§ 13F · FUND PROFILE
Saratoga Research & Investment Management.
AUM · $1.8B (13F)Positions · 46Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$60M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | 498K | $178M | 9.7% | −18% |
| 2 | NVO | Novo Nordisk A/S | 3.24M | $155M | 8.5% | −6% |
| 3 | BRK/B | Berkshire Hathaway Inc. | 258K | $129M | 7.1% | −5% |
| 4 | MSFT | Microsoft Corp. | 334K | $125M | 6.8% | −9% |
| 5 | UL | Unilever PLC | 1.99M | $119M | 6.5% | +6% |
| 6 | ASML | ASML Holding N.V. | 60K | $118M | 6.5% | −7% |
| 7 | DIS | Walt Disney Company | 1.08M | $104M | 5.7% | −4% |
| 8 | MDT | Medtronic PLC | 1.20M | $94M | 5.2% | +2% |
| 9 | NVDA | NVIDIA Corp. | 385K | $77M | 4.2% | +14% |
| 10 | JNJ | Johnson & Johnson | 278K | $71M | 3.9% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SARATOGA SIGNAL
AC read
Saratoga Research & Investment Management is a Other fund managing $1.8 billion in assets. The fund runs a portfolio of 46 positions.
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