Sargent Investment Group, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$797.2M

Holdings

261

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
101
MDTMEDTRONIC PLC
13,537$1.3M0.16%
102
MUMICRON TECHNOLOGY INC
4,524$1.3M0.16%
103
MOALTRIA GROUP INC
22,099$1.3M0.16%
104
VEAVANGUARD TAX-MANAGED FDS
20,375$1.3M0.16%
105
VBVANGUARD INDEX FDS
4,651$1.2M0.15%
106
GILDGILEAD SCIENCES INC
9,591$1.2M0.15%
107
FTGCFIRST TR EXCHANGE TRAD FD VI
48,804$1.1M0.14%
108
INTUINTUIT
1,707$1.1M0.14%
109
GLWCORNING INC
12,675$1.1M0.14%
110
MDWDMEDIWOUND LTD
59,926$1.1M0.14%
111
PSTGPURE STORAGE INC
16,027$1.1M0.13%
112
SNOWSNOWFLAKE INC
4,862$1.1M0.13%
113
IWVISHARES TR
2,749$1.1M0.13%
114
SOXXISHARES TR
3,450$1.0M0.13%
115
FDNFIRST TR EXCHANGE-TRADED FD
3,808$1.0M0.13%
116
CRMSALESFORCE INC
3,844$1.0M0.13%
117
ACHRARCHER AVIATION INC
135,480$1.0M0.13%
118
GSGOLDMAN SACHS GROUP INC
1,125$988K0.12%
119
VNQVANGUARD INDEX FDS
11,022$975K0.12%
120
SYYSYSCO CORP
12,752$939K0.12%
121
MLB1MERCADOLIBRE INC
456$918K0.12%
122
IDXXIDEXX LABS INC
1,325$896K0.11%
123
AMEAMETEK INC
4,231$868K0.11%
124
JAAAJANUS DETROIT STR TR
17,140$866K0.11%
125
REGREGENCY CTRS CORP
12,513$863K0.11%
126
VLTOVERALTO CORP
8,630$861K0.11%
127
UNPUNION PAC CORP
3,665$847K0.11%
128
SPYSPDR S&P 500 ETF TR
1,220$831K0.10%
129
EPDENTERPRISE PRODS PARTNERS L
25,618$821K0.10%
130
ICEINTERCONTINENTAL EXCHANGE IN
4,936$799K0.10%
131
SPGSIMON PPTY GROUP INC NEW
3,998$739K0.09%
132
APAAPA CORPORATION
28,940$707K0.09%
133
SBUXSTARBUCKS CORP
8,182$689K0.09%
134
PGRPROGRESSIVE CORP
3,024$688K0.09%
135
PODDINSULET CORP
2,370$673K0.08%
136
TJXTJX COS INC NEW
4,324$664K0.08%
137
IYFISHARES TR
5,130$661K0.08%
138
ROSTROSS STORES INC
3,672$661K0.08%
139
BFSSAUL CTRS INC
20,351$641K0.08%
140
FVDFIRST TR EXCHANGE-TRADED FD
13,705$631K0.08%
141
FFORD MTR CO
47,610$624K0.08%
142
VOVANGUARD INDEX FDS
2,133$619K0.08%
143
TSLXSIXTH STREET SPECIALTY LENDI
28,400$616K0.08%
144
ADIANALOG DEVICES INC
2,233$605K0.08%
145
4I1PHILIP MORRIS INTL INC
3,756$602K0.08%
146
IVOOVANGUARD ADMIRAL FDS INC
5,362$599K0.08%
147
CSCOCISCO SYS INC
7,511$578K0.07%
148
BBAIBIGBEAR AI HLDGS INC
107,150$578K0.07%
149
XBISPDR SERIES TRUST
4,670$569K0.07%
150
ZTSZOETIS INC
4,406$554K0.07%
151
CCLCARNIVAL CORP
17,814$544K0.07%
152
TRTOOTSIE ROLL INDS INC
14,576$533K0.07%
153
FAIFIRST TR EXCHANGE TRADED FD
8,470$532K0.07%
154
APHAMPHENOL CORP NEW
3,800$513K0.06%
155
EZMWISDOMTREE TR
7,575$506K0.06%
156
ADBEADOBE INC
1,442$504K0.06%
157
LMTLOCKHEED MARTIN CORP
1,041$503K0.06%
158
FCXFREEPORT-MCMORAN INC
9,896$502K0.06%
159
SPEUSPDR INDEX SHS FDS
9,526$496K0.06%
160
URIUNITED RENTALS INC
614$496K0.06%
161
FEXFIRST TR EXCHANGE-TRADED ALP
4,165$494K0.06%
162
NFLXNETFLIX INC
5,240$491K0.06%
163
ULTAULTA BEAUTY INC
805$487K0.06%
164
SHOPSHOPIFY INC
2,970$478K0.06%
165
FXLFIRST TR EXCHANGE TRADED FD
2,795$470K0.06%
166
UTFCOHEN & STEERS INFRASTRUCTUR
19,085$460K0.06%
167
ECLECOLAB INC
1,741$457K0.06%
168
NDQINVESCO QQQ TR
731$449K0.06%
169
DEDEERE & CO
957$445K0.06%
170
TMOTHERMO FISHER SCIENTIFIC INC
755$437K0.05%
171
CNRCANADIAN NATL RY CO
4,290$424K0.05%
172
OKEONEOK INC NEW
5,708$419K0.05%
173
AMGNAMGEN INC
1,282$419K0.05%
174
AMATAPPLIED MATLS INC
1,629$418K0.05%
175
ERIIENERGY RECOVERY INC
30,990$418K0.05%
176
AONAON PLC
1,181$416K0.05%
177
ITWILLINOIS TOOL WKS INC
1,689$416K0.05%
178
DISDISNEY WALT CO
3,621$411K0.05%
179
LEUCENTRUS ENERGY CORP
1,685$409K0.05%
180
MMM3M CO
2,517$402K0.05%
181
LMBSFIRST TR EXCHANGE-TRADED FD
8,035$401K0.05%
182
ASPNASPEN AEROGELS INC
141,607$400K0.05%
183
WFCWELLS FARGO CO NEW
4,260$397K0.05%
184
CTSOCYTOSORBENTS CORP
612,000$391K0.05%
185
DC4DEXCOM INC
5,810$385K0.05%
186
CPCANADIAN PACIFIC KANSAS CITY
5,004$368K0.05%
187
ATOMATOMERA INC
166,050$366K0.05%
188
VUGVANGUARD INDEX FDS
729$355K0.04%
189
NNNNNN REIT INC
8,980$355K0.04%
190
CVSCVS HEALTH CORP
4,462$354K0.04%
191
ADPAUTOMATIC DATA PROCESSING IN
1,351$347K0.04%
192
IVWISHARES TR
2,790$343K0.04%
193
WULFTERAWULF INC
29,535$339K0.04%
194
SYKSTRYKER CORPORATION
959$337K0.04%
195
FRFIRST INDL RLTY TR INC
5,864$335K0.04%
196
XGDVXGABELLI DIVID & INCOME TR
12,000$333K0.04%
197
FXOFIRST TR EXCHANGE TRADED FD
5,500$331K0.04%
198
HIIHUNTINGTON INGALLS INDS INC
947$322K0.04%
199
FISVFISERV INC
4,750$319K0.04%
200
IVEISHARES TR
1,501$318K0.04%
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