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Sargent Investment Group, LLC

Q4 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    262

  • Value ($000)

    $797,212

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$76.52M
10 %

430,492

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R523
$55.34M
7 %

557,760

A
AAPL

APPLE INC

COM
037833100
$48.19M
6 %

177,255

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$31.75M
4 %

297,599

M
MSFT

MICROSOFT CORP

COM
594918104
$27.15M
3 %

56,139

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$19.05M
2 %

402,182

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.19M
2 %

58,121

C
CG

CARLYLE GROUP INC

COM
14316J108
$18.03M
2 %

305,087

A
AMZN

AMAZON COM INC

COM
023135106
$16.38M
2 %

70,947

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$16.24M
2 %

54,810

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