Sargent Investment Group, LLC - Portfolio Stock Holdings
Sargent Investment Group, LLC disclosed 286 stock positions in a recent SEC 13F filing. $828,817,014 of stock holdings were filed, with the largest holdings including BILS, AAPL, and PLTR. This filing represented positions held on June 30, 2026, and was filed on Aug. 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:
June 30, 2026No. of Stocks:
286Est. Stock Holding Value:
$828,817,014Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Sargent Investment Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...