# Saratoga Mid Capitalization Portfolio

Saratoga Mid Capitalization Portfolio is a registered fund series of SARATOGA ADVANTAGE TRUST (series S000010885). Net assets $11.2M as of 2026-05-31.

## Profile

- Series ID: S000010885
- Registrant: SARATOGA ADVANTAGE TRUST
- LEI: 549300KZLUYNC6EKP264
- Net assets: $11.2M
- Total assets: $11.4M
- As of: 2026-05-31

## Advisers

- [Vaughn Nelson Investment Management (Subadvisor)](https://search.stillhousedata.com/firm/106975)
- [Saratoga Capital Management, LLC (Advisor)](https://search.stillhousedata.com/firm/112021)

## Top holdings (62 reported)

_Showing 15 of 62 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [MARVELL TECHNOLOGY INC](https://search.stillhousedata.com/security/573874104) | — | $427K | 380.59% |
| [BURLINGTON STORES INC](https://search.stillhousedata.com/security/122017106) | — | $421K | 374.86% |
| [HUBBELL INC](https://search.stillhousedata.com/security/443510607) | — | $391K | 347.92% |
| [SANDISK CORP](https://search.stillhousedata.com/security/80004C200) | — | $380K | 338.08% |
| [EVERGY INC](https://search.stillhousedata.com/security/30034W106) | — | $363K | 323.25% |
| [ALLIANT ENERGY CORP](https://search.stillhousedata.com/security/018802108) | — | $358K | 318.82% |
| [WEC ENERGY GROUP INC](https://search.stillhousedata.com/security/92939U106) | — | $345K | 307.03% |
| [CMS ENERGY CORP](https://search.stillhousedata.com/security/125896100) | — | $340K | 302.42% |
| [CURTISS-WRIGHT CORP](https://search.stillhousedata.com/security/231561101) | — | $314K | 279.59% |
| [MONOLITHIC POWER SYSTEMS INC](https://search.stillhousedata.com/security/609839105) | — | $313K | 278.92% |
| [REPUBLIC SERVICES INC](https://search.stillhousedata.com/security/760759100) | — | $271K | 240.95% |
| [HOWMET AEROSPACE INC](https://search.stillhousedata.com/security/443201108) | — | $267K | 238.00% |
| [SANMINA CORP](https://search.stillhousedata.com/security/801056102) | — | $253K | 225.49% |
| [VULCAN MATERIALS COMPANY](https://search.stillhousedata.com/security/929160109) | — | $249K | 221.69% |
| [ARCOSA INC](https://search.stillhousedata.com/security/039653100) | — | $245K | 217.83% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $11.2M |
| 2026-02-28 | $11.4M |
| 2025-11-30 | $10.7M |
| 2025-08-31 | $10.7M |
| 2025-05-31 | $10.4M |
| 2025-02-28 | $11.7M |
| 2024-11-30 | $14.2M |
| 2024-08-31 | $12.7M |

## More

- [Registrant: SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/registrant/924628)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000010885.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.