Sargent Investment Group, LLC
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$20.8B
Holdings
19
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 82%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 1.9% (53.7k → 52.7k shares)
36.7%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: New position (1.4k shares)
21.9%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
12.1%
04
$PDD
PDD HOLDINGS INC
Held since at least Q1 2024
10.1%
05
$TSLA
TESLA INC
Held since at least Q1 2024
6.3%
06
$GOOG
ALPHABET INC
Held since at least Q1 2024
5.3%
07
$OXY
OCCIDENTAL PETE CORP
Held since at least Q1 2024
3.3%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +5.0% (53.1k → 55.7k shares)
1.9%
09
$UNH
UNITEDHEALTH GROUP INC
Held since at least Q1 2024
0.8%
10
$DIS
DISNEY WALT CO
Held since at least Q1 2024
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.