Saratoga Research & Investment Management
CIK 1477872
13F filing for Q2 2026・No. 1,746
- Holdings
- US$1.83B
- Quarter change
- +US$65.33M
- Entries
- 46
- Net bought (estimate)
- −US$86.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 6
- Cut 28
- Added 6
- Corporate actions 2
- Unchanged 6
Largest holdings
46 stocks worth US$1.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCOM | Cut | 498,420 | US$178.12M | 9.75% |
| NVONovo Nordisk A/SCOM | Cut | 3,236,009 | US$155.13M | 8.49% |
| BRK.BBerkshire Hathaway Inc.COM | Cut | 257,895 | US$129.05M | 7.06% |
| MSFTMicrosoftCOM | Cut | 334,179 | US$124.66M | 6.82% |
| ULUnilever PLCCOM | Added | 1,986,430 | US$119.42M | 6.53% |
| ASMLASML Holding N.V.COM | Cut | 59,510 | US$118.39M | 6.48% |
| DISWalt Disney CompanyCOM | Cut | 1,083,810 | US$104.32M | 5.71% |
| MDTMedtronic PLCCOM | Added | 1,203,285 | US$94.13M | 5.15% |
| NVDANvidiaCOM | Added | 384,865 | US$77.01M | 4.21% |
| JNJJohnson & JohnsonCOM | Cut | 278,459 | US$70.72M | 3.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.