Arkolith/Funds/Princeton Global Asset Management LLC

Princeton Global Asset Management LLC

CIK 1767349
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Princeton Global Asset Management LLC holds a diversified book of 831 stocks worth $697.8M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Ishares Flex I A ETF-Usd Inc and trimmed Broadcom Inc. Their largest long position is Taiwan Semiconductor-SP ADR at 7% of the equity book.

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Use Arkolith to show Princeton Global Asset Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
289
new positions
Added to
237
existing
Trimmed
189
reduced
Sold out
81
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

80% mapped to company sectors

Information Technology
32%
ETF / fund or unclassified
20%
Financials
14%
Industrials
10%
Materials
7%
Health Care
5%
Utilities
5%
Consumer Discretionary
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

831 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan Semiconductor Manufact Sponsored Ads
ADR
$47.0M98.5K
6.7%
+1.1%
Added · +1K sh
2Broadcom Inc Com
Stock
$40.7M107.6K
5.8%
−7.6%
Reduced · −9K sh
3Microsoft Corp Com
Stock
$26.9M72.0K
3.8%
+0.8%
Added · +606 sh
4Quanta Svcs Inc Com
Stock
$25.4M35.3K
3.6%
−1.4%
Reduced · −488 sh
5Alphabet Inc Cap STK CL A
Stock
$23.3M65.1K
3.3%
+2.2%
Added · +1K sh
6JPMorgan Chase & Co Com
Stock
$21.1M64.4K
3.0%
−0.1%
Reduced · −52 sh
7Apple Inc Com
Stock
$15.6M54.0K
2.2%
−0.6%
Reduced · −337 sh
8Blackstone Inc Com
Stock
$13.8M116.9K
2.0%
−0.9%
Reduced · −1K sh
9Entergy Corp New Com
Stock
$13.3M115.7K
1.9%
+2.5%
Added · +3K sh
10CRH PLC Ord
Stock
$12.6M117.6K
1.8%
+0.9%
Added · +1K sh
11Nvidia Corporation Com
Stock
$12.5M62.3K
1.8%
+3.6%
Added · +2K sh
12Alphabet Inc Cap STK CL C
Stock
$12.2M34.6K
1.8%
−3.2%
Reduced · −1K sh
13Berkshire Hathaway Inc Del CL B New
Stock
$11.7M23.4K
1.7%
−0.7%
Reduced · −155 sh
14Visa Inc Com CL A
Stock
$11.6M33.8K
1.7%
−2.8%
Reduced · −967 sh
15Lam Research Corp Com New
Stock
$11.1M25.6K
1.6%
−27%
Reduced · −10K sh
16Johnson & Johnson Com
Stock
$10.6M41.9K
1.5%
+0.9%
Added · +372 sh
17Ishares Core Dividend Growth ETF
ETF
$10.6M139.6K
1.5%
−7.0%
Reduced · −11K sh
18Amphenol Corp CL A
Stock
$9.8M55.9K
1.4%
+254%
Added · +40K sh
19Coca-Cola Europacific Partners SHS
Stock
$9.3M92.9K
1.3%
+1.6%
Added · +1K sh
20Eaton Corp PLC SHS
Stock
$8.9M20.8K
1.3%
−0.3%
Reduced · −59 sh
21Amazon Com Inc Com
Stock
$8.8M37.1K
1.3%
−0.2%
Reduced · −65 sh
22SPDR Gold Shares
ETF
$8.4M22.9K
1.2%
−2.0%
Reduced · −463 sh
23Tapestry Inc Com
Stock
$7.9M54.3K
1.1%
+1.3%
Added · +687 sh
24Bank Of Amer Corp Com
Stock
$7.5M132.4K
1.1%
+0.8%
Added · +1K sh
25Linde PLC SHS
Stock
$7.5M14.4K
1.1%
+0.9%
Added · +128 sh
26Eli Lilly & Co Com
Stock
$7.0M5.8K
1.0%
−1.0%
Reduced · −60 sh
27Chubb Limited Com
Stock
$6.7M19.6K
1.0%
+0.5%
Added · +93 sh
28Abbvie Inc Com
Stock
$6.7M26.5K
1.0%
−1.1%
Reduced · −302 sh
29Vertex Pharmaceuticals Inc Com
Stock
$6.6M13.2K
0.9%
−0.2%
Reduced · −30 sh
30Carlisle Cos Inc Com
Stock
$6.2M17.0K
0.9%
+1.8%
Added · +296 sh
31Vertiv Holdings Co Com CL A
Stock
$6.1M18.1K
0.9%
−0.9%
Reduced · −175 sh
32Watsco Inc Com
Stock
$6.0M14.4K
0.9%
+0.7%
Added · +98 sh
33RTX Corporation Com
Stock
$6.0M31.5K
0.9%
+1.3%
Added · +390 sh
34Marathon Pete Corp Com
Stock
$5.5M21.4K
0.8%
−0.5%
Reduced · −114 sh
35Meta Platforms Inc CL A
Stock
$5.1M9.1K
0.7%
−6.7%
Reduced · −653 sh
36Ishares Core Msci Emerging Markets ETF
ETF
$5.1M61.6K
0.7%
+3.8%
Added · +2K sh
37Vanguard International Dividend Appreciation ETF
ETF
$5.1M54.1K
0.7%
+1.1%
Added · +599 sh
38Ishares Core Msci Eafe ETF
ETF
$4.8M50.1K
0.7%
+6.4%
Added · +3K sh
39Coca Cola Co Com
Stock
$4.8M59.0K
0.7%
−0.2%
Reduced · −129 sh
40NextEra Energy Inc Com
Stock
$4.7M54.0K
0.7%
+9.3%
Added · +5K sh
41Packaging Corp Amer Com
Stock
$4.5M18.9K
0.6%
+1.1%
Added · +215 sh
42Xcel Energy Inc Com
Stock
$4.5M55.5K
0.6%
+1.7%
Added · +915 sh
43Vulcan Matls Co Com
Stock
$4.4M15.0K
0.6%
−1.2%
Reduced · −183 sh
44JPMorgan Nasdaq Equity Premium Income ETF
ETF
$4.3M70.1K
0.6%
+13%
Added · +8K sh
45Sony Group Corp Sponsored ADR
ADR
$4.2M208.3K
0.6%
+0.5%
Added · +996 sh
46Schwab Fundamental International Equity ETF
ETF
$4.2M79.1K
0.6%
+3.4%
Added · +3K sh
47TJX Cos Inc New Com
Stock
$4.2M27.5K
0.6%
38×
Added · +27K sh
48JPMorgan Equity Premium Income ETF
ETF
$4.1M72.1K
0.6%
+11%
Added · +7K sh
49Home Depot Inc Com
Stock
$3.9M11.1K
0.6%
~0%
Added · +4 sh
50Ishares Ultra Short Duration Bond Active ETF
ETF
$3.9M76.3K
0.6%
−3.5%
Reduced · −3K sh
Showing 50 of 831 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026831$697.8M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026829$612.9M13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026828$617.5M13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025762$602.4M13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025755$551.0M13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025599$503.7M13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025658$534.8M13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024669$514.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.