Investments: Saratoga Research & Investment Management

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Saratoga Research & Investment Management
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.761.768.929 $+24.527.227 $
+713,2 %
1.907.743.903 $-16.767.241 $
+1.019,8 %
1.922.553.563 $+55.905.022 $
+168,6 %
1.867.957.112 $-106.116.028 $
-5,1 %
Alphabet Inc.GOOGL176.428.098 $-50.214.211 $
-22,2 %
226.642.309 $+33.758.776 $
+17,5 %
192.883.533 $+45.482.739 $
+30,9 %
147.400.794 $+16.926.759 $
+13,0 %
MICROSOFT CORPMSFT136.526.470 $-7.934.693 $
-5,5 %
144.461.163 $-12.719.052 $
-8,1 %
157.180.215 $-1.035.460 $
-0,7 %
158.215.675 $+37.693.368 $
+31,3 %
Walt Disney CoDIS108.757.891 $-7.717.901 $
-6,6 %
116.475.792 $-523.858 $
-0,4 %
116.999.650 $-38.466.231 $
-24,7 %
155.465.881 $+21.424.569 $
+16,0 %
BERKSHIRE HATHAWAY INCBRK-B130.357.255 $-1.971.389 $
-1,5 %
132.328.644 $-2.409.698 $
-1,8 %
134.738.342 $+9.280.953 $
+7,4 %
125.457.389 $-22.887.977 $
-15,4 %
UNILEVER PLCUL106.725.262 $-14.467.205 $
-11,9 %
121.192.467 $-3.812.284 $
-3,0 %
125.004.751 $-6.944.758 $
-5,3 %
131.949.509 $-2.480.924 $
-1,8 %
NOVO NORDISK A SNVO126.285.091 $+32.026.533 $
+34,0 %
94.258.558 $-8.603.643 $
-8,4 %
102.862.201 $-1.542.766 $
-1,5 %
104.404.967 $+3.428.097 $
+3,4 %
Medtronic plcMDT101.863.227 $-9.100.098 $
-8,2 %
110.963.325 $-557.191 $
-0,5 %
111.520.516 $+8.572.572 $
+8,3 %
102.947.944 $-3.192.711 $
-3,0 %
ORACLE CORPORCL67.381.167 $-32.712.149 $
-32,7 %
100.093.316 $+1.508.676 $
+1,5 %
98.584.640 $+15.855.288 $
+19,2 %
JOHNSON & JOHNSONJNJ82.972.958 $-12.270.192 $
-12,9 %
95.243.150 $+5.199.490 $
+5,8 %
90.043.660 $+13.452.519 $
+17,6 %
76.591.141 $-7.061.706 $
-8,4 %
ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS64.206.927 $+63.998.071 $
+30.642,2 %
94.515.949 $+94.296.267 $
+42.924,0 %
80.278.754 $+79.174.915 $
+7.172,7 %
80.628.742 $-2.585.158 $
-3,1 %
ASML HOLDING NVASML84.909.557 $+9.766.870 $
+13,0 %
75.142.687 $+3.668.602 $
+5,1 %
71.474.085 $+11.363.424 $
+18,9 %
60.110.661 $+10.542.624 $
+21,3 %
GENERAL DYNAMICS CORPGD66.667.739 $+3.147.067 $
+5,0 %
63.520.672 $-3.807.391 $
-5,7 %
67.328.063 $+7.220.437 $
+12,0 %
60.107.626 $+1.539.724 $
+2,6 %
RTX CorpRTX49.974.796 $-7.429.954 $
-12,9 %
57.404.750 $+2.310.343 $
+4,2 %
55.094.407 $-5.966.338 $
-9,8 %
61.060.745 $-21.763.049 $
-26,3 %
NVIDIA CORPNVDA58.724.666 $+37.783.886 $
+180,4 %
20.940.780 $+2.319.163 $
+12,5 %
18.621.617 $+2.481.201 $
+15,4 %
16.140.416 $+5.707.215 $
+54,7 %
STARBUCKS CORPSBUX56.422.438 $+6.446.666 $
+12,9 %
49.975.772 $-2.637.645 $
-5,0 %
52.613.417 $+5.837.951 $
+12,5 %
46.775.466 $-3.101.926 $
-6,2 %
PROCTER & GAMBLE CoPG52.030.899 $+20.771.405 $
+66,4 %
31.259.494 $-3.142.126 $
-9,1 %
34.401.620 $+1.160.617 $
+3,5 %
33.241.003 $+5.375.118 $
+19,3 %
ELI LILLY & CoLLY42.792.299 $-8.958.916 $
-17,3 %
51.751.215 $+4.857.998 $
+10,4 %
46.893.217 $+17.868.977 $
+61,6 %
29.024.240 $+3.886.843 $
+15,5 %
C. H. ROBINSON WORLDWIDE, INC.CHRW41.823.733 $-7.632.634 $
-15,4 %
49.456.367 $+6.144.223 $
+14,2 %
43.312.144 $+776.453 $
+1,8 %
42.535.691 $-3.997.634 $
-8,6 %
VISA INC.V47.262.176 $+8.088.921 $
+20,6 %
39.173.255 $-630.287 $
-1,6 %
39.803.542 $-3.385.450 $
-7,8 %
43.188.992 $-15.041.689 $
-25,8 %
Accenture plcACN26.503.441 $-9.873.746 $
-27,1 %
36.377.187 $+332.158 $
+0,9 %
36.045.029 $-8.654.568 $
-19,4 %
44.699.597 $-2.305.797 $
-4,9 %
HOME DEPOT, INC.HD29.208.063 $-2.239.580 $
-7,1 %
31.447.643 $-7.318.505 $
-18,9 %
38.766.148 $+2.246.971 $
+6,2 %
36.519.177 $-617.988 $
-1,7 %
HONEYWELL INTERNATIONAL INCHON37.508.548 $+10.257.401 $
+37,6 %
27.251.147 $+9.521.574 $
+53,7 %
17.729.573 $+4.239.999 $
+31,4 %
13.489.574 $+1.983.079 $
+17,2 %
DIAGEO PLCDEO28.152.598 $+4.768.424 $
+20,4 %
23.384.174 $-8.732.602 $
-27,2 %
32.116.776 $-2.278.336 $
-6,6 %
34.395.112 $-1.516.316 $
-4,2 %
Apple Inc.AAPL28.420.166 $-2.991.082 $
-9,5 %
31.411.248 $-248.173 $
-0,8 %
31.659.421 $+4.241.938 $
+15,5 %
27.417.483 $-25.325.656 $
-48,0 %
PEPSICO INCPEP26.914.397 $+2.188.484 $
+8,9 %
24.725.913 $-764.649 $
-3,0 %
25.490.562 $+3.382.445 $
+15,3 %
22.108.117 $-2.711.451 $
-10,9 %
SPDR SER TR19.709.656 $-867.384 $
-4,2 %
20.577.040 $+10.313.954 $
+100,5 %
22.542.700 $-57.736.054 $
-71,9 %
22.921.676 $-57.707.066 $
-71,6 %
NIKE, Inc.NKE6.158.495 $-963.073 $
-13,5 %
7.121.568 $-1.510.309 $
-17,5 %
8.631.877 $-9.518.914 $
-52,4 %
18.150.791 $-23.384.998 $
-56,3 %
COLGATE PALMOLIVE COCL16.201.797 $+1.459.589 $
+9,9 %
14.742.208 $-773.746 $
-5,0 %
15.515.954 $-2.272.827 $
-12,8 %
17.788.781 $-347.432 $
-1,9 %
Walmart Inc.WMT17.104.332 $+344.715 $
+2,1 %
16.759.617 $-342.105 $
-2,0 %
17.101.722 $-18.254.033 $
-51,6 %
ADOBE INC.ADBE539.881 $-12.113.308 $
-95,7 %
12.653.189 $-2.057.897 $
-14,0 %
14.711.086 $-2.170.036 $
-12,9 %
16.881.122 $-10.036.931 $
-37,3 %
Zoetis Inc.ZTS983.034 $+51.966 $
+5,6 %
931.068 $-15.166.766 $
-94,2 %
16.097.834 $+721.632 $
+4,7 %
15.376.202 $+15.376.202 $
J P MORGAN EXCHANGE TRADED F208.856 $-19.500.800 $
-98,9 %
10.263.086 $-84.252.863 $
-89,1 %
219.682 $-22.323.018 $
-99,0 %
1.103.839 $-21.817.837 $
-95,2 %
CISCO SYSTEMS, INC.CSCO800.186 $-26.885 $
-3,3 %
827.071 $+90.803 $
+12,3 %
736.268 $-423.974 $
-36,5 %
1.160.242 $+130.549 $
+12,7 %
iSHARES TRUST1.156.179 $+1.156.179 $
AMGEN INCAMGN811.366 $+39.569 $
+5,1 %
771.797 $+106.369 $
+16,0 %
665.428 $+7.051 $
+1,1 %
658.377 $-63.796 $
-8,8 %
INTERNATIONAL BUSINESS MACHINES CORPIBM662.452 $-147.090 $
-18,2 %
809.542 $+36.988 $
+4,8 %
772.554 $-34.554 $
-4,3 %
807.108 $+126.277 $
+18,5 %
COCA COLA COKO749.016 $+60.472 $
+8,8 %
688.544 $+32.308 $
+4,9 %
656.236 $-43.835 $
-6,3 %
700.071 $-8.609 $
-1,2 %
SYSCO CORPSYY519.568 $-18.001 $
-3,3 %
537.569 $-64.913 $
-10,8 %
602.482 $+44.127 $
+7,9 %
558.355 $+5.160 $
+0,9 %
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSH579.607 $+11.365 $
+2,0 %
PAYCHEX INCPAYX357.794 $-77.689 $
-17,8 %
435.483 $-56.599 $
-11,5 %
492.082 $-72.594 $
-12,9 %
564.676 $-34.239 $
-5,7 %
AMPHENOL CORP /DE/APH505.653 $-35.583 $
-6,6 %
541.236 $+541.236 $
LOWES COMPANIES INCLOW470.906 $-9.485 $
-2,0 %
480.391 $+480.391 $
AMAZON COM INCAMZN416.540 $-45.100 $
-9,8 %
461.640 $+22.500 $
+5,1 %
439.140 $+360 $
+0,1 %
438.780 $+58.260 $
+15,3 %
LOCKHEED MARTIN CORPLMT420.051 $+83.900 $
+25,0 %
336.151 $-10.800 $
-3,1 %
346.951 $+25.069 $
+7,8 %
321.882 $+11.419 $
+3,7 %
PRICE T ROWE GROUP INCTROW268.347 $-36.438 $
-12,0 %
304.785 $-1.698 $
-0,6 %
306.483 $+18.334 $
+6,4 %
288.149 $+50.389 $
+21,2 %
NOVARTIS AGNVS227.598 $+22.172 $
+10,8 %
205.426 $+205.426 $
ENTERPRISE PRODUCTS PARTNERS L.P.EPD203.428 $+203.428 $
UNITED SECURITY BANCSHARESUBFO115.610 $+4.840 $
+4,4 %
110.770 $+8.140 $
+7,9 %
102.630 $+7.480 $
+7,9 %
95.150 $-3.410 $
-3,5 %
1.761.768.929 $+24.527.227 $
+713,2 %
1.907.743.903 $-16.767.241 $
+1.019,8 %
1.922.553.563 $+55.905.022 $
+168,6 %
1.867.957.112 $-106.116.028 $
-5,1 %
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