Princeton Global Asset Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Princeton Global Asset Management LLC reported 827 stock positions worth $617.5 million. Its top holding was Broadcom (AVGO) at 6.5% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Taiwan Semiconductor-SP ADR (TSM, 4.8%). Compared with Q3 2025, it opened 94 new positions, sold out of 27, added to 218 and reduced 124. The biggest buy was Intuit (INTU, shares +96%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PRINCETON, NJ
- CIK
- 0001767349
- Portfolio Value
- $617.5M (Q4 2025)
- SEC Filing
- 0001767349-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 827 stocks · $617.5M
| AVGO Broadcom Inc. | 6.49% | 115,808 | $40.1M | Reduce -1.0% |
| MSFT Microsoft Corp. | 5.54% | 70,751 | $34.2M | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 4.76% | 96,765 | $29.4M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 3.37% | 64,540 | $20.8M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 3.22% | 63,587 | $19.9M | Reduce -0.6% |
| BX Blackstone Inc. | 2.80% | 112,149 | $17.3M | Add +12.2% |
| PWR Quanta Services Inc. | 2.44% | 35,644 | $15.0M | Add +0.8% |
| AAPL Apple Inc. | 2.37% | 53,851 | $14.6M | Add +2.5% |
| CRH CRH PLC | 2.35% | 116,266 | $14.5M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 2.19% | 194,397 | $13.5M | Add +15.5% |
| V Visa Inc. Class A | 1.97% | 34,684 | $12.2M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 23,941 | $12.0M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 1.81% | 35,696 | $11.2M | Reduce -7.5% |
| ETR Entergy Corp. | 1.66% | 111,213 | $10.3M | Add +1.2% |
| GLD SPDR Gold Shares | 1.62% | 25,169 | $10.0M | Reduce -2.7% |
| JNJ Johnson & Johnson | 1.43% | 42,624 | $8.8M | Reduce -0.4% |
| INTU Intuit Inc. | 1.43% | 13,305 | $8.8M | Add +95.6% |
| AMZN Amazon.com Inc. | 1.36% | 36,438 | $8.4M | Add +9.5% |
| CCEP Coca-Cola Europacific Partne | 1.33% | 90,849 | $8.2M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.18% | 131,997 | $7.3M | Add +0.1% |
| TPR Tapestry Inc. | 1.10% | 53,397 | $6.8M | Reduce -1.3% |
| ETN Eaton Corp. PLC | 1.10% | 21,289 | $6.8M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.01% | 9,456 | $6.2M | Add +61.6% |
| ABBV Abbvie Inc. | 1.01% | 27,294 | $6.2M | Reduce -2.1% |
| CB Chubb Ltd. | 0.99% | 19,598 | $6.1M | Reduce -21.0% |
| LIN Linde PLC | 0.98% | 14,156 | $6.0M | Reduce -1.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.97% | 13,159 | $6.0M | Reduce -1.5% |
| LRCX Lam Research Corp. | 0.95% | 34,421 | $5.9M | Add +1.5% |
| RTX RTX Corp. | 0.90% | 30,295 | $5.6M | Add +0.2% |
| CSL Carlisle Cos Inc. | 0.87% | 16,822 | $5.4M | Reduce -0.6% |
| SONY Sony Group Corp. - SP ADR | 0.86% | 206,703 | $5.3M | Reduce -0.6% |
| WSO Watsco Inc. | 0.77% | 14,150 | $4.8M | Reduce -26.1% |
| VIGI Vanguard Int Div App Indx FD | 0.76% | 51,462 | $4.7M | Reduce -1.8% |
| VMC Vulcan Materials Co. | 0.70% | 15,117 | $4.3M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.68% | 782 | $4.2M | No change |
| KO The Coca-Cola Co. | 0.67% | 59,201 | $4.1M | Add +2.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.64% | 68,172 | $4.0M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.64% | 49,008 | $3.9M | Add +1.5% |
| BR Broadridge Financial Solutio | 0.64% | 17,582 | $3.9M | Add +0.5% |
| ICSH iShares Ultra Short Duration | 0.63% | 76,938 | $3.9M | Add +1.9% |
| HD Home Depot Inc. | 0.62% | 11,183 | $3.8M | Add +1.0% |
| PKG Packaging Corp. of America | 0.62% | 18,640 | $3.8M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 0.62% | 56,815 | $3.8M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.61% | 6,489 | $3.8M | Reduce -10.5% |
| JEPI JPMorgan Equity Premium Inco | 0.60% | 64,536 | $3.7M | Reduce -2.6% |
| QLTY GMO U.S. Quality ETF | 0.58% | 93,288 | $3.6M | Reduce -4.3% |
| TMUS T-Mobile US Inc. | 0.58% | 17,641 | $3.6M | Reduce -20.5% |
| MPC Marathon Petroleum Corp. | 0.57% | 21,712 | $3.5M | Reduce -3.7% |
| ACN Accenture PLC Class A | 0.55% | 12,678 | $3.4M | Reduce -28.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 10,128 | $3.4M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 37,520 | $3.4M | Add +0.5% |
| FLOT iShares Floating Rate Bond E | 0.53% | 64,906 | $3.3M | Add +3.0% |
| XEL Xcel Energy Inc. | 0.51% | 42,411 | $3.1M | Add +70585.0% |
| LLY Eli Lilly & Co. | 0.50% | 2,853 | $3.1M | Add +386.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.48% | 56,449 | $3.0M | Add +1.4% |
| VRT Vertiv Holdings Co. Class A | 0.46% | 17,609 | $2.9M | Reduce -0.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.46% | 62,800 | $2.8M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 102,924 | $2.8M | Add +6.0% |
| CEG Constellation Energy | 0.45% | 7,861 | $2.8M | Add +3.8% |
| RSG Republic Services Inc. | 0.44% | 12,852 | $2.7M | Add +1.9% |
| NVDA Nvidia Corp. | 0.44% | 14,568 | $2.7M | Reduce -1.9% |
| EOG EOG Resources Inc. | 0.43% | 25,503 | $2.7M | Reduce -4.0% |
| JQUA JPMorgan US Quality Factor | 0.40% | 38,864 | $2.5M | Add +1.0% |
| WFC Wells Fargo & Co. | 0.40% | 26,246 | $2.4M | Add +2.3% |
| PG The Procter & Gamble Co. | 0.38% | 16,238 | $2.3M | Reduce -23.3% |
| VOO Vanguard S&P 500 ETF | 0.36% | 3,550 | $2.2M | Add +17.2% |
| APH Amphenol Corp. Class A | 0.35% | 16,109 | $2.2M | Reduce -19.5% |
| SCHO Schwab Short-Term US Treas | 0.33% | 83,626 | $2.0M | Add +5.2% |
| PFFV Global X Variable Rate Pref | 0.32% | 90,153 | $2.0M | Reduce -6.0% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 11,251 | $2.0M | Add +0.7% |
| CRDO Credo Technology Group Holdi | 0.32% | 13,679 | $2.0M | Reduce -1.4% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.31% | 11,073 | $1.9M | Add +0.4% |
| ORCL Oracle Corp. | 0.30% | 9,576 | $1.9M | Add +1.2% |
| ADBE Adobe Inc. | 0.30% | 5,277 | $1.8M | Add +6.2% |
| GS Goldman Sachs Group Inc. | 0.29% | 2,063 | $1.8M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 2,828 | $1.7M | Add +955.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 9,079 | $1.7M | Reduce -1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 31,460 | $1.7M | Add +1.7% |
| PAVE Global X US Infrastructure | 0.27% | 35,318 | $1.7M | Add +1.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.25% | 61,672 | $1.6M | Add +23.0% |
| VONG Vanguard Russell 1000 Growth | 0.25% | 12,894 | $1.6M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 12,336 | $1.5M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 2,077 | $1.4M | Add +12.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.23% | 57,807 | $1.4M | Add +17.5% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 20,843 | $1.4M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.21% | 1,936 | $1.3M | Add +0.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 25,708 | $1.3M | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.21% | 16,650 | $1.3M | Add +24.3% |
| ABT Abbott Laboratories | 0.21% | 10,166 | $1.3M | Reduce -21.7% |
| GSEW Goldman Sachs Eql WGHT Large | 0.20% | 14,756 | $1.3M | Reduce -0.8% |
| FPEI First Trust Institutional PR | 0.20% | 62,994 | $1.2M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.20% | 10,091 | $1.2M | Reduce -2.3% |
| AGG iShares Core U.S. Aggregate | 0.19% | 11,741 | $1.2M | Reduce -5.0% |
| DIVB iShares Core Dividend ETF | 0.18% | 20,862 | $1.1M | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 11,400 | $1.1M | New |
| PEP Pepsico Inc. | 0.17% | 7,360 | $1.1M | Reduce -34.6% |
| SCHM Schwab US Mid Cap ETF | 0.17% | 34,336 | $1.0M | Reduce -0.3% |
| FDN First Trust DJ Internet Ind | 0.17% | 3,815 | $1.0M | No change |
| XLK SS Technology Select Sector | 0.16% | 6,758 | $973K | Add +3.2% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.15% | 22,779 | $945K | Reduce -1.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 92 | $2K | Add +48.4% |
Total filed on the 13F, all lines: $617.5M.
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.7% | 5.54% | −0.58 |
| WSO Watsco Inc. | Reduce -26.1% | 0.77% | −0.51 |
| NOC Northrop Grumman Corp. | Reduce -96.6% | 0.01% | −0.43 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.38 |
| KVUE Kenvue Inc. | Reduce -99.2% | 0.00% | −0.31 |
| TMUS T-Mobile US Inc. | Reduce -20.5% | 0.58% | −0.30 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.30 |
| MRSH Marsh & McLennan Cos | Reduce -96.0% | 0.01% | −0.27 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.25 |
| ACN Accenture PLC Class A | Reduce -28.5% | 0.55% | −0.18 |
| CB Chubb Ltd. | Reduce -21.0% | 0.99% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -23.3% | 0.38% | −0.16 |
| LIN Linde PLC | Reduce -1.1% | 0.98% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -3.7% | 0.57% | −0.15 |
| SONY Sony Group Corp. - SP ADR | Reduce -0.6% | 0.86% | −0.14 |
| PEP Pepsico Inc. | Reduce -34.6% | 0.17% | −0.09 |
| ABT Abbott Laboratories | Reduce -21.7% | 0.21% | −0.08 |
| DE Deere & Co. | Reduce -48.5% | 0.08% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 1.95% | −0.08 |
| VMC Vulcan Materials Co. | Reduce -0.3% | 0.70% | −0.08 |
| IYY iShares Dow Jones U.S. ETF | Reduce -66.7% | 0.03% | −0.06 |
| HON Honeywell International Inc. | Reduce -60.6% | 0.04% | −0.06 |
| ABBV Abbvie Inc. | Reduce -2.1% | 1.01% | −0.06 |
| EOG EOG Resources Inc. | Reduce -4.0% | 0.43% | −0.06 |
| APH Amphenol Corp. Class A | Reduce -19.5% | 0.35% | −0.06 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.06 |
| CSL Carlisle Cos Inc. | Reduce -0.6% | 0.87% | −0.05 |
| PFFV Global X Variable Rate Pref | Reduce -6.0% | 0.32% | −0.04 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| LHX L3HARRIS Technologies Inc. | Reduce -27.1% | 0.09% | −0.04 |
| XLE SS Energy Select Sector | Reduce -52.6% | 0.03% | −0.04 |
| MMM 3M Co. | Reduce -63.4% | 0.02% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -44.3% | 0.04% | −0.03 |
| ZTS Zoetis Inc. | Reduce -61.7% | 0.02% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.6% | 0.60% | −0.03 |
| T AT&T Inc. | Reduce -32.6% | 0.04% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -55.4% | 0.02% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -86.1% | 0.00% | −0.03 |
| ECL Ecolab Inc. | Reduce -34.6% | 0.03% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -7.2% | 0.12% | −0.02 |
| RFG Invesco S&P Midcap 400 Pure | Sold out | 0.00% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -10.4% | 0.04% | −0.02 |
| NVDA Nvidia Corp. | Reduce -1.9% | 0.44% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -1.8% | 0.76% | −0.02 |
| CRDO Credo Technology Group Holdi | Reduce -1.4% | 0.32% | −0.02 |
| WM Waste Management Inc. | Reduce -11.1% | 0.10% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -5.0% | 0.19% | −0.02 |
| DGRS Wisdomtree U.S. Smallcap Qua | Reduce -6.7% | 0.15% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -4.3% | 0.25% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -58.3% | 0.01% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| INTU Intuit Inc. | Add +95.6% | 1.43% | +0.66 |
| XEL Xcel Energy Inc. | Add +70585.0% | 0.51% | +0.51 |
| LLY Eli Lilly & Co. | Add +386.0% | 0.50% | +0.42 |
| META Meta Platforms Inc. Class A | Add +61.6% | 1.01% | +0.30 |
| DGRO iShares Core Dividend Growth | Add +15.5% | 2.19% | +0.28 |
| QQQ Invesco QQQ Trust Series 1 | Add +955.2% | 0.28% | +0.25 |
| LRCX Lam Research Corp. | Add +1.5% | 0.95% | +0.20 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.17% | +0.17 |
| AAPL Apple Inc. | Add +2.5% | 2.37% | +0.15 |
| AMZN Amazon.com Inc. | Add +9.5% | 1.36% | +0.15 |
| AMAT Applied Materials Inc. | Add +343.2% | 0.10% | +0.08 |
| VT Vanguard Tot World STK ETF | Add +374.0% | 0.09% | +0.07 |
| SDY SS SPDR S&P Dividend ETF | Add +134.6% | 0.11% | +0.06 |
| RTX RTX Corp. | Add +0.2% | 0.90% | +0.06 |
| CSCO Cisco Systems Inc. | Add +24.3% | 0.21% | +0.06 |
| SLV iShares Silver Trust | Add +265.2% | 0.07% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +76.1% | 0.12% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +17.2% | 0.36% | +0.05 |
| BND Vanguard Total Bond Market | Add +1341.4% | 0.05% | +0.05 |
| BAC Bank of America Corp. | Add +0.1% | 1.18% | +0.05 |
| VXUS Vanguard Total Intl Stock | New | 0.04% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +61.7% | 0.11% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +23.0% | 0.25% | +0.04 |
| CRH CRH PLC | Add +0.2% | 2.35% | +0.04 |
| WFC Wells Fargo & Co. | Add +2.3% | 0.40% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +65.1% | 0.10% | +0.04 |
| CEG Constellation Energy | Add +3.8% | 0.45% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +902.5% | 0.04% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +1000.0% | 0.04% | +0.03 |
| MRK Merck & Co. Inc. | Add +47.9% | 0.08% | +0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Add +255.1% | 0.05% | +0.03 |
| IWD iShares Russell 1000 Value E | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +36.1% | 0.13% | +0.03 |
| KO The Coca-Cola Co. | Add +2.1% | 0.67% | +0.03 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +167.8% | 0.05% | +0.03 |
| NEE Nextera Energy Inc. | Add +1.5% | 0.64% | +0.03 |
| ACIO Aptus Collared Invest Opp | New | 0.03% | +0.03 |
| SPGP Invesco S&P 500 Garp ETF | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +2.9% | 0.29% | +0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +17.5% | 0.23% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.4% | 0.23% | +0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Add +34.3% | 0.11% | +0.02 |
| MSIF MSC Income Fund Inc. | New | 0.02% | +0.02 |
| VST Vistra Corp. | Add +494.0% | 0.03% | +0.02 |
| GOOD Gladstone Commercial Corp. | Add +104.0% | 0.06% | +0.02 |
| OEF iShares S&P 100 ETF | New | 0.02% | +0.02 |
| EPAM Epam Systems Inc. | New | 0.02% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.02% | +0.02 |
| IBMQ iShares Ibonds Dec 2028 Muni | New | 0.02% | +0.02 |
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +48.4% | 92 | $2K |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 350 | $27before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 830 | $697.8M | TSM, AVGO, MSFT, PWR, GOOGL |
| Q1 2026 | 828 | $612.9M | AVGO, TSM, MSFT, PWR, JPM |
| Q4 2025 | 827 | $617.5M | AVGO, MSFT, TSM, JPM, GOOGL |
| Q3 2025 | 760 | $602.4M | AVGO, MSFT, TSM, JPM, BX |
| Q2 2025 | 754 | $551.0M | MSFT, AVGO, TSM, JPM, BX |
| Q1 2025 | 598 | $503.7M | MSFT, AVGO, TSM, JPM, BX |
| Q4 2024 | 652 | $534.8M | AVGO, MSFT, TSM, BX, JPM |
| Q3 2024 | 667 | $514.2M | MSFT, AVGO, TSM, BX, AAPL |
| Q2 2024 | 681 | $453.1M | MSFT, AVGO, TSM, JPM, BX |
| Q1 2024 | 598 | $420.3M | MSFT, AVGO, TSM, BX, JNJ |