Saratoga Research & Investment Management
•CIK: 1477872•Filing: Q4 2025
**Saratoga Research & Investment Management** manages $1.9B across a concentrated portfolio of 47 positions. The fund exhibits significant conviction in mega-cap technology and industrials, with top holdings including GOOGL at $225.3M and MSFT at $144.5M. Notable allocations also include BRK/B ($132.3M) and UL ($121.2M), suggesting a focus on established market leaders and cyclical value plays. This positioning reflects a deep-value, quality-oriented approach across diverse sectors.
Total AUM
$1.9B
QoQ Performance
-0.8%
Positions
47
Top 10 Concentration
63.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
BRK/B
UL
DIS
MDT
GOOGL11.8%
MSFT7.6%
BRK/B6.9%
UL6.4%
DIS6.1%
MDT5.8%
JNJ5.0%
RHHBY5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.5%
Technology28.4%
Healthcare13.6%
Financial9.0%
Communication6.1%
Consumer5.6%
Industrial4.5%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑4 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023