SAR
Saratoga Investment Corp.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Largest filed tie
0
filed ties
—
Saratoga Investment Corp.
13.61
No N-PORT holders.
Expected move
No implied move.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Lido AdvisorsLido | $4.0M | 9.16% | −8.85% | |
| 2 | Private Advisor GroupPrivate Advisor | $3.3M | 7.40% | −11.18% | |
| 3 | Legal & General GroupLegal & General | $3.2M | 7.14% | +14.88% | |
| 4 | Hennion & Walsh Asset ManagementHennion & Walsh | $2.8M | 6.41% | −7.72% | |
| 5 | Advisors Asset ManagementAdvisors | $2.7M | 6.14% | +14.08% | |
| 6 | International Assets Investment ManagementInternational Assets | $2.6M | 5.92% | +40.78% | |
| 7 | LPL FinancialLPL Financial | $2.5M | 5.65% | −1.83% | |
| 8 | Wells FargoWells Fargo | $1.9M | 4.29% | −0.22% | |
| 9 | Citadel AdvisorsCitadel | $1.6M | 3.53% | +11.67% | |
| 10 | Ethos Financial GroupEthos Financial | $1.3M | 2.85% | +6.98% | |
| 11 | Janney Montgomery ScottJanney Montgomery Scott | $1.3M | 2.84% | +447.55% | |
| 12 | Susquehanna International GroupSusquehanna International | $1.2M | 2.79% | −16.34% | |
| 13 | BlackRockBlackRockindex-like | $1.2M | 2.69% | −2.45% | |
| 14 | Raymond James FinancialRaymond James Financial | $1.1M | 2.48% | +1.42% | |
| 15 | Wealthcare Advisory PartnersWealthcare Advisory Partners | $1.1M | 2.48% | −2.83% | |
| 16 | Palogic Value ManagementPalogic Value | $1.0M | 2.36% | 0.00% | |
| 17 | Next Level PrivateNext Level Private | $971,087 | 2.20% | 0.00% | |
| 18 | Morgan StanleyMorgan Stanley | $930,617 | 2.11% | +47.47% | |
| 19 | Jane Street GroupJane Street | $874,552 | 1.98% | new | |
| 20 | JB Capital PartnersJB Capital Partners | $737,188 | 1.67% | 0.00% | |
| 21 | Colony GroupColony | $701,448 | 1.59% | +13.47% | |
| 22 | Focus Financial NetworkFocus Financial Network | $562,620 | 1.27% | +19.09% | |
| 23 | XTX TopcoXTX Topco | $556,389 | 1.26% | +147.44% | |
| 24 | Cambridge Investment Research AdvisorsCambridge Investment Research | $518,000 | 1.17% | −3.24% | |
| 25 | Cetera Investment AdvisersCetera Investment | $513,146 | 1.16% | +3.14% |
60 managers report $44.2M of Saratoga Investment on form 13F for the quarter ended Jun 30 '26. 19 of them hold 80% of it; Lido is largest at 9.16%.