Saratoga Research & Investment Management Top Holdings and 13F Report (2025) About Saratoga Research & Investment ManagementInvestment ActivitySaratoga Research & Investment Management has $1.87 billion in total holdings as of June 30, 2025.Saratoga Research & Investment Management owns shares of 44 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 10.61% of the portfolio was sold this quarter.This quarter, Saratoga Research & Investment Management has purchased 44 new stocks and bought additional shares in 13 stocks.Saratoga Research & Investment Management sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $158,215,675Walt Disney $155,465,881Alphabet $146,525,552Unilever $131,949,509Berkshire Hathaway $125,457,389 Largest New Holdings this Quarter 98978V103 - Zoetis $15,376,202 Holding Largest Purchases this Quarter Zoetis 98,597 shares (about $15.38M)Procter & Gamble 45,130 shares (about $7.19M)Eli Lilly and Company 6,797 shares (about $5.30M)Novo Nordisk A/S 58,517 shares (about $4.04M)NVIDIA 5,896 shares (about $931.51K) Largest Sales this Quarter Oracle 140,807 shares (about $30.78M)RTX 207,107 shares (about $30.24M)NIKE 398,812 shares (about $28.33M)Walmart 227,831 shares (about $22.28M)Apple 103,809 shares (about $21.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSaratoga Research & Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$158,215,675$1,481,784 ▼-0.9%318,0798.5%Computer and TechnologyDISWalt Disney$155,465,881$12,948,132 ▼-7.7%1,253,6568.3%Consumer DiscretionaryGOOGLAlphabet$146,525,552$855,597 ▼-0.6%831,4457.8%Computer and TechnologyULUnilever$131,949,509$6,137,982 ▼-4.4%2,157,0957.1%Consumer StaplesBRK.BBerkshire Hathaway$125,457,389$9,849,473 ▼-7.3%258,2656.7%FinanceNVONovo Nordisk A/S$104,404,967$4,038,843 ▲4.0%1,512,6775.6%MedicalMDTMedtronic$102,947,944$15,342 ▼0.0%1,181,0025.5%MedicalORCLOracle$98,584,640$30,784,635 ▼-23.8%450,9205.3%Computer and TechnologyRHHBYRoche$80,628,742$1,796,497 ▼-2.2%1,978,1344.3%MedicalJNJJohnson & Johnson$76,591,141$458,861 ▼-0.6%501,4154.1%MedicalRTXRTX$61,060,745$30,241,764 ▼-33.1%418,1673.3%AerospaceASMLASML$60,110,661$162,682 ▲0.3%75,0083.2%Computer and TechnologyGDGeneral Dynamics$60,107,626$2,559,900 ▼-4.1%206,0883.2%AerospaceSBUXStarbucks$46,775,466$182,893 ▲0.4%510,4822.5%Retail/WholesaleACNAccenture$44,699,597$324,893 ▼-0.7%149,5522.4%Computer and TechnologyVVisa$43,188,992$15,804,341 ▼-26.8%121,6422.3%Business ServicesCHRWC.H. Robinson Worldwide$42,535,691$1,066,580 ▼-2.4%443,3112.3%TransportationHDHome Depot$36,519,177$633,187 ▼-1.7%99,6052.0%Retail/WholesaleDEODiageo$34,395,112$162,655 ▼-0.5%341,0861.8%Consumer StaplesPGProcter & Gamble$33,241,003$7,190,112 ▲27.6%208,6431.8%Consumer StaplesLLYEli Lilly and Company$29,024,240$5,298,465 ▲22.3%37,2331.6%MedicalAAPLApple$27,417,483$21,298,493 ▼-43.7%133,6331.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$22,921,676$312,432 ▼-1.3%249,8821.2%ETFPEPPepsiCo$22,108,117$251,536 ▲1.2%167,4351.2%Consumer StaplesNKENIKE$18,150,791$28,331,604 ▼-61.0%255,5011.0%Consumer DiscretionaryCLColgate-Palmolive$17,788,781$194,526 ▲1.1%195,6961.0%Consumer StaplesWMTWalmart$17,101,722$22,277,315 ▼-56.6%174,9000.9%Retail/WholesaleADBEAdobe$16,881,122$10,272,051 ▼-37.8%43,6340.9%Computer and TechnologyNVDANVIDIA$16,140,416$931,509 ▲6.1%102,1610.9%Computer and TechnologyZTSZoetis$15,376,202$15,376,202 ▲New Holding98,5970.8%MedicalHONHoneywell International$13,489,574$834,875 ▲6.6%57,9250.7%Multi-Sector ConglomeratesCSCOCisco Systems$1,160,242$2,567 ▲0.2%16,7230.1%Computer and TechnologyJQUAJPMorgan U.S. Quality Factor ETF$1,103,839$762,815 ▲223.7%18,3820.1%ETFGOOGAlphabet$875,242$428,929 ▼-32.9%4,9340.0%Computer and TechnologyIBMInternational Business Machines$807,1080.0%2,7380.0%Computer and TechnologyKOCocaCola$700,0710.0%9,8950.0%Consumer StaplesAMGNAmgen$658,377$11,168 ▲1.7%2,3580.0%MedicalCTSHCognizant Technology Solutions$579,6070.0%7,4280.0%Computer and TechnologyPAYXPaychex$564,6760.0%3,8820.0%Computer and TechnologySYYSysco$558,3550.0%7,3720.0%Consumer StaplesAMZNAmazon.com$438,7800.0%2,0000.0%Retail/WholesaleLMTLockheed Martin$321,8820.0%6950.0%AerospaceTROWT. Rowe Price Group$288,149$38,407 ▲15.4%2,9860.0%FinanceUBFOUnited Security Bancshares$95,1500.0%11,0000.0%FinanceBDXBecton, Dickinson and Company$0$220,127 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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