13F Insight
DOSSIER · 13F-HR · Q2 2026

Saratoga Research & Investment Management

$1.8B in tracked AUM across 46 positions as of Q2 2026.

SR
CIK 0001477872 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
46
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Saratoga Research & Investment Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
Alphabet Inc.
$178M498K9.7%02
NVO
Novo Nordisk A/S
$155M3.2M8.5%03
BRK/B
Berkshire Hathaway Inc.
$129M258K7.1%04
MSFT
Microsoft Corp.
$125M334K6.8%05
UL
Unilever PLC
$119M2.0M6.5%06
N07059210
ASML Holding N.V.
$118M60K6.5%07
DIS
Walt Disney Company
$104M1.1M5.7%08
G5960L103
Medtronic PLC
$94M1.2M5.2%09
NVDA
NVIDIA Corp.
$77M385K4.2%10
JNJ
Johnson & Johnson
$71M278K3.9%

Filing history

2026Q2Jun 30
$1.8B▲ 3.7%
46 positionsView →2026Q1Mar 31
$1.8B▼ 7.6%
46 positionsView →2025Q4Dec 31
$1.9B▼ 0.8%
47 positionsView →2025Q3Sep 30
$1.9B▲ 2.9%
43 positionsView →2025Q2Jun 30
$1.9B▼ 1.4%
44 positionsLocked2025Q1Mar 31
$1.9B▼ 4.5%
44 positionsLocked2024Q4Dec 31
$2.0B▼ 13.2%
44 positionsLocked2024Q3Sep 30
$2.3B▲ 3.8%
41 positionsLocked2024Q2Jun 30
$2.2B▼ 0.1%
42 positionsLocked2024Q1Mar 31
$2.2B▲ 1.5%
45 positionsLocked2023Q4Dec 31
$2.2B▲ 5.8%
47 positionsLocked2023Q3Sep 30
$2.0B▼ 5.6%
47 positionsLocked
Showing 12 of 63