Sargent Investment Group
$832M 13F equity value
289 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sargent Investment Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 648,966 | $64M | 7.8% |
| AAPL | APPLE INC | 181,413 | $52M | 6.3% |
| PLTR | PALANTIR TECHNOLOGIES INC | 383,906 | $45M | 5.4% |
| SPYG | SPDR SERIES TRUST | 286,828 | $34M | 4.1% |
| MSFT | MICROSOFT CORP | 60,572 | $23M | 2.7% |
| GOOGL | ALPHABET INC | 58,741 | $21M | 2.5% |
| UITB | VICTORY PORTFOLIOS II | 405,609 | $19M | 2.3% |
| AMZN | AMAZON COM INC | 75,602 | $18M | 2.2% |
| NVDA | NVIDIA CORPORATION | 83,744 | $17M | 2.0% |
| IRM | IRON MTN INC DEL | 131,883 | $17M | 2.0% |
Track Sargent Investment Group's 13F portfolio: $832M in reported holdings, 289 positions. Top holdings and quarterly changes on SentiSense.
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