Saratoga Research & Investment Management

CIK

1477872

City

SARATOGA

State / Country

Stock

Top Portfolio Positions

41 positions · $1,676,807,848 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	610,629	$175,592,475	10.47%
MSFT	Microsoft Corp Technology	368,821	$136,526,469	8.14%
BRK-B	Berkshire Hathaway Inc Financial Services	272,031	$130,357,255	7.77%
NVO	Novo Nordisk A S Healthcare	3,436,329	$126,285,090	7.53%
DIS	Walt Disney Co Communication Services	1,128,428	$108,757,890	6.49%
UL	Unilever PLC Consumer Defensive	1,873,359	$106,725,262	6.36%
MDT	Medtronic plc Healthcare	1,175,571	$101,863,227	6.07%
ASML	Asml Holding NV Technology	64,285	$84,909,556	5.06%
JNJ	Johnson & Johnson Healthcare	339,441	$82,972,958	4.95%
GD	General Dynamics Corp Industrials	194,242	$66,667,739	3.98%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,823,733	251,844	-18.1%	Shares	Sole	2026-05-08
2025-12-31	$49,456,367	307,641	-6.0%	Shares	Sole	2026-02-05
2025-09-30	$43,312,144	327,131	-26.2%	Shares	Sole	2025-11-17
2025-06-30	$42,535,690	443,311	-2.4%	Shares	Sole	2025-08-20
2025-03-31	$46,533,324	454,427	-4.3%	Shares	Sole	2025-05-12
2024-12-31	$49,066,151	474,895	-8.1%	Shares	Sole	2025-02-12
2024-09-30	$57,050,915	516,906	-5.1%	Shares	Sole	2024-11-22
2024-06-30	$48,003,722	544,754	-0.3%	Shares	Sole	2024-08-16
2024-03-31	$41,611,575	546,514	+2.0%	Shares	Sole	2024-04-17
2023-12-31	$46,284,392	535,761	-6.8%	Shares	Sole	2024-02-09
2023-09-30	$49,525,869	575,013	-5.3%	Shares	Sole	2023-11-09
2023-06-30	$57,309,510	607,414	+0.5%	Shares	Sole	2023-07-24
2023-03-31	$60,071,351	604,522	-0.9%	Shares	Sole	2023-05-05
2022-12-31	$55,836,401	609,834	-2.0%	Shares	Sole	2023-02-13
2022-09-30	$59,904,627	621,998	-13.2%	Shares	Sole	2022-10-31
2022-06-30	$72,628,868	716,473	-40.4%	Shares	Sole	2022-08-01
2022-03-31	$129,556,927	1,202,831	-0.9%	Shares	Sole	2022-04-29
2021-12-31	$130,666,802	1,214,037	+1.9%	Shares	Sole	2022-02-08
2021-09-30	$103,641,882	1,191,286	+13.2%	Shares	Sole	2021-11-05
2021-06-30	$98,616,244	1,052,805	+8.6%	Shares	Sole	2021-08-10
2021-03-31	$92,486,747	969,158	+1.7%	Shares	Sole	2021-04-12
2020-12-31	$89,426,381	952,662	+2.3%	Shares	Sole	2021-02-03
2020-09-30	$95,177,824	931,381	-14.3%	Shares	Sole	2020-10-09
2020-06-30	$85,951,264	1,087,165	+2.1%	Shares	Sole	2020-08-07
2020-03-31	$70,477,446	1,064,614	—	Shares	Sole	2020-05-13
No 13F history on record for this holder in this stock.