZAGYLonza Group Adr
| 0.96% | $6.848M 108,399 shares@ $63.18 avg price | Decreased -0.98% |
VEEVVeeva Systems
| 0.96% | $6.836M 32,571 shares@ $209.88 avg price | Decreased -0.43% |