Saratoga Research & Investment Management

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Assets, Funds, Holdings

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Saratoga Research & Investment Management
CRD #110506
SEC #801-57695
CIK #1477872
AUM $2.0 BB (100% Disc, 100% US)
Employees18 (44% Investors, 0% Brokers)
Phone408-741-2330
Address14471 Big Basin Way, Suite E
Saratoga, CA 95070
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 107.4
WMT 286,110.0 88.0
UTX 108,590.0 85.4
NVO 118,870.0 81.1
MSFT 865,660.0 80.8
ORCL 188,990.0 80.4
CSCO 228,550.0 74.4
CHRW 12,160.0 62.5
CTSH 41,610.0 55.0
VAR 12,220.0 46.8
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
High Rock Capital LLC
MA
2.0
Beaumont Financial Partners LLC
MA
2.0
Foster Group Inc
IA
2.0
David J Greene and Company LLC
NY
2.0
Private Ocean LLC
CA
2.0
Davidson Investment Advisors Inc
MT
2.0
Financial Services Group Inc
MT
2.0
Mastholm Asset Management LLC
WA
2.0
Asset Management Partners Inc
MA
2.0
Riggs Investment Management Corp
DC
2.0