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CIK: 0001477872
Total reported value
$1.8B
$1.8B
44 檔
36.5%
As reported in its official Q1 2025 Form 13F filing, Saratoga Research & Investment Management's tracked investment portfolio stood at $1.8B with 44 total positions.
In Q1 2025, Saratoga Research & Investment Management displayed an active expansion posture, initiating 44 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.83% | -0.34% | -0.03% | |
| 2 | UL | Unilever PLC | Stock-Consumer Staples | 7.10% | — | +1.38% | |
| 3 | DIS | Walt Disney Co/the | Stock-Comm Services | 7.08% | -0.46% | +0.77% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.83% | -0.21% | -0.39% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.36% | -0.93% | +2.42% | |
| 6 | MDT | Medtronic plc | Stock-Healthcare | 5.60% | -0.63% | +4.51% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 5.33% | +1.32% | +107.55% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.42% | -0.84% | -3.06% | |
| 9 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 4.39% | -0.30% | -7.00% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 4.37% | -0.31% | -44.52% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 4.37% | — | -11.44% | |
| 12 | GD | General Dynamics CORP | Stock-Industrials | 3.09% | -0.28% | -7.76% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 3.07% | +0.09% | -5.42% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.02% | -24.42% | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.63% | +0.09% | -4.15% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 2.62% | +1.66% | +37.63% | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.48% | -1.48% | -3.24% | |
| 18 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 2.46% | +0.05% | -4.31% | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.19% | -0.35% | EXIT | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.96% | -0.02% | -4.28% | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.90% | -0.01% | +2.78% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | — | -14.00% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.23% | -1.91% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.42% | -0.03% | EXIT | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +1.10% | -2.78% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | -0.31% | +0.36% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -0.04% | -1.22% | |
| 28 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.96% | -0.04% | +53.05% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -2.13% | EXIT | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.88% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | -8.32% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.05% | -0.02% | -52.47% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.04% | -0.01% | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | -89.26% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | — | — | |
| 36 | PAYX | Paychex Inc | Stock-Tech | 0.03% | — | — | |
| 37 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.03% | — | -1.49% | |
| 38 | SYY | Sysco CORP | Stock-Consumer Staples | 0.03% | -0.03% | EXIT | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.02% | +0.01% | — | |
| 40 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.02% | +0.07% | -95.67% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.02% | — | — | |
| 42 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.01% | — | -5.41% | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.01% | — | -98.74% | |
| 44 | UBFO | United Security Bancshare/ca | Stock-Other | 0.01% | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | UL | Unilever PLC | — | NEW | New buy |
| 3 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | MDT | Medtronic plc | — | NEW | New buy |
| 7 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 8 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 9 | RHHBY | Roche Holdings Ltd-spons Adr | — | NEW | New buy |
| 10 | RTX | Rtx CORP | — | NEW | New buy |
| 11 | ORCL | Oracle CORP | — | NEW | New buy |
| 12 | GD | General Dynamics CORP | — | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 14 | AAPL | Apple Inc | — | NEW | New buy |
| 15 | SBUX | Starbucks CORP | — | NEW | New buy |
| 16 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 17 | ACN | Accenture plc | — | NEW | New buy |
| 18 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 19 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 22 | WMT | Walmart Inc | — | NEW | New buy |
| 23 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 24 | ADBE | Adobe Inc | — | NEW | New buy |
| 25 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 26 | PEP | Pepsico Inc | — | NEW | New buy |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 28 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 29 | HON | Honeywell International Inc | — | NEW | New buy |
| 30 | NVDA | Nvidia CORP | — | NEW | New buy |
| 31 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 32 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 33 | AMGN | Amgen Inc | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 36 | PAYX | Paychex Inc | — | NEW | New buy |
| 37 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 38 | SYY | Sysco CORP | — | NEW | New buy |
| 39 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 40 | JQUA | Jpmorgan US Quality Factor | — | NEW | New buy |
| 41 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 42 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 43 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 44 | UBFO | United Security Bancshare/ca | — | NEW | New buy |
According to official SEC Form 13F filings, Saratoga Research & Investment Management reported a total U.S. public equity portfolio value of $1.8B across 44 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, UL, DIS) accounted for 36.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $148.3M
During Q1 2025, Saratoga Research & Investment Management's top holdings by market value included BRK-B (7.8%)、UL (7.1%)、DIS (7.1%). The largest single position, BRK-B, represented 7.8% of total portfolio value.
In Q1 2025, Saratoga Research & Investment Management made 44 total portfolio adjustments, initiating 44 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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