Fund HoldingsSaratoga Research & Investment Management

Total Portfolio Value
$2.20B
Total Bought
$70.75M
Total Sold
$171.83M
Net Transaction
-$101.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Alphabet Inc Cl A(GOOG)1,001,128964,746-36,382151,100175,7287.99%+24,628
Oracle(ORCL)794,413842,086+47,67399,786118,9035.41%+19,116
Unilever PLC(UL)2,744,8822,767,207+22,325137,766152,1696.92%+14,403
Apple Inc(AAPL)367,654352,133-15,52163,04574,1663.37%+11,121
Johnson & Johnson(JNJ)439,519551,753+112,23469,52880,6443.67%+11,117
Accenture Ltd New
SHS CLASS A
123,121170,313+47,19242,67551,6752.35%+9,000
CH Robinson Worldwide(CHRW)546,514544,754-1,76041,61248,0042.18%+6,392
Novo Nordisk ADR(NVO)783,791748,717-35,074100,639106,8724.86%+6,233
Roche Holding AG2,458,9182,411,121-47,79778,48983,5943.80%+5,105
Microsoft(MSFT)365,840354,822-11,018153,916158,5887.21%+4,671
Walmart Inc(WMT)784,747750,923-33,82447,21850,8452.31%+3,627
Adobe Systems(ADBE)81,50179,275-2,22641,12544,0402.00%+2,915
Biogen Inc(BIIB)162,851157,791-5,06035,11536,5791.66%+1,464
JP Morgan US Quality Factor ET
US QUALTY FCTR
010,926+10,92605790.03%+579
Alphabet Inc Cl C(GOOG)14,70612,923-1,7832,2392,3700.11%+131
Colgate-Palmolive(CL)155,394145,334-10,06013,99314,1030.64%+110
Amgen(AMGN)2,5732,526-477327890.04%+58
Amazon.com(AMZN)2,0002,00003613870.02%+26
Lockheed Martin(LMT)830815-153783810.02%+3
United Security Bancshares11,00011,000085800.00%-5
Paychex(PAYX)4,7724,712-605865590.03%-27
Cognizant Tech Solutions(CTSH)7,5297,591+625525160.02%-36
T Rowe Price Group(TROW)5,2085,195-136355990.03%-36
Int'l Business Machines(IBM)2,9992,968-315735130.02%-59
Coca-Cola(KO)103,70198,705-4,9966,3446,2830.29%-62
Bristol-Myers Squibb(BMY)3,7040-3,7042010-201
Polaris Industries(PII)2,5260-2,5262530-253
Intel(INTC)6,3760-6,3762820-282
General Dynamics(GD)260,231252,054-8,17773,51373,1313.33%-382
Procter & Gamble(PG)182,020176,607-5,41329,53329,1261.32%-407
ASML Holding NV
N Y REGISTRY SHS
1,5931,077-5161,5461,1010.05%-444
Sysco Corp(SYY)16,3837,492-8,8911,3305350.02%-795
Int'l Flavors & Frag(IFF)10,7660-10,7669260-926
Becton Dickinson & Co(BDX)87,13583,839-3,29621,56119,5940.89%-1,968
NIKE(NKE)621,018745,639+124,62158,36356,1992.56%-2,164
3M Company(MMM)296,990285,735-11,25531,50229,1991.33%-2,302
Pepsico(PEP)185,292181,429-3,86332,42829,9231.36%-2,505
Cisco Systems(CSCO)559,054522,215-36,83927,90224,8101.13%-3,092
Starbucks(SBUX)531,438564,826+33,38848,56843,9722.00%-4,596
Home Depot(HD)163,331157,327-6,00462,65454,1582.46%-8,496
Berkshire Hathaway B350,769340,341-10,428147,505138,4516.30%-9,055
Diageo PLC ADR(DEO)387,581380,788-6,79357,64948,0102.18%-9,639
Medtronic PLC(MDT)1,367,9191,390,900+22,981119,214109,4784.98%-9,736
RTX Corporation(RTX)1,701,1791,527,032-174,147165,916153,2996.97%-12,617
Visa Inc(V)242,422194,052-48,37067,65550,9332.32%-16,722
Disney Walt Co(DIS)1,336,3801,293,333-43,047163,519128,4155.84%-35,104
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