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Manager record

Saratoga Research & Investment Management

Saratoga, CA · CIK 1477872 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.82BReported 13F valueQ3 2026 · as filed
44Holdings listed
-0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.9B$1.9BQ2 202544 holdingsQ3 2025: $1.9B$1.9BQ3 202543 holdingsQ4 2025: $1.9B$1.9BQ4 202547 holdingsQ1 2026: $1.8B$1.8BQ1 202646 holdingsQ2 2026: $1.8B$1.8BQ2 202646 holdingsQ3 2026: $1.8B$1.8BQ3 202644 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$1.82B · 44 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$1.83B · 46 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$1.76B · 46 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$1.91B · 47 holdings listed · View original SEC filing ↗
Nov 17 2025 13F-HR · period Q3 2025

$1.92B · 43 holdings listed · View original SEC filing ↗
Aug 20 2025 13F-HR · period Q2 2025

$1.87B · 44 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology