StockDriftsStockDriftsTop 42 Saratoga Research & Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp. | 9.44% | 334.1K | $171.4M | -0.02%(-80) | $180.62(+195.38%) | 2026-09-30 | |
| GOOGL | Alphabet Inc. | 9.39% | 495.3K | $170.4M | -0.63%(-3.12K) | $83.49(+312.22%) | 2026-09-30 | |
| BRK.B | Berkshire Hathaway Inc. | 7.14% | 260.3K | $129.6M | +0.92%(+2.38K) | $242.52(+119.46%) | 2026-09-30 | |
| UL | Unilever PLC | 6.75% | 2.02M | $122.6M | +1.60%(+31.69K) | $61.24(+6.39%) | 2026-09-30 | |
| NVO | Novo Nordisk A/S | 6.64% | 3.18M | $120.6M | -1.69%(-54.56K) | $49.32(-22.10%) | 2026-09-30 | |
| DIS | Walt Disney Company | 6.46% | 1.12M | $117.2M | +3.10%(+33.65K) | $109.55(+0.04%) | 2026-09-30 | |
| MDT | Medtronic PLC | 5.76% | 1.21M | $104.5M | +0.65%(+7.86K) | $80.21(+15.66%) | 2026-09-30 | |
| ASML | ASML Holding N.V. | 5.73% | 57.4K | $104.0M | -3.50%(-2.08K) | $738.54(+123.02%) | 2026-09-30 | |
| NVDA | NVIDIA Corp. | 4.76% | 378.2K | $86.4M | -1.72%(-6.63K) | $165.78(+30.95%) | 2026-09-30 | |
| JNJ | Johnson & Johnson | 3.87% | 265.1K | $70.2M | -4.79%(-13.33K) | $146.65(+73.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.95% | +51.88% | +7.80% | +45.56% |
| Top 20 Holdings Unweighted | +13.44% | +45.98% | +6.34% | +35.96% |
Saratoga Research & Investment Management reports $1.82B in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (9.4%), GOOGL (9.4%) and BRK.B (7.1%). The top 20 holdings account for 91.53% of reported assets. Its disclosed equity book has returned +51.88% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Saratoga Research & Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1477872). View Saratoga Research & Investment Management’s 13F filings on SEC