account_balance

Investment manager · 13F filer · SEC CIK 1766157

Sargent Investment Group, LLC

Reported value$867Mas of Sep 30, 2026
Positions279 24 new, 24 sold out
Top 10 weight40.5%PLTR alone is 8%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PLTR Palantir Technologies Inc. 8.2% Held
BILS SPDR Series Trust 7.1% Trimmed −5%
AAPL Apple Inc. 7.0% Held
SPYG SPDR Series Trust 3.9% Trimmed −3%
MSFT Microsoft Corp 3.6% HeldNVDA NVIDIA Corp 2.2% HeldGOOGL Alphabet Inc. 2.2% Trimmed −5%AMZN Amazon.com Inc 2.2% Held
CIBR First Tr Exchange-Traded Fd 2.1% Held
UITB Victory Portfolios II 2.0% Trimmed −5%
SPYV SPDR Series Trust 1.9% Added +6%
IRM Iron Mountain Inc 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • VEA $1.73M
  • VEU $1.59M
  • NSC $1.55M
  • VB $1.41M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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