Sargent Investment Group, LLC
Sargent Investment Group, LLC reported 279 positions worth $831.6M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: BILS (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BILS | SH | $64.5M | 7.76% | 648,966 | — | — | |
| ▸ 2 | AAPL | SH | $52.5M | 6.31% | 181,413 | — | — | |
| ▸ 3 | PLTR | SH | $44.8M | 5.39% | 383,906 | — | — | |
| ▸ 4 | SPYG | SH | $34.1M | 4.10% | 286,828 | — | — | |
| ▸ 5 | MSFT | SH | $22.6M | 2.72% | 60,572 | — | — | |
| ▸ 6 | GOOGL | SH | $21.0M | 2.52% | 58,741 | — | — | |
| ▸ 7 | UITB | SH | $19.0M | 2.28% | 405,609 | — | — | |
| ▸ 8 | AMZN | SH | $18.0M | 2.17% | 75,602 | — | — | |
| ▸ 9 | NVDA | SH | $16.8M | 2.01% | 83,744 | — | — | |
| ▸ 10 | IRM | SH | $16.7M | 2.00% | 131,883 | — | — |
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Frequently Asked Questions
What stocks does Sargent Investment Group, LLC hold as of Q2 2026?
Sargent Investment Group, LLC reported 279 positions worth $831.6M in its Q2 2026 13F filing. Largest positions: BILS (7.8%), AAPL (6.3%), PLTR (5.4%), SPYG (4.1%) and MSFT (2.7%).
What did Sargent Investment Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sargent Investment Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.