Saratoga Research & Investment Management

CIK
1477872
City
SARATOGA
State / Country
CA

Top Portfolio Positions

40 positions · $1,546,450,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GOOGL
Alphabet Inc.
Communication Services
610,629 $175,592,475 11.35%
MSFT
Microsoft Corp
Technology
368,821 $136,526,469 8.83%
NVO
Novo Nordisk A S
Healthcare
3,436,329 $126,285,090 8.17%
DIS
Walt Disney Co
Communication Services
1,128,428 $108,757,890 7.03%
UL
Unilever Plc
Consumer Defensive
1,873,359 $106,725,262 6.90%
MDT
Medtronic plc
Healthcare
1,175,571 $101,863,227 6.59%
ASML
Asml Holding Nv
Technology
64,285 $84,909,556 5.49%
JNJ
Johnson & Johnson
Healthcare
339,441 $82,972,958 5.37%
GD
General Dynamics Corp
Industrials
194,242 $66,667,739 4.31%
NVDA
Nvidia Corp
Technology
336,724 $58,724,665 3.80%

Portfolio Trend

25 quarters · across all stocks

Holdings in UL

Export CSV

Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $106,725,262 1,873,359
2025-12-31 $121,192,413 1,853,095