Q2 2026 13F · SEC CIK 1767349

Princeton Global Asset Management LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $697.8M
Reported positions: 831
Top holdings a year, 3 yrs: +26.6%
Assets under management: $921.3M

Princeton Global Asset Management LLC is a wealth manager that reported 831 positions worth $697.8M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 6.7%), Broadcom Inc (AVGO, 5.8%), Microsoft Corp (MSFT, 3.8%). 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 831 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	6.7%	5.4%	98,482	+1.2%	$47.0M
AVGOBroadcom Inc	5.8%	5.9%	107,614	-7.6%	$40.7M
MSFTMicrosoft Corp	3.8%	4.3%	71,980	+0.8%	$26.9M
PWRQuanta Svcs Inc Com	3.6%	3.2%	35,293	-1.4%	$25.4M
GOOGLAlphabet Inc	3.3%	3.0%	65,113	+2.2%	$23.3M
JPMJpmorgan Chase & Co	3.0%	3.1%	64,373	-0.1%	$21.1M
AAPLApple Inc	2.2%	2.3%	54,021	-0.6%	$15.6M
BXBlackstone Inc Com	2.0%	2.2%	116,857	-0.9%	$13.8M
ETREntergy Corp.	1.9%	2.1%	115,709	+2.6%	$13.3M
CRHCrh PLC	1.8%	2.0%	117,582	+0.9%	$12.6M
NVDANvidia Corporation Com	1.8%	1.7%	62,315	+3.6%	$12.5M
GOOGAlphabet Inc	1.8%	1.7%	34,642	-3.2%	$12.2M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.8%	23,432	-0.7%	$11.7M
VVisa Inc Com Cl A	1.7%	1.7%	33,827	-2.8%	$11.6M
LRCXLam Research Corp	1.6%	1.2%	25,602	-27.5%	$11.1M
JNJJohnson & Johnson	1.5%	1.7%	41,882	+0.9%	$10.6M
DGROIshares Core Dividend Growth ETF	1.5%	1.7%	139,603	-7.0%	$10.6M
APHAmphenol Corp	1.4%	—	55,859	—	$9.8M
CCEPCoca-Cola Europacific Partne	1.3%	1.4%	92,865	+1.6%	$9.3M
ETNEaton Corp PLC	1.3%	1.2%	20,808	-0.3%	$8.9M
AMZNAmazon Com Inc Com	1.3%	1.3%	37,081	-0.2%	$8.8M
GLDSpdr Gold Shares	1.2%	1.6%	22,867	-2.0%	$8.4M
TPRTapestry Inc	1.1%	1.2%	54,300	+1.3%	$7.9M
BACBank of Amer Corp	1.1%	1.0%	132,375	+0.8%	$7.5M
LINLinde PLC	1.1%	1.2%	14,441	+0.9%	$7.5M
LLYLilly Eli & Co	1.0%	0.9%	5,815	-1.0%	$7.0M
CBChubb Limited Com	1.0%	1.0%	19,625	+0.5%	$6.7M
ABBVAbbvie Inc	1.0%	1.0%	26,493	-1.1%	$6.7M
VRTXVertex Pharmaceuticals Inc	0.9%	1.0%	13,233	-0.2%	$6.6M
CSLCarlisle Cos Inc	0.9%	0.9%	17,048	+1.8%	$6.2M
VRTVertiv Holdings Co	0.9%	0.7%	18,084	-1.0%	$6.1M
WSOWatsco Inc	0.9%	0.8%	14,419	+0.7%	$6.0M
RTXRtx Corporation Com	0.9%	1.0%	31,492	+1.3%	$6.0M
MPCMarathon Petroleum Corporation	0.8%	0.9%	21,399	-0.5%	$5.5M
METAMeta Platforms Inc Class A	0.7%	0.9%	9,084	-6.7%	$5.1M
IEMGIshares	0.7%	0.7%	61,619	+3.8%	$5.1M
VIGIVanguard Whitehall Fds	0.7%	0.8%	54,115	+1.1%	$5.1M
IEFAIshares Core Msci Eafe ETF	0.7%	0.7%	50,108	+6.4%	$4.8M
KOCoca Cola Co	0.7%	0.7%	58,963	-0.2%	$4.8M
NEENextera Energy Inc Com	0.7%	0.7%	53,973	+9.3%	$4.7M
PKGPackaging Corp Amer	0.6%	0.6%	18,928	+1.1%	$4.5M
XELXcel Energy Inc	0.6%	0.7%	55,475	+1.7%	$4.5M
VMCVulcan Matls Co Com	0.6%	0.7%	15,024	-1.2%	$4.4M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.6%	—	70,090	—	$4.3M
SONYSony Corporation ADR (jpn)	0.6%	0.7%	208,339	+0.5%	$4.2M
FNDFSchwab Strategic Tr	0.6%	0.6%	79,064	+3.4%	$4.2M
TJXTjx Cos Inc New Com	0.6%	—	27,533	—	$4.2M
JEPIJpmorgan Equity Premium Income ETF	0.6%	0.6%	72,079	+11.2%	$4.1M
HDHome Depot Inc Com	0.6%	0.6%	11,108	+0.0%	$3.9M
ICSHIshares Tr	0.6%	0.7%	76,269	-3.5%	$3.9M

What Princeton Global Asset Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

JEPI Jpmorgan Equity Premium Income ETF+11.2% shares
NEE Nextera Energy Inc Com+9.3% shares
IEFA Ishares Core Msci Eafe ETF+6.4% shares

Reduced

LRCX Lam Research Corp-27.5% shares
AVGO Broadcom Inc-7.6% shares
DGRO Ishares Core Dividend Growth ETF-7.0% shares
META Meta Platforms Inc Class A-6.7% shares

Left the top 50

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$352.3M	591

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 Q2 2026 and filed Jul 16, 2026, lists 831 positions worth $697.8M. The largest are Taiwan Semiconductor Manufac (TSM) at 6.7%, Broadcom Inc (AVGO) at 5.8%, Microsoft Corp (MSFT) at 3.8%, Quanta Svcs Inc Com (PWR) at 3.6% and Alphabet Inc (GOOGL) at 3.3%.

What did Princeton Global Asset Management LLC buy last quarter?

In Q2 2026, Princeton Global Asset Management LLC added Jpmorgan Equity Premium Income ETF (JEPI) (+11.2% shares), Nextera Energy Inc Com (NEE) (+9.3% shares) and Ishares Core Msci Eafe ETF (IEFA) (+6.4% shares), compared with its Q1 2026 filing.

What did Princeton Global Asset Management LLC sell last quarter?

In Q2 2026, Princeton Global Asset Management LLC cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 Eog Res Inc (EOG), cut from its top 50 Totalenergies SE Act (TTE), Lam Research Corp (LRCX) (-27.5% shares), Broadcom Inc (AVGO) (-7.6% shares) and Ishares Core Dividend Growth ETF (DGRO) (-7.0% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $697.8M.