§ 13F · FUND PROFILE
Saratoga Research & Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1868.0T (13F)Positions · 44Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1907.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. CAP STK CL A | 720K | $225.3T | 11.8% | NEW |
| 2 | MSFT | Microsoft Corp. | 299K | $144.5T | 7.6% | NEW |
| 3 | BRK/B | Berkshire Hathaway Inc. CL B NEW | 263K | $132.3T | 6.9% | NEW |
| 4 | UL | Unilever PLC SPON ADR NEW | 1.85M | $121.2T | 6.4% | NEW |
| 5 | DIS | Walt Disney Company | 1.02M | $116.5T | 6.1% | NEW |
| 6 | MDT | Medtronic PLC | 1.16M | $111.0T | 5.8% | NEW |
| 7 | JNJ | Johnson & Johnson | 460K | $95.2T | 5.0% | NEW |
| 8 | RHHBY | Roche Holding AG SPONSORED ADR | 1.83M | $94.5T | 5.0% | NEW |
| 9 | NVO | Novo Nordisk A/S ADR | 1.85M | $94.3T | 4.9% | NEW |
| 10 | ASML | ASML Holding N.V. | 70K | $75.1T | 3.9% | NEW |
§ 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 $1867957.1 trillion in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed