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Saratoga Research & Investment Management
Saratoga Research & Investment Management is an SEC Registered Investment Advisor headquartered in Saratoga, California. Founded in 1995, the firm specializes in constructing and managing equity portfolios for high-net-worth individuals, retirement accounts, trusts, endowments, and foundations. As of June 2025, the firm manages approximately $2.5 billion in separately managed accounts and advises on models totaling about $2.8 billion. The company employs 22 staff and serves clients across the United States and Canada.
Investment Strategy
Saratoga Research & Investment Management focuses on the construction and management of equity portfolios comprised of high-quality businesses. Their investment philosophy centers on 'common sense investment principles' designed to meet the long-term needs of conservative individual and institutional investors. The firm emphasizes disciplined portfolio management, targeting durable companies and aiming to preserve capital while pursuing consistent growth over time.
Latest 13F Filing Activity
Saratoga Research & Investment Management filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Walt Disney Company, Alphabet Inc. among other positions. Saratoga Research & Investment Management reduced exposure to Apple Inc., Nike, Inc., Berkshire Hathaway Inc. among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 8.47% | $158.2M | 318,079 | $81.57 | $497.41 | +$37.7M |
D DIS | Walt Disney Company | 8.32% | $155.5M | 1,253,656 | $103.18 | $124.01 | +$21.4M |
| Alphabet Inc. | 7.84% | $146.5M | 831,445 | $79.95 | $176.23 | +$17.2M | |
U UL | Unilever PLC | 7.06% | $131.9M | 2,157,095 | $53.13 | $61.17 | -$2.5M |
| Berkshire Hathaway Inc. | 6.72% | $125.5M | 258,265 | $188.36 | $485.77 | -$22.9M |
Industry Allocation
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