Saratoga Research & Investment Management

CIK 0001477872 · SARATOGA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Saratoga Research & Investment Management reported 46 positions worth $1.83B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: GOOGL (9.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.83B
2026 Q2
Positions
46
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.1%
Est. Net Flow (Q)
2026 Q2
10 / 46 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLAlphabet Inc.SH$178.1M9.75%498,420
2NVONovo Nordisk A/SSH$155.1M8.49%3,236,009
3BRK-BBerkshire Hathaway Inc.SH$129.0M7.06%257,895
4MSFTMicrosoft Corp.SH$124.7M6.82%334,179
5ULUnilever PLCSH$119.4M6.53%1,986,430
6ASMLASML Holding N.V.SH$118.4M6.48%59,510
7DISWalt Disney CompanySH$104.3M5.71%1,083,810
8MDTMedtronic PLCSH$94.1M5.15%1,203,285
9NVDANVIDIA Corp.SH$77.0M4.21%384,865
10JNJJohnson & JohnsonSH$70.7M3.87%278,459

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Saratoga Research & Investment Management hold as of Q2 2026?

Saratoga Research & Investment Management reported 46 positions worth $1.83B in its Q2 2026 13F filing. Largest positions: GOOGL (9.7%), NVO (8.5%), BRK-B (7.1%), MSFT (6.8%) and UL (6.5%).

What did Saratoga Research & Investment Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Saratoga Research & Investment Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.