Sargent Investment Group, LLC

Q3 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    121

  • Value ($000)

    $701,710

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$88.74M
13 %

486,465

K
KRE

SPDR SERIES TRUST

BLOOMBERG 3-12 M
78468R523
$52.06M
7 %

523,136

A
AAPL

APPLE INC

COM
037833100
$46.04M
7 %

180,800

M
MSFT

MICROSOFT CORP

COM
594918104
$28.92M
4 %

55,828

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$21.55M
3 %

206,190

C
CG

CARLYLE GROUP INC

COM
14316J108
$19.28M
3 %

307,467

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$17.91M
3 %

376,975

B
BX

BLACKSTONE INC

COM
09260D107
$16.55M
2 %

96,881

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$16.20M
2 %

57,411

C
CIBR

FIRST TR EXCHANGE TRADED FD

NASDAQ CYB ETF
33734X846
$14.95M
2 %

196,676

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