Princeton Global Asset Management LLC
CIK: 0001767349SEC EDGAR →
Portfolio Value
$571K
Holdings
828
As of
Q4 2025
New Positions
38
Closed Positions
32
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC COM | 115,808 | $40K | 7.03% |
| 2 | MICROSOFT CORP COM | 70,751 | $34K | 6.00% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 96,765 | $29K | 5.15% |
| 4 | JPMORGAN CHASE & CO. COM | 64,540 | $21K | 3.65% |
| 5 | ALPHABET INC CAP STK CL A | 63,587 | $20K | 3.49% |
| 6 | BLACKSTONE INC COM | 112,149 | $17K | 3.03% |
| 7 | QUANTA SVCS INC COM | 35,644 | $15K | 2.64% |
| 8 | APPLE INC COM | 53,851 | $15K | 2.57% |
| 9 | CRH PLC ORD | 116,266 | $15K | 2.54% |
| 10 | ISHARES CORE DIVIDEND GROWTH ETF | 194,397 | $13K | 2.37% |
Quarterly Changes
New Positions (96)
$1K · 11K shares
$275 · 4K shares
$273 · 6K shares
$200 · 955 shares
$188 · 4K shares
$185 · 2K shares
$151 · 12K shares
$139 · 408 shares
$130 · 636 shares
$121 · 2K shares
$120 · 5K shares
$117 · 4K shares
$116 · 559 shares
$116 · 2K shares
$89 · 1K shares
$81 · 2K shares
$67 · 1K shares
$58 · 3K shares
$57 · 183 shares
$56 · 1K shares
$45 · 2K shares
$41 · 436 shares
$40 · 1K shares
$39 · 741 shares
$35 · 833 shares
$34 · 725 shares
$31 · 188 shares
$30 · 230 shares
$23 · 205 shares
$23 · 493 shares
$23 · 325 shares
$22 · 219 shares
$22 · 575 shares
$22 · 340 shares
$20 · 792 shares
$18 · 152 shares
$17 · 51 shares
$17 · 579 shares
$16 · 87 shares
$16 · 196 shares
$15 · 539 shares
$15 · 1K shares
$13 · 125 shares
$12 · 44 shares
$12 · 80 shares
$11 · 74 shares
$11 · 260 shares
$10 · 947 shares
$10 · 400 shares
$9 · 106 shares
$9 · 265 shares
$9 · 22 shares
$8 · 27 shares
$8 · 36 shares
$7 · 45 shares
$7 · 249 shares
$6 · 46 shares
$6 · 58 shares
$6 · 92 shares
$6 · 105 shares
$6 · 300 shares
$5 · 188 shares
$5 · 43 shares
$5 · 114 shares
$5 · 26 shares
$5 · 89 shares
$5 · 60 shares
$5 · 108 shares
$4 · 94 shares
$4 · 333 shares
$4 · 279 shares
$4 · 85 shares
$4 · 112 shares
$4 · 29 shares
$4 · 113 shares
$4 · 231 shares
$4 · 51 shares
$4 · 87 shares
$3 · 309 shares
$2 · 75 shares
$2 · 67 shares
$2 · 29 shares
$2 · 33 shares
$1 · 24 shares
$1 · 45 shares
$1 · 52 shares
$1 · 14 shares
$1 · 16 shares
$0 · 3 shares
$0 · 28 shares
$0 · 2 shares
$0 · 20 shares
$0 · 9 shares
$0 · 16 shares
$0 · 15 shares
$0 · 12 shares
Closed Positions (30)
$2K · 39K shares
$2K · 27K shares
$2K · 61K shares
$344 · 13K shares
$244 · 10K shares
$128 · 3K shares
$62 · 700 shares
$60 · 896 shares
$48 · 590 shares
$36 · 951 shares
$32 · 300 shares
$29 · 312 shares
$28 · 205 shares
$13 · 300 shares
$13 · 98 shares
$13 · 1K shares
$12 · 200 shares
$8 · 25 shares
$8 · 400 shares
$8 · 6 shares
$5 · 101 shares
$3 · 33 shares
$2 · 15 shares
$1 · 16 shares
$1 · 70 shares
$1 · 15 shares
$0 · 11 shares
$0 · 350 shares
$0 · 2 shares
$0 · 13 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 326 | $184K | 32.2% |
| Technology | 86 | $155K | 27.2% |
| Industrials | 82 | $50K | 8.7% |
| Consumer Cyclical | 54 | $40K | 7.0% |
| Communication Services | 44 | $36K | 6.3% |
| Healthcare | 52 | $25K | 4.3% |
| Utilities | 31 | $23K | 4.1% |
| Unknown | 46 | $18K | 3.2% |
| Consumer Defensive | 28 | $18K | 3.1% |
| Basic Materials | 27 | $11K | 1.9% |
| Energy | 28 | $10K | 1.7% |
| Real Estate | 24 | $799 | 0.1% |