Sargent Investment Group, LLC: 13F holdings

CIK 17661572026Q2

Positions279
Reported value$831.6m
Filed2026-08-11

Top 10 holdings

SecuritySharesValueWeight
SPDR SERIES TRUST648,966$64.5m7.8%
AAPL APPLE INC181,413$52.5m6.3%
PLTR PALANTIR TECHNOLOGIES INC383,906$44.8m5.4%
SPYG SPDR SERIES TRUST286,828$34.1m4.1%
MSFT MICROSOFT CORP60,572$22.6m2.7%
GOOGL ALPHABET INC58,741$21.0m2.5%
UITB VICTORY PORTFOLIOS II405,609$19.0m2.3%
AMZN AMAZON COM INC75,602$18.0m2.2%
NVDA NVIDIA CORPORATION83,744$16.8m2.0%
IRM IRON MTN INC DEL131,883$16.7m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1766157")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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