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Holdings (Monthly) Guide ↗

Saratoga Large Capitalization Value Portfolio

· Saratoga Advantage Trust
Monthly Holdings $15M AUM 28 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 4 New 5 Added 11 Reduced 5 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 HENRY SCHEIN INC 806407102 Feb 2026 15,898 $1.2M -7.1% 8.01% EC
2 AMETEK INC 031100100 Feb 2026 4,434 -360 $1.0M -12.7% 6.59% EC
3 PRIMO BRANDS CORP 741623102 Feb 2026 39,104 -3,138 $970K +1.2% 6.38% EC
4 AMAZON.COM INC 023135106 Feb 2026 3,539 +416 $958K +46.0% 6.30% EC
5 STANDARDAERO INC 85423L103 Feb 2026 29,067 +2,984 $832K +3.6% 5.48% EC
6 QUEST DIAGNOSTICS INC 74834L100 Feb 2026 4,208 +109 $820K -5.6% 5.39% EC
7 CLEAN HARBORS INC 184496107 Feb 2026 2,895 -532 $814K -19.0% 5.35% EC
8 WILLIAMS COMPANIES INC (THE) 969457100 Feb 2026 11,378 -3,350 $812K -26.2% 5.34% EC
9 CH ROBINSON WORLDWIDE INC 12541W209 Feb 2026 4,423 +2,171 $790K +89.4% 5.20% EC
10 CAPITAL ONE FINANCIAL CORP 14040H105 Feb 2026 4,094 -81 $769K -5.8% 5.06% EC
11 SOMNIGROUP INTERNATIONAL INC 88023U101 Feb 2026 10,463 +2,588 $741K +5.1% 4.87% EC
12 MARTIN MARIETTA MATERIALS INC 573284106 Feb 2026 1,264 $735K -14.0% 4.84% EC
13 WELLTOWER INC 95040Q104 Feb 2026 3,505 -209 $720K -6.4% 4.73% EC
14 API GROUP CORP 00187Y100 Feb 2026 16,330 -4,503 $670K -27.7% 4.40% EC
15 TD SYNNEX CORP 87162W100 May 2026 2,167 NEW $566K 3.72% EC
16 ANALOG DEVICES INC 032654105 May 2026 1,345 NEW $557K 3.66% EC
17 FLOWSERVE CORP 34354P105 May 2026 7,315 NEW $552K 3.63% EC
18 MICRON TECHNOLOGY INC 595112103 May 2026 541 NEW $525K 3.45% EC
19 QUANTA SERVICES INC 74762E102 Feb 2026 632 -508 $450K -29.9% 2.96% EC
20 DANAHER CORP 235851102 Feb 2026 1,644 -75 $300K -17.1% 1.98% EC
21 CBRE GROUP INC 12504L109 Feb 2026 2,127 -2,597 $266K -61.9% 1.75% EC
22 DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS 26200X100 Feb 2026 263,954 -1,028,266 $264K -79.6% 1.74% STIV
23 DREYFUS TREASURY OBLIGATIONS CASH MANAGEMENT N/A Feb 2026 0 $0 0.00% STIV
Fair Isaac Corporation 303250104 553 SOLD $0.8M
Intercontinental Exchange Inc 45866F104 4,313 SOLD $0.7M
Gildan Activewear Inc. 375916103 7,534 SOLD $0.5M
Aon PLC G0403H108 1,481 SOLD $0.5M
Synopsys Inc 871607107 797 SOLD $0.3M