Institutional Manager · CIK 0001767349
Princeton Global Asset Management LLC
PRINCETON, NJ · File #028-19430
Latest AUM
$617.5M
Positions
828
Top-10 Concentration
48.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025828 pos · $617.5M
- 13F HOLDINGS REPORTQ/E Sep 2025762 pos · $602.4M
- 13F HOLDINGS REPORTQ/E Jun 2025755 pos · $551.0M
- 13F HOLDINGS REPORTQ/E Mar 2025599 pos · $503.7M
- 13F HOLDINGS REPORTQ/E Dec 2024658 pos · $534.8M
- 13F HOLDINGS REPORTQ/E Sep 2024669 pos · $514.2M
- 13F HOLDINGS REPORTQ/E Jun 2024682 pos · $453.1M
- 13F HOLDINGS REPORTQ/E Mar 2024601 pos · $420.4M
- 13F HOLDINGS REPORTQ/E Dec 2023593 pos · $352.3M
- 13F HOLDINGS REPORTQ/E Sep 2023587 pos · $342.2M
- 13F HOLDINGS REPORTQ/E Jun 2023593 pos · $347.4M
- 13F HOLDINGS REPORTQ/E Mar 2023577 pos · $308,849
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BROADCOM INC COM | AVGO | 115,808 | $40.1M | 8.77% |
| 2 | MICROSOFT CORP COM | MSFT | 70,751 | $34.2M | 7.48% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 874039100 | 96,765 | $29.4M | 6.43% |
| 4 | JPMORGAN CHASE & CO. COM | VYLD | 64,540 | $20.8M | 4.55% |
| 5 | ALPHABET INC CAP STK CL A | GOOG | 63,587 | $19.9M | 4.35% |
| 6 | BLACKSTONE INC COM | BX | 112,149 | $17.3M | 3.78% |
| 7 | QUANTA SVCS INC COM | 74762E102 | 35,644 | $15.0M | 3.29% |
| 8 | APPLE INC COM | AAPL | 53,851 | $14.6M | 3.20% |
| 9 | CRH PLC ORD | CRH | 116,266 | $14.5M | 3.17% |
| 10 | ISHARES CORE DIVIDEND GROWTH ETF | 46434V621 | 194,397 | $13.5M | 2.95% |
| 11 | VISA INC COM CL A | V | 34,684 | $12.2M | 2.66% |
| 12 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 23,941 | $12.0M | 2.63% |
| 13 | ALPHABET INC CAP STK CL C | GOOG | 35,696 | $11.2M | 2.45% |
| 14 | ENTERGY CORP NEW COM | ENO | 111,213 | $10.3M | 2.25% |
| 15 | SPDR GOLD SHARES | GLD | 25,169 | $10.0M | 2.18% |
| 16 | JOHNSON & JOHNSON COM | JNJ | 42,624 | $8.8M | 1.93% |
| 17 | INTUIT COM | INTU | 13,305 | $8.8M | 1.93% |
| 18 | AMAZON COM INC COM | AMZN | 36,438 | $8.4M | 1.84% |
| 19 | COCA-COLA EUROPACIFIC PARTNERS SHS | CCEP | 90,849 | $8.2M | 1.80% |
| 20 | BANK AMERICA CORP COM | 060505104 | 131,997 | $7.3M | 1.59% |