Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sargent Investment Group, Llc > Profile

Instuitional Investor - Sargent Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Sargent Investment Group, Llc
Portfolio Value $739,596,315
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Palantir Technologies Inc.
 PLTR 500,715 $89,898,371 12.16%
2.
Spdr Series Trust
 600,218 $59,547,671 8.05%
3.
Apple Inc.
 AAPL 180,869 $38,570,400 5.22%
4.
Microsoft Corp
 MSFT 55,247 $29,001,381 3.92%
5.
Spdr Series Trust
 210,279 $20,819,690 2.82%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)