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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 Q1 2025 · Filed May 5, 2025 · Accession 0001951757-25-000503

Total Value
$626.2M
Positions
233
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (233)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R523580,919$57.8M9.23%
2PALANTIR TECHNOLOGIES INCPLTR561,445$47.4M7.57%
3APPLE INCAAPL181,804$40.4M6.45%
4MICROSOFT CORPMSFT54,169$20.3M3.25%
5SPDR SER TR78464A409218,442$17.6M2.80%
6INTERNATIONAL BUSINESS MACHSINTR63,850$15.9M2.54%
7VICTORY PORTFOLIOS II92647N527336,440$15.8M2.52%
8FIRST TR EXCHANGE-TRADED FD33733E104166,580$14.9M2.38%
9SPDR SER TR78464A508280,731$14.3M2.29%
10CARLYLE GROUP INCCGABL300,050$13.1M2.09%
11BERKSHIRE HATHAWAY INC DELBRK-A23,095$12.3M1.96%
12FIRST TR EXCHANGE TRADED FD33734X846193,566$12.2M1.95%
13AMAZON COM INCAMZN64,015$12.2M1.95%
14BLACKSTONE INCBX86,104$12.0M1.92%
15IRON MTN INC DEL46284V101121,947$10.5M1.68%
16CANTALOUPE INCCTLPP1,302,688$10.3M1.64%
17UNIVERSAL DISPLAY CORPOLED66,352$9.3M1.48%
18SPDR SER TR78468R66391,800$8.4M1.34%
19JPMORGAN CHASE & CO.VYLD34,309$8.4M1.34%
20MASTERCARD INCORPORATEDMA14,806$8.1M1.30%
21ABBVIE INCABBV38,621$8.1M1.29%
22EXELIXIS INCEXEL217,595$8.0M1.28%
23ALPHABET INCGOOG50,921$7.9M1.26%
24WALMART INCWMT83,075$7.3M1.16%
25NVIDIA CORPORATIONNVDA67,123$7.3M1.16%
26ARES CAPITAL CORPARCC264,149$5.9M0.93%
27COSTCO WHSL CORP NEW22160K1055,256$5.0M0.79%
28QUALCOMM INCQCOM31,836$4.9M0.78%
29FIRSTSERVICE CORP NEWFSV28,837$4.8M0.76%
30STARWOOD PPTY TR INCSTHO232,304$4.6M0.73%
31CHEVRON CORP NEWCVX26,510$4.4M0.71%
32ALPHABET INCGOOG28,332$4.4M0.71%
33JOHNSON & JOHNSONJNJ24,701$4.1M0.65%
34ABBOTT LABSABLZF30,620$4.1M0.65%
35COCA COLA COKO52,025$3.7M0.60%
36ROLLINS INCROL67,218$3.6M0.58%
37J P MORGAN EXCHANGE TRADED F46641Q83771,154$3.6M0.58%
38BANK AMERICA CORP06050510483,675$3.5M0.56%
39AMERICAN EXPRESS COAXP12,913$3.5M0.55%
40META PLATFORMS INCMETA5,805$3.3M0.53%
41DANAHER CORPORATION23585110216,038$3.3M0.53%
42HOME DEPOT INCHD8,707$3.2M0.51%
43TESLA INCTSLA11,959$3.1M0.49%
44UNITEDHEALTH GROUP INCUNH5,855$3.1M0.49%
45ELI LILLY & COLLY3,693$3.1M0.49%
46GE AEROSPACE36960430115,230$3.0M0.49%
47FEDEX CORPFDX12,079$2.9M0.47%
48CARRIER GLOBAL CORPORATIONCARR43,426$2.8M0.44%
49KINDER MORGAN INC DELEP-PC95,138$2.7M0.43%
50EXXON MOBIL CORPXOM22,743$2.7M0.43%
51FIRST TR MORNINGSTAR DIVID L33691710960,992$2.6M0.42%
52COHEN & STEERS QUALITY INCOM19247L106191,496$2.4M0.38%
53UBER TECHNOLOGIES INCUBER32,159$2.3M0.37%
54CONOCOPHILLIPSCOP21,995$2.3M0.37%
55SCHLUMBERGER LTDSLB55,204$2.3M0.37%
56CATERPILLAR INCCAT6,906$2.3M0.36%
57PROCTER AND GAMBLE CO74271810913,035$2.2M0.35%
58LINDE PLCLIN4,501$2.1M0.33%
59VANGUARD MUN BD FDS92290774641,047$2.0M0.33%
60VISA INCV5,621$2.0M0.31%
61BROADCOM INCAVGO11,225$1.9M0.30%
62EMERSON ELEC COEMR17,012$1.9M0.30%
63PGIM ETF TR69344A10737,500$1.9M0.30%
64MERCK & CO INCMRK20,016$1.8M0.29%
65XPO INCXPO16,449$1.8M0.28%
66MITEK SYS INCMITK214,155$1.8M0.28%
67NORTHROP GRUMMAN CORPNOC3,433$1.8M0.28%
68ASPEN AEROGELS INCASPN274,267$1.8M0.28%
69HONEYWELL INTL INC4385161068,223$1.7M0.28%
70ENERGY RECOVERY INCERII108,395$1.7M0.28%
71WORLD GOLD TRGLDW27,730$1.7M0.27%
72VULCAN MATLS CO9291601097,117$1.7M0.27%
73BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.26%
74TEVA PHARMACEUTICAL INDS LTD88162420998,295$1.5M0.24%
75FIRST TR EXCHANGE TRADED FD33738R72036,845$1.5M0.24%
76MARRIOTT INTL INC NEW5719032025,922$1.4M0.23%
77EVERCORE INCEVR7,023$1.4M0.22%
78FIRST TR EXCHANGE TRAD FD VI33739H10154,559$1.4M0.22%
79PEPSICO INCPEP8,913$1.3M0.21%
80ORACLE CORPORCL-PD9,330$1.3M0.21%
81THE ALGER ETF TRUST01556410780,653$1.3M0.21%
82CAPITAL ONE FINL CORP14040H1056,942$1.2M0.20%
83BRISTOL-MYERS SQUIBB COCELG-RI19,738$1.2M0.19%
84WHEATON PRECIOUS METALS CORPWPM15,202$1.2M0.19%
85GE VERNOVA INCGEV3,801$1.2M0.19%
86INTUITINTU1,841$1.1M0.18%
87SALESFORCE INCCRM4,202$1.1M0.18%
88ADVANCED MICRO DEVICES INCAMD10,938$1.1M0.18%
89ARCHER AVIATION INCACHR-WT158,030$1.1M0.18%
90DUKE ENERGY CORP NEWDUKB8,854$1.1M0.17%
91MEDIWOUND LTDMDWD68,690$1.1M0.17%
92FIRST TR EXCHANGE-TRADED FD33733E3024,758$1.1M0.17%
93VERTIV HOLDINGS COVRT14,244$1.0M0.16%
94FISERV INCFISV4,579$1.0M0.16%
95J P MORGAN EXCHANGE TRADED F46641Q65419,285$980,6420.16%
96MERCADOLIBRE INCMELI500$975,4350.16%
97SAUL CTRS INC80439510126,001$937,8560.15%
98INTERCONTINENTAL EXCHANGE IN45866F1045,395$930,6380.15%
99INSULET CORPPODD3,475$912,5700.15%
100DEXCOM INCDXCM13,265$905,8670.14%
101ZOETIS INCZTS5,418$892,0740.14%
102AT&T INCT-PC31,218$882,8450.14%
103ISHARES TR4642876892,764$877,9570.14%
104UNION PAC CORPUNP3,640$859,9140.14%
105SPDR S&P 500 ETF TRSPY1,536$859,2230.14%
106PROGRESSIVE CORP7433151033,011$852,1430.14%
107ALTRIA GROUP INCMO14,097$846,1050.14%
108MARVELL TECHNOLOGY INCMRVL13,392$824,5450.13%
109CYTOSORBENTS CORPCTSO823,500$823,5000.13%
110STARBUCKS CORPSBUX8,261$810,3210.13%
111TAIWAN SEMICONDUCTOR MFG LTD8740391004,713$782,3580.12%
112ENTERPRISE PRODS PARTNERS L29379210722,360$763,3700.12%
113ANALOG DEVICES INCADI3,721$750,4140.12%
114FIRST TR VALUE LINE DIVID IN33734H10616,519$736,5820.12%
115ATOMERA INCATOM184,050$736,2000.12%
116INVESCO QQQ TRIVZ1,558$730,5830.12%
117GILEAD SCIENCES INCGILD6,416$718,9670.11%
118EXELON CORPEXC15,335$706,6220.11%
119MATTEL INCMAT35,955$698,6060.11%
120NORFOLK SOUTHN CORP6558441082,872$680,2480.11%
121COMCAST CORP NEWCCZ18,260$673,7820.11%
122MEDTRONIC PLCMDT7,248$651,3330.10%
123ISHARES TR4642875233,450$649,1870.10%
124VERALTO CORPVLTO6,629$645,9630.10%
125PHILIP MORRIS INTL INC7181721094,005$635,7140.10%
126SIXTH STREET SPECIALTY LENDITSLX28,400$635,5920.10%
127GOLDMAN SACHS GROUP INCGSCE1,125$614,5760.10%
128FORD MTR CO34537086060,725$609,0720.10%
129SNOWFLAKE INCSNOW4,106$600,1330.10%
130IDEXX LABS INC45168D1041,423$597,5890.10%
131ADOBE INCADBE1,557$597,1560.10%
132APA CORPORATIONAPA28,300$594,8660.10%
133SYSCO CORPSYY7,785$584,2050.09%
134ISHARES TR4642877885,130$578,9210.09%
135CITIGROUP INCC-PR7,966$565,5060.09%
136TEXAS INSTRS INC8825081043,133$563,0210.09%
137THERMO FISHER SCIENTIFIC INCTMO1,127$560,7950.09%
138CONAGRA BRANDS INCCAG21,015$560,4820.09%
139CIVITAS RESOURCES INC17888H10315,989$557,8660.09%
140NOVO-NORDISK A SNONOF7,982$554,2700.09%
141METTLER TOLEDO INTERNATIONALMTD465$549,1230.09%
142SIMON PPTY GROUP INC NEW8288061093,269$542,9160.09%
143TJX COS INC NEW8725401094,164$507,1750.08%
144COHEN & STEERS INFRASTRUCTUR19248A10919,785$505,5070.08%
145AON PLCAON1,209$482,5000.08%
146FIRST TR EXCHANGE TRADED FD33738R6058,570$470,1500.08%
147ECOLAB INCECL1,853$469,7730.08%
148WISDOMTREE TRWT7,805$465,1780.07%
149ROSS STORES INCROST3,632$464,1330.07%
150LOCKHEED MARTIN CORPLMT1,039$464,1320.07%
151PURE STORAGE INC74624M10210,334$457,4860.07%
152NETFLIX INCNFLX488$455,0750.07%
153DEERE & CODE968$454,3310.07%
154CISCO SYS INCCSCO7,231$446,2250.07%
155EQUINIX INCEQIX526$428,8830.07%
156FIRST TR LRGE CP CORE ALPHA33734K1094,165$426,7460.07%
157SOUTHERN COSOMN4,619$424,7170.07%
158DISNEY WALT CO2546871064,265$420,9560.07%
159CORNING INCGLW9,180$420,2600.07%
160FIRST TR EXCHANGE-TRADED FD33739Q2008,430$414,4190.07%
161AMERICAN WTR WKS CO INC NEW0304201032,795$412,3180.07%
162AUTOMATIC DATA PROCESSING INADP1,347$411,5490.07%
163GABELLI DIVID & INCOME TR36242H10416,750$404,1780.06%
164CANADIAN PACIFIC KANSAS CITYCP5,748$403,5670.06%
165MONDELEZ INTL INC6092071055,932$402,4860.06%
166FREEPORT-MCMORAN INCFCX10,421$394,5390.06%
167UNITED RENTALS INCURI627$392,9410.06%
168THE TRADE DESK INC88339J1057,180$392,8900.06%
169ILLINOIS TOOL WKS INC4523081091,583$392,6000.06%
170STRYKER CORPORATIONSYK1,047$389,7460.06%
171CUMMINS INCCMI1,223$383,3450.06%
172AMGEN INCAMGN1,212$377,5990.06%
1733M COMMM2,542$373,3180.06%
174FIRST TR EXCHANGE TRADED FD33734X1762,795$369,6390.06%
175TARGET CORPTGT3,507$365,9910.06%
176CHUBB LIMITEDCB1,178$355,7440.06%
177NIAGEN BIOSCIENCE INCNAGE50,000$345,0000.06%
178NIKE INCNKE5,321$337,7770.05%
179SPDR SER TR78464A8704,130$334,9430.05%
180VERIZON COMMUNICATIONS INCVZ7,125$323,1900.05%
181COLGATE PALMOLIVE COCL3,417$320,1730.05%
182GE HEALTHCARE TECHNOLOGIES IGEHC3,922$316,5450.05%
183AMERICAN TOWER CORP NEW03027X1001,417$308,3390.05%
184WELLS FARGO CO NEW9497461014,255$305,4660.05%
185VANECK ETF TRUST92189H2016,691$304,5070.05%
186OREILLY AUTOMOTIVE INC67103H107212$303,7070.05%
187CVS HEALTH CORPCVS4,447$301,2840.05%
188SHOPIFY INCSHOP3,110$296,9430.05%
189ULTA BEAUTY INCULTA810$296,8970.05%
190PALO ALTO NETWORKS INCPANW1,724$294,1830.05%
191MCDONALDS CORPMCD940$293,6280.05%
192AMPHENOL CORP NEW0320951014,470$293,1870.05%
193ALLISON TRANSMISSION HLDGS IALSN3,053$292,0810.05%
194FIRST TR EXCHANGE TRADED FD33734X1355,500$291,5000.05%
195INTUITIVE SURGICAL INCISRG584$289,2380.05%
196ISHARES TR4642874081,501$286,0610.05%
197ISHARES TR4642873093,062$284,2450.05%
198PROSPERITY BANCSHARES INCPB3,960$282,6250.05%
199AXON ENTERPRISE INCAXON536$281,9090.05%
200VANGUARD INDEX FDS922908363548$281,6230.04%
201AMETEK INCAME1,525$262,5140.04%
202NEXTERA ENERGY INCNEE-PW3,572$253,2190.04%
203SPDR INDEX SHS FDS78463X1035,685$250,1970.04%
204ISHARES TR4642874653,045$248,8680.04%
205SERVICENOW INCNOW312$248,3960.04%
206ISHARES INC4642868224,825$245,8820.04%
207APOLLO GLOBAL MGMT INC03769M1061,709$234,0300.04%
208APPLIED MATLS INC0382221051,555$225,6620.04%
209TOOTSIE ROLL INDS INC8905161077,144$224,8790.04%
210HENRY SCHEIN INCHSIC3,280$224,6470.04%
211VANGUARD INDEX FDS9229085532,391$216,4830.03%
212SHELL PLCRYDAF2,950$216,1760.03%
213INVESCO EXCHANGE TRADED FD TIVZ1,230$213,0730.03%
214PFIZER INCPFE8,347$211,5130.03%
215BIGBEAR AI HLDGS INCBBAI-WT73,150$209,2090.03%
216INNOVEX INTERNATIONAL INCINVX11,555$207,5280.03%
217PAYCHEX INCPAYX1,345$207,5070.03%
218VANGUARD INDEX FDS922908769750$206,1300.03%
219RTX CORPORATIONRTX1,547$204,9160.03%
220SERVICE CORP INTL8175651042,528$202,7460.03%
221SUMMIT THERAPEUTICS INCSMMT10,500$202,5450.03%
222WATSCO INCWSO-B398$202,3030.03%
223CREATIVE REALITIES INCCREX90,500$176,4750.03%
224COHEN & STEERS CLOSED-END OP19248P10611,085$133,7960.02%
225DIGITALBRIDGE GROUP INCDBRG-PJ14,815$130,6680.02%
226ABRDN WORLD HEALTHCARE FUNDTHW10,000$115,3000.02%
227TRANSOCEAN LTDRIG22,500$71,3250.01%
228LUCID DIAGNOSTICS INCLUCD43,500$64,8150.01%
229CEMEX SAB DE CVCXMSF11,000$61,7100.01%
230TERAWULF INCWULF20,225$55,2140.01%
231MATINAS BIOPHARMA HLDGS INCMTNB41,800$21,7360.00%
232COHERUS BIOSCIENCES INCCHRS16,670$13,4530.00%
233OCEAN PWR TECHNOLOGIES INC67487050628,000$12,7620.00%