Princeton Global Asset Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Princeton Global Asset Management LLC reported 828 stock positions worth $612.9 million. Its top holding was Broadcom (AVGO) at 5.9% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 5.4%) and Microsoft (MSFT, 4.3%). Compared with Q4 2025, it opened 44 new positions, sold out of 44, added to 198 and reduced 153. The biggest buy was Nvidia (NVDA, shares +313%) and the biggest sale Intuit (INTU, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- PRINCETON, NJ
- CIK
- 0001767349
- Portfolio Value
- $612.9M (Q1 2026)
- SEC Filing
- 0001767349-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 828 stocks · $612.9M
| AVGO Broadcom Inc. | 5.88% | 116,523 | $36.1M | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 5.37% | 97,360 | $32.9M | Add +0.6% |
| MSFT Microsoft Corp. | 4.31% | 71,374 | $26.4M | Add +0.9% |
| PWR Quanta Services Inc. | 3.21% | 35,781 | $19.6M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 3.09% | 64,425 | $19.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 2.99% | 63,729 | $18.3M | Add +0.2% |
| AAPL Apple Inc. | 2.25% | 54,358 | $13.8M | Add +0.9% |
| BX Blackstone Inc. | 2.21% | 117,921 | $13.6M | Add +5.2% |
| ETR Entergy Corp. | 2.07% | 112,831 | $12.7M | Add +1.4% |
| CRH CRH PLC | 2.00% | 116,562 | $12.3M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.84% | 23,587 | $11.3M | Reduce -1.5% |
| DGRO iShares Core Dividend Growth | 1.72% | 150,142 | $10.5M | Reduce -22.8% |
| V Visa Inc. Class A | 1.72% | 34,794 | $10.5M | Add +0.3% |
| NVDA Nvidia Corp. | 1.71% | 60,161 | $10.5M | Add +313.0% |
| GOOG Alphabet Inc. Class C | 1.68% | 35,797 | $10.3M | Add +0.3% |
| JNJ Johnson & Johnson | 1.66% | 41,510 | $10.1M | Reduce -2.6% |
| GLD SPDR Gold Shares | 1.64% | 23,330 | $10.0M | Reduce -7.3% |
| CCEP Coca-Cola Europacific Partne | 1.35% | 91,413 | $8.3M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.26% | 37,146 | $7.7M | Add +1.9% |
| TPR Tapestry Inc. | 1.23% | 53,613 | $7.6M | Add +0.4% |
| LRCX Lam Research Corp. | 1.23% | 35,290 | $7.5M | Add +2.5% |
| ETN Eaton Corp. PLC | 1.22% | 20,867 | $7.5M | Reduce -2.0% |
| LIN Linde PLC | 1.16% | 14,313 | $7.1M | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.04% | 131,375 | $6.4M | Reduce -0.5% |
| CB Chubb Ltd. | 1.04% | 19,532 | $6.4M | Reduce -0.3% |
| RTX RTX Corp. | 0.98% | 31,102 | $6.0M | Add +2.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.97% | 13,263 | $5.9M | Add +0.8% |
| ABBV Abbvie Inc. | 0.95% | 26,795 | $5.8M | Reduce -1.8% |
| CSL Carlisle Cos Inc. | 0.91% | 16,752 | $5.6M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.91% | 9,737 | $5.6M | Add +3.0% |
| LLY Eli Lilly & Co. | 0.88% | 5,875 | $5.4M | Add +105.9% |
| MPC Marathon Petroleum Corp. | 0.86% | 21,513 | $5.3M | Reduce -0.9% |
| WSO Watsco Inc. | 0.85% | 14,321 | $5.2M | Add +1.2% |
| VIGI Vanguard Int Div App Indx FD | 0.77% | 53,516 | $4.7M | Add +4.0% |
| TMUS T-Mobile US Inc. | 0.77% | 22,368 | $4.7M | Add +26.8% |
| NEE Nextera Energy Inc. | 0.75% | 49,398 | $4.6M | Add +0.8% |
| VRT Vertiv Holdings Co. Class A | 0.75% | 18,259 | $4.6M | Add +3.7% |
| KO The Coca-Cola Co. | 0.73% | 59,092 | $4.5M | Reduce -0.2% |
| XEL Xcel Energy Inc. | 0.71% | 54,560 | $4.3M | Add +28.6% |
| SONY Sony Group Corp. - SP ADR | 0.70% | 207,343 | $4.3M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.70% | 47,075 | $4.3M | Add +25.5% |
| VMC Vulcan Materials Co. | 0.68% | 15,207 | $4.1M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.68% | 59,359 | $4.1M | Add +4.5% |
| ICSH iShares Ultra Short Duration | 0.65% | 79,056 | $4.0M | Add +2.8% |
| PKG Packaging Corp. of America | 0.65% | 18,713 | $4.0M | Add +0.4% |
| EOG EOG Resources Inc. | 0.63% | 26,667 | $3.9M | Add +4.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.61% | 76,454 | $3.7M | Add +21.7% |
| JEPI JPMorgan Equity Premium Inco | 0.60% | 64,798 | $3.7M | Add +0.4% |
| HD Home Depot Inc. | 0.60% | 11,104 | $3.7M | Reduce -0.7% |
| TTE Totalenergies SE | 0.58% | 39,206 | $3.6M | New |
| NDAQ Nasdaq Inc. | 0.57% | 41,506 | $3.5M | New |
| FLOT iShares Floating Rate Bond E | 0.57% | 68,791 | $3.5M | Add +6.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.56% | 62,185 | $3.5M | Reduce -8.8% |
| BKNG Booking Holdings Inc. | 0.55% | 794 | $3.3M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 10,100 | $3.2M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 6,483 | $3.2M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.52% | 60,342 | $3.2M | Add +6.9% |
| QLTY GMO U.S. Quality ETF | 0.51% | 86,849 | $3.1M | Reduce -6.9% |
| PG The Procter & Gamble Co. | 0.49% | 20,642 | $3.0M | Add +27.1% |
| RSG Republic Services Inc. | 0.47% | 13,057 | $2.9M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 14,239 | $2.8M | Add +56.8% |
| BR Broadridge Financial Solutio | 0.45% | 17,058 | $2.8M | Reduce -3.0% |
| VONG Vanguard Russell 1000 Growth | 0.44% | 24,685 | $2.7M | Add +91.5% |
| CEG Constellation Energy | 0.43% | 9,359 | $2.6M | Add +19.1% |
| VOO Vanguard S&P 500 ETF | 0.37% | 3,819 | $2.3M | Add +7.6% |
| SCHO Schwab Short-Term US Treas | 0.37% | 92,219 | $2.2M | Add +10.3% |
| PFFV Global X Variable Rate Pref | 0.36% | 102,180 | $2.2M | Add +13.3% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 66,534 | $2.0M | Reduce -35.4% |
| WFC Wells Fargo & Co. | 0.33% | 25,494 | $2.0M | Reduce -2.9% |
| APH Amphenol Corp. Class A | 0.32% | 15,759 | $2.0M | Reduce -2.2% |
| JQUA JPMorgan US Quality Factor | 0.32% | 31,537 | $1.9M | Reduce -18.9% |
| PAVE Global X US Infrastructure | 0.31% | 37,141 | $1.9M | Add +5.2% |
| XOM Exxon Mobil Corp. | 0.30% | 11,016 | $1.9M | Add +9.2% |
| ORCL Oracle Corp. | 0.30% | 12,577 | $1.9M | Add +31.3% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 14,214 | $1.8M | Add +15.2% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 12,001 | $1.8M | Add +6.7% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,054 | $1.7M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 25,581 | $1.7M | Add +22.7% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 30,730 | $1.7M | Reduce -2.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 63,200 | $1.6M | Add +2.5% |
| CRDO Credo Technology Group Holdi | 0.26% | 16,758 | $1.6M | Add +22.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.24% | 61,533 | $1.5M | Add +6.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 28,043 | $1.4M | Add +9.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 2,095 | $1.4M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 2,161 | $1.2M | Reduce -23.6% |
| FPEI First Trust Institutional PR | 0.18% | 59,271 | $1.1M | Reduce -5.9% |
| DIVB iShares Core Dividend ETF | 0.18% | 20,250 | $1.1M | Reduce -2.9% |
| GLW Corning Inc. | 0.16% | 7,409 | $1.0M | Reduce -2.3% |
| PEP Pepsico Inc. | 0.16% | 6,463 | $1.0M | Reduce -12.2% |
| SCHF Schwab Intl Equity ETF | 0.16% | 38,746 | $959K | No change |
| ABT Abbott Laboratories | 0.16% | 9,262 | $951K | Reduce -8.9% |
| MUNI PIMCO Intermediate Municipal | 0.15% | 17,498 | $913K | Add +4.8% |
| XLK SS Technology Select Sector | 0.15% | 6,831 | $908K | Add +1.1% |
| IBDX iShares Ibonds Dec 2032 TC | 0.15% | 35,910 | $907K | Add +36.3% |
| CSCO Cisco Systems Inc. | 0.15% | 11,566 | $897K | Reduce -30.5% |
| FDN First Trust DJ Internet Ind | 0.15% | 3,815 | $893K | No change |
| QUS SS SPDR MSCI U Stratfact ETF | 0.14% | 4,965 | $852K | Reduce -55.2% |
| GSEW Goldman Sachs Eql WGHT Large | 0.14% | 9,959 | $843K | Reduce -32.5% |
| AMAT Applied Materials Inc. | 0.14% | 2,433 | $832K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 6,423 | $823K | Reduce -1.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 92 | $4K | No change |
Total filed on the 13F, all lines: $612.9M.
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Reduce -99.9% | 0.00% | −1.43 |
| ACN Accenture PLC Class A | Reduce -94.9% | 0.02% | −0.53 |
| DGRO iShares Core Dividend Growth | Reduce -22.8% | 1.72% | −0.47 |
| ADBE Adobe Inc. | Reduce -96.7% | 0.01% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 3.09% | −0.28 |
| BR Broadridge Financial Solutio | Reduce -3.0% | 0.45% | −0.18 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -55.2% | 0.14% | −0.17 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -94.7% | 0.01% | −0.16 |
| BAC Bank of America Corp. | Reduce -0.5% | 1.04% | −0.13 |
| SCHM Schwab US Mid Cap ETF | Reduce -77.4% | 0.04% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -35.4% | 0.33% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -50.8% | 0.10% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 1.84% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.52% | −0.09 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -56.0% | 0.07% | −0.09 |
| JQUA JPMorgan US Quality Factor | Reduce -18.9% | 0.32% | −0.08 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -8.8% | 0.56% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -23.6% | 0.20% | −0.08 |
| PM Philip Morris International | Reduce -61.3% | 0.05% | −0.08 |
| VT Vanguard Tot World STK ETF | Reduce -77.4% | 0.02% | −0.07 |
| QLTY GMO U.S. Quality ETF | Reduce -6.9% | 0.51% | −0.07 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -32.5% | 0.14% | −0.07 |
| DGRS Wisdomtree U.S. Smallcap Qua | Reduce -48.4% | 0.08% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -2.9% | 0.33% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -30.5% | 0.15% | −0.06 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.95% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -30.9% | 0.13% | −0.06 |
| ABT Abbott Laboratories | Reduce -8.9% | 0.16% | −0.05 |
| SLV iShares Silver Trust | Reduce -64.0% | 0.03% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -30.6% | 0.08% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -2.2% | 0.32% | −0.03 |
| HD Home Depot Inc. | Reduce -0.7% | 0.60% | −0.03 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| MO Altria Group Inc. | Reduce -38.4% | 0.05% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.53% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -15.2% | 0.12% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -5.1% | 0.11% | −0.02 |
| WM Waste Management Inc. | Reduce -21.3% | 0.09% | −0.02 |
| EPAM Epam Systems Inc. | Reduce -50.9% | 0.01% | −0.01 |
| FPEI First Trust Institutional PR | Reduce -5.9% | 0.18% | −0.01 |
| OWL Blue Owl Capital Inc. | Reduce -67.2% | 0.00% | −0.01 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.01 |
| FIX Comfort Systems USA Inc. | Reduce -50.0% | 0.03% | −0.01 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.9% | 0.13% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.4% | 0.28% | −0.01 |
| T AT&T Inc. | Reduce -35.2% | 0.03% | −0.01 |
| ADP Automatic Data Processing | Reduce -5.3% | 0.03% | −0.01 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -5.0% | 0.07% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +313.0% | 1.71% | +1.27 |
| PWR Quanta Services Inc. | Add +0.4% | 3.21% | +0.77 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.6% | 5.37% | +0.61 |
| TTE Totalenergies SE | New | 0.58% | +0.58 |
| NDAQ Nasdaq Inc. | New | 0.57% | +0.57 |
| ETR Entergy Corp. | Add +1.4% | 2.07% | +0.40 |
| LLY Eli Lilly & Co. | Add +105.9% | 0.88% | +0.39 |
| VRT Vertiv Holdings Co. Class A | Add +3.7% | 0.75% | +0.28 |
| LRCX Lam Research Corp. | Add +2.5% | 1.23% | +0.28 |
| XEL Xcel Energy Inc. | Add +28.6% | 0.71% | +0.20 |
| EOG EOG Resources Inc. | Add +4.6% | 0.63% | +0.20 |
| VONG Vanguard Russell 1000 Growth | Add +91.5% | 0.44% | +0.19 |
| TMUS T-Mobile US Inc. | Add +26.8% | 0.77% | +0.19 |
| LIN Linde PLC | Add +1.1% | 1.16% | +0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +56.8% | 0.46% | +0.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +25.5% | 0.70% | +0.15 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +21.7% | 0.61% | +0.15 |
| TPR Tapestry Inc. | Add +0.4% | 1.23% | +0.13 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.75% | +0.11 |
| PG The Procter & Gamble Co. | Add +27.1% | 0.49% | +0.11 |
| XOM Exxon Mobil Corp. | Add +9.2% | 0.30% | +0.11 |
| J Jacobs Solutions Inc. | Add +2030.9% | 0.10% | +0.10 |
| SMH Vaneck Semiconductor ETF | Add +242.4% | 0.13% | +0.09 |
| EWY iShares MSCI South Korea ETF | New | 0.09% | +0.09 |
| RTX RTX Corp. | Add +2.7% | 0.98% | +0.08 |
| WSO Watsco Inc. | Add +1.2% | 0.85% | +0.08 |
| PNC PNC Financial Services Group | Add +752.6% | 0.08% | +0.07 |
| KRE SS SPDR S&P Regional Bank | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +22.7% | 0.28% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +4.5% | 0.68% | +0.06 |
| EQWL Invesco S&P 100 Equal Weight | New | 0.06% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +15.2% | 0.29% | +0.05 |
| KBWB Invesco KBW Bank ETF | New | 0.05% | +0.05 |
| PFFV Global X Variable Rate Pref | Add +13.3% | 0.36% | +0.04 |
| IBDX iShares Ibonds Dec 2032 TC | Add +36.3% | 0.15% | +0.04 |
| GRMN Garmin Ltd. | Add +1449.3% | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +45.0% | 0.12% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +6.0% | 0.57% | +0.04 |
| GLDM SPDR Gold Minishares Trust | New | 0.04% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +723.5% | 0.04% | +0.04 |
| SCHO Schwab Short-Term US Treas | Add +10.3% | 0.37% | +0.04 |
| PAVE Global X US Infrastructure | Add +5.2% | 0.31% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.9% | 0.52% | +0.03 |
| XBI SS SPDR S&P Biotech ETF | New | 0.03% | +0.03 |
| PSX Phillips 66 | Add +0.1% | 0.11% | +0.03 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.03% | +0.03 |
| BTOT iShares Totl Usd F I Mar ETF | New | 0.03% | +0.03 |
| OC Owens Corning | Add +673.5% | 0.03% | +0.03 |
| Q Qnity Electronics Inc. | New | 0.03% | +0.03 |
| RSG Republic Services Inc. | Add +1.6% | 0.47% | +0.03 |
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 |