Saratoga Research & Investment Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 16, 2026

Latest 13F moves (filed Oct 16, 2026): 7 added, 16 reduced, 2 sold out. Largest change by value: added $DIS ($117.22M held).

New positions
0
Added / reduced
7 / 16
Sold out
2

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DIS Added +33.65K (+3.10%) 1.12M $117.22M —
$HONA Added +62.09K (+82.07%) 137.75K $21.35M —
$HONA Added +62.09K (+82.07%) 137.75K $21.35M —
$ISRG Added +5.84K (+15.35%) 43.88K $17.84M —
$JQUA Added +7.91K (+41.01%) 27.20K $2.01M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -6.63K (-1.72%) 378.24K $86.38M —
$JNJ Reduced -13.33K (-4.79%) 265.13K $70.19M —
$LLY Reduced -2.07K (-3.85%) 51.79K $59.92M —
$GD Reduced -5.67K (-3.14%) 174.72K $57.98M —
$SBUX Reduced -19.38K (-3.30%) 568.49K $53.42M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DIS Added +33.65K (+3.10%) 1.12M $117.22M —
$HONA Added +62.09K (+82.07%) 137.75K $21.35M —
$HONA Added +62.09K (+82.07%) 137.75K $21.35M —
$ISRG Added +5.84K (+15.35%) 43.88K $17.84M —
$JQUA Added +7.91K (+41.01%) 27.20K $2.01M —
$AMZN Added +2.06K (+103%) 4.06K $1.01M —
$LOW Added +1.10K (+54.98%) 3.11K $573.51K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -6.63K (-1.72%) 378.24K $86.38M —
$JNJ Reduced -13.33K (-4.79%) 265.13K $70.19M —
$LLY Reduced -2.07K (-3.85%) 51.79K $59.92M —
$GD Reduced -5.67K (-3.14%) 174.72K $57.98M —
$SBUX Reduced -19.38K (-3.30%) 568.49K $53.42M —
$V Reduced -4.79K (-3.24%) 142.99K $51.38M —
$PG Reduced -11.80K (-3.49%) 326.84K $47.48M —
$RTX Reduced -20.30K (-8.34%) 223.15K $41.43M —
$CHRW Reduced -7.75K (-3.30%) 227.37K $33.64M —
$AAPL Reduced -8.21K (-8.18%) 92.19K $30.70M —
$HD Reduced -1.77K (-2.08%) 83.11K $23.64M —
$BIL Reduced -12.26K (-5.70%) 202.75K $18.58M —
$HON Reduced -1.97K (-2.60%) 73.82K $15.57M —
$CL Reduced -5.46K (-3.11%) 170.15K $14.52M —
$EMR Reduced -2.61K (-3.62%) 69.32K $10.75M —
$ZTS Reduced -3.88K (-47.10%) 4.36K $304.74K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MO Sold out -2.92K — — Read
$ACN Sold out -3.52K — — —

All tracked 13F moves by Saratoga Research & Investment Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$V Reduced -4.79K (-3.24%) 142.99K $51.38M —
$PG Reduced -11.80K (-3.49%) 326.84K $47.48M —
$HD Reduced -1.77K (-2.08%) 83.11K $23.64M —
$SBUX Reduced -19.38K (-3.30%) 568.49K $53.42M —
$RTX Reduced -20.30K (-8.34%) 223.15K $41.43M —
$NVDA Reduced -6.63K (-1.72%) 378.24K $86.38M —
$JNJ Reduced -13.33K (-4.79%) 265.13K $70.19M —
$HON Reduced -1.97K (-2.60%) 73.82K $15.57M —
$GD Reduced -5.67K (-3.14%) 174.72K $57.98M —
$EMR Reduced -2.61K (-3.62%) 69.32K $10.75M —
$LLY Reduced -2.07K (-3.85%) 51.79K $59.92M —
$CL Reduced -5.46K (-3.11%) 170.15K $14.52M —
$CHRW Reduced -7.75K (-3.30%) 227.37K $33.64M —
$BIL Reduced -12.26K (-5.70%) 202.75K $18.58M —
$AAPL Reduced -8.21K (-8.18%) 92.19K $30.70M —
$ZTS Reduced -3.88K (-47.10%) 4.36K $304.74K —
$MO Sold out -2.92K — — Read
$ACN Sold out -3.52K — — —
$DIS Added +33.65K (+3.10%) 1.12M $117.22M —
$LOW Added +1.10K (+54.98%) 3.11K $573.51K —
$JQUA Added +7.91K (+41.01%) 27.20K $2.01M —
$ISRG Added +5.84K (+15.35%) 43.88K $17.84M —
$HONA Added +62.09K (+82.07%) 137.75K $21.35M —
$HONA Added +62.09K (+82.07%) 137.75K $21.35M —
$AMZN Added +2.06K (+103%) 4.06K $1.01M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Saratoga Research & Investment Management holds or traded

Frequently asked questions

What did Saratoga Research & Investment Management buy and sell in its latest 13F?

It opened or added to $DIS, $HONA, $HONA, $ISRG and $JQUA; it cut or exited $NVDA, $JNJ, $LLY, $GD and $SBUX.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

Get trade alerts by text