Universe · entity
Saratoga Research & Investment Management
Institutional manager (13F) · CIK 1477872
13F holdings · as of 2026-03-31 · top 46 · reported portfolio $1.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Alphabet Inc. | $176M | 610,629 |
| 2 | Microsoft Corp. | $137M | 368,821 |
| 3 | Berkshire Hathaway Inc. | $130M | 272,031 |
| 4 | Novo Nordisk A/S | $126M | 3,436,329 |
| 5 | Walt Disney Company | $109M | 1,128,428 |
| 6 | Unilever PLC | $107M | 1,873,359 |
| 7 | Medtronic PLC | $102M | 1,175,571 |
| 8 | ASML Holding N.V. | $85M | 64,285 |
| 9 | Johnson & Johnson | $83M | 339,441 |
| 10 | General Dynamics Corporation | $67M | 194,242 |
| 11 | Roche Holding AG | $64M | 1,291,630 |
| 12 | NVIDIA Corp. | $59M | 336,724 |
| 13 | Starbucks Corp. | $56M | 629,785 |
| 14 | The Procter & Gamble Co. | $52M | 360,225 |
| 15 | RTX Corp. | $50M | 259,071 |
| 16 | Visa Inc | $47M | 156,373 |
| 17 | Eli Lilly & Co. | $43M | 46,525 |
| 18 | C.H. Robinson Worldwide Inc | $42M | 251,844 |
| 19 | Honeywell International Inc. | $38M | 165,945 |
| 20 | Home Depot Inc. | $29M | 88,808 |
| 21 | Apple Inc. | $28M | 111,983 |
| 22 | Diageo PLC | $28M | 378,141 |
| 23 | Pepsico Inc | $27M | 173,317 |
| 24 | Accenture PLC | $27M | 133,660 |
| 25 | SPDR Bloomberg 1-3 Month T-Bill ETF | $20M | 215,077 |
| 26 | Colgate-Palmolive Co. | $16M | 190,095 |
| 27 | Nike, Inc. | $6M | 116,594 |
| 28 | Zoetis Inc. | $983k | 8,316 |
| 29 | Alphabet Inc. | $836k | 2,913 |
| 30 | Amgen Inc. | $811k | 2,306 |
| 31 | Cisco Systems, Inc. | $800k | 10,313 |
| 32 | Coca-Cola Co (The) | $749k | 9,849 |
| 33 | International Business Machines Corp. | $662k | 2,733 |
| 34 | Adobe Inc | $540k | 2,221 |
| 35 | Sysco Corporation | $520k | 7,284 |
| 36 | Amphenol Corporation | $506k | 4,002 |
| 37 | Vanguard Index Funds REAL ESTATE ETF | $480k | 5,414 |
| 38 | Lowes Companies, Inc. | $471k | 1,993 |
| 39 | Lockheed Martin Corporation | $420k | 695 |
| 40 | Amazon.com, Inc. | $417k | 2,000 |
| 41 | Paychex Inc | $358k | 3,884 |
| 42 | Price T Rowe Group Inc. | $268k | 2,977 |
| 43 | Novartis AG | $228k | 1,490 |
| 44 | JPMorgan US Quality Factor ETF | $209k | 3,406 |
| 45 | Enterprise Products Partners L.P. | $203k | 5,376 |
| 46 | United Security Bs | $116k | 11,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.