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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 $626,170,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 580,919 $57,795,585 9.23%
2.
Palantir Technologies Inc.
 PLTR 561,445 $47,385,958 7.57%
3.
Apple Inc.
 AAPL 181,804 $40,384,211 6.45%
4.
Microsoft Corp
 MSFT 54,169 $20,334,516 3.25%
5.
Spdr Series Trust
 218,442 $17,556,200 2.8%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)