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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 Q2 2024 · Filed August 9, 2024 · Accession 0001951757-24-000715

Total Value
$490.2M
Positions
220
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (220)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R523486,001$48.3M9.85%
2APPLE INCAAPL156,562$33.0M6.73%
3MICROSOFT CORPMSFT46,899$21.0M4.28%
4PALANTIR TECHNOLOGIES INCPLTR547,164$13.9M2.83%
5UNIVERSAL DISPLAY CORPOLED63,677$13.4M2.73%
6SPDR SER TR78464A409162,303$13.0M2.65%
7FIRST TR EXCHANGE-TRADED FD33733E104145,833$12.3M2.50%
8FIRST TR EXCHANGE TRADED FD33734X846213,971$12.1M2.46%
9IRON MTN INC DEL46284V101126,360$11.3M2.31%
10CARLYLE GROUP INCCGABL279,953$11.2M2.29%
11INTERNATIONAL BUSINESS MACHSINTR61,904$10.7M2.18%
12BLACKSTONE INCBX85,641$10.6M2.16%
13CANTALOUPE INCCTLPP1,551,043$10.2M2.09%
14AMAZON COM INCAMZN48,304$9.3M1.90%
15SPDR SER TR78464A508174,363$8.5M1.73%
16BERKSHIRE HATHAWAY INC DELBRK-A20,309$8.3M1.69%
17ABBVIE INCABBV45,692$7.8M1.60%
18SPDR SER TR78468R66384,514$7.8M1.58%
19ASPEN AEROGELS INCASPN317,539$7.6M1.54%
20VICTORY PORTFOLIOS II92647N527163,257$7.5M1.53%
21ALPHABET INCGOOG37,818$6.9M1.41%
22ALPHABET INCGOOG30,654$5.6M1.15%
23ARES CAPITAL CORPARCC266,250$5.5M1.13%
24EXELIXIS INCEXEL242,895$5.5M1.11%
25NVIDIA CORPORATIONNVDA39,705$4.9M1.00%
26WALMART INCWMT71,203$4.8M0.98%
27ABBOTT LABSABLZF45,586$4.7M0.97%
28QUALCOMM INCQCOM21,676$4.3M0.88%
29JPMORGAN CHASE & CO.VYLD21,086$4.3M0.87%
30AVID BIOSERVICES INC05368M106595,980$4.3M0.87%
31ENERGY RECOVERY INCERII313,779$4.2M0.85%
32MASTERCARD INCORPORATEDMA8,751$3.9M0.79%
33STARWOOD PPTY TR INCSTHO197,510$3.7M0.76%
34FIRSTSERVICE CORP NEWFSV23,553$3.6M0.73%
35FIRST TR EXCHANGE TRAD FD VI33739H101148,007$3.5M0.72%
36COSTCO WHSL CORP NEW22160K1053,891$3.3M0.67%
37MITEK SYS INCMITK285,080$3.2M0.65%
38JOHNSON & JOHNSONJNJ21,779$3.2M0.65%
39DANAHER CORPORATION23585110211,252$2.8M0.57%
40CHEVRON CORP NEWCVX16,983$2.7M0.54%
41EXXON MOBIL CORPXOM22,859$2.6M0.54%
42J P MORGAN EXCHANGE TRADED F46641Q83751,269$2.6M0.53%
43CARRIER GLOBAL CORPORATIONCARR41,014$2.6M0.53%
44GE AEROSPACE36960430115,466$2.5M0.50%
45FIRST TR MORNINGSTAR DIVID L33691710964,777$2.5M0.50%
46HOME DEPOT INCHD7,033$2.4M0.49%
47FORD MTR CO DEL345370860188,260$2.4M0.48%
48COHEN & STEERS QUALITY INCOM19247L106198,680$2.3M0.47%
49ELI LILLY & COLLY2,563$2.3M0.47%
50BANK AMERICA CORP06050510452,308$2.1M0.42%
51PROCTER AND GAMBLE CO74271810912,369$2.0M0.42%
52TEVA PHARMACEUTICAL INDS LTD881624209122,580$2.0M0.41%
53UNITEDHEALTH GROUP INCUNH3,868$2.0M0.40%
54AMERICAN EXPRESS COAXP8,504$2.0M0.40%
55LINDE PLCLIN4,443$1.9M0.40%
56EMERSON ELEC COEMR17,309$1.9M0.39%
57FIRST TR EXCHANGE-TRADED FD33738R72044,455$1.9M0.38%
58PGIM ETF TR69344A10737,500$1.9M0.38%
59MEDIWOUND LTDMDWD118,551$1.8M0.38%
60ORACLE CORPORCL-PD12,655$1.8M0.36%
61CATERPILLAR INCCAT5,329$1.8M0.36%
62MERCK & CO INCMRK14,085$1.7M0.36%
63FEDEX CORPFDX5,788$1.7M0.35%
64KINDER MORGAN INC DELEP-PC85,094$1.7M0.34%
65XEROX HOLDINGS CORPXRXDW138,795$1.6M0.33%
66FIRST TR EXCHANGE-TRADED FD33733E3027,775$1.6M0.33%
67DRIL-QUIP INC26203710485,648$1.6M0.32%
68NORTHROP GRUMMAN CORPNOC3,407$1.5M0.30%
69COHEN & STEERS INFRASTRUCTUR19248A10959,785$1.3M0.27%
70CREATIVE REALITIES INCCREX284,400$1.3M0.27%
71ISHARES TR4642875235,250$1.3M0.26%
72SALESFORCE INCCRM4,958$1.3M0.26%
73MARRIOTT INTL INC NEW5719032025,250$1.3M0.26%
74BERKSHIRE HATHAWAY INC DELBRK-A2$1.2M0.25%
75CONOCOPHILLIPSCOP10,548$1.2M0.25%
76THE ALGER ETF TRUST01556410772,177$1.2M0.24%
77INTUITINTU1,717$1.1M0.23%
78WHEATON PRECIOUS METALS CORPWPM21,302$1.1M0.23%
79TESLA INCTSLA5,611$1.1M0.23%
80XPO INCXPO9,545$1.0M0.21%
81CYTOSORBENTS CORPCTSO1,433,500$1.0M0.21%
82META PLATFORMS INCMETA1,874$944,9080.19%
83PEPSICO INCPEP5,605$924,4330.19%
84MATTEL INCMAT56,720$922,2670.19%
85ADOBE INCADBE1,626$903,3080.18%
86CAPITAL ONE FINL CORP14040H1056,456$893,8330.18%
87EASTERLY GOVT PPTYS INC27616P10371,715$887,1150.18%
88WORLD GOLD TRGLDW19,176$883,8220.18%
89VANGUARD MUN BD FDS92290774617,456$874,7200.18%
90ARCHER AVIATION INCACHR-WT238,130$838,2180.17%
91UNION PAC CORPUNP3,684$833,5420.17%
92THE TRADE DESK INC88339J1058,460$826,2880.17%
93APA CORPORATIONAPA28,035$825,3500.17%
94MERCADOLIBRE INCMELI499$820,0570.17%
95VISA INCV3,121$819,1690.17%
96ZOETIS INCZTS4,626$801,9630.16%
97TERAWULF INCWULF180,000$801,0000.16%
98CIVITAS RESOURCES INC17888H10311,186$771,8340.16%
99FIRST TR VALUE LINE DIVID IN33734H10617,999$733,4590.15%
100FISERV INCFISV4,595$684,8390.14%
101GE VERNOVA INCGEV3,862$662,2860.14%
102PROGRESSIVE CORP7433151033,110$645,9780.13%
103RACKSPACE TECHNOLOGY INCRXT215,100$640,9980.13%
104VULCAN MATLS CO9291601092,536$630,6520.13%
105FIRST TR EXCHANGE-TRADED FD33739Q20012,935$621,5270.13%
106ENTERPRISE PRODS PARTNERS L29379210721,405$620,3170.13%
107STARBUCKS CORPSBUX7,885$613,8470.13%
108SIXTH STREET SPECIALTY LENDITSLX28,400$606,3400.12%
109CEDAR FAIR L P15018510611,135$605,1870.12%
110BROADCOM INCAVGO375$602,0740.12%
111TARGET CORPTGT3,937$582,8330.12%
112SUMMIT THERAPEUTICS INCSMMT72,000$561,6000.11%
113TJX COS INC NEW8725401095,078$559,0880.11%
114MATINAS BIOPHARMA HLDGS INCMTNB3,492,000$552,7840.11%
115GOLDMAN SACHS GROUP INCGSCE1,221$552,2830.11%
116DISNEY WALT CO2546871065,226$518,8900.11%
117ADVANCED MICRO DEVICES INCAMD3,141$509,5020.10%
118TAIWAN SEMICONDUCTOR MFG LTD8740391002,930$509,2630.10%
119FIRST TR EXCHANGE-TRADED FD33738R6058,673$496,6690.10%
120FREEPORT-MCMORAN INCFCX10,095$490,6170.10%
121CARNIVAL CORPCUKPF25,569$478,6520.10%
122LOCKHEED MARTIN CORPLMT1,019$475,9750.10%
123ATOMERA INCATOM121,745$463,8480.09%
124ECOLAB INCECL1,924$457,9120.09%
125CANADIAN PACIFIC KANSAS CITYCP5,768$454,1150.09%
126CITIGROUP INCC-PR7,058$447,9010.09%
127DIGITALBRIDGE GROUP INCDBRG-PJ32,645$447,2370.09%
128AMPHENOL CORP NEW0320951016,510$438,5790.09%
129SPDR SER TR78464A8704,650$431,1020.09%
130VANGUARD INDEX FDS922908363855$427,6110.09%
131ULTA BEAUTY INCULTA1,105$426,3860.09%
132AON PLCAON1,444$423,9300.09%
133SERVICE CORP INTL8175651045,863$417,0350.09%
134NIKE INCNKE5,467$412,0480.08%
135FIRST TR LRGE CP CORE ALPHA33734K1094,165$403,9630.08%
136ILLINOIS TOOL WKS INC4523081091,670$395,7230.08%
137RYAN SPECIALTY HOLDINGS INCRYAN6,829$395,4670.08%
138NOVAVAX INCNVAX30,835$390,3710.08%
139PHILIP MORRIS INTL INC7181721093,786$383,6350.08%
140GABELLI DIVID & INCOME TR36242H10416,750$380,3930.08%
141ISHARES INC4642868226,680$378,1550.08%
142THERMO FISHER SCIENTIFIC INCTMO660$364,9800.07%
143TRANSOCEAN LTDRIG68,130$364,4960.07%
144FIRST TR EXCHANGE TRADED FD33734X1762,675$364,4960.07%
145UNITED RENTALS INCURI547$353,7610.07%
146AMERICAN WTR WKS CO INC NEW0304201032,704$349,2490.07%
147SCHLUMBERGER LTDSLB7,263$342,6680.07%
148INTERCONTINENTAL EXCHANGE IN45866F1042,482$339,7610.07%
149AVANTOR INCAVTR15,938$337,8860.07%
150GE HEALTHCARE TECHNOLOGIES IGEHC4,261$332,0170.07%
151HONEYWELL INTL INC4385161061,553$331,6280.07%
1523M COMMM3,233$330,3800.07%
153J P MORGAN EXCHANGE TRADED F46641Q1597,259$329,9940.07%
154WISDOMTREE TRWT5,705$329,6920.07%
155AMGEN INCAMGN1,044$326,1980.07%
156ROLLINS INCROL6,685$326,1610.07%
157DUKE ENERGY CORP NEWDUKB3,235$324,2440.07%
158APPLIED MATLS INC0382221051,360$320,9460.07%
159ANALOG DEVICES INCADI1,402$320,0210.07%
160VANECK ETF TRUST92189H2016,780$310,7950.06%
161MONDELEZ INTL INC6092071054,692$307,0440.06%
162AMERICAN TOWER CORP NEW03027X1001,559$303,0380.06%
163AUTOMATIC DATA PROCESSING INADP1,255$299,5560.06%
164PAYCHEX INCPAYX2,520$298,7710.06%
165AMETEK INCAME1,765$294,2430.06%
166AMDOCS LTDDOX3,659$288,7680.06%
167SHELL PLCRYDAF3,924$283,2340.06%
168MCDONALDS CORPMCD1,097$279,5590.06%
169CHURCHILL DOWNS INCCHDN1,985$277,1060.06%
170J P MORGAN EXCHANGE TRADED F46641Q2745,865$272,0680.06%
171COMCAST CORP NEWCCZ6,933$271,4960.06%
172INTEL CORPINTC8,750$270,9880.06%
173INTUITIVE SURGICAL INCISRG601$267,3550.05%
174STRYKER CORPORATIONSYK779$265,0550.05%
175ISHARES TR4642874653,365$263,5800.05%
176ABRDN WORLD HEALTHCARE FUNDTHW20,000$262,6000.05%
177FRANKLIN ELEC INCFELE2,704$260,4490.05%
178SCHWAB CHARLES CORPSCHW-PJ3,530$260,1260.05%
179FIRST TR EXCHANGE TRADED FD33734X1355,500$254,5950.05%
180CVS HEALTH CORPCVS4,303$254,1350.05%
181NOVO-NORDISK A SNONOF1,776$253,5060.05%
182VERIZON COMMUNICATIONS INCVZ6,110$251,9760.05%
183ISHARES TR464287689810$250,0230.05%
184CISCO SYS INCCSCO5,231$248,5250.05%
185UNITED BANKSHARES INC WEST VUNTCW7,645$248,0040.05%
186CHUBB LIMITEDCB971$247,6830.05%
187PFIZER INCPFE8,707$243,6220.05%
188PROSPERITY BANCSHARES INCPB3,960$242,1140.05%
189WEST PHARMACEUTICAL SVSC INC955306105719$236,8310.05%
190HENRY SCHEIN INCHSIC3,690$236,5290.05%
191CORNING INCGLW6,085$236,4020.05%
192ALLISON TRANSMISSION HLDGS IALSN3,048$231,3430.05%
193VANGUARD INDEX FDS922908769860$230,0590.05%
194PALO ALTO NETWORKS INCPANW670$227,1370.05%
195HUNTINGTON INGALLS INDS INC446413106915$225,3920.05%
196NEXTERA ENERGY INCNEE-PW3,147$222,8390.05%
197SAUL CTRS INC8043951016,025$221,5390.05%
198TARSUS PHARMACEUTICALS INCTARS8,093$219,9680.04%
199BOEING COBA-PA1,189$216,4100.04%
200OREILLY AUTOMOTIVE INC67103H107203$214,3800.04%
201TOOTSIE ROLL INDS INC8905161076,984$213,5140.04%
202AVALONBAY CMNTYS INCAWX1,025$212,0620.04%
203SPDR S&P 500 ETF TRSPY387$210,6130.04%
204COCA COLA COKO3,295$209,7270.04%
205INVESCO EXCHANGE TRADED FD TIVZ1,260$206,9930.04%
206VANGUARD INDEX FDS9229085121,367$205,6980.04%
207SERVICENOW INCNOW261$205,3210.04%
208COHEN & STEERS CLOSED-END OP19248P10615,085$180,2660.04%
209JOINT CORPJYNT10,680$150,1610.03%
210AKOUSTIS TECHNOLOGIES INC00973N102913,800$120,3470.02%
211OUTSET MED INCOM25,804$99,3450.02%
212COHERUS BIOSCIENCES INCCHRS43,130$74,6150.02%
213RELMADA THERAPEUTICS INCRLMD21,460$64,3800.01%
214ATHIRA PHARMA INC04746L10419,516$51,7170.01%
215BLUEBIRD BIO INC09609G10038,515$37,9060.01%
216GINKGO BIOWORKS HOLDINGS INCDNABW110,345$36,8880.01%
217REVANCE THERAPEUTICS INC76133010912,847$33,0170.01%
218GLYCOMIMETICS INC38000Q102100,000$28,1600.01%
219ASSERTIO HOLDINGS INCASRT15,949$19,7770.00%
220TELLURIAN INC NEW87968A10415,000$10,3890.00%