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Sargent Investment Group, LLC

Q1 2026 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    269

  • Value ($000)

    $759,174

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0001766157
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$60.7M
8 %

414,989

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R523
$54.73M
7 %

550,393

A
AAPL

APPLE INC

COM
037833100
$44.8M
6 %

176,511

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$28.9M
4 %

295,164

M
MSFT

MICROSOFT CORP

COM
594918104
$22.23M
3 %

60,061

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$19.05M
3 %

405,265

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$16.63M
2 %

57,837

A
AMZN

AMAZON COM INC

COM
023135106
$15.67M
2 %

75,250

C
CG

CARLYLE GROUP INC

COM
14316J108
$14.7M
2 %

303,683

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.48M
2 %

83,047

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