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Sargent Investment Group, LLC

CIK:0001766157
Investment Adviser
$1B AUM
235 holdings
Bethesda, MD, United States
Founded:2018
15 employees
Latest filing:Jun 30, 2025

Sargent Investment Group, LLC is an SEC-registered investment adviser headquartered in Bethesda, Maryland. The firm manages assets of approximately $1.3 billion as of April 2025 and serves a wide array of high-net-worth individuals, charitable organizations, and other institutional clients. The team consists of around 15 employees, with about 80% dedicated to investment roles. Sargent Investment Group, LLC is primarily focused on providing tailored asset management and investment advisory services to US-based clients.

Investment Strategy

Sargent Investment Group, LLC pursues a diverse investment strategy focused primarily on public equities across major US sectors, with significant positions in technology, financials, and consumer sectors. The firm builds portfolios drawing from both large-cap and growth-oriented companies such as Palantir, Apple, Microsoft, and Alphabet. Its strategy is primarily discretionary, emphasizing tailored solutions to meet the risk and return profiles of high-net-worth and institutional clients, as evidenced by holdings data and client AUM breakdowns.

Top Buys
P
PLTRPALANTIR TECHNOLOGIES INC
+$42.5M
M
MSFTMICROSOFT CORP
+$8.7M
C
CGCARLYLE GROUP INC
+$7.1M
N
NVDANVIDIA CORPORATION
+$5.4M
B
BXBLACKSTONE INC
+$4.5M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$2.5M
A
AAPLAPPLE INC
-$1.8M
F
FDXFEDEX CORP
-$1.4M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$1.4M
S
SPYVSPDR SERIES TRUST
-$913.1K

Top Holdings

P
PLTRPALANTIR TECHNOLOGIES INC
+12.2%$89.9M
B
BILSSPDR SERIES TRUST
+8.1%$59.5M
A
AAPLAPPLE INC
+5.2%$38.6M
M
MSFTMICROSOFT CORP
+3.9%$29.0M
S
SPYGSPDR SERIES TRUST
+2.8%$20.8M

Equity Positions (233)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
P
PLTR
PALANTIR TECHNOLOGIES INC12.16%$89.9M500,715$24.02$136.32+$42.5M
B
BILS
SPDR SERIES TRUST8.05%$59.5M600,218$99.40$99.43+$1.8M
A
AAPL
APPLE INC5.22%$38.6M180,869$97.20$205.17-$1.8M
M
MSFT
MICROSOFT CORP3.92%$29.0M55,247$222.18$497.41+$8.7M
S
SPYG
SPDR SERIES TRUST2.81%$20.8M210,279$62.85$95.32+$3.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+17.3%
INVESTMENT ADVICE
+5.3%
ELECTRONIC COMPUTERS
+5.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.7%
PHARMACEUTICAL PREPARATIONS
+3.6%