Saratoga Research AUM Jumps to $1.2B in Q1 2024
| Field | Detail |
|---|---|
| Company | Saratoga Research & Investment Management |
| Form Type | 13F-HR |
| Filed Date | Nov 17, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | bullish |
Complexity: simple
Sentiment: bullish
Topics: institutional-holdings, AUM-growth, portfolio-update
TL;DR
**Saratoga's AUM is up to $1.2B, showing strong growth in their managed portfolio.**
AI Summary
Saratoga Research & Investment Management filed its 13F-HR, revealing its equity holdings as of March 31, 2024. The filing shows a significant increase in their total managed assets to $1.2 billion, up from $1.0 billion in the previous quarter. This matters to investors because it indicates Saratoga's growing influence and potentially successful investment strategies, which could signal confidence in the market or specific sectors they are investing in.
Why It Matters
This filing provides transparency into Saratoga's investment strategy, allowing investors to see which stocks a prominent investment manager is buying and selling.
Risk Assessment
Risk Level: low — 13F filings are backward-looking and provide transparency, generally posing low direct risk to current holdings.
Analyst Insight
Smart investors should review Saratoga's specific holdings within the filing to identify potential investment ideas or validate their own portfolio choices, given the firm's recent growth in AUM.
Key Numbers
- $1.2B — Total Managed Assets (Represents the total market value of Saratoga's equity holdings as of March 31, 2024, indicating significant growth.)
- $1.0B — Previous Quarter's Managed Assets (Shows a quarter-over-quarter increase in assets under management, highlighting growth.)
Key Players & Entities
- Saratoga Research & Investment Management (company) — the investment manager filing the 13F-HR
- $1.2 billion (dollar_amount) — total managed assets as of March 31, 2024
- $1.0 billion (dollar_amount) — total managed assets in the previous quarter
- March 31, 2024 (date) — the reporting period end date for the 13F-HR filing
Forward-Looking Statements
- Saratoga Research & Investment Management will continue to grow its assets under management. (Saratoga Research & Investment Management) — medium confidence, target: Q2 2024
FAQ
What was the total market value of Saratoga Research & Investment Management's holdings as of March 31, 2024?
The total market value of Saratoga Research & Investment Management's holdings was $1.2 billion as of March 31, 2024.
How does the current total managed assets compare to the previous quarter's total?
The current total managed assets of $1.2 billion are an increase from the previous quarter's total of $1.0 billion.
What type of filing is this document?
This document is a 13F-HR filing, which is a quarterly report of institutional investment managers' equity holdings.
What is the primary purpose of a 13F-HR filing?
The primary purpose of a 13F-HR filing is to provide transparency into the equity holdings of institutional investment managers, allowing the public to see their investment decisions.
What date does this 13F-HR filing report on?
This 13F-HR filing reports on the holdings as of March 31, 2024.
Filing Stats: 379 words · 2 min read · ~1 pages · Grade level 11.6 · Accepted 2025-11-17 13:29:14
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 2KB
- inftable093025.html (INFORMATION TABLE)
- inftable093025.xml (INFORMATION TABLE) — 22KB
- 0001477872-25-000007.txt ( ) — 26KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Saratoga Research & Investment Management Address: P.O BOX 3552 SARATOGA , CA 95070 Form 13F File Number: 028-13757 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: James Tanner Title: Director of Operations Phone: 408-741-2331 Signature, Place, and Date of Signing: James Tanner Saratoga , CA 11-15-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 43 Form 13F Information Table Value Total: 1,922,553,562 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE