StockDriftsStockDriftsTop 46 Saratoga Research & Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 9.96% | 610.6K | $175.6M | -15.17%(-109.22K) | $83.49(+331.06%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 7.75% | 368.8K | $136.5M | +23.47%(+70.11K) | $180.62(+116.19%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc. | 7.4% | 272.0K | $130.4M | +3.33%(+8.77K) | $240.16(+111.44%) | 2026-03-31 | |
| NVO | Novo Nordisk A/S | 7.17% | 3.44M | $126.3M | +85.49%(+1.58M) | $49.32(+2.25%) | 2026-03-31 | |
| DIS | Walt Disney Company | 6.17% | 1.13M | $108.8M | +10.22%(+104.64K) | $109.83(-9.41%) | 2026-03-31 | |
| UL | Unilever PLC | 6.06% | 1.87M | $106.7M | +1.09%(+20.26K) | $61.32(+1.89%) | 2026-03-31 | |
| MDT | Medtronic PLC | 5.78% | 1.18M | $101.9M | +1.77%(+20.43K) | $80.16(+3.79%) | 2026-03-31 | |
| ASML | ASML Holding N.V. | 4.82% | 64.3K | $84.9M | -8.47%(-5.95K) | $738.54(+139.57%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 4.71% | 339.4K | $83.0M | -26.24%(-120.78K) | $146.65(+79.36%) | 2026-03-31 | |
| GD | General Dynamics Corporation | 3.78% | 194.2K | $66.7M | +2.95%(+5.56K) | $148.83(+150.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.23% | +37.62% |
| Top 20 Holdings Unweighted | +10.16% | +33.69% |
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