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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sargent Investment Group, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001766157-25-000005

Total Value
$701.7M
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1PALANTIR TECHNOLOGIES INCPLTR486,465$88.7M12.65%
2SPDR SERIES TRUST78468R523523,136$52.1M7.42%
3APPLE INCAAPL180,800$46.0M6.56%
4MICROSOFT CORPMSFT55,828$28.9M4.12%
5SPDR SERIES TRUST78464A409206,190$21.5M3.07%
6CARLYLE GROUP INCCGABL307,467$19.3M2.75%
7VICTORY PORTFOLIOS II92647N527376,975$17.9M2.55%
8BLACKSTONE INCBX96,881$16.6M2.36%
9INTERNATIONAL BUSINESS MACHSINTR57,411$16.2M2.31%
10FIRST TR EXCHANGE TRADED FD33734X846196,676$14.9M2.13%
11AMAZON COM INCAMZN67,375$14.8M2.11%
12SPDR SERIES TRUST78464A508262,091$14.5M2.07%
13FIRST TR EXCHANGE-TRADED FD33733E104154,844$14.5M2.07%
14NVIDIA CORPORATIONNVDA77,345$14.4M2.06%
15IRON MTN INC DEL46284V101137,404$14.0M2.00%
16ALPHABET INCGOOG55,538$13.5M1.92%
17BERKSHIRE HATHAWAY INC DELBRK-A23,081$11.6M1.65%
18JPMORGAN CHASE & CO.VYLD35,791$11.3M1.61%
19ABBVIE INCABBV43,609$10.1M1.44%
20UNIVERSAL DISPLAY CORPOLED63,646$9.1M1.30%
21WALMART INCWMT88,209$9.1M1.30%
22MASTERCARD INCORPORATEDMA15,223$8.7M1.23%
23SPDR SERIES TRUST78468R66391,674$8.4M1.20%
24EXELIXIS INCEXEL194,210$8.0M1.14%
25ALPHABET INCGOOG28,984$7.1M1.01%
26CANTALOUPE INCCTLPP633,243$6.7M0.95%
27TESLA INCTSLA14,166$6.3M0.90%
28ARES CAPITAL CORPARCC290,117$5.9M0.84%
29STARWOOD PPTY TR INCSTHO286,553$5.6M0.79%
30BANK AMERICA CORP060505104105,683$5.5M0.78%
31QUALCOMM INCQCOM32,633$5.4M0.77%
32META PLATFORMS INCMETA7,041$5.2M0.74%
33VANGUARD MUN BD FDS922907746100,458$5.0M0.72%
34ELI LILLY & COLLY6,576$5.0M0.72%
35COSTCO WHSL CORP NEW22160K1055,354$5.0M0.71%
36BROADCOM INCAVGO14,885$4.9M0.70%
37CHEVRON CORP NEWCVX31,609$4.9M0.70%
38GE AEROSPACE36960430115,667$4.7M0.67%
39JOHNSON & JOHNSONJNJ24,747$4.6M0.65%
40ROLLINS INCROL71,430$4.2M0.60%
41ABBOTT LABSABLZF30,736$4.1M0.59%
42HOME DEPOT INCHD10,061$4.1M0.58%
43AMERICAN EXPRESS COAXP11,956$4.0M0.57%
44UBER TECHNOLOGIES INCUBER39,754$3.9M0.56%
45VERTIV HOLDINGS COVRT25,123$3.8M0.54%
46ORACLE CORPORCL-PD12,769$3.6M0.51%
47DUKE ENERGY CORP NEWDUKB28,650$3.5M0.51%
48KINDER MORGAN INC DELEP-PC124,818$3.5M0.50%
49FIRSTSERVICE CORP NEWFSV18,497$3.5M0.50%
50COCA COLA COKO52,210$3.5M0.49%
51CARRIER GLOBAL CORPORATIONCARR57,760$3.4M0.49%
52CATERPILLAR INCCAT7,152$3.4M0.49%
53J P MORGAN EXCHANGE TRADED F46641Q83765,618$3.3M0.47%
54DANAHER CORPORATION23585110214,816$2.9M0.42%
55CONOCOPHILLIPSCOP30,580$2.9M0.41%
56SOUTHERN COSOMN27,440$2.6M0.37%
57TEVA PHARMACEUTICAL INDS LTD881624209128,620$2.6M0.37%
58SCHLUMBERGER LTDSLB74,679$2.6M0.37%
59J P MORGAN EXCHANGE TRADED F46641Q65450,101$2.6M0.36%
60XPO INCXPO19,632$2.5M0.36%
61GE VERNOVA INCGEV3,872$2.4M0.34%
62EVERCORE INCEVR7,004$2.4M0.34%
63MITEK SYS INCMITK231,155$2.3M0.32%
64FIRST TR EXCHANGE-TRADED FD33691710950,082$2.2M0.31%
65MERCK & CO INCMRK25,818$2.2M0.31%
66LINDE PLCLIN4,546$2.2M0.31%
67EXXON MOBIL CORPXOM18,768$2.1M0.30%
68HONEYWELL INTL INC4385161069,848$2.1M0.30%
69EMERSON ELEC COEMR14,950$2.0M0.28%
70PGIM ETF TR69344A10737,500$1.9M0.27%
71PROCTER AND GAMBLE CO74271810912,114$1.9M0.27%
72WORLD GOLD TRGLDW24,300$1.9M0.26%
73ADVANCED MICRO DEVICES INCAMD11,413$1.8M0.26%
74FIRST TR EXCHANGE TRADED FD33738R72034,510$1.8M0.26%
75THE ALGER ETF TRUST01556410777,168$1.7M0.25%
76AT&T INCT-PC59,836$1.7M0.24%
77ALTRIA GROUP INCMO25,439$1.7M0.24%
78COHEN & STEERS QUALITY INCOM19247L106126,430$1.6M0.22%
79EXELON CORPEXC33,490$1.5M0.21%
80PEPSICO INCPEP10,682$1.5M0.21%
81WHEATON PRECIOUS METALS CORPWPM13,118$1.5M0.21%
82ARCHER AVIATION INCACHR-WT150,830$1.4M0.21%
83MARVELL TECHNOLOGY INCMRVL16,505$1.4M0.20%
84PURE STORAGE INC74624M10215,968$1.3M0.19%
85ASPEN AEROGELS INCASPN189,227$1.3M0.19%
86FIRST TR EXCHANGE TRAD FD VI33739H10150,376$1.3M0.19%
87GILEAD SCIENCES INCGILD11,328$1.3M0.18%
88MEDTRONIC PLCMDT12,989$1.2M0.18%
89BRISTOL-MYERS SQUIBB COCELG-RI25,688$1.2M0.17%
90SYSCO CORPSYY13,243$1.1M0.16%
91MEDIWOUND LTDMDWD59,926$1.1M0.15%
92BIGBEAR AI HLDGS INCBBAI-WT156,150$1.0M0.15%
93JANUS DETROIT STR TR47103U84516,730$849,5490.12%
94ENTERPRISE PRODS PARTNERS L29379210725,505$797,5410.11%
95SAUL CTRS INC80439510123,251$741,0090.11%
96FIRST TR EXCHANGE-TRADED FD33734H10615,999$739,7940.11%
97ATOMERA INCATOM163,550$722,8910.10%
98APA CORPORATIONAPA28,930$702,4200.10%
99CYTOSORBENTS CORPCTSO738,700$690,0200.10%
100ENERGY RECOVERY INCERII43,640$672,9290.10%
101SIXTH STREET SPECIALTY LENDITSLX28,400$649,2240.09%
102FORD MTR CO34537086052,720$630,5310.09%
103SPDR INDEX SHS FDS78463X10310,435$519,7740.07%
104CARNIVAL CORPCUKPF16,404$474,2400.07%
105COHEN & STEERS INFRASTRUCTUR19248A10919,085$473,3080.07%
106FREEPORT-MCMORAN INCFCX11,976$469,6990.07%
107NIAGEN BIOSCIENCE INCNAGE35,002$326,5690.05%
108GABELLI DIVID & INCOME TR36242H10412,000$325,5600.05%
109TERAWULF INCWULF27,750$316,9050.05%
110MATTEL INCMAT14,735$247,9900.04%
111SUMMIT THERAPEUTICS INCSMMT10,000$206,6000.03%
112CREATIVE REALITIES INCCREX80,500$184,3450.03%
113DIGITALBRIDGE GROUP INCDBRG-PJ14,815$173,3360.02%
114COHEN & STEERS CLOSED-END OP19248P10610,085$131,5080.02%
115ABRDN WORLD HEALTHCARE FUNDTHW10,000$126,0000.02%
116CEMEX SAB DE CVCXMSF11,000$98,8900.01%
117TRANSOCEAN LTDRIG22,500$70,2000.01%
118MATINAS BIOPHARMA HLDGS INCMTNB36,620$69,2120.01%
119LUCID DIAGNOSTICS INCLUCD54,030$54,5700.01%
120OCEAN PWR TECHNOLOGIES INC67487050644,000$22,1630.00%
121COHEN & STEERS INFRASTRUCTUR19248A11719,085$1,4890.00%