Saratoga Research & Investment Management
Top Portfolio Positions
41 positions ·
$1,676,807,848 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NVO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,285,090 | 3,436,329 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $94,258,558 | 1,852,566 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $102,862,201 | 1,853,707 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $104,404,966 | 1,512,677 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $100,976,870 | 1,454,160 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $60,268,536 | 700,634 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $84,363,357 | 708,519 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $106,871,864 | 748,717 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $100,638,764 | 783,791 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $85,614,599 | 827,594 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $80,951,605 | 890,165 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,034,148 | 457,692 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $37,348,089 | 469,374 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $45,903,064 | 678,337 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,816,151 | 698,909 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $39,384,710 | 706,896 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $43,659,085 | 786,296 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $44,713,424 | 798,454 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $40,092,719 | 835,178 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $51,849,902 | 1,237,911 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $41,207,913 | 1,222,424 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $40,781,817 | 1,167,697 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $39,680,008 | 1,143,022 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $38,863,296 | 1,187,028 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $45,774,575 | 1,520,750 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||