MondegarAI
Sargent Investment Group, LLC

Q1 2025 · 13F-HR

Sargent Investment Group, LLCholdings as filed

Filed 2025-05-05 · accession 0001951757-25-000503

$626.2M
Reported value
233
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$57.8M9.23%580,919CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$47.4M7.57%561,445CommonNONE
037833100AAPLAPPLE INC$40.4M6.45%181,804CommonNONE
594918104MSFTMICROSOFT CORP$20.3M3.25%54,169CommonNONE
78464A409SPYGSPDR SER TR$17.6M2.80%218,442CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$15.9M2.54%63,850CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$15.8M2.52%336,440CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$14.9M2.38%166,580CommonNONE
78464A508SPYVSPDR SER TR$14.3M2.29%280,731CommonNONE
14316J108CGCARLYLE GROUP INC$13.1M2.09%300,050CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.3M1.96%23,095CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$12.2M1.95%193,566CommonNONE
023135106AMZNAMAZON COM INC$12.2M1.95%64,015CommonNONE
09260D107BXBLACKSTONE INC$12.0M1.92%86,104CommonNONE
46284V101IRMIRON MTN INC DEL$10.5M1.68%121,947CommonNONE
138103106UTE0CANTALOUPE INC$10.3M1.64%1,302,688CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$9.3M1.48%66,352CommonNONE
78468R663BILSPDR SER TR$8.4M1.34%91,800CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$8.4M1.34%34,309CommonNONE
57636Q104MAMASTERCARD INCORPORATED$8.1M1.30%14,806CommonNONE
00287Y109ABBVABBVIE INC$8.1M1.29%38,621CommonNONE
30161Q104EXELEXELIXIS INC$8.0M1.28%217,595CommonNONE
02079K305GOOGLALPHABET INC$7.9M1.26%50,921CommonNONE
931142103WMTWALMART INC$7.3M1.16%83,075CommonNONE
67066G104NVDANVIDIA CORPORATION$7.3M1.16%67,123CommonNONE
04010L103ARCCARES CAPITAL CORP$5.9M0.93%264,149CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.0M0.79%5,256CommonNONE
747525103QCOMQUALCOMM INC$4.9M0.78%31,836CommonNONE
33767E202FSVFIRSTSERVICE CORP NEW$4.8M0.76%28,837CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$4.6M0.73%232,304CommonNONE
166764100CVXCHEVRON CORP NEW$4.4M0.71%26,510CommonNONE
02079K107GOOGALPHABET INC$4.4M0.71%28,332CommonNONE
478160104JNJJOHNSON & JOHNSON$4.1M0.65%24,701CommonNONE
002824100ABTABBOTT LABS$4.1M0.65%30,620CommonNONE
191216100KOCOCA COLA CO$3.7M0.60%52,025CommonNONE
775711104ROLROLLINS INC$3.6M0.58%67,218CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.6M0.58%71,154CommonNONE
060505104BACBANK AMERICA CORP$3.5M0.56%83,675CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.5M0.55%12,913CommonNONE
30303M102METAMETA PLATFORMS INC$3.3M0.53%5,805CommonNONE
235851102DHRDANAHER CORPORATION$3.3M0.53%16,038CommonNONE
437076102HDHOME DEPOT INC$3.2M0.51%8,707CommonNONE
88160R101TSLATESLA INC$3.1M0.49%11,959CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.1M0.49%5,855CommonNONE
532457108LLYELI LILLY & CO$3.1M0.49%3,693CommonNONE
369604301GEGE AEROSPACE$3.0M0.49%15,230CommonNONE
31428X106FDXFEDEX CORP$2.9M0.47%12,079CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2.8M0.44%43,426CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.7M0.43%95,138CommonNONE
30231G102XOMEXXON MOBIL CORP$2.7M0.43%22,743CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.6M0.42%60,992CommonNONE
19247L106RQICOHEN & STEERS QUALITY INCOM$2.4M0.38%191,496CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.3M0.37%32,159CommonNONE
20825C104COPCONOCOPHILLIPS$2.3M0.37%21,995CommonNONE
806857108SLBSCHLUMBERGER LTD$2.3M0.37%55,204CommonNONE
149123101CATCATERPILLAR INC$2.3M0.36%6,906CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.2M0.35%13,035CommonNONE
G54950103LINLINDE PLC$2.1M0.33%4,501CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.0M0.33%41,047CommonNONE
92826C839VVISA INC$2.0M0.31%5,621CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.30%11,225CommonNONE
291011104EMREMERSON ELEC CO$1.9M0.30%17,012CommonNONE
69344A107PULSPGIM ETF TR$1.9M0.30%37,500CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.29%20,016CommonNONE
983793100XPOXPO INC$1.8M0.28%16,449CommonNONE
606710200MITKMITEK SYS INC$1.8M0.28%214,155CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.8M0.28%3,433CommonNONE
04523Y105ASPNASPEN AEROGELS INC$1.8M0.28%274,267CommonNONE
438516106HONHONEYWELL INTL INC$1.7M0.28%8,223CommonNONE
29270J100ERIIENERGY RECOVERY INC$1.7M0.28%108,395CommonNONE
98149E303GLDMWORLD GOLD TR$1.7M0.27%27,730CommonNONE
929160109VMCVULCAN MATLS CO$1.7M0.27%7,117CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.6M0.26%2CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$1.5M0.24%98,295CommonNONE
33738R720ROBTFIRST TR EXCHANGE TRADED FD$1.5M0.24%36,845CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.4M0.23%5,922CommonNONE
29977A105EVREVERCORE INC$1.4M0.22%7,023CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.4M0.22%54,559CommonNONE
713448108PEPPEPSICO INC$1.3M0.21%8,913CommonNONE
68389X105ORCLORACLE CORP$1.3M0.21%9,330CommonNONE
015564107FRTYTHE ALGER ETF TRUST$1.3M0.21%80,653CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.20%6,942CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.19%19,738CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$1.2M0.19%15,202CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.19%3,801CommonNONE
461202103INTUINTUIT$1.1M0.18%1,841CommonNONE
79466L302CRMSALESFORCE INC$1.1M0.18%4,202CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.18%10,938CommonNONE
03945R102ACHRARCHER AVIATION INC$1.1M0.18%158,030CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.17%8,854CommonNONE
M68830112MDWDMEDIWOUND LTD$1.1M0.17%68,690CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.1M0.17%4,758CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.0M0.16%14,244CommonNONE
337738108FISVFISERV INC$1.0M0.16%4,579CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$980,6420.16%19,285CommonNONE
58733R102MELIMERCADOLIBRE INC$975,4350.16%500CommonNONE
804395101BFSSAUL CTRS INC$937,8560.15%26,001CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$930,6380.15%5,395CommonNONE
45784P101PODDINSULET CORP$912,5700.15%3,475CommonNONE
252131107DXCMDEXCOM INC$905,8670.14%13,265CommonNONE
98978V103ZTSZOETIS INC$892,0740.14%5,418CommonNONE
00206R102TAT&T INC$882,8450.14%31,218CommonNONE
464287689IWVISHARES TR$877,9570.14%2,764CommonNONE
907818108UNPUNION PAC CORP$859,9140.14%3,640CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$859,2230.14%1,536CommonNONE
743315103PGRPROGRESSIVE CORP$852,1430.14%3,011CommonNONE
02209S103MOALTRIA GROUP INC$846,1050.14%14,097CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$824,5450.13%13,392CommonNONE
23283X206CTSOCYTOSORBENTS CORP$823,5000.13%823,500CommonNONE
855244109SBUXSTARBUCKS CORP$810,3210.13%8,261CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$782,3580.12%4,713CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$763,3700.12%22,360CommonNONE
032654105ADIANALOG DEVICES INC$750,4140.12%3,721CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$736,5820.12%16,519CommonNONE
04965B100ATOMATOMERA INC$736,2000.12%184,050CommonNONE
46090E103QQQINVESCO QQQ TR$730,5830.12%1,558CommonNONE
375558103GILDGILEAD SCIENCES INC$718,9670.11%6,416CommonNONE
30161N101EXCEXELON CORP$706,6220.11%15,335CommonNONE
577081102MATMATTEL INC$698,6060.11%35,955CommonNONE
655844108NSCNORFOLK SOUTHN CORP$680,2480.11%2,872CommonNONE
20030N101CMCSACOMCAST CORP NEW$673,7820.11%18,260CommonNONE
G5960L103MDTMEDTRONIC PLC$651,3330.10%7,248CommonNONE
464287523SOXXISHARES TR$649,1870.10%3,450CommonNONE
92338C103VLTOVERALTO CORP$645,9630.10%6,629CommonNONE
718172109PMPHILIP MORRIS INTL INC$635,7140.10%4,005CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$635,5920.10%28,400CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$614,5760.10%1,125CommonNONE
345370860FFORD MTR CO$609,0720.10%60,725CommonNONE
833445109SNOWSNOWFLAKE INC$600,1330.10%4,106CommonNONE
45168D104IDXXIDEXX LABS INC$597,5890.10%1,423CommonNONE
00724F101ADBEADOBE INC$597,1560.10%1,557CommonNONE
03743Q108APAAPA CORPORATION$594,8660.10%28,300CommonNONE
871829107SYYSYSCO CORP$584,2050.09%7,785CommonNONE
464287788IYFISHARES TR$578,9210.09%5,130CommonNONE
172967424CCITIGROUP INC$565,5060.09%7,966CommonNONE
882508104TXNTEXAS INSTRS INC$563,0210.09%3,133CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$560,7950.09%1,127CommonNONE
205887102CAGCONAGRA BRANDS INC$560,4820.09%21,015CommonNONE
17888H103CIVICIVITAS RESOURCES INC$557,8660.09%15,989CommonNONE
670100205NVONOVO-NORDISK A S$554,2700.09%7,982CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$549,1230.09%465CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$542,9160.09%3,269CommonNONE
872540109TJXTJX COS INC NEW$507,1750.08%4,164CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$505,5070.08%19,785CommonNONE
G0403H108AONAON PLC$482,5000.08%1,209CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$470,1500.08%8,570CommonNONE
278865100ECLECOLAB INC$469,7730.08%1,853CommonNONE
97717W570EZMWISDOMTREE TR$465,1780.07%7,805CommonNONE
778296103ROSTROSS STORES INC$464,1330.07%3,632CommonNONE
539830109LMTLOCKHEED MARTIN CORP$464,1320.07%1,039CommonNONE
74624M102PPURE STORAGE INC$457,4860.07%10,334CommonNONE
64110L106NFLXNETFLIX INC$455,0750.07%488CommonNONE
244199105DEDEERE & CO$454,3310.07%968CommonNONE
17275R102CSCOCISCO SYS INC$446,2250.07%7,231CommonNONE
29444U700EQIXEQUINIX INC$428,8830.07%526CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$426,7460.07%4,165CommonNONE
842587107SOSOUTHERN CO$424,7170.07%4,619CommonNONE
254687106DISDISNEY WALT CO$420,9560.07%4,265CommonNONE
219350105GLWCORNING INC$420,2600.07%9,180CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$414,4190.07%8,430CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$412,3180.07%2,795CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$411,5490.07%1,347CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$404,1780.06%16,750CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$403,5670.06%5,748CommonNONE
609207105MDLZMONDELEZ INTL INC$402,4860.06%5,932CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$394,5390.06%10,421CommonNONE
911363109URIUNITED RENTALS INC$392,9410.06%627CommonNONE
88339J105TTDTHE TRADE DESK INC$392,8900.06%7,180CommonNONE
452308109ITWILLINOIS TOOL WKS INC$392,6000.06%1,583CommonNONE
863667101SYKSTRYKER CORPORATION$389,7460.06%1,047CommonNONE
231021106CMICUMMINS INC$383,3450.06%1,223CommonNONE
031162100AMGNAMGEN INC$377,5990.06%1,212CommonNONE
88579Y101MMM3M CO$373,3180.06%2,542CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$369,6390.06%2,795CommonNONE
87612E106TGTTARGET CORP$365,9910.06%3,507CommonNONE
H1467J104CBCHUBB LIMITED$355,7440.06%1,178CommonNONE
171077407NAGENIAGEN BIOSCIENCE INC$345,0000.06%50,000CommonNONE
654106103NKENIKE INC$337,7770.05%5,321CommonNONE
78464A870XBISPDR SER TR$334,9430.05%4,130CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$323,1900.05%7,125CommonNONE
194162103CLCOLGATE PALMOLIVE CO$320,1730.05%3,417CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$316,5450.05%3,922CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$308,3390.05%1,417CommonNONE
949746101WMT2WELLS FARGO CO NEW$305,4660.05%4,255CommonNONE
92189H201ITMVANECK ETF TRUST$304,5070.05%6,691CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$303,7070.05%212CommonNONE
126650100CVSCVS HEALTH CORP$301,2840.05%4,447CommonNONE
82509L107SHOPSHOPIFY INC$296,9430.05%3,110CommonNONE
90384S303ULTAULTA BEAUTY INC$296,8970.05%810CommonNONE
697435105PANWPALO ALTO NETWORKS INC$294,1830.05%1,724CommonNONE
580135101MCDMCDONALDS CORP$293,6280.05%940CommonNONE
032095101APHAMPHENOL CORP NEW$293,1870.05%4,470CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$292,0810.05%3,053CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$291,5000.05%5,500CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$289,2380.05%584CommonNONE
464287408IVEISHARES TR$286,0610.05%1,501CommonNONE
464287309IVWISHARES TR$284,2450.05%3,062CommonNONE
743606105PBPROSPERITY BANCSHARES INC$282,6250.05%3,960CommonNONE
05464C101AXONAXON ENTERPRISE INC$281,9090.05%536CommonNONE
922908363VOOVANGUARD INDEX FDS$281,6230.04%548CommonNONE
031100100AMEAMETEK INC$262,5140.04%1,525CommonNONE
65339F101NEENEXTERA ENERGY INC$253,2190.04%3,572CommonNONE
78463X103SPEUSPDR INDEX SHS FDS$250,1970.04%5,685CommonNONE
464287465EFAISHARES TR$248,8680.04%3,045CommonNONE
81762P102NOWSERVICENOW INC$248,3960.04%312CommonNONE
464286822EWWISHARES INC$245,8820.04%4,825CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$234,0300.04%1,709CommonNONE
038222105AMATAPPLIED MATLS INC$225,6620.04%1,555CommonNONE
890516107TRTOOTSIE ROLL INDS INC$224,8790.04%7,144CommonNONE
806407102HSICHENRY SCHEIN INC$224,6470.04%3,280CommonNONE
922908553VNQVANGUARD INDEX FDS$216,4830.03%2,391CommonNONE
780259305SHELSHELL PLC$216,1760.03%2,950CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$213,0730.03%1,230CommonNONE
717081103PFEPFIZER INC$211,5130.03%8,347CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$209,2090.03%73,150CommonNONE
457651107INVXINNOVEX INTERNATIONAL INC$207,5280.03%11,555CommonNONE
704326107PAYXPAYCHEX INC$207,5070.03%1,345CommonNONE
922908769VTIVANGUARD INDEX FDS$206,1300.03%750CommonNONE
75513E101RTXRTX CORPORATION$204,9160.03%1,547CommonNONE
817565104SCISERVICE CORP INTL$202,7460.03%2,528CommonNONE
86627T108SMMTSUMMIT THERAPEUTICS INC$202,5450.03%10,500CommonNONE
942622200WSOWATSCO INC$202,3030.03%398CommonNONE
22530J309CREXCREATIVE REALITIES INC$176,4750.03%90,500CommonNONE
19248P106XFOFXCOHEN & STEERS CLOSED-END OP$133,7960.02%11,085CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$130,6680.02%14,815CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$115,3000.02%10,000CommonNONE
H8817H100RIGTRANSOCEAN LTD$71,3250.01%22,500CommonNONE
54948X109LUCDLUCID DIAGNOSTICS INC$64,8150.01%43,500CommonNONE
151290889CXCEMEX SAB DE CV$61,7100.01%11,000CommonNONE
88080T104WULFTERAWULF INC$55,2140.01%20,225CommonNONE
576810303MTNBMATINAS BIOPHARMA HLDGS INC$21,7360.00%41,800CommonNONE
19249H103CHRSCOHERUS BIOSCIENCES INC$13,4530.00%16,670CommonNONE
674870506OPTTOCEAN PWR TECHNOLOGIES INC$12,7620.00%28,000CommonNONE

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.