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  Name: SARATOGA RESEARCH & INVESTMENT MANAGEMENT
  City: SARATOGA
  State: CA
  Zip: 95070
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,200,512,000
  Total Value Change : $33,068,000
  Securities Held Change : -2
   
All Securities Held : 45
  New Positions : 0
  Closed Positions : 3
  Increased Positions : 15
  Unchanged Positions : 2
  Decreased Positions : 28

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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 41 - $179.62 $361,000 2,000 0.02% 57,000 0 0    Internet Software & S...
   (UBFO)1 Year Chart         UBFO United Security Bancshares 45 - $7.40 $85,000 11,000 0% -8,000 0 0.065    Domestic Regional Banks

      2 Records Found
  1    
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