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Alan Gilmore

@Princeton Global Asset Management Llc

Latest period2024 - Q3ReportedManaged Assets$514.206MTotal holdings669
Assets growth rate13.48%Assets growth rate (2-Q avg)10.64%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Princeton Global Asset Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 669 positions.

Assets under management

The assets under management (AUM) of Princeton Global Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 514.206M in assets, with a quarterly growth rate of 13.48% and a 2-quarter average growth rate of 10.64%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 2.51%
2.13%
$10.941M
23,772 shares@ $460.27 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 4.97%
2.02%
$10.358M
62,452 shares@ $165.86 avg price
PWRQuanta Svcs Inc Com
Recent Activity
Increased 2.3%
1.88%
$9.648M
32,361 shares@ $298.15 avg price
WSOWatsco Inc Com
Recent Activity
Increased 1.56%
1.76%
$9.043M
18,385 shares@ $491.88 avg price
CSLCarlisle Cos Inc Com
Recent Activity
Increased 2.68%
1.63%
$8.377M
18,625 shares@ $449.75 avg price
ORCLOracle Corp Com
Recent Activity
Increased 2.85%
1.48%
$7.568M
44,416 shares@ $170.4 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 1.51%
1.43%
$7.341M
26,699 shares@ $274.95 avg price
VRTXVertex Pharmaceuticals Inc Com
Recent Activity
Increased 0.81%
1.38%
$7.072M
15,206 shares@ $465.08 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 2.22%
1.34%
$6.863M
20,707 shares@ $331.44 avg price
LINLinde Plc Shs
Recent Activity
Decreased -0.02%
1.32%
$6.761M
14,179 shares@ $476.87 avg price