Copy Invest | Sonar Terminal

Robert Torray - Torray Investment Partners

533 trades · 448 closed · 85 open · Win rate: 61.2% · Avg return: +78.3% · Median return: +10%

⚠ 13 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
940991Q - CarrAmerica Realty Corporation	Q3 2005	$35.95	Q2 2006	$44.55	+23.92%	Closed	History

SLB - Slb N.V.	Q4 2025	$38.38	Open	$47.54	+23.87%	Open	History

KMI - Kinder Morgan, Inc.	Q2 2016	$18.70	Q3 2016	$23.15	+23.80%	Closed	History

HII - Huntington Ingalls Industries, Inc.	Q4 2021	$186.79	Q4 2022	$230.68	+23.50%	Closed	History

MOO - Monsanto Company	Q1 2007	$54.96	Q2 2007	$67.54	+22.89%	Closed	History

CHD - Church & Dwight Co., Inc.	Q3 2015	$41.94	Q2 2016	$51.45	+22.68%	Closed	History

ORCL - Oracle Corp.	Q4 2010	$31.30	Q3 2014	$38.28	+22.30%	Closed	History

SEIC - SEI Investments Co.	Q3 2020	$50.72	Q2 2021	$61.97	+22.18%	Closed	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q2 2025	$303.87	Open	$371.16	+22.14%	Open	History

AFL - Aflac Inc.	Q2 2007	$25.70	Q4 2007	$31.32	+21.85%	Closed	History

PAYX - Paychex, Inc.	Q1 2021	$98.00	Q4 2023	$119.11	+21.54%	Closed	History

CMI - Cummins Inc.	Q2 2016	$112.55	Q4 2016	$136.77	+21.52%	Closed	History

WFC - Wells Fargo & Co.	Q4 2024	$70.24	Open	$85.29	+21.43%	Open	History

BMRN - BioMarin Pharmaceutical Inc.	Q1 2014	$68.20	Q2 2024	$82.33	+20.72%	Closed	History

GDT - Guidant Corporation	Q4 2005	$64.75	Q1 2006	$78.06	+20.56%	Closed	History

CYBR - CyberArk Software	Q1 2025	$338.00	Q2 2025	$406.88	+20.38%	Closed	History

DOW - Dow Inc.	Q4 2008	$21.66	Q3 2009	$26.07	+20.36%	Closed	History

MRK - Merck & Co., Inc.	Q3 2023	$102.95	Q2 2024	$123.80	+20.25%	Closed	History

HON - Honeywell International Inc.	Q4 2017	$145.57	Q4 2019	$174.94	+20.18%	Closed	History

FTU - Wachovia Corporation common	Q3 2001	$31.00	Q1 2002	$37.08	+19.61%	Closed	History

COR - Cencora, Inc.	Q1 2020	$115.91	Q3 2021	$138.51	+19.50%	Closed	History

UNP - Union Pacific Corp.	Q1 2026	$242.62	Open	$288.30	+18.83%	Open	History

MO - Altria Group, Inc.	Q4 2018	$49.38	Q2 2025	$58.63	+18.73%	Closed	History

BEN - Franklin Resources, Inc.	Q1 2003	$10.97	Q2 2003	$13.02	+18.72%	Closed	History

NEE - NextEra Energy, Inc.	Q3 2025	$75.49	Open	$89.54	+18.61%	Open	History

8215820Q - Allied Capital Corporation	Q2 2004	$24.42	Q2 2006	$28.77	+17.81%	Closed	History

EG - Everest Group, Ltd.	Q4 2016	$216.54	Q2 2017	$254.51	+17.53%	Closed	History

PM - Philip Morris International Inc.	Q3 2010	$56.02	Q1 2011	$65.64	+17.17%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q4 2023	$406.89	Open	$476.31	+17.06%	Open	History

MSI - Motorola Solutions, Inc.	Q4 2019	$161.16	Q1 2021	$188.04	+16.68%	Closed	History

F1E - Fidelity National Financial, Inc.	Q2 2008	$12.60	Q3 2008	$14.70	+16.67%	Closed	History

IBM - International Business Machines Corp.	Q4 2007	$103.35	Q4 2020	$120.34	+16.45%	Closed	History

DUK - Duke Energy Corp.	Q3 2012	$64.77	Q3 2014	$74.77	+15.44%	Closed	History

CVS - CVS Health Corp.	Q1 2020	$59.33	Q4 2020	$68.32	+15.15%	Closed	History

GM - General Motors Co.	Q3 2016	$31.79	Q4 2019	$36.60	+15.13%	Closed	History

INCY - Incyte Corp.	Q1 2016	$72.47	Q1 2018	$83.33	+14.99%	Closed	History

L - Loews Corp.	Q2 2008	$46.90	Q3 2021	$53.93	+14.99%	Closed	History

KHC - The Kraft Heinz Co.	Q4 2019	$32.13	Q1 2024	$36.90	+14.85%	Closed	History

SNDX - Syndax Pharmaceuticals, Inc.	Q4 2025	$21.01	Open	$24.13	+14.85%	Open	History

CEG - Constellation Energy Corp.	Q4 2024	$223.71	Open	$256.43	+14.63%	Open	History

MMM - 3M Co.	Q3 2024	$136.70	Open	$156.58	+14.54%	Open	History

EPD - Enterprise Products Partners L.P.	Q4 2018	$24.59	Q4 2019	$28.16	+14.52%	Closed	History

MA - Mastercard Inc.	Q2 2020	$295.49	Q3 2020	$338.39	+14.52%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q2 2016	$27.51	Q3 2016	$31.44	+14.29%	Closed	History

UNP - Union Pacific Corp.	Q4 2022	$207.07	Q3 2025	$236.37	+14.15%	Closed	History

OB - OneBeacon Insurance	Q1 2017	$16.00	Q2 2017	$18.23	+13.94%	Closed	History

GRA - W.R. Grace & Co.	Q1 2006	$13.30	Q3 2008	$15.12	+13.68%	Closed	History

MA - Mastercard Inc.	Q2 2019	$264.15	Q4 2019	$298.76	+13.10%	Closed	History

LVLT - Level 3 Communications Inc.	Q1 2006	$5.18	Q2 2007	$5.85	+12.93%	Closed	History

CEPH - Cephalon Inc.	Q1 2007	$71.21	Q2 2007	$80.39	+12.89%	Closed	History

605018Q - Charter One Financial	Q1 2003	$27.66	Q2 2003	$31.18	+12.73%	Closed	History

ETN - Eaton Corp. plc	Q4 2008	$25.12	Q3 2009	$28.30	+12.66%	Closed	History

N4D - Spectra Energy	Q2 2016	$36.65	Q4 2016	$41.12	+12.20%	Closed	History

CMDXF - Computer Modelling Group	Q4 2016	$6.78	Q2 2018	$7.58	+11.80%	Closed	History

VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares	Q2 2019	$40.49	Q4 2019	$45.26	+11.77%	Closed	History

20R - Rice Energy	Q4 2016	$21.34	Q1 2017	$23.72	+11.15%	Closed	History

ESRX - Express Scripts	Q3 2013	$61.80	Q1 2016	$68.69	+11.15%	Closed	History

CSE - CapitalSource Inc.	Q2 2008	$11.08	Q3 2008	$12.30	+11.01%	Closed	History

VAR - Varian Med Sys	Q2 2011	$70.04	Q4 2013	$77.68	+10.91%	Closed	History

MDT - Medtronic plc	Q1 2005	$50.95	Q3 2007	$56.41	+10.72%	Closed	History

IWP - iShares Russell Midcap Growth	Q1 2021	$102.25	Q2 2021	$113.01	+10.52%	Closed	History

CVS - CVS Health Corp.	Q3 2010	$31.47	Q4 2010	$34.77	+10.49%	Closed	History

NOW - ServiceNow, Inc.	Q2 2022	$95.11	Open	$104.85	+10.24%	Open	History

FRFHF - Fairfax Financial Holdings Ltd.	Q3 2005	$173.90	Q2 2007	$191.67	+10.22%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q1 2007	$37.43	Q2 2007	$41.25	+10.21%	Closed	History

QIA - Qiagen	Q3 2010	$17.74	Q4 2010	$19.55	+10.20%	Closed	History

IPG - Interpublic Group	Q1 2019	$21.01	Q4 2019	$23.10	+9.95%	Closed	History

ABT - Abbott Laboratories	Q3 2024	$114.01	Q4 2025	$125.29	+9.89%	Closed	History

CSE - CapitolSource Inc.	Q1 2006	$24.88	Q4 2006	$27.31	+9.77%	Closed	History

DIG1 - DirecTV	Q2 2014	$85.01	Q2 2015	$92.79	+9.15%	Closed	History

ERIE - Erie Indemnity Co.	Q1 2014	$69.69	Q3 2014	$75.88	+8.88%	Closed	History

VUG - Vanguard Growth Index Fund ETF Shares	Q3 2025	$79.93	Open	$86.96	+8.80%	Open	History

NVDA - NVIDIA Corp.	Q2 2024	$123.54	Q4 2024	$134.29	+8.70%	Closed	History

CYBR - CyberArk Software	Q1 2019	$119.11	Q1 2021	$129.40	+8.64%	Closed	History

DCNAQ - Dana Corporation common	Q3 2000	$21.50	Q2 2001	$23.34	+8.56%	Closed	History

BP - BP p.l.c.	Q4 2013	$48.67	Q2 2014	$52.83	+8.55%	Closed	History

BRL - Barr Pharmaceuticals, Inc.	Q1 2007	$46.35	Q2 2007	$50.23	+8.37%	Closed	History

GILD - Gilead Sciences, Inc.	Q1 2020	$74.76	Q4 2023	$81.01	+8.36%	Closed	History

MO - Altria Group, Inc.	Q3 2010	$24.02	Q1 2011	$26.01	+8.28%	Closed	History

ESGR - Enstar Group	Q1 2017	$191.36	Q4 2019	$206.84	+8.09%	Closed	History

JPM - JPMorgan Chase & Co.	Q1 2001	$44.90	Q2 2007	$48.45	+7.91%	Closed	History

PEP - PepsiCo, Inc.	Q3 2010	$65.68	Q3 2012	$70.76	+7.73%	Closed	History

VFC - V.F. Corp.	Q3 2010	$18.86	Q4 2010	$20.29	+7.55%	Closed	History

UV2A - Univision Communications, Inc.	Q1 2004	$33.01	Q4 2006	$35.42	+7.30%	Closed	History

TYL - Tyler Technologies, Inc.	Q1 2021	$424.55	Q4 2025	$453.95	+6.92%	Closed	History

EEP - Enbridge Energy Partners	Q3 2010	$27.96	Q4 2013	$29.88	+6.87%	Closed	History

S9A - Seadrill Limited	Q1 2012	$37.47	Q2 2014	$40.00	+6.75%	Closed	History

JPM - JPMorgan Chase & Co.	Q2 2017	$91.52	Q4 2018	$97.50	+6.53%	Closed	History

DIS - The Walt Disney Co.	Q2 2016	$97.73	Q4 2016	$104.04	+6.46%	Closed	History

KMI - Kinder Morgan, Inc.	Q4 2013	$36.04	Q3 2014	$38.35	+6.41%	Closed	History

3133754Q - Amsouth Bancorportation common	Q4 1999	$0.16	Q2 2000	$0.17	+6.25%	Closed	History

STJ - St. Jude Medical Inc.	Q2 2007	$41.49	Q3 2007	$44.07	+6.22%	Closed	History

HAE - Haemonetics Corp.	Q3 2006	$23.40	Q3 2007	$24.71	+5.60%	Closed	History

VEEV - Veeva Systems Inc.	Q1 2023	$183.79	Open	$193.09	+5.06%	Open	History

F - Ford Motor Co.	Q4 2000	$23.44	Q2 2001	$24.55	+4.74%	Closed	History

CNA - CNA Financial Corp.	Q3 2024	$48.94	Open	$50.91	+4.03%	Open	History

BMRN - BioMarin Pharmaceutical Inc.	Q1 2026	$56.49	Open	$58.64	+3.81%	Open	History

XOM - ExxonMobil Holdings Corp.	Q3 2017	$82.00	Q3 2018	$85.03	+3.70%	Closed	History

AMGN - Amgen Inc.	Q2 2004	$54.57	Q3 2007	$56.57	+3.67%	Closed	History

QLYS - Qualys, Inc.	Q2 2014	$25.72	Q3 2014	$26.65	+3.62%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.