Portfolio (Quarterly) Guide ↗

Princeton Global Asset Management LLC

· CIK 0001767349

13F Portfolio $612.9B AUM 829 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 45 New 154 Added 143 Reduced 44 Exited

Page 1 of 3 · 44 positions

1 2 3 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC SPONSORED ADR	—	1,657	$152K	0.03%	SOLD
2	MCO	MOODYS CORP COM	Financial Services	154	$79K	0.01%	SOLD
3	GIS	GENERAL MLS INC COM	Consumer Defensive	1,456	$68K	0.01%	SOLD
4	ROKU	ROKU INC COM CL A	Communication Services	500	$54K	0.01%	SOLD
5	VHT	VANGUARD HEALTH CARE ETF	—	165	$47K	0.01%	SOLD
6	SHAK	SHAKE SHACK INC CL A	Consumer Cyclical	500	$41K	0.01%	SOLD
7	BITB	BITWISE BITCOIN ETF TRUST	Financial Services	725	$34K	0.01%	SOLD
8	IGV	ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	—	225	$24K	0.00%	SOLD
9	SLVM	SYLVAMO CORP COMMON STOCK	Basic Materials	493	$24K	0.00%	SOLD
10	KKR	KKR & CO INC COM	Financial Services	85	$11K	0.00%	SOLD
11	CAVA	CAVA GROUP INC COM	Consumer Cyclical	150	$9K	0.00%	SOLD
12	SE	SEA LTD SPONSORD ADS	Consumer Cyclical	67	$9K	0.00%	SOLD
13	IUSG	ISHARES CORE S&P U.S. GROWTH ETF	—	45	$8K	0.00%	SOLD
14	SPOT	SPOTIFY TECHNOLOGY S A SHS	Communication Services	13	$8K	0.00%	SOLD
15	CHKP	CHECK POINT SOFTWARE TECH LTD ORD	Technology	40	$7K	0.00%	SOLD
16	—	CYBERARK SOFTWARE LTD SHS	—	15	$7K	0.00%	SOLD
17	RACE	FERRARI N V COM	Consumer Cyclical	16	$6K	0.00%	SOLD
18	SCHC	SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	—	128	$6K	0.00%	SOLD
19	—	SOMNIGROUP INTERNATIONAL INC COM	—	62	$6K	0.00%	SOLD
20	MPX	MARINE PRODS CORP COM	Consumer Cyclical	500	$4K	0.00%	SOLD

Page 1 of 3 · 44 positions

1 2 3 Next →

Sector Allocation

Technology 32.6%

Financial Services 18.1%

Industrials 13.0%

Communication Services 8.9%

Healthcare 7.5%

Consumer Cyclical 6.3%

Consumer Defensive 4.2%

Utilities 3.3%

Energy 3.1%

Basic Materials 2.7%