account_balance
Investment manager · 13F filer · SEC CIK 1477872
Saratoga Research & Investment Management
Reported value$1.82Bas of Sep 30, 2026
Positions44 0 new, 2 sold out
Top 10 weight65.9%MSFT alone is 9%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
9.4%
GOOGLAlphabet Inc.
9.4%
BRK-BBerkshire Hathaway Inc
7.1%
ULUnilever PLC
6.7%
NVONovo Nordisk A/S
6.6%
DISWalt Disney Co
6.5%Added +3%
MDTMedtronic PLC
5.8%
ASMLASML Holding NV
5.7%Trimmed −4%
NVDANVIDIA Corp
4.8%
JNJJohnson & Johnson
3.9%−5%
LLYELI Lilly & Co
3.3%Trimmed −4%
RHHBYRoche Holding AG
3.3%Trimmed −3%
MSFTMicrosoft Corp
9.4%
GOOGLAlphabet Inc.
9.4%
BRK-BBerkshire Hathaway Inc
7.1%
ULUnilever PLC
6.7%
NVONovo Nordisk A/S
6.6%
DISWalt Disney Co
6.5%
MDTMedtronic PLC
5.8%
ASMLASML Holding NV
5.7%
NVDANVIDIA Corp
4.8%
JNJ3.9%LLY3.3%RHHBY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 9.4% HeldGOOGL Alphabet Inc. 9.4% HeldBRK-B Berkshire Hathaway Inc 7.1% HeldUL Unilever PLC 6.7% HeldNVO Novo Nordisk A/S 6.6% HeldDIS Walt Disney Co 6.5% Added +3%MDT Medtronic PLC 5.8% HeldASML ASML Holding NV 5.7% Trimmed −4%NVDA NVIDIA Corp 4.8% HeldJNJ Johnson & Johnson 3.9% Trimmed −5%LLY ELI Lilly & Co 3.3% Trimmed −4%
RHHBY Roche Holding AG 3.3% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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