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Home > Institutional Investor > Sargent Investment Group, Llc > Profile

Instuitional Investor - Sargent Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Sargent Investment Group, Llc
Portfolio Value $456,557,639
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 391,674 $38,822,729 8.5%
2.
Apple Inc.
 AAPL 174,395 $33,576,269 7.35%
3.
Microsoft Corp
 MSFT 41,036 $15,431,177 3.37%
4.
First Trust Exchange-Traded Alphadex Fund
 240,301 $12,937,806 2.83%
5.
Cantaloupe Inc.
 CTLP 1,731,549 $12,830,778 2.81%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)