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Holdings (Monthly) Guide ↗

Saratoga Large Capitalization Growth Portfolio

· Saratoga Advantage Trust
Monthly Holdings $37M AUM 71 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 12 New 5 Added 22 Reduced 14 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA CORP 67066G104 Feb 2026 21,375 +3,300 $4.5M +40.9% 12.41% EC
2 APPLE INC 037833100 Feb 2026 11,267 -420 $3.5M +13.9% 9.66% EC
3 MICROSOFT CORP 594918104 Feb 2026 3,765 -401 $1.7M +3.6% 4.66% EC
4 BROADCOM INC 11135F101 Feb 2026 3,620 -1,150 $1.6M +6.1% 4.45% EC
5 AMAZON.COM INC 023135106 Feb 2026 3,935 -2,610 $1.1M -22.5% 2.93% EC
6 ARISTA NETWORKS INC 040413205 Feb 2026 5,920 -210 $944K +15.4% 2.60% EC
7 JABIL INC 466313103 Feb 2026 2,530 -100 $922K +32.3% 2.54% EC
8 ROKU INC 77543R102 Feb 2026 6,720 -140 $875K +29.6% 2.40% EC
9 APPLOVIN CORP 03831W108 Feb 2026 1,307 -60 $801K +34.8% 2.20% EC
10 ALPHABET INC 02079K107 Feb 2026 2,065 -535 $777K -4.0% 2.14% EC
11 ALPHABET INC 02079K305 Feb 2026 2,040 -560 $776K -4.3% 2.13% EC
12 BOOKING HOLDINGS INC 09857L108 Feb 2026 4,535 +4,350 $759K -3.2% 2.09% EC
13 ELI LILLY & COMPANY 532457108 Feb 2026 670 -35 $740K -0.2% 2.04% EC
14 CHARLES SCHWAB CORP (THE) 808513105 Feb 2026 7,800 -290 $681K -11.5% 1.87% EC
15 TAPESTRY INC 876030107 May 2026 4,650 NEW $676K 1.86% EC
16 AUTODESK INC 052769106 Feb 2026 2,910 +90 $673K -2.9% 1.85% EC
17 OKTA INC 679295105 Feb 2026 5,240 $646K +70.0% 1.78% EC
18 DELL TECHNOLOGIES INC 24703L202 Feb 2026 1,500 $631K +184.2% 1.74% EC
19 EXPEDIA GROUP INC 30212P303 Feb 2026 2,730 -100 $616K +1.0% 1.69% EC
20 COLGATE-PALMOLIVE COMPANY 194162103 May 2026 6,480 NEW $584K 1.61% EC
21 RUBRIK INC 781154109 Feb 2026 7,427 -183 $584K +47.7% 1.61% EC
22 LAM RESEARCH CORP 512807306 Feb 2026 1,810 $576K +36.0% 1.58% EC
23 TESLA INC 88160R101 Feb 2026 1,310 -160 $571K -3.5% 1.57% EC
24 PAYLOCITY HOLDING CORP 70438V106 May 2026 4,900 NEW $563K 1.55% EC
25 HUBSPOT INC 443573100 May 2026 2,550 NEW $563K 1.55% EC
26 TAKE-TWO INTERACTIVE SOFTWARE INC 874054109 May 2026 2,400 NEW $538K 1.48% EC
27 HOWMET AEROSPACE INC 443201108 May 2026 1,960 NEW $506K 1.39% EC
28 GE VERNOVA INC 36828A101 May 2026 520 NEW $504K 1.38% EC
29 META PLATFORMS INC 30303M102 Feb 2026 795 -160 $503K -18.8% 1.38% EC
30 ADVANCED MICRO DEVICES INC 007903107 Feb 2026 945 $488K +157.8% 1.34% EC
31 REDDIT INC 75734B100 Feb 2026 2,630 $463K +20.7% 1.27% EC
32 MASTERCARD INC 57636Q104 Feb 2026 930 +300 $459K +41.0% 1.26% EC
33 HCA HEALTHCARE INC 40412C101 Feb 2026 1,211 -19 $458K -29.6% 1.26% EC
34 PINNACLE FINANCIAL PARTNERS INC 72348N109 Feb 2026 4,590 $449K +7.7% 1.23% EC
35 COSTCO WHOLESALE CORP 22160K105 Feb 2026 450 -20 $430K -9.4% 1.18% EC
36 RESMED INC 761152107 Feb 2026 2,240 -90 $427K -28.5% 1.17% EC
37 INTERACTIVE BROKERS GROUP INC 45841N107 Feb 2026 4,670 $406K +22.2% 1.12% EC
38 VERTIV HOLDINGS COMPANY 92537N108 Feb 2026 1,150 $363K +23.9% 1.00% EC
39 PEGASYSTEMS INC 705573103 Feb 2026 10,045 -225 $359K -20.1% 0.99% EC
40 HERSHEY COMPANY (THE) 427866108 May 2026 1,800 NEW $349K 0.96% EC
41 MCKESSON CORP 58155Q103 Feb 2026 465 -95 $345K -37.6% 0.95% EC
42 PALANTIR TECHNOLOGIES INC 69608A108 Feb 2026 1,910 $299K +14.1% 0.82% EC
43 ELASTIC NV N14506104 Feb 2026 4,200 $272K +24.3% 0.75% EC
44 ALLSTATE CORP (THE) 020002101 Feb 2026 1,180 -340 $243K -25.4% 0.67% EC
45 GE AEROSPACE 369604301 Feb 2026 740 $240K -5.4% 0.66% EC
46 DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS 26200X100 Feb 2026 227,522 +109,464 $228K +92.7% 0.63% STIV
47 KLA CORP 482480100 May 2026 117 NEW $225K 0.62% EC
48 ABBVIE INC 00287Y109 Feb 2026 990 $216K -6.2% 0.59% EC
49 DROPBOX INC 26210C104 Feb 2026 7,730 $208K +7.6% 0.57% EC
50 BRISTOL-MYERS SQUIBB COMPANY 110122108 May 2026 3,600 NEW $206K 0.57% EC
51 ROSS STORES INC 778296103 May 2026 800 NEW $185K 0.51% EC
52 MEDPACE HOLDINGS INC 58506Q109 Feb 2026 380 $170K -1.0% 0.47% EC
53 WAYFAIR INC 94419L101 Feb 2026 2,240 $162K -5.3% 0.44% EC
54 VEEVA SYSTEMS INC 922475108 Feb 2026 690 $120K -4.2% 0.33% EC
55 INSULET CORP 45784P101 Feb 2026 790 $115K -41.2% 0.31% EC
56 MORNINGSTAR INC 617700109 Feb 2026 600 $109K -0.6% 0.30% EC
57 VISA INC 92826C839 May 2026 280 NEW $91K 0.25% EC
Rollins Inc 775711104 11,290 SOLD $0.7M
Rockwell Automation, Inc. 773903109 1,600 SOLD $0.7M
Salesforce Inc. 79466L302 3,050 SOLD $0.6M
Bank of America Corp. 060505104 11,800 SOLD $0.6M
Carvana Co 146869102 1,755 SOLD $0.6M
QUALCOMM Inc. 747525103 3,200 SOLD $0.5M
Netflix, Inc. 64110L106 4,250 SOLD $0.4M
Las Vegas Sands Corp 517834107 6,680 SOLD $0.4M
Atlassian Corporation 049468101 5,040 SOLD $0.4M
Exelixis, Inc. 30161Q104 8,376 SOLD $0.4M
Halozyme Therapeutics Inc 40637H109 3,080 SOLD $0.2M
Palo Alto Networks Inc 697435105 1,270 SOLD $0.2M
Uber Technologies Inc 90353T100 2,300 SOLD $0.2M
Datadog Inc 23804L103 1,360 SOLD $0.2M