Saratoga Research & Investment Management Top Holdings and 13F Report (2025) About Saratoga Research & Investment ManagementInvestment ActivitySaratoga Research & Investment Management has $1.89 billion in total holdings as of March 31, 2025.Saratoga Research & Investment Management owns shares of 44 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 8.41% of the portfolio was sold this quarter.This quarter, Saratoga Research & Investment Management has purchased 44 new stocks and bought additional shares in 10 stocks.Saratoga Research & Investment Management sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $148,345,366Unilever $134,430,433Walt Disney $134,041,312Alphabet $129,325,432Microsoft $120,522,307 Largest New Holdings this Quarter 67066G104 - NVIDIA $10,433,201 Holding Largest Purchases this Quarter Novo Nordisk A/S 753,526 shares (about $52.32M)ASML 20,454 shares (about $13.55M)NVIDIA 96,265 shares (about $10.43M)Honeywell International 45,979 shares (about $9.74M)Colgate-Palmolive 67,089 shares (about $6.29M) Largest Sales this Quarter RTX 501,844 shares (about $66.47M)Becton, Dickinson and Company 75,164 shares (about $17.22M)Apple 76,699 shares (about $17.04M)Oracle 76,457 shares (about $10.69M)JPMorgan US Quality Factor ETF 125,496 shares (about $7.09M) 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 PortfolioSectorBRK.BBerkshire Hathaway$148,345,366$37,813 ▼0.0%278,5417.8%FinanceULUnilever$134,430,433$1,827,590 ▲1.4%2,257,4387.1%Consumer StaplesDISWalt Disney$134,041,312$1,020,065 ▲0.8%1,358,0687.1%Consumer DiscretionaryGOOGLAlphabet$129,325,432$509,693 ▼-0.4%836,3006.8%Computer and TechnologyMSFTMicrosoft$120,522,307$2,853,348 ▲2.4%321,0586.4%Computer and TechnologyMDTMedtronic$106,140,655$4,575,671 ▲4.5%1,181,1785.6%MedicalNVONovo Nordisk A/S$100,976,870$52,324,845 ▲107.5%1,454,1605.3%MedicalJNJJohnson & Johnson$83,652,847$2,642,329 ▼-3.1%504,4194.4%MedicalRHHBYRoche$83,213,900$6,258,792 ▼-7.0%2,022,2094.4%MedicalRTXRTX$82,823,794$66,474,256 ▼-44.5%625,2744.4%AerospaceORCLOracle$82,729,352$10,689,453 ▼-11.4%591,7274.4%Computer and TechnologyGDGeneral Dynamics$58,567,902$4,930,154 ▼-7.8%214,8653.1%AerospaceVVisa$58,230,681$3,337,080 ▼-5.4%166,1553.1%Business ServicesAAPLApple$52,743,139$17,037,197 ▼-24.4%237,4422.8%Computer and TechnologySBUXStarbucks$49,877,392$2,157,097 ▼-4.1%508,4862.6%Retail/WholesaleASMLASML$49,568,037$13,553,434 ▲37.6%74,8052.6%Computer and TechnologyACNAccenture$47,005,394$1,571,745 ▼-3.2%150,6392.5%Computer and TechnologyCHRWC.H. Robinson Worldwide$46,533,325$2,095,923 ▼-4.3%454,4272.5%TransportationNKENIKE$41,535,789$164,223 ▼-0.4%654,3132.2%Consumer DiscretionaryHDHome Depot$37,137,165$1,659,100 ▼-4.3%101,3322.0%Retail/WholesaleDEODiageo$35,911,428$970,984 ▲2.8%342,6991.9%Consumer StaplesWMTWalmart$35,355,755$5,757,883 ▼-14.0%402,7311.9%Retail/WholesalePGProcter & Gamble$27,865,885$541,936 ▼-1.9%163,5131.5%Consumer StaplesADBEAdobe$26,918,053$748,267 ▼-2.7%70,1851.4%Computer and TechnologyLLYEli Lilly and Company$25,137,397$719,368 ▼-2.8%30,4361.3%MedicalPEPPepsiCo$24,819,568$87,865 ▲0.4%165,5301.3%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$23,234,108$286,473 ▼-1.2%253,2881.2%ETFCLColgate-Palmolive$18,136,213$6,286,245 ▲53.0%193,5561.0%Consumer StaplesHONHoneywell International$11,506,495$9,736,053 ▲549.9%54,3400.6%Multi-Sector ConglomeratesNVDANVIDIA$10,433,201$10,433,201 ▲New Holding96,2650.6%Computer and TechnologyGOOGAlphabet$1,148,603$104,205 ▼-8.3%7,3520.1%Computer and TechnologyCSCOCisco Systems$1,029,693$1,136,575 ▼-52.5%16,6860.1%Computer and TechnologyAMGNAmgen$722,1730.0%2,3180.0%MedicalKOCoca-Cola$708,680$5,892,321 ▼-89.3%9,8950.0%Consumer StaplesIBMInternational Business Machines$680,8310.0%2,7380.0%Computer and TechnologyPAYXPaychex$598,9150.0%3,8820.0%Business ServicesCTSHCognizant Technology Solutions$568,242$8,568 ▼-1.5%7,4280.0%Computer and TechnologySYYSysco$553,195$5,853 ▼-1.0%7,3720.0%Consumer StaplesAMZNAmazon.com$380,5200.0%2,0000.0%Retail/WholesaleJQUAJPMorgan US Quality Factor ETF$320,693$7,086,756 ▼-95.7%5,6790.0%ETFLMTLockheed Martin$310,4630.0%6950.0%AerospaceTROWT. Rowe Price Group$237,760$13,597 ▼-5.4%2,5880.0%FinanceBDXBecton, Dickinson and Company$220,127$17,217,092 ▼-98.7%9610.0%MedicalUBFOUnited Security Bancshares$98,5600.0%11,0000.0%FinanceBIIBBiogen$0$221,428 ▼-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. 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