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 $1.76B across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($175.6M, 9.96%), MSFT ($136.5M, 7.75%), BRK/B ($130.4M, 7.40%), NVO ($126.3M, 7.17%), DIS ($108.8M, 6.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | $175.6M | 9.96% | 610,629 | Trimmed |
| 2 | MSFT | Microsoft Corp. | $136.5M | 7.75% | 368,821 | Added |
| 3 | BRK/B | Berkshire Hathaway Inc. | $130.4M | 7.40% | 272,031 | Added |
| 4 | NVO | Novo Nordisk A/S | $126.3M | 7.17% | 3.4M | Added |
| 5 | DIS | Walt Disney Company | $108.8M | 6.17% | 1.1M | Added |
| 6 | UL | Unilever PLC | $106.7M | 6.06% | 1.9M | Added |
| 7 | MDT | Medtronic PLC | $101.9M | 5.78% | 1.2M | Added |
| 8 | ASML | ASML Holding N.V. | $84.9M | 4.82% | 64,285 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $83.0M | 4.71% | 339,441 | Trimmed |
| 10 | GD | General Dynamics Corporation | $66.7M | 3.78% | 194,242 | Added |
| 11 | RHHBY | Roche Holding AG | $64.2M | 3.64% | 1.3M | Trimmed |
| 12 | NVDA | NVIDIA Corp. | $58.7M | 3.33% | 336,724 | Added |
| 13 | SBUX | Starbucks Corp. | $56.4M | 3.20% | 629,785 | Added |
| 14 | PG | The Procter & Gamble Co. | $52.0M | 2.95% | 360,225 | Added |
| 15 | RTX | RTX Corp. | $50.0M | 2.84% | 259,071 | Trimmed |
| 16 | V | Visa Inc | $47.3M | 2.68% | 156,373 | Added |
| 17 | LLY | Eli Lilly & Co. | $42.8M | 2.43% | 46,525 | Trimmed |
| 18 | CHRW | C.H. Robinson Worldwide Inc | $41.8M | 2.37% | 251,844 | Trimmed |
| 19 | HON | Honeywell International Inc. | $37.5M | 2.13% | 165,945 | Added |
| 20 | HD | Home Depot Inc. | $29.2M | 1.66% | 88,808 | Trimmed |
| 21 | AAPL | Apple Inc. | $28.4M | 1.61% | 111,983 | Trimmed |
| 22 | DEO | Diageo PLC | $28.2M | 1.60% | 378,141 | Added |
| 23 | PEP | Pepsico Inc | $26.9M | 1.53% | 173,317 | Added |
| 24 | ACN | Accenture PLC | $26.5M | 1.50% | 133,660 | Trimmed |
| 25 | BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $19.7M | 1.12% | 215,077 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31