Long-term investor
Saratoga Research & Investment Management @saratogaresearchinvestme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001477872).
Record
- Tracked since 2025-06-30 (448 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 9.7% · long · since 2025-06-30
- NVO · 8.5% · long · since 2025-06-30
- BRK-B · 7.1% · long · since 2025-06-30
- MSFT · 6.8% · long · since 2025-06-30
- 904767803 · 6.5% · long · since 2025-12-31
- N07059210 · 6.5% · long · since 2025-06-30
- DIS · 5.7% · long · since 2025-06-30
- MDT · 5.2% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- JNJ · 3.9% · long · since 2025-06-30
- LLY · 3.5% · long · since 2025-06-30
- GD · 3.5% · long · since 2025-06-30