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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 24 $2K SOLD
42 IT GARTNER INC COM Technology 6 $2K SOLD
43 HUM HUMANA INC COM Healthcare 5 $1K SOLD
44 MJSC MUFG JAPAN SMALL CAP ACTIVE ETF 20 $998.0 SOLD
Page 3 of 3  ·  44 positions
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%