Princeton Global Asset Management LLC

Q3 2025 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
762
Total value ($000)
$602,441
Net value change ($000)
+51,420 (9.3%)
New positions
39
Sold out positions
32
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 5,655 17.2%
TMUS 5,289 26445.0%
TSM 5,079 22.4%
GOOGL 4,307 38.3%
CRH 3,105 28.7%
GOOGL 2,711 40.5%
AAPL 2,698 25.3%
VRT 2,655 10211.5%
BAC 2,349 52.7%
MSFT 2,344 6.8%
Top Reduces (Value $000, Stocks/ETFs)
VIGI -3,651 -43.8%
ACN -1,789 -29.0%
CRM -1,652 -92.2%
VRTX -1,457 -21.8%
ORCL -1,159 -30.3%
JMST -1,133 -46.9%
TPR -956 -13.5%
CSL -865 -13.5%
KVUE -566 -23.0%
CRDO -522 -20.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type