Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Saratoga Research & Investment Management (CIK 1477872) reported $1.83B across 46 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($178.1M, 9.75%), NVO ($155.1M, 8.49%), BRK/B ($129.0M, 7.06%), MSFT ($124.7M, 6.82%), UL ($119.4M, 6.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | $178.1M | 9.75% | 498,420 | Trimmed |
| 2 | NVO | Novo Nordisk A/S | $155.1M | 8.49% | 3.2M | Trimmed |
| 3 | BRK/B | Berkshire Hathaway Inc. | $129.0M | 7.06% | 257,895 | Trimmed |
| 4 | MSFT | Microsoft Corp. | $124.7M | 6.82% | 334,179 | Trimmed |
| 5 | UL | Unilever PLC | $119.4M | 6.53% | 2.0M | Added |
| 6 | ASML | ASML Holding N.V. | $118.4M | 6.48% | 59,510 | Trimmed |
| 7 | DIS | Walt Disney Company | $104.3M | 5.71% | 1.1M | Trimmed |
| 8 | MDT | Medtronic PLC | $94.1M | 5.15% | 1.2M | Added |
| 9 | NVDA | NVIDIA Corp. | $77.0M | 4.21% | 384,865 | Added |
| 10 | JNJ | Johnson & Johnson | $70.7M | 3.87% | 278,459 | Trimmed |
| 11 | LLY | Eli Lilly & Co. | $64.6M | 3.53% | 53,862 | Added |
| 12 | GD | General Dynamics Corporation | $63.9M | 3.50% | 180,394 | Trimmed |
| 13 | RHHBY | Roche Holding AG | $61.0M | 3.34% | 1.2M | Trimmed |
| 14 | SBUX | Starbucks Corp. | $60.1M | 3.29% | 587,872 | Trimmed |
| 15 | V | Visa Inc | $50.7M | 2.77% | 147,779 | Trimmed |
| 16 | PG | The Procter & Gamble Co. | $49.7M | 2.72% | 338,641 | Trimmed |
| 17 | RTX | RTX Corp. | $46.2M | 2.53% | 243,447 | Trimmed |
| 18 | CHRW | C.H. Robinson Worldwide Inc | $44.3M | 2.42% | 235,112 | Trimmed |
| 19 | HD | Home Depot Inc. | $29.9M | 1.64% | 84,878 | Trimmed |
| 20 | DEO | Diageo PLC | $29.0M | 1.59% | 361,038 | Trimmed |
| 21 | AAPL | Apple Inc. | $29.1M | 1.59% | 100,400 | Trimmed |
| 22 | PEP | Pepsico Inc | $22.3M | 1.22% | 164,728 | Trimmed |
| 23 | BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $19.7M | 1.08% | 215,009 | Trimmed |
| 24 | HON | Honeywell International Inc. | $17.0M | 0.93% | 75,789 | New |
| 25 | HONA | Honeywell Aerospace Inc. | $16.7M | 0.92% | 75,656 | New |
Source: SEC Form 13F filings · as of 2026-06-30