MondegarAI
Sargent Investment Group, LLC

Q3 2024 · 13F-HR

Sargent Investment Group, LLCholdings as filed

Filed 2024-11-06 · accession 0001951757-24-001179

$556.6M
Reported value
216
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$54.6M9.81%548,036CommonNONE
037833100AAPLAPPLE INC$36.2M6.51%155,565CommonNONE
594918104MSFTMICROSOFT CORP$20.7M3.71%48,009CommonNONE
78464A409SPYGSPDR SER TR$20.0M3.59%240,615CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$19.8M3.56%533,367CommonNONE
78464A508SPYVSPDR SER TR$16.4M2.94%309,356CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$15.4M2.76%169,228CommonNONE
46284V101IRMIRON MTN INC DEL$15.2M2.72%127,610CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$13.2M2.38%59,794CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$13.1M2.36%62,537CommonNONE
09260D107BXBLACKSTONE INC$12.7M2.27%82,621CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$12.3M2.22%208,466CommonNONE
14316J108CGCARLYLE GROUP INC$12.2M2.20%283,848CommonNONE
138103106UTE0CANTALOUPE INC$11.2M2.02%1,517,243CommonNONE
023135106AMZNAMAZON COM INC$9.8M1.76%52,539CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.8M1.75%21,213CommonNONE
00287Y109ABBVABBVIE INC$9.3M1.67%47,162CommonNONE
04523Y105ASPNASPEN AEROGELS INC$9.0M1.61%323,369CommonNONE
78468R663BILSPDR SER TR$7.9M1.41%85,564CommonNONE
02079K305GOOGLALPHABET INC$6.9M1.25%41,808CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$6.6M1.18%136,721CommonNONE
05368M106PPHMEURAVID BIOSERVICES INC$6.4M1.14%558,630CommonNONE
931142103WMTWALMART INC$6.2M1.12%76,924CommonNONE
30161Q104EXELEXELIXIS INC$6.0M1.08%232,245CommonNONE
29270J100ERIIENERGY RECOVERY INC$5.7M1.03%328,189CommonNONE
67066G104NVDANVIDIA CORPORATION$5.7M1.02%46,875CommonNONE
02079K107GOOGALPHABET INC$5.5M0.99%32,889CommonNONE
04010L103ARCCARES CAPITAL CORP$5.4M0.97%258,440CommonNONE
002824100ABTABBOTT LABS$5.3M0.94%46,091CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.9M0.89%23,408CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.7M0.85%9,526CommonNONE
33767E202FSVFIRSTSERVICE CORP NEW$4.7M0.84%25,603CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$4.2M0.76%206,285CommonNONE
747525103QCOMQUALCOMM INC$4.2M0.75%24,472CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.7M0.66%4,129CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.6M0.65%71,630CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$3.6M0.65%44,704CommonNONE
235851102DHRDANAHER CORPORATION$3.5M0.63%12,636CommonNONE
478160104JNJJOHNSON & JOHNSON$3.5M0.62%21,441CommonNONE
437076102HDHOME DEPOT INC$2.9M0.51%7,061CommonNONE
166764100CVXCHEVRON CORP NEW$2.9M0.51%19,415CommonNONE
19247L106RQICOHEN & STEERS QUALITY INCOM$2.8M0.51%201,080CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.50%4,735CommonNONE
369604301GEGE AEROSPACE$2.8M0.50%14,627CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.7M0.48%9,852CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.6M0.47%62,882CommonNONE
30231G102XOMEXXON MOBIL CORP$2.6M0.47%22,397CommonNONE
23283X206CTSOCYTOSORBENTS CORP$2.4M0.44%1,626,247CommonNONE
060505104BACBANK AMERICA CORP$2.4M0.42%59,601CommonNONE
149123101CATCATERPILLAR INC$2.4M0.42%6,029CommonNONE
532457108LLYELI LILLY & CO$2.3M0.42%2,626CommonNONE
606710200MITKMITEK SYS INC$2.2M0.39%251,605CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.2M0.39%12,416CommonNONE
G54950103LINLINDE PLC$2.1M0.38%4,444CommonNONE
M68830112MDWDMEDIWOUND LTD$2.1M0.38%117,192CommonNONE
68389X105ORCLORACLE CORP$2.0M0.36%11,685CommonNONE
31428X106FDXFEDEX CORP$2.0M0.36%7,235CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.0M0.35%109,300CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.9M0.35%87,339CommonNONE
69344A107PULSPGIM ETF TR$1.9M0.34%37,500CommonNONE
291011104EMREMERSON ELEC CO$1.8M0.33%16,896CommonNONE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$1.8M0.32%41,200CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.8M0.32%3,414CommonNONE
86627T108SMMTSUMMIT THERAPEUTICS INC$1.8M0.32%80,500CommonNONE
345370860FFORD MTR CO$1.7M0.30%159,070CommonNONE
88160R101TSLATESLA INC$1.7M0.30%6,312CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$1.6M0.28%59,785CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.25%12,470CommonNONE
457651107INVXINNOVEX INTERNATIONAL INC$1.4M0.25%94,173CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.25%2CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.25%5,019CommonNONE
983793100XPOXPO INC$1.4M0.24%12,572CommonNONE
20825C104COPCONOCOPHILLIPS$1.3M0.24%12,556CommonNONE
22530J309CREXCREATIVE REALITIES INC$1.3M0.23%284,600CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.3M0.23%5,253CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.3M0.22%52,828CommonNONE
464287523SOXXISHARES TR$1.2M0.22%5,360CommonNONE
015564107FRTYTHE ALGER ETF TRUST$1.2M0.22%71,087CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.21%2,013CommonNONE
461202103INTUINTUIT$1.1M0.19%1,729CommonNONE
804395101BFSSAUL CTRS INC$1.0M0.19%25,001CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.0M0.19%4,880CommonNONE
929160109VMCVULCAN MATLS CO$1.0M0.18%4,099CommonNONE
58733R102MELIMERCADOLIBRE INC$1.0M0.18%499CommonNONE
713448108PEPPEPSICO INC$1.0M0.18%5,937CommonNONE
98149E303GLDMWORLD GOLD TR$991,2520.18%19,015CommonNONE
14040H105COFCAPITAL ONE FINL CORP$966,8070.17%6,457CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$946,2490.17%5,767CommonNONE
88080T104WULFTERAWULF INC$940,8670.17%201,040CommonNONE
577081102MATMATTEL INC$933,8310.17%49,020CommonNONE
36828A101GEVGE VERNOVA INC$929,3380.17%3,645CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$928,5380.17%15,202CommonNONE
88339J105TTDTHE TRADE DESK INC$927,0910.17%8,455CommonNONE
27616P103EASTERLY GOVT PPTYS INC$919,5700.17%67,715CommonNONE
98978V103ZTSZOETIS INC$903,4370.16%4,624CommonNONE
907818108UNPUNION PAC CORP$885,8490.16%3,594CommonNONE
922907746VTEBVANGUARD MUN BD FDS$876,0430.16%17,137CommonNONE
92826C839VVISA INC$874,3410.16%3,180CommonNONE
17888H103CIVICIVITAS RESOURCES INC$825,1100.15%16,284CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$818,7750.15%17,999CommonNONE
00724F101ADBEADOBE INC$806,7010.14%1,558CommonNONE
337738108FISVFISERV INC$790,4600.14%4,400CommonNONE
743315103PGRPROGRESSIVE CORP$789,1940.14%3,110CommonNONE
855244109SBUXSTARBUCKS CORP$771,6330.14%7,915CommonNONE
03945R102ACHRARCHER AVIATION INC$721,5340.13%238,130CommonNONE
03743Q108APAAPA CORPORATION$688,9160.12%28,165CommonNONE
11135F101AVGOBROADCOM INC$686,5500.12%3,980CommonNONE
750102105RXTRACKSPACE TECHNOLOGY INC$661,7450.12%270,100CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$637,6550.11%21,905CommonNONE
87612E106TGTTARGET CORP$612,0620.11%3,927CommonNONE
539830109LMTLOCKHEED MARTIN CORP$596,8360.11%1,021CommonNONE
872540109TJXTJX COS INC NEW$583,5860.10%4,965CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$583,0520.10%28,400CommonNONE
143658300CCL1EURCARNIVAL CORP$564,0840.10%30,524CommonNONE
670002401NVAXNOVAVAX INC$515,7460.09%40,835CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$512,9340.09%1,036CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$508,8530.09%2,930CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$501,9460.09%10,055CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$500,2760.09%10,125CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$499,3740.09%8,570CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$491,6840.09%5,748CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$479,5780.09%9,269CommonNONE
654106103NKENIKE INC$472,6750.08%5,347CommonNONE
718172109PMPHILIP MORRIS INTL INC$471,7600.08%3,886CommonNONE
278865100ECLECOLAB INC$467,5090.08%1,831CommonNONE
254687106DISDISNEY WALT CO$464,0210.08%4,824CommonNONE
78464A870XBISPDR SER TR$459,4200.08%4,650CommonNONE
88579Y101MMM3M CO$443,3180.08%3,243CommonNONE
172967424CCITIGROUP INC$443,0200.08%7,077CommonNONE
911363109URIUNITED RENTALS INC$442,9220.08%547CommonNONE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$441,5960.08%10,955CommonNONE
452308109ITWILLINOIS TOOL WKS INC$438,9670.08%1,675CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$433,8630.08%4,165CommonNONE
90384S303ULTAULTA BEAUTY INC$432,3120.08%1,111CommonNONE
922908363VOOVANGUARD INDEX FDS$416,3320.07%789CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$410,7300.07%664CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$409,5380.07%16,750CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$401,1180.07%2,497CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$393,2390.07%2,689CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$390,6240.07%27,645CommonNONE
G0403H108AONAON PLC$386,4710.07%1,117CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$372,4190.07%3,230CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$370,8750.07%2,675CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$366,2820.07%1,575CommonNONE
464286822EWWISHARES INC$358,7830.06%6,680CommonNONE
863667101SYKSTRYKER CORPORATION$355,8410.06%985CommonNONE
97717W570EZMWISDOMTREE TR$355,6500.06%5,705CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$351,1410.06%612CommonNONE
609207105MDLZMONDELEZ INTL INC$350,0800.06%4,752CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$349,5100.06%1,263CommonNONE
032095101APHAMPHENOL CORP NEW$348,2800.06%5,345CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$347,1510.06%3,699CommonNONE
031162100AMGNAMGEN INC$339,6090.06%1,054CommonNONE
775711104ROLROLLINS INC$338,3800.06%6,690CommonNONE
704326107PAYXPAYCHEX INC$335,2070.06%2,498CommonNONE
580135101MCDMCDONALDS CORP$333,1340.06%1,094CommonNONE
H1467J104CBCHUBB LIMITED$330,4950.06%1,146CommonNONE
922908512VOEVANGUARD INDEX FDS$329,2030.06%1,963CommonNONE
817565104SCISERVICE CORP INTL$327,0070.06%4,143CommonNONE
219350105GLWCORNING INC$315,8240.06%6,995CommonNONE
438516106HONHONEYWELL INTL INC$314,1990.06%1,520CommonNONE
806857108SLBSCHLUMBERGER LTD$306,5710.06%7,308CommonNONE
05352A100AVTRAVANTOR INC$303,9210.05%11,748CommonNONE
92189H201ITMVANECK ETF TRUST$301,9820.05%6,432CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$299,1830.05%609CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$292,8210.05%3,048CommonNONE
20030N101CMCSACOMCAST CORP NEW$290,0090.05%6,943CommonNONE
17275R102CSCOCISCO SYS INC$289,3040.05%5,436CommonNONE
038222105AMATAPPLIED MATLS INC$285,9010.05%1,415CommonNONE
743606105PBPROSPERITY BANCSHARES INC$285,3970.05%3,960CommonNONE
576810303MTNBMATINAS BIOPHARMA HLDGS INC$284,0500.05%80,240CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$283,6300.05%7,645CommonNONE
032654105ADIANALOG DEVICES INC$283,1090.05%1,230CommonNONE
65339F101NEENEXTERA ENERGY INC$282,4990.05%3,342CommonNONE
464287465EFAISHARES TR$281,4150.05%3,365CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$281,2150.05%5,500CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$276,8700.05%6,165CommonNONE
464287689IWVISHARES TR$267,2650.05%818CommonNONE
87650L103TARSTARSUS PHARMACEUTICALS INC$266,1790.05%8,093CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$265,4000.05%20,000CommonNONE
031100100AMEAMETEK INC$260,6560.05%1,518CommonNONE
126650100CVSCVS HEALTH CORP$255,7330.05%4,067CommonNONE
171484108CHDNCHURCHILL DOWNS INC$255,5470.05%1,890CommonNONE
191216100KOCOCA COLA CO$245,4020.04%3,415CommonNONE
04965B100ATOMATOMERA INC$244,4450.04%92,945CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$241,9080.04%915CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$235,9500.04%3,554CommonNONE
81762P102NOWSERVICENOW INC$235,2250.04%263CommonNONE
697435105PANWPALO ALTO NETWORKS INC$235,1580.04%688CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$233,7750.04%203CommonNONE
806407102HSICHENRY SCHEIN INC$232,5510.04%3,190CommonNONE
922908553VNQVANGUARD INDEX FDS$232,2960.04%2,384CommonNONE
353514102FELEFRANKLIN ELEC INC$231,0230.04%2,204CommonNONE
053484101AVBAVALONBAY CMNTYS INC$230,8810.04%1,025CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$225,7420.04%1,260CommonNONE
842587107SOSOUTHERN CO$222,4740.04%2,467CommonNONE
717081103PFEPFIZER INC$218,7000.04%7,557CommonNONE
890516107TRTOOTSIE ROLL INDS INC$216,3080.04%6,984CommonNONE
50101L106DNUTKRISPY KREME INC$214,8000.04%20,000CommonNONE
64110L106NFLXNETFLIX INC$212,7810.04%300CommonNONE
922908769VTIVANGUARD INDEX FDS$212,3700.04%750CommonNONE
670100205NVONOVO-NORDISK A S$211,4680.04%1,776CommonNONE
464287556IBBISHARES TR$210,9740.04%1,449CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$204,4390.04%2,620CommonNONE
H8817H100RIGTRANSOCEAN LTD$163,0730.03%38,370CommonNONE
47973J102JYNTJOINT CORP$122,1790.02%10,680CommonNONE
00973N102AKTSQAKOUSTIS TECHNOLOGIES INC$96,1050.02%1,073,800CommonNONE
75955J402RLMDRELMADA THERAPEUTICS INC$69,5300.01%21,460CommonNONE
761330109RVNCEURREVANCE THERAPEUTICS INC$66,0790.01%12,732CommonNONE
19249H103CHRSCOHERUS BIOSCIENCES INC$44,8550.01%43,130CommonNONE
674870506OPTTOCEAN PWR TECHNOLOGIES INC$31,1600.01%200,000CommonNONE
09609G100BLUEBIRD BIO INC$20,0090.00%38,515CommonNONE
04546C205ASSERTIO HOLDINGS INC$18,0640.00%15,308CommonNONE
690145107OMGBPOUTSET MED INC$17,4690.00%25,804CommonNONE
87968A104TELLEURTELLURIAN INC NEW$14,5200.00%15,000CommonNONE
04746L104ATHIRA PHARMA INC$8,7040.00%19,516CommonNONE

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.