MondegarAI
Sargent Investment Group, LLC

Q2 2024 · 13F-HR

Sargent Investment Group, LLCholdings as filed

Filed 2024-08-09 · accession 0001951757-24-000715

$490.2M
Reported value
220
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$48.3M9.85%486,001CommonNONE
037833100AAPLAPPLE INC$33.0M6.73%156,562CommonNONE
594918104MSFTMICROSOFT CORP$21.0M4.28%46,899CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$13.9M2.83%547,164CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$13.4M2.73%63,677CommonNONE
78464A409SPYGSPDR SER TR$13.0M2.65%162,303CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$12.3M2.50%145,833CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$12.1M2.46%213,971CommonNONE
46284V101IRMIRON MTN INC DEL$11.3M2.31%126,360CommonNONE
14316J108CGCARLYLE GROUP INC$11.2M2.29%279,953CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$10.7M2.18%61,904CommonNONE
09260D107BXBLACKSTONE INC$10.6M2.16%85,641CommonNONE
138103106UTE0CANTALOUPE INC$10.2M2.09%1,551,043CommonNONE
023135106AMZNAMAZON COM INC$9.3M1.90%48,304CommonNONE
78464A508SPYVSPDR SER TR$8.5M1.73%174,363CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.3M1.69%20,309CommonNONE
00287Y109ABBVABBVIE INC$7.8M1.60%45,692CommonNONE
78468R663BILSPDR SER TR$7.8M1.58%84,514CommonNONE
04523Y105ASPNASPEN AEROGELS INC$7.6M1.54%317,539CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$7.5M1.53%163,257CommonNONE
02079K305GOOGLALPHABET INC$6.9M1.41%37,818CommonNONE
02079K107GOOGALPHABET INC$5.6M1.15%30,654CommonNONE
04010L103ARCCARES CAPITAL CORP$5.5M1.13%266,250CommonNONE
30161Q104EXELEXELIXIS INC$5.5M1.11%242,895CommonNONE
67066G104NVDANVIDIA CORPORATION$4.9M1.00%39,705CommonNONE
931142103WMTWALMART INC$4.8M0.98%71,203CommonNONE
002824100ABTABBOTT LABS$4.7M0.97%45,586CommonNONE
747525103QCOMQUALCOMM INC$4.3M0.88%21,676CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.3M0.87%21,086CommonNONE
05368M106PPHMEURAVID BIOSERVICES INC$4.3M0.87%595,980CommonNONE
29270J100ERIIENERGY RECOVERY INC$4.2M0.85%313,779CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.9M0.79%8,751CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$3.7M0.76%197,510CommonNONE
33767E202FSVFIRSTSERVICE CORP NEW$3.6M0.73%23,553CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$3.5M0.72%148,007CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.3M0.67%3,891CommonNONE
606710200MITKMITEK SYS INC$3.2M0.65%285,080CommonNONE
478160104JNJJOHNSON & JOHNSON$3.2M0.65%21,779CommonNONE
235851102DHRDANAHER CORPORATION$2.8M0.57%11,252CommonNONE
166764100CVXCHEVRON CORP NEW$2.7M0.54%16,983CommonNONE
30231G102XOMEXXON MOBIL CORP$2.6M0.54%22,859CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.6M0.53%51,269CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2.6M0.53%41,014CommonNONE
369604301GEGE AEROSPACE$2.5M0.50%15,466CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.5M0.50%64,777CommonNONE
437076102HDHOME DEPOT INC$2.4M0.49%7,033CommonNONE
345370860FFORD MTR CO DEL$2.4M0.48%188,260CommonNONE
19247L106RQICOHEN & STEERS QUALITY INCOM$2.3M0.47%198,680CommonNONE
532457108LLYELI LILLY & CO$2.3M0.47%2,563CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.42%52,308CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.0M0.42%12,369CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.0M0.41%122,580CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.40%3,868CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.0M0.40%8,504CommonNONE
G54950103LINLINDE PLC$1.9M0.40%4,443CommonNONE
291011104EMREMERSON ELEC CO$1.9M0.39%17,309CommonNONE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$1.9M0.38%44,455CommonNONE
69344A107PULSPGIM ETF TR$1.9M0.38%37,500CommonNONE
M68830112MDWDMEDIWOUND LTD$1.8M0.38%118,551CommonNONE
68389X105ORCLORACLE CORP$1.8M0.36%12,655CommonNONE
149123101CATCATERPILLAR INC$1.8M0.36%5,329CommonNONE
58933Y105MRKMERCK & CO INC$1.7M0.36%14,085CommonNONE
31428X106FDXFEDEX CORP$1.7M0.35%5,788CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.7M0.34%85,094CommonNONE
98421M106XRXXEROX HOLDINGS CORP$1.6M0.33%138,795CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.6M0.33%7,775CommonNONE
262037104DRQEURDRIL-QUIP INC$1.6M0.32%85,648CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.5M0.30%3,407CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$1.3M0.27%59,785CommonNONE
22530J309CREXCREATIVE REALITIES INC$1.3M0.27%284,400CommonNONE
464287523SOXXISHARES TR$1.3M0.26%5,250CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.26%4,958CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.3M0.26%5,250CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.2M0.25%2CommonNONE
20825C104COPCONOCOPHILLIPS$1.2M0.25%10,548CommonNONE
015564107FRTYTHE ALGER ETF TRUST$1.2M0.24%72,177CommonNONE
461202103INTUINTUIT$1.1M0.23%1,717CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$1.1M0.23%21,302CommonNONE
88160R101TSLATESLA INC$1.1M0.23%5,611CommonNONE
983793100XPOXPO INC$1.0M0.21%9,545CommonNONE
23283X206CTSOCYTOSORBENTS CORP$1.0M0.21%1,433,500CommonNONE
30303M102METAMETA PLATFORMS INC$944,9080.19%1,874CommonNONE
713448108PEPPEPSICO INC$924,4330.19%5,605CommonNONE
577081102MATMATTEL INC$922,2670.19%56,720CommonNONE
00724F101ADBEADOBE INC$903,3080.18%1,626CommonNONE
14040H105COFCAPITAL ONE FINL CORP$893,8330.18%6,456CommonNONE
27616P103EASTERLY GOVT PPTYS INC$887,1150.18%71,715CommonNONE
98149E303GLDMWORLD GOLD TR$883,8220.18%19,176CommonNONE
922907746VTEBVANGUARD MUN BD FDS$874,7200.18%17,456CommonNONE
03945R102ACHRARCHER AVIATION INC$838,2180.17%238,130CommonNONE
907818108UNPUNION PAC CORP$833,5420.17%3,684CommonNONE
88339J105TTDTHE TRADE DESK INC$826,2880.17%8,460CommonNONE
03743Q108APAAPA CORPORATION$825,3500.17%28,035CommonNONE
58733R102MELIMERCADOLIBRE INC$820,0570.17%499CommonNONE
92826C839VVISA INC$819,1690.17%3,121CommonNONE
98978V103ZTSZOETIS INC$801,9630.16%4,626CommonNONE
88080T104WULFTERAWULF INC$801,0000.16%180,000CommonNONE
17888H103CIVICIVITAS RESOURCES INC$771,8340.16%11,186CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$733,4590.15%17,999CommonNONE
337738108FISVFISERV INC$684,8390.14%4,595CommonNONE
36828A101GEVGE VERNOVA INC$662,2860.14%3,862CommonNONE
743315103PGRPROGRESSIVE CORP$645,9780.13%3,110CommonNONE
750102105RXTRACKSPACE TECHNOLOGY INC$640,9980.13%215,100CommonNONE
929160109VMCVULCAN MATLS CO$630,6520.13%2,536CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$621,5270.13%12,935CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$620,3170.13%21,405CommonNONE
855244109SBUXSTARBUCKS CORP$613,8470.13%7,885CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$606,3400.12%28,400CommonNONE
150185106CEDAR FAIR L P$605,1870.12%11,135CommonNONE
11135F101AVGOBROADCOM INC$602,0740.12%375CommonNONE
87612E106TGTTARGET CORP$582,8330.12%3,937CommonNONE
86627T108SMMTSUMMIT THERAPEUTICS INC$561,6000.11%72,000CommonNONE
872540109TJXTJX COS INC NEW$559,0880.11%5,078CommonNONE
576810105MTNBEURMATINAS BIOPHARMA HLDGS INC$552,7840.11%3,492,000CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$552,2830.11%1,221CommonNONE
254687106DISDISNEY WALT CO$518,8900.11%5,226CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$509,5020.10%3,141CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$509,2630.10%2,930CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$496,6690.10%8,673CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$490,6170.10%10,095CommonNONE
143658300CCL1EURCARNIVAL CORP$478,6520.10%25,569CommonNONE
539830109LMTLOCKHEED MARTIN CORP$475,9750.10%1,019CommonNONE
04965B100ATOMATOMERA INC$463,8480.09%121,745CommonNONE
278865100ECLECOLAB INC$457,9120.09%1,924CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$454,1150.09%5,768CommonNONE
172967424CCITIGROUP INC$447,9010.09%7,058CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$447,2370.09%32,645CommonNONE
032095101APHAMPHENOL CORP NEW$438,5790.09%6,510CommonNONE
78464A870XBISPDR SER TR$431,1020.09%4,650CommonNONE
922908363VOOVANGUARD INDEX FDS$427,6110.09%855CommonNONE
90384S303ULTAULTA BEAUTY INC$426,3860.09%1,105CommonNONE
G0403H108AONAON PLC$423,9300.09%1,444CommonNONE
817565104SCISERVICE CORP INTL$417,0350.09%5,863CommonNONE
654106103NKENIKE INC$412,0480.08%5,467CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$403,9630.08%4,165CommonNONE
452308109ITWILLINOIS TOOL WKS INC$395,7230.08%1,670CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$395,4670.08%6,829CommonNONE
670002401NVAXNOVAVAX INC$390,3710.08%30,835CommonNONE
718172109PMPHILIP MORRIS INTL INC$383,6350.08%3,786CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$380,3930.08%16,750CommonNONE
464286822EWWISHARES INC$378,1550.08%6,680CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$364,9800.07%660CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$364,4960.07%2,675CommonNONE
H8817H100RIGTRANSOCEAN LTD$364,4960.07%68,130CommonNONE
911363109URIUNITED RENTALS INC$353,7610.07%547CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$349,2490.07%2,704CommonNONE
806857108SLBSCHLUMBERGER LTD$342,6680.07%7,263CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$339,7610.07%2,482CommonNONE
05352A100AVTRAVANTOR INC$337,8860.07%15,938CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$332,0170.07%4,261CommonNONE
438516106HONHONEYWELL INTL INC$331,6280.07%1,553CommonNONE
88579Y101MMM3M CO$330,3800.07%3,233CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$329,9940.07%7,259CommonNONE
97717W570EZMWISDOMTREE TR$329,6920.07%5,705CommonNONE
031162100AMGNAMGEN INC$326,1980.07%1,044CommonNONE
775711104ROLROLLINS INC$326,1610.07%6,685CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$324,2440.07%3,235CommonNONE
038222105AMATAPPLIED MATLS INC$320,9460.07%1,360CommonNONE
032654105ADIANALOG DEVICES INC$320,0210.07%1,402CommonNONE
92189H201ITMVANECK ETF TRUST$310,7950.06%6,780CommonNONE
609207105MDLZMONDELEZ INTL INC$307,0440.06%4,692CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$303,0380.06%1,559CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$299,5560.06%1,255CommonNONE
704326107PAYXPAYCHEX INC$298,7710.06%2,520CommonNONE
031100100AMEAMETEK INC$294,2430.06%1,765CommonNONE
G02602103DOXAMDOCS LTD$288,7680.06%3,659CommonNONE
780259305SHELSHELL PLC$283,2340.06%3,924CommonNONE
580135101MCDMCDONALDS CORP$279,5590.06%1,097CommonNONE
171484108CHDNCHURCHILL DOWNS INC$277,1060.06%1,985CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$272,0680.06%5,865CommonNONE
20030N101CMCSACOMCAST CORP NEW$271,4960.06%6,933CommonNONE
458140100INTCINTEL CORP$270,9880.06%8,750CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$267,3550.05%601CommonNONE
863667101SYKSTRYKER CORPORATION$265,0550.05%779CommonNONE
464287465EFAISHARES TR$263,5800.05%3,365CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$262,6000.05%20,000CommonNONE
353514102FELEFRANKLIN ELEC INC$260,4490.05%2,704CommonNONE
808513105SCHWSCHWAB CHARLES CORP$260,1260.05%3,530CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$254,5950.05%5,500CommonNONE
126650100CVSCVS HEALTH CORP$254,1350.05%4,303CommonNONE
670100205NVONOVO-NORDISK A S$253,5060.05%1,776CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$251,9760.05%6,110CommonNONE
464287689IWVISHARES TR$250,0230.05%810CommonNONE
17275R102CSCOCISCO SYS INC$248,5250.05%5,231CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$248,0040.05%7,645CommonNONE
H1467J104CBCHUBB LIMITED$247,6830.05%971CommonNONE
717081103PFEPFIZER INC$243,6220.05%8,707CommonNONE
743606105PBPROSPERITY BANCSHARES INC$242,1140.05%3,960CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$236,8310.05%719CommonNONE
806407102HSICHENRY SCHEIN INC$236,5290.05%3,690CommonNONE
219350105GLWCORNING INC$236,4020.05%6,085CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$231,3430.05%3,048CommonNONE
922908769VTIVANGUARD INDEX FDS$230,0590.05%860CommonNONE
697435105PANWPALO ALTO NETWORKS INC$227,1370.05%670CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$225,3920.05%915CommonNONE
65339F101NEENEXTERA ENERGY INC$222,8390.05%3,147CommonNONE
804395101BFSSAUL CTRS INC$221,5390.05%6,025CommonNONE
87650L103TARSTARSUS PHARMACEUTICALS INC$219,9680.04%8,093CommonNONE
097023105BABOEING CO$216,4100.04%1,189CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$214,3800.04%203CommonNONE
890516107TRTOOTSIE ROLL INDS INC$213,5140.04%6,984CommonNONE
053484101AVBAVALONBAY CMNTYS INC$212,0620.04%1,025CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$210,6130.04%387CommonNONE
191216100KOCOCA COLA CO$209,7270.04%3,295CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$206,9930.04%1,260CommonNONE
922908512VOEVANGUARD INDEX FDS$205,6980.04%1,367CommonNONE
81762P102NOWSERVICENOW INC$205,3210.04%261CommonNONE
19248P106XFOFXCOHEN & STEERS CLOSED-END OP$180,2660.04%15,085CommonNONE
47973J102JYNTJOINT CORP$150,1610.03%10,680CommonNONE
00973N102AKTSQAKOUSTIS TECHNOLOGIES INC$120,3470.02%913,800CommonNONE
690145107OMGBPOUTSET MED INC$99,3450.02%25,804CommonNONE
19249H103CHRSCOHERUS BIOSCIENCES INC$74,6150.02%43,130CommonNONE
75955J402RLMDRELMADA THERAPEUTICS INC$64,3800.01%21,460CommonNONE
04746L104ATHIRA PHARMA INC$51,7170.01%19,516CommonNONE
09609G100BLUEBIRD BIO INC$37,9060.01%38,515CommonNONE
37611X100DNA4EURGINKGO BIOWORKS HOLDINGS INC$36,8880.01%110,345CommonNONE
761330109RVNCEURREVANCE THERAPEUTICS INC$33,0170.01%12,847CommonNONE
38000Q102GLYCEURGLYCOMIMETICS INC$28,1600.01%100,000CommonNONE
04546C205ASSERTIO HOLDINGS INC$19,7770.00%15,949CommonNONE
87968A104TELLEURTELLURIAN INC NEW$10,3890.00%15,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.