Sargent Investment Group, LLC - Portfolio Stock Holdings
Sargent Investment Group, LLC disclosed 274 stock positions in a recent SEC 13F filing. $750,932,826 of stock holdings were filed, with the largest holdings including PLTR, BILS, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.We estimate the fund has a total AUM of $1,475,799,413 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
274Est. Stock Holding Value:
$750,932,826Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sargent Investment Group, LLC
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Portfolio Options Holdings - Sargent Investment Group, LLC
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