13F Insight
DOSSIER · 13F-HR · Q3 2026

Saratoga Research & Investment Management

$1.8B in tracked AUM across 44 positions as of Q3 2026.

SR
CIK 0001477872 · last filed Sep 30, 2026
Total AUM
$1.8B
as of Q3 2026
Holdings
44
—
positions
Whale Score
75
75
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Saratoga Research & Investment Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MSFT
Microsoft Corp.
$171M334K9.4%02
GOOGL
Alphabet Inc.
$170M495K9.4%03
BRK/B
Berkshire Hathaway Inc.
$130M260K7.1%04
UL
Unilever PLC
$123M2.0M6.7%05
NVO
Novo Nordisk A/S
$121M3.2M6.6%06
DIS
Walt Disney Company
$117M1.1M6.5%07
G5960L103
Medtronic PLC
$105M1.2M5.8%08
N07059210
ASML Holding N.V.
$104M57K5.7%09
NVDA
NVIDIA Corp.
$86M378K4.8%10
JNJ
Johnson & Johnson
$70M265K3.9%

Filing history

2026Q3Sep 30
$1.8B▼ 0.6%
44 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 64