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CIK: 0001767349
Total reported value
$692.5M
$692.5M
831 檔
23.6%
In Q2 2026, Princeton Global Asset Management LLC's U.S. equity holdings reached a combined market value of $692.5M, distributed across 831 disclosed stock positions.
In Q2 2026, Princeton Global Asset Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 831 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.74% | -0.22% | +1.15% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.83% | -0.96% | -7.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | +1.45% | +0.85% | |
| 4 | PWR | Quanta Services Inc | Stock-Industrials | 3.64% | -0.38% | -1.36% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.33% | -0.02% | +2.17% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.02% | +0.06% | -0.08% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.30% | -0.62% | |
| 8 | BX | Blackstone Inc | Stock-Financials | 1.97% | -0.14% | -0.90% | |
| 9 | ETR | Entergy CORP | Stock-Utilities | 1.90% | -0.21% | +2.55% | |
| 10 | CRH | CRH plc | Stock-Materials | 1.80% | -0.39% | +0.88% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.31% | +3.58% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.75% | -0.07% | -3.23% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.01% | -0.66% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.09% | -2.78% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.59% | -0.38% | -27.45% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | +0.07% | +0.90% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.52% | -0.13% | -7.02% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.41% | -0.01% | +254.46% | |
| 19 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.33% | +0.05% | +1.59% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | +0.03% | -0.28% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.06% | -0.17% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | +0.04% | -1.98% | |
| 23 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.14% | -0.23% | +1.28% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.08% | -0.03% | +0.76% | |
| 25 | LIN | Linde plc | Stock-Materials | 1.07% | -0.07% | +0.89% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.08% | -1.02% | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.96% | -0.04% | +0.48% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +0.05% | -1.13% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.94% | +0.06% | -0.23% | |
| 30 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.89% | -0.09% | +1.77% | |
| 31 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.87% | -0.25% | -0.96% | |
| 32 | WSO | Watsco Inc | Stock-Industrials | 0.86% | -0.24% | +0.68% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.86% | — | +1.25% | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.78% | +0.45% | -0.53% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | +0.21% | -6.71% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | — | +3.81% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.72% | +0.03% | +1.12% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | +0.02% | +6.44% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | +0.05% | -0.22% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.12% | +9.26% | |
| 41 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.65% | -0.02% | +1.15% | |
| 42 | XEL | Xcel Energy Inc | Stock-Utilities | 0.64% | -0.07% | +1.68% | |
| 43 | VMC | Vulcan Materials Co | Stock-Materials | 0.64% | -0.11% | -1.20% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.62% | +0.01% | +12.71% | |
| 45 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.60% | +0.10% | +0.48% | |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.60% | +0.01% | +3.41% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | -0.05% | +3708.16% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | +0.01% | +11.24% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.11% | +0.04% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.55% | -0.02% | -3.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.4% | +1.15% | Add |
| 2 | APH | Amphenol Corp-cl A | +1.1% | +254.46% | Add |
| 3 | TJX | Tjx Companies Inc | +0.6% | +3708.16% | Add |
| 4 | PWR | Quanta Services Inc | +0.4% | -1.36% | Trim |
| 5 | LRCX | Lam Research CORP | +0.4% | -27.45% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.17% | Add |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | NEW | New buy |
| 8 | BTOT | Ishares Totl Usd F I Mar ETF | +0.2% | +922.98% | Add |
| 9 | ✓ | +0.2% | NEW | New buy | |
| 10 | VST | Vistra CORP | +0.2% | +635.71% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | -1.02% | Trim |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -0.96% | Trim |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | New buy |
| 14 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -43.30% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +3.58% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -3.23% | Trim |
| 17 | AMAT | Applied Materials Inc | +0.1% | -15.08% | Trim |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +18.18% | Add |
| 19 | SMH | Vaneck Semiconductor ETF | +0.1% | +2.55% | Add |
| 20 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +12.71% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +13.51% | Add |
| 22 | GLW | Corning Inc | +0.1% | -18.06% | Trim |
| 23 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +109.93% | Add |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | +469.42% | Add |
| 25 | ETN | Eaton Corporation plc | +0.1% | -0.28% | Trim |
| 26 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.81% | Add |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +0.70% | Add |
| 28 | KLAC | Kla CORP | +0.1% | +784.41% | Add |
| 29 | BAC | Bank Of America CORP | 0% | +0.76% | Add |
| 30 | EWY | Ishares Msci South Korea ETF | 0% | +7.01% | Add |
| 31 | AXP | American Express Co | 0% | +59.98% | Add |
| 32 | VONG | Vanguard Russell 1000 Growth | 0% | +4.27% | Add |
| 33 | IXUS | Ishares Core Intl Stock ETF | 0% | +92.39% | Add |
| 34 | PAVE | Global X US Infrastructure | 0% | +3.81% | Add |
| 35 | GS | Goldman Sachs Group Inc | 0% | -0.34% | Trim |
| 36 | DIVB | Ishares Core Dividend ETF | 0% | +11.33% | Add |
| 37 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +60.37% | Add |
| 38 | COP | Conocophillips | 0% | +258.28% | Add |
| 39 | GRMN | Garmin Ltd. | 0% | +74.93% | Add |
| 40 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +78.93% | Add |
| 41 | AZN | AstraZeneca PLC | 0% | NEW | New buy |
| 42 | CRM | Salesforce Inc | 0% | +200.77% | Add |
| 43 | FIX | Comfort Systems USA Inc | 0% | +18.67% | Add |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | +69.69% | Add |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +67.06% | Add |
| 46 | ✓ | 0% | NEW | New buy | |
| 47 | ✓ | 0% | NEW | New buy | |
| 48 | ✓ | 0% | NEW | New buy | |
| 49 | AMD | Advanced Micro Devices | 0% | -7.04% | Trim |
| 50 | TT | Trane Technologies plc | 0% | +502.33% | Add |
According to official SEC Form 13F filings, Princeton Global Asset Management LLC reported a total U.S. public equity portfolio value of $692.5M across 831 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, AVGO, MSFT) accounted for 23.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
BINC
市值: $1.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $1.9M
During Q2 2026, Princeton Global Asset Management LLC's top holdings by market value included TSM (6.7%)、AVGO (5.8%)、MSFT (3.9%). The largest single position, TSM, represented 6.7% of total portfolio value.
In Q2 2026, Princeton Global Asset Management LLC made 191 total portfolio adjustments, initiating 10 new buys, adding to 104 positions, trimming 70 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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