SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Princeton Global Asset Management LLC

CIK 0001767349 · 17 HULFISH STREET, SUITE 240, PRINCETON, NJ, 08542 · 6099451781

Reported Value
$551M
Q2 2025
Positions
755
Filings on Record
31
2019–present window
Filed
Jul 30, 2025
original filing

Summary

Princeton Global Asset Management Llc reported $551M in U.S.-listed holdings across 755 positions for Q2 2025.

Its largest position, MSFT, represents 6.3% of the portfolio.

Compared with Q1 2025, the fund opened 181 new positions and exited 25.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $113MQ4 ’18Q1 ’19: $146MQ3 ’19: $167MQ4 ’19: $247MQ1 ’20: $226MQ1 ’20Q2 ’20: $320MQ3 ’20: $248MQ4 ’20: $286MQ1 ’21: $309MQ1 ’21Q2 ’21: $328MQ3 ’21: $328MQ4 ’21: $357MQ1 ’22: $360MQ1 ’22Q2 ’22: $309MQ3 ’22: $287MQ4 ’22: $309MQ1 ’23: $347MQ1 ’23Q2 ’23: $342MQ3 ’23: $352MQ4 ’23: $398MQ1 ’24: $420MQ1 ’24Q2 ’24: $453MQ3 ’24: $514MQ4 ’24: $535MQ1 ’25: $504MQ1 ’25Q2 ’25: $551MQ3 ’25: $602MQ4 ’25: $618MQ1 ’26: $613MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 62.1%ETP: 22.5%Other: 9.2%ADR: 5.7%Closed-End Fund: 0.2%Other: 0.3%
  • Common Stock · 62.1% · $342M
  • ETP · 22.5% · $124M
  • Other · 9.2% · $51M
  • ADR · 5.7% · $31M
  • Closed-End Fund · 0.2% · $1M
  • Other · 0.3% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$613M829Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$618M828Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$602M762Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$551M755Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$504M599Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$535M658Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$514M669Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$453M682Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$420M601Apr 29, 202413F-HRchanges · EDGAR ↗
Q4 2023$398M650Jan 22, 202413F-HRchanges · EDGAR ↗
Q3 2023$352M593Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$342M587Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$347M593Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$309M577Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$287M567Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$309M578Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$360M600May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$357M537Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$328M526Nov 8, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2021$328M554Aug 4, 202113F-HRchanges · EDGAR ↗
Q1 2021$309M511May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$286M499Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$248M465Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$320M537Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$226M505Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$247M512Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$167M371Sep 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$146M359May 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$113M206Feb 26, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.