Sargent Investment Group, LLC
Q3 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
121
- Value ($000)
$701,710
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001766157
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $88.74 M | 13 % | 486,465 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 | $52.06 M | 7 % | 523,136 | ||
AAPL APPLE INC | COM | 037833100 | $46.04 M | 7 % | 180,800 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $28.92 M | 4 % | 55,828 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $21.55 M | 3 % | 206,190 | ||
CG CARLYLE GROUP INC | COM | 14316J108 | $19.28 M | 3 % | 307,467 | ||
UITB VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 | $17.91 M | 3 % | 376,975 | ||
BX BLACKSTONE INC | COM | 09260D107 | $16.55 M | 2 % | 96,881 | ||
IBM INTERNATIONAL BUSINESS MACHS | COM | 459200101 | $16.20 M | 2 % | 57,411 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $14.95 M | 2 % | 196,676 |
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