Fund HoldingsSaratoga Research & Investment Management

Total Portfolio Value
$2.28B
Total Bought
$45.66M
Total Sold
$242.95M
Net Transaction
-$197.29M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
RTX Corp.(RTX)1,527,0321,459,106-67,926153,299176,7857.74%+23,487
SPDR Series Trust BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
0242,150+242,150022,2320.97%+22,232
Walt Disney Company(DIS)1,293,3331,536,008+242,675128,415147,7496.47%+19,334
Oracle Corp.(ORCL)842,086800,179-41,907118,903136,3515.97%+17,448
Unilever PLC(UL)2,767,2072,607,574-159,633152,169169,3887.42%+17,219
Medtronic PLC(MDT)1,390,9001,356,045-34,855109,478122,0855.35%+12,607
Berkshire Hathaway Inc.340,341326,548-13,793138,451150,2976.58%+11,846
Starbucks Corp.(SBUX)564,826548,722-16,10443,97253,4952.34%+9,523
Roche Holdings, Ltd.2,411,1212,325,810-85,31183,59492,9164.07%+9,323
C.H. Robinson Worldwide Inc(CHRW)544,754516,906-27,84848,00457,0512.50%+9,047
Nike, Inc.(NKE)745,639709,189-36,45056,19962,6922.75%+6,493
Accenture PLC
SHS CLASS A
170,313163,861-6,45251,67557,9212.54%+6,247
Home Depot Inc.(HD)157,327148,551-8,77654,15860,1932.64%+6,035
Johnson & Johnson(JNJ)551,753532,439-19,31480,64486,2873.78%+5,643
Diageo PLC(DEO)380,788366,966-13,82248,01051,5002.26%+3,490
Apple Inc.(AAPL)352,133332,200-19,93374,16677,4033.39%+3,236
Cisco Systems, Inc.(CSCO)522,215504,119-18,09624,81026,8291.17%+2,019
The Coca-Cola Company(KO)98,70594,392-4,3136,2836,7830.30%+500
The Procter & Gamble Co.(PG)176,607170,571-6,03629,12629,5431.29%+417
International Business Machines Corporation(IBM)2,9682,96805136560.03%+143
Lockheed Martin Corporation(LMT)81581503814760.02%+96
Paychex Inc(PAYX)4,7124,71205596320.03%+74
Cognizant Technology Solutions Corp.(CTSH)7,5917,59105165860.03%+70
Sysco Corporation(SYY)7,4927,49205355850.03%+50
Amgen Inc.(AMGN)2,5262,52607898140.04%+25
United Security Bs11,00011,000080960.00%+16
Amazon.com, Inc.(AMZN)2,0002,00003873730.02%-14
Colgate-Palmolive Co.(CL)145,334134,944-10,39014,10314,0090.61%-95
Pepsico Inc(PEP)181,429175,383-6,04629,92329,8241.31%-99
Visa Inc(V)194,052184,522-9,53050,93350,7342.22%-199
ASML Holding N.V.
N Y REGISTRY SHS
1,0771,078+11,1018980.04%-203
General Dynamics Corporation(GD)252,054241,290-10,76473,13172,9183.19%-213
Becton, Dickinson and Company(BDX)83,83980,344-3,49519,59419,3710.85%-223
Alphabet Inc.(GOOG)12,92312,807-1162,3702,1410.09%-229
Price T Rowe Group Inc.(TROW)5,1952,506-2,6895992730.01%-326
JP Morgan US Quality Factor ET
US QUALTY FCTR
10,9260-10,9265790-579
Microsoft Corp.(MSFT)354,822359,519+4,697158,588154,7016.77%-3,887
Adobe Inc(ADBE)79,27575,493-3,78244,04039,0891.71%-4,952
Biogen Inc(BIIB)157,791150,720-7,07136,57929,2151.28%-7,364
Walmart Inc(WMT)750,923489,343-261,58050,84539,5141.73%-11,331
Alphabet Inc.(GOOG)964,746932,640-32,106175,728154,6786.77%-21,050
Novo Nordisk A/S(NVO)748,717708,519-40,198106,87284,3633.69%-22,509
3M Company(MMM)285,7350-285,73529,1990-29,199
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