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Holdings (Monthly) Guide ↗

Saratoga Large Capitalization Value Portfolio

· Saratoga Advantage Trust
Monthly Holdings $15M AUM 5 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 AMAZON.COM INC 023135106 Feb 2026 3,539 +416 $958K +46.0% 6.30% EC
2 STANDARDAERO INC 85423L103 Feb 2026 29,067 +2,984 $832K +3.6% 5.48% EC
3 QUEST DIAGNOSTICS INC 74834L100 Feb 2026 4,208 +109 $820K -5.6% 5.39% EC
4 CH ROBINSON WORLDWIDE INC 12541W209 Feb 2026 4,423 +2,171 $790K +89.4% 5.20% EC
5 SOMNIGROUP INTERNATIONAL INC 88023U101 Feb 2026 10,463 +2,588 $741K +5.1% 4.87% EC