Saratoga Research & Investment Management quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Saratoga Research & Investment Management opened 0 positions, added to 1, reduced 1, sold out of 0 and left 1 unchanged. The largest increase in value was JQUA (+$1,185,353); the largest decrease was BIL (-$6,231).
- JQUA: Country of operation —; Class ETF; Shares 2026-03-31 3,406; Shares 2026-06-30 19,289.
Two Form 13F-HR filings compared (SEC CIK 1477872): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Aaron Wealth Advisors LLC | United States | $1.761B | 691 |
| Simplicity Wealth,LLC | United States | $1.765B | 748 |
| NEA Management Company, LLC | United States | $1.759B | 26 |
| Contrarius Group Holdings Ltd | Bermuda | $1.766B | 47 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | United States | $1.756B | 403 |
| Campbell & CO Investment Adviser LLC | United States | $1.756B | 1,014 |
| Knights of Columbus Asset Advisors LLC | United States | $1.770B | 397 |
| GRANDFIELD & DODD, LLC | United States | $1.771B | 209 |
| HITE Hedge Asset Management LLC | United States | $1.772B | 126 |
| FOUNDERS FINANCIAL SECURITIES LLC | United States | $1.772B | 530 |