Princeton Global Asset Management LLC
Filing Date
Global Rank
#2,666
/ 8,603
▲ 48
· as of Mar 2026
Top Industry
Semiconductors
17.6%
3Y Alpha vs SPY
+0.9%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.2%
SPY
+76.0%
Annualised alpha
+1.0%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
543 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.6%
−0.8 pts
Top 5
28.1%
−2.1 pts
Top 10
42.9%
−2.7 pts
HHI
280
Diversified−23
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.8% | $146,946,950 |
| Financial Services | 16.8% | $80,140,759 |
| Industrials | 12.3% | $58,802,493 |
| Healthcare | 7.1% | $33,990,336 |
| Communication Services | 6.3% | $29,940,633 |
| Utilities | 5.8% | $27,609,396 |
| Consumer Cyclical | 5.3% | $25,418,523 |
| Basic Materials | 5.2% | $24,637,355 |
| Consumer Defensive | 4.0% | $19,111,916 |
| Energy | 3.3% | $15,763,640 |
| Unclassified | 2.8% | $13,394,204 |
| Real Estate | 0.2% | $872,904 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +45,593 | 60,161 | $10,492,078 | |
| XEL | Xcel Energy Inc | +12,149 | 54,560 | $4,334,246 | |
| BX | Blackstone Inc. | +5,772 | 117,921 | $13,559,735 | |
| MSIF | Msc Income Fund, Inc. | +5,615 | 17,121 | $208,533 | |
| TMUS | T-Mobile US, Inc. | +4,727 | 22,368 | $4,697,951 | |
| J | Jacobs Solutions Inc. | +4,671 | 4,901 | $623,799 | |
| PG | PROCTER & GAMBLE Co | +4,404 | 20,642 | $2,981,530 | |
| CRDO | Credo Technology Group Holding Ltd | +3,079 | 16,758 | $1,573,073 | |
| LLY | ELI LILLY & Co | +3,022 | 5,875 | $5,403,648 | |
| ORCL | Oracle Corp | +3,001 | 12,577 | $1,850,202 | |
| PNC | Pnc Financial Services Group, Inc. | +2,002 | 2,268 | $471,948 | |
| ARCC | Ares Capital Corp | +1,758 | 4,015 | $72,350 | |
| ETR | Entergy Corp /De/ | +1,618 | 112,831 | $12,677,691 | |
| CEG | Constellation Energy Corp | +1,498 | 9,359 | $2,613,500 | |
| OC | Owens Corning | +1,475 | 1,694 | $183,324 | |
| EOG | Eog Resources Inc | +1,164 | 26,667 | $3,855,248 | |
| DD | DuPont de Nemours, Inc. | +1,158 | 2,710 | $372,354 | |
| GRMN | Garmin Ltd | +1,000 | 1,069 | $248,018 | |
| LRCX | Lam Research Corp | +869 | 35,290 | $7,540,061 | |
| RTX | RTX Corp | +807 | 31,102 | $5,999,575 | |
| IBIT | iShares Bitcoin Trust ETF | +805 | 6,138 | $235,821 | |
| PLTR | Palantir Technologies Inc. | +750 | 12,001 | $1,755,506 | |
| AVGO | Broadcom Inc. | +715 | 116,523 | $36,065,033 | |
| AMZN | Amazon Com Inc | +708 | 37,146 | $7,736,397 | |
| VRT | Vertiv Holdings Co | +650 | 18,259 | $4,575,340 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTU | Intuit Inc. | −13,295 | 10 | $4,323 | |
| ACN | Accenture plc | −12,037 | 641 | $127,103 | |
| ADBE | Adobe Inc. | −5,104 | 173 | $42,052 | |
| CSCO | Cisco Systems, Inc. | −5,084 | 11,566 | $897,405 | |
| OWL | Blue Owl Capital Inc. | −4,642 | 2,270 | $20,725 | |
| SLV | iShares Silver Trust | −4,169 | 2,350 | $160,129 | |
| T | At&T Inc. | −3,553 | 6,532 | $189,362 | |
| MO | Altria Group, Inc. | −3,020 | 4,853 | $320,249 | |
| PM | Philip Morris International Inc. | −3,000 | 1,897 | $313,649 | |
| GLD | Spdr Gold Trust | −1,839 | 23,330 | $10,038,665 | |
| KMI | Kinder Morgan, Inc. | −1,430 | 34 | $1,140 | |
| JNJ | Johnson & Johnson | −1,114 | 41,510 | $10,146,704 | |
| VZ | Verizon Communications Inc | −1,067 | 8,451 | $424,240 | |
| MPLX | Mplx LP | −1,038 | 10,477 | $597,922 | |
| ABT | Abbott Laboratories | −904 | 9,262 | $950,929 | |
| PEP | Pepsico Inc | −897 | 6,463 | $1,003,639 | |
| WFC | Wells Fargo & Company/Mn | −752 | 25,494 | $2,029,577 | |
| ET | Energy Transfer LP | −750 | 1,100 | $21,230 | |
| QQQ | Invesco Qqq Trust, Series 1 | −667 | 2,161 | $1,247,285 | |
| BAC | Bank Of America Corp /De/ | −622 | 131,375 | $6,404,531 | |
| WM | Waste Management Inc | −613 | 2,267 | $520,933 | |
| BR | Broadridge Financial Solutions, Inc. | −524 | 17,058 | $2,771,583 | |
| SYY | Sysco Corp | −500 | 1,185 | $84,526 | |
| ABBV | AbbVie Inc. | −499 | 26,795 | $5,827,644 | |
| KMB | Kimberly Clark Corp | −483 | 207 | $19,969 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TTE | TotalEnergies SE | 39,206 | $3,566,961 | |
| NDAQ | Nasdaq, Inc. | 41,506 | $3,523,444 | |
| GLDM | World Gold Trust | 2,420 | $224,309 | |
| Q | Qnity Electronics, Inc. | 1,353 | $156,109 | |
| SCCO | Southern Copper Corp/ | 252 | $42,929 | |
| SOLS | Solstice Advanced Materials Inc. | 353 | $26,884 | |
| WAT | Waters Corp /De/ | 31 | $9,231 | |
| MFC | Manulife Financial Corp | 212 | $7,301 | |
| BBN | BlackRock Taxable Municipal Bond Trust | 400 | $6,468 | |
| VSNT | Versant Media Group, Inc. | 52 | $1,925 | |
| NNE | Nano Nuclear Energy Inc. | 94 | $1,925 | |
| DAL | Delta Air Lines, Inc. | 21 | $1,396 | |
| TKR | Timken Co | 3 | $301 | |
| VRTS | Virtus Investment Partners, Inc. | 1 | $134 | |
| PSFE | Paysafe Ltd | 3 | $20 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MCO | Moodys Corp /De/ | 154 | $78,670 | |
| GIS | General Mills Inc | 1,456 | $67,704 | |
| ROKU | Roku, Inc | 500 | $54,245 | |
| SHAK | Shake Shack Inc. | 500 | $40,585 | |
| BITB | Bitwise Bitcoin ETF | 725 | $34,481 | |
| SLVM | Sylvamo Corp | 493 | $23,737 | |
| KKR | KKR & Co. Inc. | 85 | $10,835 | |
| CAVA | Cava Group, Inc. | 150 | $8,803 | |
| SE | Sea Ltd | 67 | $8,547 | |
| SPOT | Spotify Technology S.A. | 13 | $7,549 | |
| CHKP | Check Point Software Technologies Ltd | 40 | $7,422 | |
| RACE | Ferrari N.V. | 16 | $5,912 | |
| SGI | Somnigroup International Inc. | 62 | $5,535 | |
| MPX | Marine Products Group, LLC | 500 | $4,380 | |
| FLUT | Flutter Entertainment plc | 20 | $4,300 | |
| CPNG | Coupang, Inc. | 178 | $4,199 | |
| MELI | Mercadolibre Inc | 2 | $4,028 | |
| VTRS | Viatris Inc | 309 | $3,847 | |
| RBA | Rb Global Inc. | 36 | $3,703 | |
| EXPD | Expeditors International Of Washington Inc | 23 | $3,427 | |
| AZO | Autozone Inc | 1 | $3,391 | |
| STE | STERIS plc | 13 | $3,295 | |
| CBRE | Cbre Group, Inc. | 18 | $2,894 | |
| MAS | Masco Corp /De/ | 44 | $2,792 | |
| GPC | Genuine Parts Co | 22 | $2,705 | |
| No positions match the current search. | ||||
543 positions ·
$476,629,109 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 543 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Added | 116,523 | $36,065,033 | 7.57% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 97,360 | $32,902,812 | 6.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 71,374 | $26,420,513 | 5.54% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 35,781 | $19,644,484 | 4.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 64,425 | $18,951,258 | 3.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 63,729 | $18,325,911 | 3.84% | |
| AAPL |
Apple Inc.
Technology
|
Added | 54,358 | $13,795,516 | 2.89% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 117,921 | $13,559,735 | 2.84% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 112,831 | $12,677,691 | 2.66% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Added | 116,562 | $12,252,997 | 2.57% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 23,587 | $11,302,890 | 2.37% | |
| V |
Visa Inc.
Financial Services
|
Added | 34,794 | $10,516,138 | 2.21% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 60,161 | $10,492,078 | 2.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 41,510 | $10,146,704 | 2.13% | |
| GLD |
Spdr Gold Trust
|
Reduced | 23,330 | $10,038,665 | 2.11% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Added | 91,413 | $8,288,416 | 1.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 37,146 | $7,736,397 | 1.62% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Added | 53,613 | $7,565,330 | 1.59% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 35,290 | $7,540,061 | 1.58% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 20,867 | $7,463,499 | 1.57% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 14,313 | $7,095,812 | 1.49% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 131,375 | $6,404,531 | 1.34% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 19,532 | $6,366,064 | 1.34% | |
| RTX |
RTX Corp
Industrials
|
Added | 31,102 | $5,999,575 | 1.26% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 13,263 | $5,922,460 | 1.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 26,795 | $5,827,644 | 1.22% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Reduced | 16,752 | $5,588,802 | 1.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,737 | $5,570,829 | 1.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,875 | $5,403,648 | 1.13% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 21,513 | $5,253,044 | 1.10% | |
| WSO |
Watsco Inc
Industrials
|
Added | 14,321 | $5,209,836 | 1.09% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 22,368 | $4,697,951 | 0.99% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 49,398 | $4,588,086 | 0.96% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 18,259 | $4,575,340 | 0.96% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 59,092 | $4,493,946 | 0.94% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 54,560 | $4,334,246 | 0.91% | |
| SONY |
Sony Group Corp
Technology
|
Added | 207,343 | $4,292,000 | 0.90% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 15,207 | $4,140,866 | 0.87% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Added | 18,713 | $3,971,272 | 0.83% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 26,667 | $3,855,248 | 0.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 11,104 | $3,651,994 | 0.77% | |
| TTE |
TotalEnergies SE
Energy
|
NEW | 39,206 | $3,566,961 | 0.75% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
NEW | 41,506 | $3,523,444 | 0.74% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 6,483 | $3,186,588 | 0.67% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 20,642 | $2,981,530 | 0.63% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 13,057 | $2,859,744 | 0.60% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Reduced | 17,058 | $2,771,583 | 0.58% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 9,359 | $2,613,500 | 0.55% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 25,494 | $2,029,577 | 0.43% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 15,759 | $1,991,149 | 0.42% |