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)

#StockSharesValue% PortfolioType
101
TSLXSIXTH STREET SPECIALTY LENDI
28,400$649K0.09%
102
FFORD MTR CO
52,720$630K0.09%
103
SPEUSPDR INDEX SHS FDS
10,435$519K0.07%
104
CCLCARNIVAL CORP
16,404$474K0.07%
105
UTFCOHEN & STEERS INFRASTRUCTUR
19,085$473K0.07%
106
FCXFREEPORT-MCMORAN INC
11,976$469K0.07%
107
NAGENIAGEN BIOSCIENCE INC
35,002$326K0.05%
108
XGDVXGABELLI DIVID & INCOME TR
12,000$325K0.05%
109
WULFTERAWULF INC
27,750$316K0.05%
110
MATMATTEL INC
14,735$247K0.04%
111
SMMTSUMMIT THERAPEUTICS INC
10,000$206K0.03%
112
CREXCREATIVE REALITIES INC
80,500$184K0.03%
113
DBRGDIGITALBRIDGE GROUP INC
14,815$173K0.02%
114
XFOFXCOHEN & STEERS CLOSED-END OP
10,085$131K0.02%
115
THWABRDN WORLD HEALTHCARE FUND
10,000$126K0.02%
116
CXCEMEX SAB DE CV
11,000$98K0.01%
117
RIGTRANSOCEAN LTD
22,500$70K0.01%
118
MTNBMATINAS BIOPHARMA HLDGS INC
36,620$69K0.01%
119
LUCDLUCID DIAGNOSTICS INC
54,030$54K0.01%
120
OPTTOCEAN PWR TECHNOLOGIES INC
44,000$22K0.00%
121
UTF-RCOHEN & STEERS INFRASTRUCTUR
19,085$1K0.00%
PreviousPage 2 of 2