Princeton Global Asset Management LLC

Q4 2025 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
828
Total value ($000)
$617,504
Net value change ($000)
+15,063 (2.5%)
New positions
96
Sold out positions
30
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 4,353 28.0%
INTU 4,167 89.7%
XEL 3,127 62540.0%
LLY 2,618 584.4%
DGRO 2,039 17.8%
META 1,944 45.2%
GOOGL 1,804 19.2%
TSM 1,603 5.8%
QQQ 1,576 978.9%
AVGO 1,486 3.9%
Top Reduces (Value $000, Stocks/ETFs)
WSO -2,973 -38.4%
MSFT -2,674 -7.2%
NOC -2,590 -96.8%
TTE -2,314 -100.0%
KVUE -1,879 -99.2%
FIS -1,810 -100.0%
TMUS -1,727 -32.5%
MRSH -1,598 -96.3%
IBDQ -1,533 -100.0%
ETN -1,140 -14.4%
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