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CIK 0001477872 • 6 13F filings • May 12, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Accenture PLC | COM | $47.0M | 2.5% | 150,639 SH | |
| Adobe Inc | COM | $26.9M | 1.4% | 70,185 SH | |
| Alphabet Inc. | COM | $130.5M | 6.9% | 843,652 SH | |
| Amazon.com, Inc. | COM | $381K | 0.0% | 2,000 SH | |
| Amgen Inc. | COM | $722K | 0.0% | 2,318 SH | |
| Apple Inc. | COM | $52.7M | 2.8% | 237,442 SH | |
| ASML Holding N.V. | COM | $49.6M | 2.6% | 74,805 SH | |
| Becton, Dickinson and Company | COM | $220K | 0.0% | 961 SH | |
| Berkshire Hathaway Inc. | COM | $148.3M | 7.8% | 278,541 SH | |
| C.H. Robinson Worldwide Inc | COM | $46.5M | 2.5% | 454,427 SH | |
| Cisco Systems, Inc. | COM | $1.0M | 0.1% | 16,686 SH | |
| Coca-Cola Co (The) | COM | $709K | 0.0% | 9,895 SH | |
| Cognizant Technology Solutions Corp. | COM | $568K | 0.0% | 7,428 SH | |
| Colgate-Palmolive Co. | COM | $18.1M | 1.0% | 193,556 SH | |
| Diageo PLC | COM | $35.9M | 1.9% | 342,699 SH | |
| Eli Lilly & Co. | COM | $25.1M | 1.3% | 30,436 SH | |
| General Dynamics Corporation | COM | $58.6M | 3.1% | 214,865 SH | |
| Home Depot Inc. | COM | $37.1M | 2.0% | 101,332 SH | |
| Honeywell International Inc. | COM | $11.5M | 0.6% | 54,340 SH | |
| International Business Machines Corporation | COM | $681K | 0.0% | 2,738 SH | |
| Johnson & Johnson | COM | $83.7M | 4.4% | 504,419 SH | |
| JPMorgan US Quality Factor ETF | ETF | $321K | 0.0% | 5,679 SH | |
| Lockheed Martin Corporation | COM | $310K | 0.0% | 695 SH | |
| Medtronic PLC | COM | $106.1M | 5.6% | 1,181,178 SH | |
| Microsoft Corp. | COM | $120.5M | 6.4% | 321,058 SH | |
| Nike, Inc. | COM | $41.5M | 2.2% | 654,313 SH | |
| Novo Nordisk A/S | COM | $101.0M | 5.3% | 1,454,160 SH | |
| NVIDIA Corp. | COM | $10.4M | 0.6% | 96,265 SH | |
| Oracle Corp. | COM | $82.7M | 4.4% | 591,727 SH | |
| Paychex Inc | COM | $599K | 0.0% | 3,882 SH | |
| Pepsico Inc | COM | $24.8M | 1.3% | 165,530 SH | |
| Price T Rowe Group Inc. | COM | $238K | 0.0% | 2,588 SH | |
| Roche Holding AG | COM | $83.2M | 4.4% | 2,022,209 SH | |
| RTX Corp. | COM | $82.8M | 4.4% | 625,274 SH | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | ETF | $23.2M | 1.2% | 253,288 SH | |
| Starbucks Corp. | COM | $49.9M | 2.6% | 508,486 SH | |
| Sysco Corporation | COM | $553K | 0.0% | 7,372 SH | |
| The Procter & Gamble Co. | COM | $27.9M | 1.5% | 163,513 SH | |
| Unilever PLC | COM | $134.4M | 7.1% | 2,257,438 SH | |
| United Security Bs | COM | $99K | 0.0% | 11,000 SH | |
| Visa Inc | COM | $58.2M | 3.1% | 166,155 SH | |
| Walmart Inc | COM | $35.4M | 1.9% | 402,731 SH | |
| Walt Disney Company | COM | $134.0M | 7.1% | 1,358,068 SH |
| 13F-HR |
| 0001477872-26-000004 |
| $1.83B |
| View |
| Aug 20, 2025 | Q2 2025 | 13F-HR | 0001477872-25-000005 | $1.87B | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001477872-25-000004 | $1.89B | View |