Saratoga Research & Investment Management: 13F holdings
CIK 14778722026Q2
| Positions | 46 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 46 (+0 vs prior quarter) |
|---|
| Reported value | $1.8bn (+3.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL Alphabet Inc. | 498,420 | $178.1m | 9.7% |
| NVO Novo Nordisk A/S | 3,236,009 | $155.1m | 8.5% |
| BRK-B Berkshire Hathaway Inc. | 257,895 | $129.0m | 7.1% |
| MSFT Microsoft Corp. | 334,179 | $124.7m | 6.8% |
| UL Unilever PLC | 1,986,430 | $119.4m | 6.5% |
| ASML Holding N.V. | 59,510 | $118.4m | 6.5% |
| DIS Walt Disney Company | 1,083,810 | $104.3m | 5.7% |
| Medtronic PLC | 1,203,285 | $94.1m | 5.2% |
| NVDA NVIDIA Corp. | 384,865 | $77.0m | 4.2% |
| JNJ Johnson & Johnson | 278,459 | $70.7m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1477872")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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