Saratoga Research & Investment Management holds a focused book of 46 stocks worth $1.8B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Real Estate ETF and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1477872/holdings"
Use Arkolith to show Saratoga Research & Investment Management's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. COM | $175.6M | 610.6K | 10.0% | ▼−15% Reduced · −109K sh | |
| 2 | Microsoft Corp. COM | $136.5M | 368.8K | 7.7% | ▲+23% Added · +70K sh | |
| 3 | Berkshire Hathaway Inc. COM | $130.4M | 272.0K | 7.4% | ▲+3.3% Added · +9K sh | |
| 4 | Novo Nordisk A/S COM | $126.3M | 3.44M | 7.2% | ▲+85% Added · +1.6M sh | |
| 5 | Walt Disney Company COM | $108.8M | 1.13M | 6.2% | ▲+10% Added · +105K sh | |
| 6 | Unilever PLC COM | $106.7M | 1.87M | 6.1% | ▲+1.1% Added · +20K sh | |
| 7 | Medtronic PLC COM | $101.9M | 1.18M | 5.8% | ▲+1.8% Added · +20K sh | |
| 8 | ASML Holding N.V. COM | $84.9M | 64.3K | 4.8% | ▼−8.5% Reduced · −6K sh | |
| 9 | Johnson & Johnson COM | $83.0M | 339.4K | 4.7% | ▼−26% Reduced · −121K sh | |
| 10 | General Dynamics Corporation COM | $66.7M | 194.2K | 3.8% | ▲+2.9% Added · +6K sh | |
| 11 | Roche Holding AG COM | $64.2M | 1.29M | 3.6% | ▼−30% Reduced · −541K sh | |
| 12 | Nvidia Corp. COM | $58.7M | 336.7K | 3.3% | ▲+200% Added · +224K sh | |
| 13 | Starbucks Corp. COM | $56.4M | 629.8K | 3.2% | ▲+6.1% Added · +36K sh | |
| 14 | The Procter & Gamble Co. COM | $52.0M | 360.2K | 3.0% | ▲+65% Added · +142K sh | |
| 15 | RTX Corp. COM | $50.0M | 259.1K | 2.8% | ▼−17% Reduced · −54K sh | |
| 16 | Visa Inc COM | $47.3M | 156.4K | 2.7% | ▲+40% Added · +45K sh | |
| 17 | Eli Lilly & Co. COM | $42.8M | 46.5K | 2.4% | ▼−3.4% Reduced · −2K sh | |
| 18 | C.H. Robinson Worldwide Inc COM | $41.8M | 251.8K | 2.4% | ▼−18% Reduced · −56K sh | |
| 19 | Honeywell International Inc. COM | $37.5M | 165.9K | 2.1% | ▲+19% Added · +26K sh | |
| 20 | Home Depot Inc. COM | $29.2M | 88.8K | 1.7% | ▼−2.8% Reduced · −3K sh | |
| 21 | Apple Inc. COM | $28.4M | 112.0K | 1.6% | ▼−3.1% Reduced · −4K sh | |
| 22 | Diageo PLC COM | $28.2M | 378.1K | 1.6% | ▲+40% Added · +107K sh | |
| 23 | Pepsico Inc COM | $26.9M | 173.3K | 1.5% | ▲+0.6% Added · +1K sh | |
| 24 | Accenture PLC COM | $26.5M | 133.7K | 1.5% | ▼−1.4% Reduced · −2K sh | |
| 25 | SPDR Bloomberg 1-3 Month T-Bill ETF ETF | $19.7M | 215.1K | 1.1% | ▼−4.5% Reduced · −10K sh | |
| 26 | Colgate-Palmolive Co. COM | $16.2M | 190.1K | 0.9% | ▲+1.9% Added · +4K sh | |
| 27 | Nike, Inc. COM | $6.2M | 116.6K | 0.3% | ▲+4.3% Added · +5K sh | |
| 28 | Zoetis Inc. COM | $983K | 8.3K | 0.1% | ▲+12% Added · +916 sh | |
| 29 | Alphabet Inc. COM | $836K | 2.9K | 0.0% | ▼−31% Reduced · −1K sh | |
| 30 | Amgen Inc. COM | $811K | 2.3K | 0.0% | ▼−2.2% Reduced · −52 sh | |
| 31 | Cisco Systems, Inc. COM | $800K | 10.3K | 0.0% | ▼−3.9% Reduced · −424 sh | |
| 32 | Coca-Cola Co (The) COM | $749K | 9.8K | 0.0% | —Held | |
| 33 | International Business Machines Corp. COM | $662K | 2.7K | 0.0% | —Held | |
| 34 | Adobe Inc COM | $540K | 2.2K | 0.0% | ▼−94% Reduced · −34K sh | |
| 35 | Sysco Corporation COM | $520K | 7.3K | 0.0% | ▼−0.1% Reduced · −11 sh | |
| 36 | Amphenol Corporation COM | $506K | 4.0K | 0.0% | ▼−0.1% Reduced · −3 sh | |
| 37 | Vanguard Index Funds REAL ESTATE ETF ETF | $480K | 5.4K | 0.0% | ▲New New position | |
| 38 | Lowes Companies, Inc. COM | $471K | 2.0K | 0.0% | ▲+0.1% Added · +1 sh | |
| 39 | Lockheed Martin Corporation COM | $420K | 695 | 0.0% | —Held | |
| 40 | Amazon.com, Inc. COM | $417K | 2.0K | 0.0% | —Held | |
| 41 | Paychex Inc COM | $358K | 3.9K | 0.0% | ▲+0.1% Added · +2 sh | |
| 42 | Price T Rowe Group Inc. COM | $268K | 3.0K | 0.0% | —Held | |
| 43 | Novartis AG COM | $228K | 1.5K | 0.0% | —Held | |
| 44 | JPMorgan US Quality Factor ETF ETF | $209K | 3.4K | 0.0% | ▼−98% Reduced · −159K sh | |
| 45 | Enterprise Products Partners L.P. ETP | $203K | 5.4K | 0.0% | ▲New New position | |
| 46 | United Security Bs COM | $116K | 11.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 46 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 47 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 43 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 20, 2025 | 44 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 44 | $1.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 44 | $2.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 22, 2024 | 41 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 16, 2024 | 42 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 17, 2024 | 45 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 47 | $2.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 47 | $2.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 24, 2023 | 47 | $2.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 46 | $2.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 45 | $2.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 45 | $1.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 47 | $2.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 29, 2022 | 47 | $2.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 48 | $2.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 46 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 43 | $2.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 12, 2021 | 43 | $2.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 3, 2021 | 42 | $1.9B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 9, 2020 | 41 | $1.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 7, 2020 | 43 | $1.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.