Investments: Sargent Investment Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
785.350.639 $+87.881.995 $697.468.644 $+697.468.644 $
BANK OF AMERICA CORP /DE/BAC389.865.061 $+56.036.681 $333.828.380 $+333.828.380 $
PALATIN TECHNOLOGIES INCPTNT76.521.913 $-12.219.032 $88.740.945 $+88.740.945 $
APPFOLIO INCAPPF48.188.653 $+2.151.447 $46.037.206 $+46.037.206 $
MICROSOFT CORPMSFT27.149.963 $-1.766.170 $28.916.133 $+28.916.133 $
ALPHA PRO TECH LTDAPT27.235.278 $+6.674.926 $20.560.352 $+20.560.352 $
VICTORY CAPITAL MANAGEMENT INC19.045.206 $+1.131.357 $17.913.849 $+17.913.849 $
AMAZON COM INCAMZN16.375.987 $+1.582.458 $14.793.529 $+14.793.529 $
NVIDIA CORPNVDA15.090.461 $+659.431 $14.431.030 $+14.431.030 $
BERKSHIRE HATHAWAY INCBRK-B13.924.050 $+2.320.308 $11.603.742 $+11.603.742 $
JPMORGAN CHASE & COJPM11.855.204 $+565.720 $11.289.484 $+11.289.484 $
Walmart Inc.WMT11.128.444 $+2.037.594 $9.090.850 $+9.090.850 $
AbbVie Inc.ABBV10.072.882 $-24.437 $10.097.319 $+10.097.319 $
Mastercard IncMA8.868.621 $+209.626 $8.658.995 $+8.658.995 $
ELI LILLY & CoLLY6.919.865 $+1.902.377 $5.017.488 $+5.017.488 $
JOHNSON & JOHNSONJNJ6.840.351 $+2.251.784 $4.588.567 $+4.588.567 $
ARES CAPITAL CORPARCC5.723.381 $-197.909 $5.921.290 $+5.921.290 $
CHEVRON CORPCVX4.770.625 $-137.963 $4.908.588 $+4.908.588 $
GENERAL ELECTRIC COGE4.828.986 $+116.039 $4.712.947 $+4.712.947 $
AMERICAN EXPRESS COAXP4.429.781 $+458.476 $3.971.305 $+3.971.305 $
ROLLINS INCROL4.343.136 $+147.317 $4.195.819 $+4.195.819 $
Vertiv Holdings CoVRT4.083.462 $+293.406 $3.790.056 $+3.790.056 $
Duke Energy CORPDUK3.947.513 $+402.123 $3.545.390 $+3.545.390 $
CATERPILLAR INCCAT3.870.310 $+457.733 $3.412.577 $+3.412.577 $
COCA COLA COKO3.655.594 $+193.027 $3.462.567 $+3.462.567 $
ORACLE CORPORCL2.468.730 $-1.122.424 $3.591.154 $+3.591.154 $
FirstService CorpFSV2.378.365 $-1.145.129 $3.523.494 $+3.523.494 $
CONOCOPHILLIPSCOP2.812.322 $-80.212 $2.892.534 $+2.892.534 $
SOUTHERN COSO2.387.536 $-212.953 $2.600.489 $+2.600.489 $
ADVANCED MICRO DEVICES INCAMD2.372.464 $+525.955 $1.846.509 $+1.846.509 $
EXXON MOBIL CORPXOM2.256.117 $+140.042 $2.116.075 $+2.116.075 $
LINDE PLCLIN1.910.654 $-248.696 $2.159.350 $+2.159.350 $
PROCTER & GAMBLE CoPG2.034.645 $+173.329 $1.861.316 $+1.861.316 $
EMERSON ELECTRIC COEMR1.790.666 $-170.518 $1.961.184 $+1.961.184 $
FEDEX CORPFDX1.799.233 $+1.799.233 $
PEPSICO INCPEP1.731.632 $+231.409 $1.500.223 $+1.500.223 $
UNITEDHEALTH GROUP INCUNH1.692.159 $+1.692.159 $
AT&T INC.T1.619.415 $-70.343 $1.689.758 $+1.689.758 $
EXELON CORPEXC1.440.613 $-66.777 $1.507.390 $+1.507.390 $
MCDONALDS CORPMCD1.488.129 $+1.488.129 $
CITIGROUP INCC1.460.155 $+1.460.155 $
INTUITIVE SURGICAL INCISRG1.441.953 $+1.441.953 $
CUMMINS INCCMI1.350.198 $+1.350.198 $
ASPEN AEROGELS INCASPN400.748 $-916.272 $1.317.020 $+1.317.020 $
Medtronic plcMDT1.300.378 $+63.317 $1.237.061 $+1.237.061 $
MICRON TECHNOLOGY INCMU1.291.195 $+1.291.195 $
SYSCO CORPSYY939.695 $-150.713 $1.090.408 $+1.090.408 $
GOLDMAN SACHS GROUP INCGS988.875 $+988.875 $
MERCADOLIBRE INCMELI918.503 $+918.503 $
Veralto CorpVLTO861.068 $+861.068 $
Atomera IncATOM366.971 $-355.920 $722.891 $+722.891 $
Cytosorbents CorpCTSO391.190 $-298.830 $690.020 $+690.020 $
STARBUCKS CORPSBUX689.006 $+689.006 $
INSULET CORPPODD673.649 $+673.649 $
FORD MOTOR COF624.643 $-5.888 $630.531 $+630.531 $
ANALOG DEVICES INCADI605.590 $+605.590 $
Zoetis Inc.ZTS554.363 $+554.363 $
CARNIVAL CORPCCL544.040 $+69.800 $474.240 $+474.240 $
LOCKHEED MARTIN CORPLMT503.500 $+503.500 $
FREEPORT-MCMORAN INCFCX502.618 $+32.919 $469.699 $+469.699 $
NETFLIX INCNFLX491.302 $+491.302 $
DEERE & CODE445.550 $+445.550 $
AMGEN INCAMGN419.611 $+419.611 $
Aon plcAON416.751 $+416.751 $
Walt Disney CoDIS411.986 $+411.986 $
CENTRUS ENERGY CORPLEU409.051 $+409.051 $
3M COMMM402.972 $+402.972 $
DEXCOM INCDXCM385.610 $+385.610 $
NNN REIT, INC.NNN355.877 $+355.877 $
CVS HEALTH CorpCVS354.111 $+354.111 $
STRYKER CORPSYK337.060 $+337.060 $
FIRST INDUSTRIAL REALTY TRUST INCFR335.831 $+335.831 $
FISERV INCFISV319.058 $+319.058 $
NEXTERA ENERGY INCNEE310.777 $+310.777 $
Palo Alto Networks IncPANW301.351 $+301.351 $
RTX CorpRTX300.042 $+300.042 $
NICOLET BANKSHARES INCNIC288.670 $+288.670 $
PFIZER INCPFE284.956 $+284.956 $
VERIZON COMMUNICATIONS INCVZ278.878 $+278.878 $
EnerSysENS269.286 $+269.286 $
NUCOR CORPNUE251.679 $+251.679 $
PROSPERITY BANCSHARES INCPB250.524 $+250.524 $
COLGATE PALMOLIVE COCL249.861 $+249.861 $
IBEX LtdIBEX248.514 $+248.514 $
MORGAN STANLEYMS246.234 $+246.234 $
BlackRock, Inc.BLK238.149 $+238.149 $
ISHARES GOLD TRUSTIAU233.283 $+233.283 $
Shell plcSHEL216.766 $+216.766 $
BOEING COBA216.686 $+216.686 $
HENRY SCHEIN INCHSIC213.514 $+213.514 $
PAYCHEX INCPAYX210.898 $+210.898 $
Churchill Downs IncCHDN203.666 $+203.666 $
CEMEX SAB DE CVCX126.390 $+27.500 $98.890 $+98.890 $
785.350.639 $+87.881.995 $697.468.644 $+697.468.644 $
Erweiterte Einstellungen ×