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Saratoga Technology & Communication Portfolio (STPAX) is an MF managed by Independent / Boutique. Its largest position is Alphabet Inc. (GOOG), representing 9.90% of fund assets.

Saratoga Technology & Communication Portfolio Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
STPAX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Feb 28, 2026
Filing Date:
Apr 28, 2026
Showing 26 out of 26 holdings
Holding Weight Market Value Shares
-
Alphabet Inc.
9.90% $3,743,388.60 12,020
-
KLA CORP
8.40% $3,177,162.20 2,084
-
NVIDIA CORP
7.46% $2,819,092.90 15,910
-
AMAZON COM INC
6.50% $2,457,000.00 11,700
-
VISA INC.
6.22% $2,353,029.00 7,350
-
CISCO SYSTEMS, INC.
6.10% $2,304,340.00 29,000
-
MICROSOFT CORP
5.97% $2,255,113.08 5,742
-
Broadcom Inc.
5.49% $2,077,075.00 6,500
-
Meta Platforms, Inc.
5.14% $1,943,243.64 2,998
-
Apple Inc.
4.73% $1,787,970.24 6,768
-
Mastercard Inc
4.43% $1,673,691.56 3,236
-
SYNOPSYS INC
3.50% $1,324,800.00 3,200
-
Salesforce, Inc.
3.41% $1,289,509.80 6,620
-
AMDOCS LTD
3.29% $1,242,789.00 17,805
-
ORACLE CORP
2.85% $1,077,995.60 7,414
-
KULICKE & SOFFA INDUSTRIES INC
2.26% $855,743.28 12,274
-
APPLIED INDUSTRIAL TECHNOLOGIES INC
2.24% $847,740.00 3,000
-
ADOBE INC.
2.22% $839,712.00 3,200
-
CrowdStrike Holdings, Inc.
2.07% $781,158.00 2,100
-
AKAMAI TECHNOLOGIES INC
1.82% $688,730.00 7,000
-
EBAY INC
1.50% $565,512.64 6,224
-
JACK HENRY & ASSOCIATES INC
1.45% $549,114.80 3,380
-
VEEVA SYSTEMS INC
1.41% $532,379.25 2,925
-
ROCKWELL AUTOMATION, INC
1.40% $529,685.00 1,300
-
DREYFUS INSTL RESV
0.50% $187,880.20 187,880
-
APPLIED MATERIALS INC /DE
0.00% $0.00 0
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