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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
27
0
2
1
1
0
24
1
6
SARGENT INVESTMENT GROUP LLC

Time Period2019-03-31

Total Holdings133

Total Value ($x1000)207,650
Activities
New12

Increased50

Unchanged41

Decreased30

Sold Out4

Top 10 Stock Holdingstotal 39.63%
OLED5.85

EXEL4.93

ATRS4.65

AMZN3.98

AAPL3.83

 
MITK3.64

BX3.44

CG3.34

UBSI3.02

JPST2.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
OLED
5.85%
COM
EXEL
4.93%
COM
ATRS
4.65%
COM
AMZN
3.98%
COM
AAPL
3.83%
COM
MITK
3.64%
COM NEW
BX
3.44%
COM UNIT LTD
CG
3.34%
COM UTS LTD PTN
UBSI
3.02%
COM
JPST
2.95%
ULTRA SHRT INC
INTC
2.9%
COM
SQ
2.72%
CL A
SPPI
2.41%
COM
PULS
2.34%
ULTRA SHORT
ARCC
2%
COM
USAT
1.71%
COM NO PAR
JNJ
1.65%
COM
MSFT
1.6%
COM
IHIT
1.59%
COM
PTMC
1.56%
TRENDP 450 ETF
CDMO
1.23%
COM
GOOG
1.1%
CAP STK CL C
RQI
1.09%
COM
FDN
1.08%
DJ INTERNT IDX
CTSO
1.05%
COM NEW
DIA
1%
UT SER 1
UTF
1%
COM
IBM
0.92%
COM
WMT
0.89%
COM
JPM
0.79%
COM
BRK.B
0.77%
CL B NEW
BOMN
0.76%
COM
EZM
0.76%
MDCP EARN FUND
HD
0.7%
COM
TSLX
0.7%
COM
FOF
0.65%
COM
XOM
0.63%
COM
SLRC
0.6%
COM
FDL
0.6%
SHS
FV
0.59%
DORSEY WRT 5 ETF
GDV
0.54%
COM
ADBE
0.52%
COM
TPVG
0.51%
COM
LTXB
0.5%
COM
HACK
0.49%
PUREFUNDS ISE CY
PG
0.48%
COM
FGD
0.46%
DJ GLBL DIVID
MMM
0.46%
COM
TCPC
0.46%
COM
GLW
0.46%
COM
WASH
0.45%
COM
BAX
0.45%
COM
RVT
0.44%
COM
FB
0.44%
CL A
SASR
0.41%
COM
BA
0.4%
COM
CRM
0.38%
COM
SPY
0.38%
TR UNIT
CVX
0.38%
COM
INVESCO ...
0.37%
COM
ZIOP
0.37%
COM
BAC
0.36%
COM
RSP
0.35%
S&P500 EQL WGT
CIBR
0.34%
FD NASDAQ CEA CYB
KMI
0.34%
COM
STWD
0.33%
COM
JHB
0.33%
COM
CAT
0.32%
COM
DEA
0.32%
COM
MRK
0.32%
COM
ORCL
0.29%
COM
FXL
0.29%
TECH ALPHADEX
FVD
0.29%
SHS
GOOGL
0.28%
CAP STK CL A
WBII
0.28%
WBI TCT INC SH
FTSM
0.26%
FIRST TR ENH NEW
CPST
0.26%
COM NEW
UNP
0.26%
COM
COST
0.26%
COM
HSIC
0.24%
COM
LGI
0.22%
COM
PEP
0.22%
COM
ZTS
0.22%
CL A
UNH
0.22%
COM
PFE
0.21%
COM
CFA
0.21%
CEMP US 500 VOLA
CDXC
0.21%
COM NEW
SBUX
0.21%
COM
FEX
0.2%
COM SHS
C
0.2%
COM NEW
PEB
0.19%
COM
FUN
0.19%
DEPOSITRY UNIT
WBIG
0.18%
WBI LGCP TC YL
WBIC
0.18%
WBI SMID TACYL
AMGN
0.18%
COM
ULTA
0.18%
COM
OAK
0.18%
UNIT 99/99/9999
SOXX
0.17%
PHLX SEMICND ETF
NKE
0.17%
CL B
LVS
0.16%
COM
EPD
0.16%
COM
T
0.16%
COM
XBI
0.16%
S&P BIOTECH
NVAX
0.16%
COM
ITW
0.16%
COM
CMI
0.15%
COM
IFV
0.15%
DORSEY WRIGHT
ABT
0.15%
COM
VTHR
0.14%
VNG RUS3000IDX
FEZ
0.14%
EURO STOXX 50
WBIY
0.14%
WBI PWR FCTR ETF
CVS
0.14%
COM
VZ
0.14%
COM
VNQ
0.14%
REIT ETF
SPLV
0.14%
S&P500 LOW VOL
THW
0.14%
SHS
PYPL
0.13%
COM
BGY
0.13%
COM BENE INTER
GE
0.13%
COM
ADP
0.13%
COM
PM
0.13%
COM
GLD
0.11%
GOLD SHS
CSFL
0.11%
COM
IBB
0.11%
NASDQ BIOTEC ETF
DIS
0.11%
COM DISNEY
ABBV
0.1%
COM
DUK
0.1%
COM NEW
KO
0.1%
COM
MDIV
0.09%
MULTI ASSET DI
ATMR
0.08%
COM
FCX
0.07%
COM
MDWD
0.03%
ORD SHS
HD
< 0.01%
CALL
WBIH
0.32%
WBI TCT HG INC
ENS
0.16%
COM
AXP
0.15%
COM
VIVE
0.02%
COM