MondegarAI
Sargent Investment Group, LLC

Q4 2024 · 13F-HR

Sargent Investment Group, LLCholdings as filed

Filed 2025-01-27 · accession 0001951757-25-000136

$611.5M
Reported value
236
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$54.8M8.96%551,801CommonNONE
037833100AAPLAPPLE INC$41.9M6.86%178,954CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$32.9M5.38%506,338CommonNONE
594918104MSFTMICROSOFT CORP$22.1M3.61%52,869CommonNONE
78464A409SPYGSPDR SER TR$20.5M3.36%235,417CommonNONE
14316J108CGCARLYLE GROUP INC$15.3M2.50%302,385CommonNONE
78464A508SPYVSPDR SER TR$14.9M2.43%293,185CommonNONE
09260D107BXBLACKSTONE INC$14.1M2.31%85,295CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$13.7M2.24%62,993CommonNONE
023135106AMZNAMAZON COM INC$13.5M2.21%61,851CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$13.5M2.20%154,829CommonNONE
46284V101IRMIRON MTN INC DEL$12.8M2.10%125,638CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$12.7M2.07%200,381CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$12.3M2.02%271,886CommonNONE
138103106UTE0CANTALOUPE INC$11.6M1.90%1,428,363CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.1M1.66%22,824CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$9.8M1.60%67,667CommonNONE
02079K305GOOGLALPHABET INC$9.2M1.51%48,396CommonNONE
67066G104NVDANVIDIA CORPORATION$7.8M1.27%58,485CommonNONE
30161Q104EXELEXELIXIS INC$7.7M1.25%217,212CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.6M1.25%31,310CommonNONE
931142103WMTWALMART INC$7.4M1.21%80,760CommonNONE
78468R663BILSPDR SER TR$7.4M1.20%80,393CommonNONE
00287Y109ABBVABBVIE INC$6.4M1.05%36,286CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.2M1.02%12,363CommonNONE
04010L103ARCCARES CAPITAL CORP$5.8M0.95%263,555CommonNONE
02079K107GOOGALPHABET INC$5.0M0.83%26,259CommonNONE
33767E202FSVFIRSTSERVICE CORP NEW$5.0M0.82%28,506CommonNONE
747525103QCOMQUALCOMM INC$4.8M0.79%30,784CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.7M0.78%5,133CommonNONE
04523Y105ASPNASPEN AEROGELS INC$4.7M0.77%371,049CommonNONE
05368M106PPHMEURAVID BIOSERVICES INC$4.7M0.77%377,694CommonNONE
166764100CVXCHEVRON CORP NEW$4.4M0.71%28,046CommonNONE
060505104BACBANK AMERICA CORP$3.7M0.60%81,628CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$3.5M0.58%190,050CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.5M0.58%6,507CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.5M0.57%11,755CommonNONE
002824100ABTABBOTT LABS$3.5M0.57%30,690CommonNONE
235851102DHRDANAHER CORPORATION$3.3M0.55%13,958CommonNONE
437076102HDHOME DEPOT INC$3.2M0.52%8,222CommonNONE
775711104ROLROLLINS INC$3.0M0.50%65,383CommonNONE
478160104JNJJOHNSON & JOHNSON$3.0M0.50%21,009CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.0M0.49%59,095CommonNONE
31428X106FDXFEDEX CORP$3.0M0.48%10,789CommonNONE
04965B100ATOMATOMERA INC$2.9M0.48%279,185CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2.9M0.47%43,237CommonNONE
88160R101TSLATESLA INC$2.8M0.45%6,859CommonNONE
29270J100ERIIENERGY RECOVERY INC$2.8M0.45%196,092CommonNONE
369604301GEGE AEROSPACE$2.7M0.44%15,588CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.6M0.42%89,990CommonNONE
30231G102XOMEXXON MOBIL CORP$2.4M0.40%22,181CommonNONE
03945R102ACHRARCHER AVIATION INC$2.4M0.39%288,030CommonNONE
19247L106RQICOHEN & STEERS QUALITY INCOM$2.4M0.39%191,930CommonNONE
149123101CATCATERPILLAR INC$2.4M0.39%6,512CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.3M0.38%58,402CommonNONE
20825C104COPCONOCOPHILLIPS$2.2M0.37%21,501CommonNONE
29977A105EVREVERCORE INC$2.2M0.36%8,549CommonNONE
M68830112MDWDMEDIWOUND LTD$2.2M0.36%121,190CommonNONE
606710200MITKMITEK SYS INC$2.1M0.35%209,155CommonNONE
983793100XPOXPO INC$2.0M0.33%15,042CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.0M0.33%12,840CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.0M0.33%99,295CommonNONE
532457108LLYELI LILLY & CO$2.0M0.33%2,539CommonNONE
291011104EMREMERSON ELEC CO$2.0M0.33%16,986CommonNONE
30303M102METAMETA PLATFORMS INC$2.0M0.33%3,291CommonNONE
58933Y105MRKMERCK & CO INC$1.9M0.31%18,856CommonNONE
G54950103LINLINDE PLC$1.9M0.31%4,483CommonNONE
806857108SLBSCHLUMBERGER LTD$1.9M0.31%46,854CommonNONE
69344A107PULSPGIM ETF TR$1.9M0.30%37,500CommonNONE
92826C839VVISA INC$1.8M0.29%5,745CommonNONE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$1.7M0.27%37,870CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.27%7,279CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.6M0.26%3,429CommonNONE
929160109VMCVULCAN MATLS CO$1.5M0.25%6,031CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.5M0.24%30,162CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.24%12,492CommonNONE
86627T108SMMTSUMMIT THERAPEUTICS INC$1.5M0.24%80,500CommonNONE
36828A101GEVGE VERNOVA INC$1.4M0.24%3,943CommonNONE
68389X105ORCLORACLE CORP$1.4M0.23%9,274CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.4M0.23%5,155CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$1.4M0.23%59,785CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.22%4,253CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.3M0.22%2CommonNONE
015564107FRTYTHE ALGER ETF TRUST$1.3M0.22%70,633CommonNONE
23283X206CTSOCYTOSORBENTS CORP$1.3M0.21%1,248,863CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.3M0.21%10,553CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.20%5,602CommonNONE
98149E303GLDMWORLD GOLD TR$1.2M0.20%23,015CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.2M0.20%48,825CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.19%6,437CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.2M0.19%4,780CommonNONE
88080T104WULFTERAWULF INC$1.1M0.19%217,840CommonNONE
713448108PEPPEPSICO INC$1.1M0.18%7,817CommonNONE
461202103INTUINTUIT$1.1M0.18%1,757CommonNONE
88339J105TTDTHE TRADE DESK INC$1.0M0.17%8,630CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$990,2900.16%8,600CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$977,4360.16%17,656CommonNONE
58733R102MELIMERCADOLIBRE INC$937,8600.15%539CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$929,1760.15%1,598CommonNONE
804395101BFSSAUL CTRS INC$925,5370.15%25,001CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$894,0380.15%4,440CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$847,5120.14%15,202CommonNONE
907818108UNPUNION PAC CORP$829,0350.14%3,656CommonNONE
143658300CCL1EURCARNIVAL CORP$785,8850.13%32,896CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$780,0280.13%5,421CommonNONE
464287523SOXXISHARES TR$750,5370.12%3,450CommonNONE
98978V103ZTSZOETIS INC$746,9430.12%4,491CommonNONE
17888H103CIVICIVITAS RESOURCES INC$745,9710.12%14,150CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$739,3710.12%6,966CommonNONE
22530J309CREXCREATIVE REALITIES INC$730,8000.12%290,000CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$727,5940.12%22,360CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$726,2540.12%16,929CommonNONE
345370860FFORD MTR CO$711,4250.12%73,267CommonNONE
743315103PGRPROGRESSIVE CORP$707,3400.12%3,000CommonNONE
337738108FISVFISERV INC$698,9060.11%3,468CommonNONE
03743Q108APAAPA CORPORATION$690,5640.11%28,325CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$688,0820.11%230,900CommonNONE
577081102MATMATTEL INC$684,1190.11%37,140CommonNONE
00724F101ADBEADOBE INC$626,2310.10%1,533CommonNONE
855244109SBUXSTARBUCKS CORP$623,0570.10%6,663CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$598,9560.10%28,400CommonNONE
833445109SNOWSNOWFLAKE INC$586,2100.10%3,609CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$578,7130.09%1,028CommonNONE
464287788IYFISHARES TR$560,8120.09%5,130CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$550,4350.09%8,378CommonNONE
74624M102PPURE STORAGE INC$548,7270.09%8,767CommonNONE
02209S103MOALTRIA GROUP INC$544,0460.09%10,699CommonNONE
172967424CCITIGROUP INC$541,6270.09%7,443CommonNONE
87612E106TGTTARGET CORP$537,8730.09%3,876CommonNONE
872540109TJXTJX COS INC NEW$532,3120.09%4,440CommonNONE
20030N101CMCSACOMCAST CORP NEW$506,8010.08%13,904CommonNONE
539830109LMTLOCKHEED MARTIN CORP$506,3520.08%1,048CommonNONE
00206R102TAT&T INC$505,4960.08%23,446CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$502,2020.08%8,570CommonNONE
655844108NSCNORFOLK SOUTHN CORP$497,0320.08%2,094CommonNONE
97717W570EZMWISDOMTREE TR$484,9250.08%7,805CommonNONE
718172109PMPHILIP MORRIS INTL INC$466,9090.08%3,972CommonNONE
254687106DISDISNEY WALT CO$466,4730.08%4,316CommonNONE
375558103GILDGILEAD SCIENCES INC$454,5800.07%5,054CommonNONE
G5960L103MDTMEDTRONIC PLC$453,4690.07%5,544CommonNONE
30161N101EXCEXELON CORP$445,0860.07%11,850CommonNONE
54948X109LUCDLUCID DIAGNOSTICS INC$442,4060.07%541,500CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$438,1400.07%8,635CommonNONE
278865100ECLECOLAB INC$437,5040.07%1,874CommonNONE
670002401NVAXNOVAVAX INC$436,9190.07%50,775CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$435,1510.07%4,165CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$432,6070.07%8,940CommonNONE
219350105GLWCORNING INC$429,6070.07%9,223CommonNONE
882508104TXNTEXAS INSTRS INC$426,3220.07%2,231CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$423,9720.07%5,748CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$419,9040.07%2,430CommonNONE
871829107SYYSYSCO CORP$418,5250.07%5,678CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$412,8810.07%2,795CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$404,3450.07%16,750CommonNONE
674870506OPTTOCEAN PWR TECHNOLOGIES INC$402,1780.07%528,000CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$399,4600.07%10,136CommonNONE
452308109ITWILLINOIS TOOL WKS INC$399,0210.07%1,598CommonNONE
78464A870XBISPDR SER TR$398,4110.07%4,470CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$394,9750.06%711CommonNONE
654106103NKENIKE INC$392,4760.06%5,445CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$390,6090.06%1,346CommonNONE
205887102CAGCONAGRA BRANDS INC$384,5930.06%14,640CommonNONE
911363109URIUNITED RENTALS INC$383,1670.06%556CommonNONE
863667101SYKSTRYKER CORPORATION$380,8340.06%1,055CommonNONE
842587107SOSOUTHERN CO$377,9940.06%4,617CommonNONE
29444U700EQIXEQUINIX INC$376,9530.06%419CommonNONE
G0403H108AONAON PLC$372,7690.06%1,051CommonNONE
17275R102CSCOCISCO SYS INC$370,6580.06%6,308CommonNONE
244199105DEDEERE & CO$361,5540.06%841CommonNONE
64110L106NFLXNETFLIX INC$360,4840.06%429CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$342,6690.06%3,053CommonNONE
88579Y101MMM3M CO$337,3080.06%2,506CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$336,8040.06%624CommonNONE
031162100AMGNAMGEN INC$335,8460.05%1,243CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$334,0990.05%3,914CommonNONE
90384S303ULTAULTA BEAUTY INC$334,0580.05%827CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$329,7520.05%2,725CommonNONE
82509L107SHOPSHOPIFY INC$318,6110.05%3,131CommonNONE
609207105MDLZMONDELEZ INTL INC$318,2590.05%5,666CommonNONE
922908512VOEVANGUARD INDEX FDS$315,4590.05%1,963CommonNONE
H1467J104CBCHUBB LIMITED$315,1590.05%1,204CommonNONE
464287309IVWISHARES TR$308,5270.05%3,062CommonNONE
92189H201ITMVANECK ETF TRUST$305,5110.05%6,691CommonNONE
05464C101AXONAXON ENTERPRISE INC$299,6940.05%527CommonNONE
231021106CMICUMMINS INC$299,3270.05%829CommonNONE
852234103XYZBLOCK INC$299,2540.05%3,649CommonNONE
81762P102NOWSERVICENOW INC$298,6280.05%294CommonNONE
743606105PBPROSPERITY BANCSHARES INC$297,8510.05%3,965CommonNONE
922908363VOOVANGUARD INDEX FDS$292,9500.05%548CommonNONE
457651107INVXINNOVEX INTERNATIONAL INC$291,8480.05%18,530CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$290,6200.05%5,500CommonNONE
032095101APHAMPHENOL CORP NEW$289,7620.05%4,240CommonNONE
464287408IVEISHARES TR$284,3190.05%1,501CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$284,1660.05%1,606CommonNONE
032654105ADIANALOG DEVICES INC$282,7980.05%1,328CommonNONE
031100100AMEAMETEK INC$273,7520.04%1,551CommonNONE
038222105AMATAPPLIED MATLS INC$271,6670.04%1,590CommonNONE
580135101MCDMCDONALDS CORP$269,4490.04%950CommonNONE
171077407NAGECHROMADEX CORP$263,0000.04%50,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$262,8370.04%6,895CommonNONE
949746101WMT2WELLS FARGO CO NEW$261,2430.04%3,704CommonNONE
464287689IWVISHARES TR$256,7360.04%773CommonNONE
45784P101PODDINSULET CORP$255,9300.04%955CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$254,9560.04%1,647CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$250,4990.04%207CommonNONE
697435105PANWPALO ALTO NETWORKS INC$244,8490.04%1,459CommonNONE
27616P103EASTERLY GOVT PPTYS INC$238,2450.04%21,065CommonNONE
464286822EWWISHARES INC$235,6390.04%4,965CommonNONE
171484108CHDNCHURCHILL DOWNS INC$229,4780.04%1,790CommonNONE
464287465EFAISHARES TR$227,9180.04%3,045CommonNONE
806407102HSICHENRY SCHEIN INC$225,5330.04%3,190CommonNONE
191216100KOCOCA COLA CO$225,5160.04%3,658CommonNONE
65339F101NEENEXTERA ENERGY INC$223,5790.04%3,339CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$220,0840.04%1,260CommonNONE
717081103PFEPFIZER INC$216,8920.04%8,093CommonNONE
922908769VTIVANGUARD INDEX FDS$215,8280.04%750CommonNONE
097023105BABOEING CO$214,2360.04%1,256CommonNONE
890516107TRTOOTSIE ROLL INDS INC$212,6060.03%6,984CommonNONE
87650L103TARSTARSUS PHARMACEUTICALS INC$209,9440.03%4,465CommonNONE
194162103CLCOLGATE PALMOLIVE CO$209,3010.03%2,403CommonNONE
922908553VNQVANGUARD INDEX FDS$206,5330.03%2,385CommonNONE
98311A105WHWYNDHAM HOTELS & RESORTS INC$203,9590.03%2,020CommonNONE
126650100CVSCVS HEALTH CORP$202,8340.03%3,937CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$159,5880.03%15,345CommonNONE
64081V109NRDYNERDY INC$153,0000.03%100,000CommonNONE
19248P106XFOFXCOHEN & STEERS CLOSED-END OP$140,3460.02%11,086CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$114,5000.02%10,000CommonNONE
H8817H100RIGTRANSOCEAN LTD$92,6590.02%22,655CommonNONE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$68,8870.01%11,075CommonNONE
881624909TEVA PHARMACEUTICAL INDS LTD$54,0000.01%50,000CALLNONE
750102105RXTRACKSPACE TECHNOLOGY INC$46,7480.01%20,150CommonNONE
576810303MTNBMATINAS BIOPHARMA HLDGS INC$38,3850.01%64,200CommonNONE
19249H103CHRSCOHERUS BIOSCIENCES INC$35,6990.01%24,285CommonNONE
690145107OMGBPOUTSET MED INC$11,4470.00%14,171CommonNONE
04746L104ATHIRA PHARMA INC$5,7990.00%10,918CommonNONE
75955J402RLMDRELMADA THERAPEUTICS INC$4,7150.00%11,670CommonNONE

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.