Sargent Investment Group, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$701.7M

Holdings

121

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (121 positions)

StockValue
PLTRPALANTIR TECHNOLOGIES INC
$88.7M
BILSSPDR SERIES TRUST
$52.1M
AAPLAPPLE INC
$46.0M
MSFTMICROSOFT CORP
$28.9M
SPYGSPDR SERIES TRUST
$21.5M
CGCARLYLE GROUP INC
$19.3M
UITBVICTORY PORTFOLIOS II
$17.9M
BXBLACKSTONE INC
$16.6M
IBMINTERNATIONAL BUSINESS MACHS
$16.2M
CIBRFIRST TR EXCHANGE TRADED FD
$14.9M
AMZNAMAZON COM INC
$14.8M
SPYVSPDR SERIES TRUST
$14.5M
FTCSFIRST TR EXCHANGE-TRADED FD
$14.5M
NVDANVIDIA CORPORATION
$14.4M
IRMIRON MTN INC DEL
$14.0M
GOOGLALPHABET INC
$13.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$11.6M
JPMJPMORGAN CHASE & CO.
$11.3M
ABBVABBVIE INC
$10.1M
OLEDUNIVERSAL DISPLAY CORP
$9.1M
WMTWALMART INC
$9.1M
MAMASTERCARD INCORPORATED
$8.7M
BILSPDR SERIES TRUST
$8.4M
EX9EXELIXIS INC
$8.0M
GOOGALPHABET INC
$7.1M
CTLPCANTALOUPE INC
$6.7M
TSLATESLA INC
$6.3M
ARCCARES CAPITAL CORP
$5.9M
STWDSTARWOOD PPTY TR INC
$5.5M
BACBANK AMERICA CORP
$5.5M
QCOMQUALCOMM INC
$5.4M
METAMETA PLATFORMS INC
$5.2M
VTEBVANGUARD MUN BD FDS
$5.0M
LLYELI LILLY & CO
$5.0M
COSTCOSTCO WHSL CORP NEW
$5.0M
AVGOBROADCOM INC
$4.9M
CVXCHEVRON CORP NEW
$4.9M
GEGE AEROSPACE
$4.7M
JNJJOHNSON & JOHNSON
$4.6M
ROLROLLINS INC
$4.2M
ABTABBOTT LABS
$4.1M
HDHOME DEPOT INC
$4.1M
AXPAMERICAN EXPRESS CO
$4.0M
UBERUBER TECHNOLOGIES INC
$3.9M
VRTVERTIV HOLDINGS CO
$3.8M
ORCLORACLE CORP
$3.6M
DUKDUKE ENERGY CORP NEW
$3.5M
KMIKINDER MORGAN INC DEL
$3.5M
FSVFIRSTSERVICE CORP NEW
$3.5M
KOCOCA COLA CO
$3.5M
CARRCARRIER GLOBAL CORPORATION
$3.4M
CATCATERPILLAR INC
$3.4M
JPSTJ P MORGAN EXCHANGE TRADED F
$3.3M
DHRDANAHER CORPORATION
$2.9M
COPCONOCOPHILLIPS
$2.9M
SOSOUTHERN CO
$2.6M
TEVATEVA PHARMACEUTICAL INDS LTD
$2.6M
SLBSCHLUMBERGER LTD
$2.6M
JMSTJ P MORGAN EXCHANGE TRADED F
$2.6M
XPOXPO INC
$2.5M
GEVGE VERNOVA INC
$2.4M
EVREVERCORE INC
$2.4M
MITKMITEK SYS INC
$2.3M
FDLFIRST TR EXCHANGE-TRADED FD
$2.2M
MRKMERCK & CO INC
$2.2M
LINLINDE PLC
$2.2M
XOMEXXON MOBIL CORP
$2.1M
HONHONEYWELL INTL INC
$2.1M
EMREMERSON ELEC CO
$2.0M
PULSPGIM ETF TR
$1.9M
PGPROCTER AND GAMBLE CO
$1.9M
GLDMWORLD GOLD TR
$1.9M
AMDADVANCED MICRO DEVICES INC
$1.8M
ROBTFIRST TR EXCHANGE TRADED FD
$1.8M
FRTYTHE ALGER ETF TRUST
$1.7M
TAT&T INC
$1.7M
MOALTRIA GROUP INC
$1.7M
RQICOHEN & STEERS QUALITY INCOM
$1.6M
PEOEXELON CORP
$1.5M
PEPPEPSICO INC
$1.5M
WPMWHEATON PRECIOUS METALS CORP
$1.5M
ACHRARCHER AVIATION INC
$1.4M
MRVLMARVELL TECHNOLOGY INC
$1.4M
PSTGPURE STORAGE INC
$1.3M
ASPNASPEN AEROGELS INC
$1.3M
FTGCFIRST TR EXCHANGE TRAD FD VI
$1.3M
GILDGILEAD SCIENCES INC
$1.3M
MDTMEDTRONIC PLC
$1.2M
BMYBRISTOL-MYERS SQUIBB CO
$1.2M
SYYSYSCO CORP
$1.1M
MDWDMEDIWOUND LTD
$1.1M
BBAIBIGBEAR AI HLDGS INC
$1.0M
JAAAJANUS DETROIT STR TR
$849K
EPDENTERPRISE PRODS PARTNERS L
$797K
BFSSAUL CTRS INC
$741K
FVDFIRST TR EXCHANGE-TRADED FD
$739K
ATOMATOMERA INC
$722K
APAAPA CORPORATION
$702K
CTSOCYTOSORBENTS CORP
$690K
ERIIENERGY RECOVERY INC
$672K
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