Long-term investor
Sargent Investment Group, LLC @sargentinvestmentgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766157).
Record
- Tracked since 2025-06-30 (450 days), 200 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.1% · 1 year n/a · all +6.5%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R523 · 7.8% · long · since 2025-06-30
- AAPL · 6.3% · long · since 2025-06-30
- PLTR · 5.4% · long · since 2025-06-30
- 78464A409 · 4.1% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- 92647N527 · 2.3% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- 46284V101 · 2.0% · long · since 2025-06-30
- 33734X846 · 1.9% · long · since 2025-06-30
- 78464A508 · 1.8% · long · since 2025-06-30