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Portfolio (Quarterly) Guide ↗

Princeton Global Asset Management LLC

· CIK 0001767349
13F Portfolio $698M AUM 831 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 214 Added 171 Reduced 81 Exited
Page 41 of 42  ·  831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 6.0 $853.0 NEW $142.17 +5.6%
802 NXPI NXP SEMICONDUCTORS N V COM Technology 3.0 $843.0 NEW $281.00 -19.7%
803 FLR FLUOR CORP COM Industrials 14.0 $733.0 $52.36 +0.1%
804 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 25.0 $733.0 NEW $29.32 +27.0%
805 ATLANTA BRAVES HLDGS INC COM SER A 13.0 $732.0 $56.31
806 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 4.0 $706.0 NEW $176.50 +3.5%
807 TDUP THREDUP INC CL A Consumer Cyclical 100.0 $685.0 $6.85 -59.3%
808 SOUN SOUNDHOUND AI INC CLASS A COM Technology 100.0 $647.0 $6.47 +13.1%
809 BDN BRANDYWINE RLTY TR SH BEN INT NEW Real Estate 200.0 $634.0 $3.17 -4.4%
810 TYL TYLER TECHNOLOGIES INC COM Technology 2.0 $585.0 NEW $292.50 +19.9%
811 PTC PTC INC COM Technology 5.0 $568.0 NEW $113.60 +36.2%
812 KMI KINDER MORGAN INC DEL COM Energy 17.0 $543.0 -17.0 -50.0% $31.94 -3.0%
813 IT GARTNER INC COM Technology 4.0 $518.0 NEW $129.50 +51.3%
814 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 15.0 $399.0 $26.60 -15.2%
815 MDXG MIMEDX GROUP INC COM Healthcare 100.0 $385.0 $3.85 +12.5%
816 AMCX AMC GLOBAL MEDIA INC CL A Communication Services 31.0 $309.0 $9.97 +24.3%
817 VREX VAREX IMAGING CORP COM Healthcare 26.0 $271.0 $10.42 +77.6%
818 LIBERTY GLOBAL LTD COM CL C 24.0 $264.0 $11.00
819 OI O-I GLASS INC COM Consumer Cyclical 27.0 $260.0 $9.63 -25.5%
820 SU SUNCOR ENERGY INC NEW COM Energy 5.0 $248.0 $49.60 +37.9%
Page 41 of 42  ·  831 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 17.0%
Industrials 13.6%
Healthcare 7.3%
Consumer Cyclical 6.9%
Communication Services 6.6%
Consumer Defensive 3.9%
Utilities 3.2%
Basic Materials 2.5%
Energy 2.3%