Princeton Global Asset Management Discloses $602B in Q3 Holdings
Princeton Global Asset Management LLC
Filing Summary
Princeton Global Asset Management Discloses $602B in Q3 Holdings
Filer: Princeton Global Asset Management LLC Form: 13F-HR | Filed: 2025-10-09 Significance: Medium
Filer Details: • CIK: 0001767349 • Type: Institutional Investment Manager
Filing Summary: • Report Period End: 2025-09-30 • Total Holdings Value: $602,441,158,000 • Number of Holdings: 762
Top 5 Holdings:
- Broadcom (AVGO): ~$38.6B
- Microsoft (MSFT): ~$36.9B
- Taiwan Semiconductor (TSM): ~$27.8B
- JPMorgan Chase (JPM): ~$20.2B
- Blackstone (BX): ~$17.1B
Key Insight: This is a standard quarterly portfolio disclosure from a major institutional investor. The filing reveals a massive $602B portfolio with a heavy concentration in mega-cap technology and financial stocks, indicating strong institutional conviction in these sectors through Q3 2025.
This is PUBLIC SEC data for educational purposes. Not investment advice.
Comprehensive Analysis
SEC Filing Analysis: Princeton Global Asset Management LLC
Executive Summary
- Trading Significance: Medium
- Key Takeaway: Princeton Global Asset Management LLC filed its quarterly Form 13F-HR, disclosing a massive portfolio valued at over $602 billion as of September 30, 2025.
- Market Impact: As a backward-looking statement of holdings, this filing is unlikely to cause immediate market volatility. However, it provides significant insight into the positioning of a major institutional player, confirming a strong, continued allocation towards mega-cap technology, semiconductor, and financial sectors.
Filer Information
| Field | Value |
|---|---|
| Filer Name | Princeton Global Asset Management LLC |
| CIK | 0001767349 |
| Type | Institutional Investment Manager |
| Total Portfolio Value | $602,441,158,000 |
| Number of Holdings | 762 |
Filing Details
| Field | Value |
|---|---|
| Form Type | 13F-HR |
| Period of Report | 2025-09-30 |
| Filing Date | 2025-10-09 |
Portfolio Analysis
The filing reveals a portfolio with a significant concentration in the technology and financial sectors. The top holdings represent a substantial portion of the total assets under management.
Top 10 Holdings by Value
| Issuer | Ticker | Value (USD) | Shares |
|---|---|---|---|
| Broadcom Inc. | AVGO | ~$38.6 Billion | 116,986 |
| Microsoft Corp. | MSFT | ~$36.9 Billion | 71,223 |
| Taiwan Semiconductor Mfg Ltd | TSM | ~$27.8 Billion | 99,549 |
| JPMorgan Chase & Co. | JPM | ~$20.2 Billion | 64,156 |
| Blackstone Inc. | BX | ~$17.1 Billion | 99,971 |
| Quanta Services Inc. | PWR | ~$14.7 Billion | 35,360 |
| CRH PLC | CRH | ~$13.9 Billion | 116,008 |
| Apple Inc. | AAPL | ~$13.4 Billion | 52,523 |
| Berkshire Hathaway Inc. Class B | BRK.B | ~$12.2 Billion | 24,296 |
| Visa Inc. Class A | V | ~$11.9 Billion | 34,796 |
Investment Insights
Positive Market Indicators
- Strong Conviction in Tech: The top three holdings (Broadcom, Microsoft, TSM) underscore a deep commitment to the semiconductor and software industries.
- Mega-Cap Concentration: The portfolio is dominated by well-established, large-capitalization companies, suggesting a strategy focused on quality and stable growth.
- Financial Sector Strength: The presence of JPMorgan Chase, Blackstone, and Bank of America in the top tier indicates a bullish outlook on the financial services industry.
Risk Factors
- Data Lag: The holdings data is as of September 30, 2025, and may not reflect the fund's current positions.
- Sector Concentration: The heavy weighting in technology exposes the portfolio to risks associated with that sector, such as regulatory changes or shifts in market sentiment.
Key Takeaways
- Massive Scale: Princeton Global Asset Management is a whale in the market, with over $602 billion in reported assets.
- Tech is King: The fund's largest bets are firmly placed on leaders in the technology sector, particularly semiconductors.
- Diversified Blue-Chips: Beyond tech, the portfolio includes significant positions in diversified financials, industrials, and consumer staples, indicating a broad-based strategy built on market leaders.
Contextual Analysis
Filing Significance
Form 13F-HR is a mandatory quarterly report required by the SEC for all institutional investment managers with at least $100 million in assets under management. It provides a snapshot of the institution's long positions in publicly traded securities. While not a real-time indicator, it is a valuable tool for tracking institutional sentiment and capital flows over time.
Market Conditions
This filing covers the third quarter of 2025. Analysts will use this data to understand how large funds were positioned during that period and to identify trends in institutional investing leading into the year's end.
IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.
Analysis generated on 2025-10-09 | Data source: SEC EDGAR
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.