Princeton Global Asset Management LLC
SEC Form 13F institutional filer · CIK 0001767349
13F-HR · 366 reported holdings · 2026-03-31
Reported long-US-equity value
$0.47B
Top-10 concentration
41.6%
Princeton Global Asset Management LLC — $474M AUM allocation strategy
Princeton Global Asset Management LLC files SEC Form 13F and reports $474M of long US equity value across 366 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.9%, followed by Financials 13.2% and Communication Services 6.0%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Princeton Global Asset Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$474M
total across 366 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +45.6K sh · +$7.78M+$XEL +12.1K sh · +$1.2M+$VTWO +12K sh · +$1.16M
Biggest trims (shares)
−$SCHW −49.8K sh · −$723K−$IVV −30.6K sh · −$2.17M−$INTU −13.3K sh · −$8.81M
Exited to nil (held last quarter, gone now)
$MCO ($78.7K last qtr)$GIS ($67.7K last qtr)$KKR ($10.8K last qtr)$VTRS ($3.85K last qtr)$EXPD ($3.43K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.8%—
- Interactive Media & Services6.0%—
- Systems Software5.6%—
- Construction & Engineering4.1%—
- Diversified Banks4.0%—
- Technology Hardware, Storage & Peripherals2.9%—
- Asset Management & Custody Banks2.8%—
- Soft Drinks & Non-alcoholic Beverages2.7%—
- Other holdings61.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 117K | $36.1M | +715 | 7.6% |
| $MSFT | Microsoft Corporation | 71.4K | $26.4M | +623 | 5.6% |
| $PWR | Quanta Services Inc | 35.8K | $19.6M | +137 | 4.1% |
| $JPM | JP Morgan Chase & Co | 64.4K | $19M | -115 | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 63.7K | $18.3M | +142 | 3.9% |
| $AAPL | Apple Inc | 54.4K | $13.8M | +507 | 2.9% |
| $BX | Blackstone Inc | 118K | $13.6M | +5.77K | 2.9% |
| $KO | Coca-Cola Company | 151K | $12.8M | +455 | 2.7% |
| $ETR | Entergy Corporation | 113K | $12.7M | +1.62K | 2.7% |
…and 357 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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