Q3 2026 13F · SEC CIK 1767349

Princeton Global Asset Management LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $692.5M
Reported positions: 829
Top holdings a year, 3 yrs: +26.6%
Assets under management: $921.3M

Princeton Global Asset Management LLC is a wealth manager that reported 829 positions worth $692.5M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 6.5%), Microsoft Corp (MSFT, 5.3%), Broadcom Inc (AVGO, 4.9%). A portfolio copying its top holdings returned 26.6% a year over the last 3 years, against 20.4% for the S&P 500.

Princeton Global Asset Management LLC holdings largest 50 of 829 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Princeton Global Asset Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	6.5%	6.7%	98,976	+0.5%	$45.2M
MSFTMicrosoft Corp	5.3%	3.8%	71,601	-0.5%	$36.7M
AVGOBroadcom Inc	4.9%	5.8%	96,063	-10.7%	$33.7M
GOOGLAlphabet Inc	3.3%	3.3%	66,677	+2.4%	$22.9M
PWRQuanta Svcs Inc	3.3%	3.6%	35,168	-0.4%	$22.6M
JPMJpmorgan Chase & Co	3.1%	3.0%	64,437	+0.1%	$21.3M
AAPLApple Inc	2.5%	2.2%	52,850	-2.2%	$17.6M
NVDANvidia Corporation	2.1%	1.8%	63,795	+2.4%	$14.6M
BXBlackstone Inc	1.8%	2.0%	113,082	-3.2%	$12.7M
VVisa Inc	1.8%	1.7%	33,725	-0.3%	$12.1M
ETREntergy Corp New	1.7%	1.9%	117,815	+1.8%	$11.7M
GOOGAlphabet Inc	1.7%	1.8%	34,063	-1.7%	$11.6M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.7%	23,247	-0.8%	$11.6M
JNJJohnson & Johnson	1.6%	1.5%	41,634	-0.6%	$11.0M
CRHCrh PLC	1.4%	1.8%	117,977	+0.3%	$9.8M
APHAmphenol Corp	1.4%	1.4%	114,976	+105.8%	$9.7M
DGROIshares Tr	1.4%	1.5%	127,773	-8.5%	$9.6M
CCEPCoca-Cola Europacific Partne	1.4%	1.3%	94,298	+1.5%	$9.6M
AMZNAmazon Com Inc	1.3%	1.3%	37,013	-0.2%	$9.2M
ETNEaton Corp PLC	1.3%	1.3%	20,968	+0.8%	$9.0M
GLDSpdr Gold Tr	1.2%	1.2%	22,640	-1.0%	$8.6M
MPCMarathon Petroleum	1.2%	0.8%	21,561	+0.8%	$8.5M
LRCXLam Research Corp	1.2%	1.6%	25,532	-0.3%	$8.4M
BACBank of Amer Corp	1.0%	1.1%	133,067	+0.5%	$7.2M
ABBVAbbvie Inc	1.0%	1.0%	26,734	+0.9%	$7.0M
VRTXVertex Pharmaceuticals Inc	1.0%	0.9%	13,291	+0.4%	$6.9M
LINLinde PLC	1.0%	1.1%	14,526	+0.6%	$6.9M
METAMeta Platforms Inc	0.9%	0.7%	8,941	-1.6%	$6.5M
LLYEli Lilly & Co	0.9%	1.0%	5,531	-4.9%	$6.4M
CBChubb Limited	0.9%	1.0%	19,595	-0.2%	$6.4M
TPRTapestry Inc	0.9%	1.1%	54,849	+1.0%	$6.3M
RTXRtx Corporation	0.9%	0.9%	31,933	+1.4%	$5.9M
CSLCarlisle Cos Inc	0.8%	0.9%	17,216	+1.0%	$5.5M
VIGIVanguard Whitehall Fds	0.7%	0.7%	54,761	+1.2%	$5.2M
KOCoca Cola Co	0.7%	0.7%	59,473	+0.9%	$5.1M
ASMLAsml Hldg NV	0.7%	—	2,821	—	$5.1M
IEMGIshares Inc	0.7%	0.7%	62,689	+1.7%	$5.1M
IEFAIshares Tr	0.7%	0.7%	50,932	+1.6%	$4.9M
SONYSony Group Corp	0.7%	0.6%	205,429	-1.4%	$4.8M
PKGPackaging Corp Amer	0.6%	0.6%	19,164	+1.2%	$4.4M
JEPQJ P Morgan Exchange Traded F	0.6%	0.6%	70,739	+0.9%	$4.3M
WSOWatsco	0.6%	0.9%	14,268	-1.0%	$4.3M
VRTVertiv Holdings Co	0.6%	0.9%	17,844	-1.3%	$4.3M
FNDFSchwab Strategic Tr	0.6%	0.6%	79,082	+0.0%	$4.3M
TMOThermo Fisher Scientific Inc	0.6%	—	6,057	—	$4.1M
JEPIJ P Morgan Exchange Traded F	0.6%	0.6%	72,528	+0.6%	$4.1M
NDAQNasdaq Inc	0.6%	—	43,742	—	$4.0M
XELXcel Energy Inc	0.6%	0.6%	55,956	+0.9%	$3.9M
NEENextera Energy Inc	0.6%	0.7%	50,877	-5.7%	$3.9M
IGSBIshares Tr	0.6%	—	74,598	—	$3.8M

What Princeton Global Asset Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+105.8% shares

Reduced

AVGO Broadcom Inc-10.7% shares
DGRO Ishares Tr-8.5% shares
NEE Nextera Energy Inc-5.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.9% /yr; S&P 500 +20.1%
3 years: +26.6% /yr; S&P 500 +20.4%
5 years: +15.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$692.5M	829
Q2 2026	$697.8M	831
Q1 2026	$612.9M	829
Q4 2025	$617.5M	828
Q3 2025	$602.4M	762
Q2 2025	$551.0M	755
Q1 2025	$503.7M	598
Q4 2024	$534.8M	653
Q3 2024	$514.2M	666
Q2 2024	$453.1M	681
Q1 2024	$420.4M	599
Q4 2023	$397.7M	642

Questions about Princeton Global Asset Management LLC's portfolio

What stocks does Princeton Global Asset Management LLC own?

Princeton Global Asset Management LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 829 positions worth $692.5M. The largest are Taiwan Semiconductor Manufac (TSM) at 6.5%, Microsoft Corp (MSFT) at 5.3%, Broadcom Inc (AVGO) at 4.9%, Alphabet Inc (GOOGL) at 3.3% and Quanta Svcs Inc (PWR) at 3.3%.

What did Princeton Global Asset Management LLC buy last quarter?

In Q3 2026, Princeton Global Asset Management LLC added Amphenol Corp (APH) (+105.8% shares), compared with its Q2 2026 filing.

What did Princeton Global Asset Management LLC sell last quarter?

In Q3 2026, Princeton Global Asset Management LLC cut from its top 50 Vulcan Matls Co (VMC), cut from its top 50 Tjx Cos Inc New (TJX), cut from its top 50 Home Depot Inc (HD), cut from its top 50 Ishares Tr (ICSH), Broadcom Inc (AVGO) (-10.7% shares), Ishares Tr (DGRO) (-8.5% shares) and Nextera Energy Inc (NEE) (-5.7% shares), compared with its Q2 2026 filing.

How has Princeton Global Asset Management LLC's portfolio performed?

A portfolio copying Princeton Global Asset Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.9% against +20.1%. Over 5 years: +15.5% a year against +11.6%.

When is Princeton Global Asset Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Princeton Global Asset Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Princeton Global Asset Management LLC manage?

Princeton Global Asset Management LLC reported $921.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $692.5M.