What did Torray Funds actually do?

A source-backed history of material decisions from Torray Funds. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 27
Stocks observed: 14
Outcomes observed: 27

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Jul 30, 2026
30d lag
MSFTTRIM-53.5%
Torray Funds · 4.2% of reported portfolio
Original SEC filing ↗
+8.3% vs SPY
45 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 30, 2026
30d lag
TXNTRIM-45.6%
Torray Funds · 3.5% of reported portfolio
Original SEC filing ↗
+3.3% vs SPY
45 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 30, 2026
30d lag
CMCSAADD+55.5%
Torray Funds · 2.9% of reported portfolio
Original SEC filing ↗
-13.3% vs SPY
45 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 30, 2026
30d lag
JPMTRIM-92.4%
Torray Funds · 1.7% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
45 sessions after disclosure
direction supported so far
Q1 2026
filed May 1, 2026
31d lag
MSFTADD+128.9%
Torray Funds · 4.2% of reported portfolio
Original SEC filing ↗
+12.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 1, 2026
31d lag
UNHEXITEXIT
Torray Funds · 2.8% of reported portfolio
Original SEC filing ↗
+6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 1, 2026
31d lag
CMCSANEWNEW
Torray Funds · 2.3% of reported portfolio
Original SEC filing ↗
-13.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 1, 2026
31d lag
AXPTRIM-91.9%
Torray Funds · 1.3% of reported portfolio
Original SEC filing ↗
+2.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 1, 2026
31d lag
ADBEEXITEXIT
Torray Funds · 0.7% of reported portfolio
Original SEC filing ↗
-6.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 28, 2026
28d lag
TXNADD+22.6%
Torray Funds · 3.5% of reported portfolio
Original SEC filing ↗
+20.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 28, 2026
28d lag
AXPTRIM-57.9%
Torray Funds · 2.6% of reported portfolio
Original SEC filing ↗
-14.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 28, 2026
28d lag
INTUNEWNEW
Torray Funds · 2.1% of reported portfolio
Original SEC filing ↗
-24.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Jan 28, 2026
28d lag
BRK/BTRIM-88.3%
Torray Funds · 1.7% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 28, 2026
28d lag
FISVEXITEXIT
Torray Funds · 0.8% of reported portfolio
Original SEC filing ↗
-5.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 22, 2025
22d lag
BRK/BTRIM-33.9%
Torray Funds · 2.6% of reported portfolio
Original SEC filing ↗
-5.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 22, 2025
22d lag
PEPNEWNEW
Torray Funds · 2.3% of reported portfolio
Original SEC filing ↗
-6.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 22, 2025
22d lag
JPMTRIM-27.2%
Torray Funds · 2.2% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 5, 2025
36d lag
TXNADD+30.4%
Torray Funds · 4.0% of reported portfolio
Original SEC filing ↗
-20.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 5, 2025
36d lag
GOOGLTRIM-62.3%
Torray Funds · 3.2% of reported portfolio
Original SEC filing ↗
+36.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 5, 2025
36d lag
JNJTRIM-96.2%
Torray Funds · 2.7% of reported portfolio
Original SEC filing ↗
+1.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 5, 2025
36d lag
UNHADD+126.3%
Torray Funds · 2.2% of reported portfolio
Original SEC filing ↗
+28.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 5, 2025
36d lag
TSMNEWNEW
Torray Funds · 0.9% of reported portfolio
Original SEC filing ↗
+23.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 8, 2025
38d lag
JPMTRIM-21.5%
Torray Funds · 2.7% of reported portfolio
Original SEC filing ↗
+1.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 8, 2025
38d lag
TXNADD+51.5%
Torray Funds · 2.7% of reported portfolio
Original SEC filing ↗
-3.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 8, 2025
38d lag
ADBEADD+28.6%
Torray Funds · 1.0% of reported portfolio
Original SEC filing ↗
-24.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 6, 2025
37d lag
UNHTRIM-20.1%
Torray Funds · 2.2% of reported portfolio
Original SEC filing ↗
-20.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 5, 2024
36d lag
JNJADD+27.4%
Torray Funds · 2.5% of reported portfolio
Original SEC filing ↗
-4.2% vs SPY
63 sessions after disclosure
direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.