Saratoga Research & Investment Management Top Holdings and 13F Report (2026) About Saratoga Research & Investment ManagementInvestment ActivitySaratoga Research & Investment Management has $1.76 billion in total holdings as of March 31, 2026.Saratoga Research & Investment Management owns shares of 46 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 11.07% of the portfolio was purchased this quarter.About 12.71% of the portfolio was sold this quarter.This quarter, Saratoga Research & Investment Management has purchased 47 new stocks and bought additional shares in 19 stocks.Saratoga Research & Investment Management sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $175,592,475Microsoft $136,526,470Berkshire Hathaway $130,357,255Novo Nordisk A/S $126,285,091Walt Disney $108,757,891 Largest New Holdings this Quarter 922908553 - Vanguard Real Estate ETF $480,222 Holding293792107 - Enterprise Products Partners $203,428 Holding Largest Purchases this Quarter Novo Nordisk A/S 1,583,763 shares (about $58.20M)NVIDIA 224,441 shares (about $39.14M)Microsoft 70,113 shares (about $25.95M)Procter & Gamble 142,100 shares (about $20.52M)Visa 44,676 shares (about $13.50M) Largest Sales this Quarter Alphabet 109,218 shares (about $31.41M)Johnson & Johnson 120,782 shares (about $29.52M)Roche 541,140 shares (about $26.90M)RTX 53,932 shares (about $10.40M)JPMorgan U.S. Quality Factor ETF 159,036 shares (about $9.75M) 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 PortfolioSectorGOOGLAlphabet$175,592,475$31,406,728 â–¼-15.2%610,62910.0%Computer and TechnologyMSFTMicrosoft$136,526,470$25,953,729 â–²23.5%368,8217.7%Computer and TechnologyBRK.BBerkshire Hathaway$130,357,255$4,202,105 â–²3.3%272,0317.4%FinanceNVONovo Nordisk A/S$126,285,091$58,203,290 â–²85.5%3,436,3297.2%MedicalDISWalt Disney$108,757,891$10,085,685 â–²10.2%1,128,4286.2%Consumer DiscretionaryUnilever PLC$106,725,262$1,154,440 â–²1.1%1,873,3596.1%COMMDTMedtronic$101,863,227$1,769,826 â–²1.8%1,175,5715.8%MedicalASMLASML$84,909,557$7,860,259 â–¼-8.5%64,2854.8%Computer and TechnologyJNJJohnson & Johnson$82,972,958$29,523,952 â–¼-26.2%339,4414.7%MedicalGDGeneral Dynamics$66,667,739$1,909,333 â–²2.9%194,2423.8%AerospaceRHHBYRoche$64,206,927$26,900,069 â–¼-29.5%1,291,6303.6%MedicalNVDANVIDIA$58,724,666$39,142,511 â–²199.9%336,7243.3%Computer and TechnologySBUXStarbucks$56,422,438$3,253,819 â–²6.1%629,7853.2%Retail/WholesalePGProcter & Gamble$52,030,899$20,524,924 â–²65.1%360,2253.0%Consumer StaplesRTXRTX$49,974,796$10,403,483 â–¼-17.2%259,0712.8%AerospaceVVisa$47,262,176$13,502,874 â–²40.0%156,3732.7%Business ServicesLLYEli Lilly and Company$42,792,299$1,499,225 â–¼-3.4%46,5252.4%MedicalCHRWC.H. Robinson Worldwide$41,823,733$9,266,208 â–¼-18.1%251,8442.4%TransportationHONHoneywell International$37,508,548$5,935,548 â–²18.8%165,9452.1%Multi-Sector ConglomeratesHDHome Depot$29,208,063$849,523 â–¼-2.8%88,8081.7%Retail/WholesaleAAPLApple$28,420,166$903,239 â–¼-3.1%111,9831.6%Computer and TechnologyDEODiageo$28,152,598$7,972,330 â–²39.5%378,1411.6%Consumer StaplesPEPPepsiCo$26,914,397$160,725 â–²0.6%173,3171.5%Consumer StaplesACNAccenture$26,503,441$381,510 â–¼-1.4%133,6601.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$19,709,656$925,931 â–¼-4.5%215,0771.1%ETFCLColgate-Palmolive$16,201,797$301,032 â–²1.9%190,0950.9%Consumer StaplesNKENIKE$6,158,495$254,223 â–²4.3%116,5940.3%Consumer DiscretionaryZTSZoetis$983,034$108,280 â–²12.4%8,3160.1%MedicalGOOGAlphabet$835,623$380,376 â–¼-31.3%2,9130.0%Computer and TechnologyAMGNAmgen$811,366$18,296 â–¼-2.2%2,3060.0%MedicalCSCOCisco Systems$800,186$32,898 â–¼-3.9%10,3130.0%Computer and TechnologyKOCocaCola$749,0160.0%9,8490.0%Consumer StaplesIBMInternational Business Machines$662,4520.0%2,7330.0%Computer and TechnologyADBEAdobe$539,881$8,248,195 â–¼-93.9%2,2210.0%Computer and TechnologySYYSysco$519,568$785 â–¼-0.2%7,2840.0%Consumer StaplesAPHAmphenol$505,653$379 â–¼-0.1%4,0020.0%Computer and TechnologyVNQVanguard Real Estate ETF$480,222$480,222 â–²New Holding5,4140.0%ETFLOWLowe's Companies$470,906$236 â–²0.1%1,9930.0%Retail/WholesaleLMTLockheed Martin$420,0510.0%6950.0%AerospaceAMZNAmazon.com$416,5400.0%2,0000.0%Retail/WholesalePAYXPaychex$357,794$184 â–²0.1%3,8840.0%Computer and TechnologyTROWT. Rowe Price Group$268,3470.0%2,9770.0%FinanceNVSNovartis$227,5980.0%1,4900.0%MedicalJQUAJPMorgan U.S. Quality Factor ETF$208,856$9,752,091 â–¼-97.9%3,4060.0%ETFEPDEnterprise Products Partners$203,428$203,428 â–²New Holding5,3760.0%EnergyUBFOUnited Security Bancshares$115,6100.0%11,0000.0%FinanceORCLOracle$0$67,381,167 â–¼-100.0%00.0%Computer and TechnologyWalmart Inc$0$17,104,332 â–¼-100.0%00.0%COMIVViShares Core S&P 500 ETF$0$1,156,179 â–¼-100.0%00.0%ETFShowing 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. 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