Princeton Global Asset Management LLC

Q1 2026 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
829
Total value ($000)
$612,935
Net value change ($000)
-4,569 (-0.7%)
New positions
45
Sold out positions
44
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NVDA 7,775 286.2%
PWR 4,601 30.6%
TOTALENERGIES SE 3,575 NEW
NDAQ 3,523 NEW
TSM 3,497 11.9%
ETR 2,399 23.3%
LLY 2,338 76.3%
VRT 1,722 60.4%
MPC 1,722 48.8%
LRCX 1,648 28.0%
Top Reduces (Value $000, Stocks/ETFs)
INTU -8,809 -100.0%
MSFT -7,796 -22.8%
AVGO -4,016 -10.0%
BX -3,727 -21.6%
ACN -3,274 -96.3%
DGRO -2,958 -21.9%
CRH -2,257 -15.6%
JPM -1,845 -8.9%
ADBE -1,805 -97.7%
V -1,648 -13.5%
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