Fund HoldingsSaratoga Research & Investment Management

Total Portfolio Value
$2.05B
Total Bought
$71.72M
Total Sold
$178.36M
Net Transaction
-$106.64M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
3M Company(MMM)121,132315,369+194,23712,12429,5251.44%+17,401
Alphabet Inc Cl A(GOOG)886,787883,952-2,835106,148115,6745.65%+9,526
Unilever PLC(UL)2,221,9022,512,592+290,690115,828124,1226.06%+8,294
Novo Nordisk ADR(NVO)457,692890,165+432,47374,06880,9523.95%+6,883
NIKE(NKE)526,018676,575+150,55758,05764,6943.16%+6,637
Disney Walt Co(DIS)1,335,4161,525,561+190,145119,226123,6476.04%+4,421
Roche Holding AG1,900,0352,268,479+368,44472,58176,9693.76%+4,388
Berkshire Hathaway B369,105366,629-2,476125,865128,4306.27%+2,565
Amgen(AMGN)35,78335,909+1267,9459,6510.47%+1,706
General Dynamics(GD)279,921278,988-93360,22561,6483.01%+1,423
Sysco Corp(SYY)06,155+6,15504070.02%+407
JP Morgan US Quality Factor ET
US QUALTY FCTR
05,153+5,15302230.01%+223
ONEOK Inc New(OKE)03,198+3,19802030.01%+203
Alphabet Inc Cl C(GOOG)15,29514,926-3691,8501,9680.10%+118
Int'l Business Machines(IBM)3,2313,186-454324470.02%+15
United Security Bancshares11,00011,000073820.00%+9
Intel(INTC)6,8566,642-2142292360.01%+7
Amazon.com(AMZN)2,0002,00002612540.01%-6
Paychex(PAYX)5,0584,795-2635665530.03%-13
Bristol-Myers Squibb(BMY)3,9103,713-1972502160.01%-35
Colgate-Palmolive(CL)147,670159,490+11,82011,37611,3410.55%-35
T Rowe Price Group(TROW)5,3025,271-315945530.03%-41
SAP AG Spons ADR(SAP)5,3805,350-307366920.03%-44
Polaris Industries(PII)2,7492,735-143322850.01%-48
Lockheed Martin(LMT)893883-104113610.02%-50
Pfizer(PFE)5,7760-5,7762120-212
National Grid PLC New(NGG)3,2450-3,2452180-218
Magellan Midstream Partners LP4,5000-4,5002800-280
Coca-Cola(KO)131,163128,177-2,9867,8997,1750.35%-723
Pepsico(PEP)74,48072,931-1,54913,79512,3570.60%-1,438
Procter & Gamble(PG)200,279197,725-2,55430,39028,8401.41%-1,550
Accenture Ltd New
SHS CLASS A
254,961251,019-3,94278,67677,0903.76%-1,585
Medtronic PLC(MDT)1,178,3351,298,388+120,053103,811101,7424.97%-2,070
Visa Inc(V)265,151262,706-2,44562,96860,4252.95%-2,543
Cisco Systems(CSCO)694,704608,509-86,19535,94432,7131.60%-3,231
Reckitt Benckiser Group PLC AD2,263,5312,196,169-67,36234,38330,7241.50%-3,659
Walmart Inc(WMT)329,724299,691-30,03351,82647,9302.34%-3,896
Johnson & Johnson(JNJ)458,425456,586-1,83975,87971,1133.47%-4,765
Starbucks(SBUX)572,348565,505-6,84356,69751,6142.52%-5,083
Int'l Flavors & Frag(IFF)504,967505,589+62240,19034,4661.68%-5,724
Biogen Inc(BIIB)179,043176,064-2,97951,00045,2502.21%-5,750
Adobe Systems(ADBE)157,630138,724-18,90677,07970,7353.45%-6,344
Home Depot(HD)279,535261,653-17,88286,83579,0613.86%-7,774
C.H. Robinson Worldwide(CHRW)607,414575,013-32,40157,31049,5262.42%-7,784
Microsoft(MSFT)390,049387,083-2,966132,827122,2215.97%-10,606
Oracle(ORCL)813,761793,281-20,48096,91184,0244.10%-12,886
RTX Corporation(RTX)1,285,1081,563,997+278,889125,889112,5615.50%-13,328
Becton Dickinson & Co(BDX)172,08896,137-75,95145,43324,8541.21%-20,579
Apple Inc(AAPL)504,508405,446-99,06297,85969,4163.39%-28,443
Cognizant Tech Solutions(CTSH)556,81218,025-538,78736,3491,2210.06%-35,128
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