Princeton Global Asset Management LLC
Filing Date
Global Rank
#2,667
/ 8,586
▲ 43
Top Industry
Semiconductors
17.4%
3Y Alpha vs SPY
-0.3%
Period ended 3 months ago
Filed Apr 22, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.9%
SPY
+78.1%
Annualised alpha
-0.3%
Max drawdown
−17.7%
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
544 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.5%
−0.8 pts
Top 5
27.8%
−2.0 pts
Top 10
42.5%
−2.6 pts
HHI
275
Diversified−23
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $147,409,220 |
| Financial Services | 16.6% | $80,147,273 |
| Industrials | 12.2% | $58,809,873 |
| Healthcare | 7.0% | $33,924,940 |
| Communication Services | 6.2% | $29,940,633 |
| Consumer Cyclical | 5.9% | $28,627,797 |
| Utilities | 5.7% | $27,609,396 |
| Basic Materials | 5.1% | $24,389,549 |
| Consumer Defensive | 4.0% | $19,111,916 |
| Energy | 3.7% | $17,632,614 |
| Unclassified | 2.8% | $13,400,670 |
| 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 | $124,118 | |
| GRMN | Garmin Ltd | +1,000 | 1,069 | $248,018 | |
| XOM | Exxon Mobil Corp | +925 | 11,016 | $1,868,974 | |
| 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 | |
| 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 | $43,359 | |
| 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. | ||||
77 positions ·
$147,409,220 total
· Technology only
· 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 77 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Added | 116,523 | $36,065,033 | 24.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 97,360 | $32,902,812 | 22.32% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 71,374 | $26,420,513 | 17.92% | |
| AAPL |
Apple Inc.
Technology
|
Added | 54,358 | $13,795,516 | 9.36% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 60,161 | $10,492,078 | 7.12% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 35,290 | $7,540,061 | 5.12% | |
| SONY |
Sony Group Corp
Technology
|
Added | 207,343 | $4,292,000 | 2.91% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Reduced | 17,058 | $2,771,583 | 1.88% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 15,759 | $1,991,149 | 1.35% | |
| ORCL |
Oracle Corp
Technology
|
Added | 12,577 | $1,850,202 | 1.26% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 12,001 | $1,755,506 | 1.19% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Added | 16,758 | $1,573,073 | 1.07% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 7,409 | $1,007,401 | 0.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 11,566 | $897,405 | 0.61% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 2,433 | $831,575 | 0.56% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,369 | $574,221 | 0.39% | |
| KLAC |
Kla Corp
Technology
|
Added | 340 | $500,619 | 0.34% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 1,069 | $248,018 | 0.17% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,270 | $246,557 | 0.17% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 846 | $171,890 | 0.12% | |
| Q |
Qnity Electronics, Inc.
Technology
|
NEW | 1,353 | $156,109 | 0.11% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,121 | $144,362 | 0.10% | |
| ACN |
Accenture plc
Technology
|
Reduced | 641 | $127,103 | 0.09% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 518 | $96,695 | 0.07% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 612 | $75,141 | 0.05% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 341 | $69,369 | 0.05% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 170 | $54,083 | 0.04% | |
| INTC |
Intel Corp
Technology
|
Held | 1,008 | $44,483 | 0.03% | |
| ASML |
Asml Holding NV
Technology
|
Held | 33 | $43,587 | 0.03% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
Reduced | 312 | $42,244 | 0.03% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 173 | $42,052 | 0.03% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 89 | $38,623 | 0.03% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Held | 126 | $35,011 | 0.02% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 330 | $34,501 | 0.02% | |
| TEL |
TE Connectivity plc
Technology
|
Reduced | 150 | $31,353 | 0.02% | |
| TER |
Teradyne, Inc
Technology
|
Held | 90 | $26,681 | 0.02% | |
| CACI |
Caci International Inc /De/
Technology
|
Held | 48 | $26,105 | 0.02% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 64 | $25,374 | 0.02% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 93 | $22,264 | 0.02% | |
| CIEN |
Ciena Corp
Technology
|
Held | 56 | $21,740 | 0.01% | |
| SAP |
Sap SE
Technology
|
Held | 125 | $21,401 | 0.01% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 277 | $19,924 | 0.01% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 124 | $19,879 | 0.01% | |
| STM |
STMicroelectronics N.V.
Technology
|
Held | 550 | $19,002 | 0.01% | |
| G |
Genpact LTD
Technology
|
Held | 500 | $18,625 | 0.01% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 47 | $16,631 | 0.01% | |
| FFIV |
F5, Inc.
Technology
|
Held | 55 | $15,913 | 0.01% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 40 | $15,616 | 0.01% | |
| DOX |
Amdocs Ltd
Technology
|
Added | 238 | $15,531 | 0.01% | |
| MANH |
Manhattan Associates Inc
Technology
|
Held | 100 | $13,312 | 0.01% |