Saratoga Research & Investment Management
All 13F Filings
- Location
- Saratoga, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,815,797
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 44 | 1,815,797 | 13F-HR | Saratoga Research & Investment Management |
| Q2 2026 | 7/23/2026 | 46 | 1,827,575 | 13F-HR | Saratoga Research & Investment Management |
| Q1 2026 | 5/7/2026 | 46 | 1,762,249 | 13F-HR | Saratoga Research & Investment Management |
| Q4 2025 | 2/5/2026 | 47 | 1,907,744 | 13F-HR | Saratoga Research & Investment Management |
| Q3 2025 | 11/17/2025 | 43 | 1,922,554 | 13F-HR | Saratoga Research & Investment Management |
| Q2 2025 | 8/20/2025 | 44 | 1,867,957 | 13F-HR | Saratoga Research & Investment Management |
| Q2 2014 | 8/6/2014 | 56 | 1,004,656 | 13F-HR | Saratoga Research & Investment Management |
| Q1 2014 | 4/30/2014 | 54 | 981,398 | 13F-HR | Saratoga Research & Investment Management |
| Q4 2013 | 2/24/2014 | 55 | 939,247 | 13F-HR/A - RESTATEMENT | Saratoga Research & Investment Management |
| Q4 2013 | 2/18/2014 | 54 | 64,392 | 13F-HR | Saratoga Research & Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.795 M | 98.8% | 0 | 11.23 K | -11.23 K |
| ETFs | 21.07 K | 1.2% | 0 | 547 | -547 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
1,815,797
Holdings
44
QoQ value change ($000)
-11,778
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.