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Portfolio (Quarterly) Guide ↗

PRINCETON CAPITAL MANAGEMENT LLC

· CIK 0001167026
13F Portfolio $367M AUM 139 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 57 Added 34 Reduced 12 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO & CO Financial Services 23,284.0 $1.9M 0.51% +20K +519.4% $79.61 +3.3%
22 NOW SERVICENOW INC Technology 16,377.0 $1.7M 0.47% +10K +141.2% $104.55 -9.1%
23 BAC BANK AMERICA CORP Financial Services 33,896.0 $1.7M 0.45% +925.0 +2.8% $48.75 +15.3%
24 VOO VANGUARD INDEX FDS 2,467.0 $1.5M 0.40% +125.0 +5.3% $597.55 +15.2%
25 PFF ISHARES TR 22,479.0 $682K 0.19% +1K +6.4% $30.32 +3.0%
26 VCSH VANGUARD SCOTTSDALE FDS 8,193.0 $649K 0.18% +558.0 +7.3% $79.27 -0.5%
27 ISRG INTUITIVE SURGICAL INC Healthcare 1,262.0 $582K 0.16% +572.0 +82.9% $460.99 -11.8%
28 AXP AMERICAN EXPRESS CO Financial Services 1,913.0 $579K 0.16% +410.0 +27.3% $302.48 +11.7%
29 GS GOLDMAN SACHS GROUP INC Financial Services 674.0 $570K 0.16% +33.0 +5.2% $845.99 +29.6%
30 HD HOME DEPOT INC Consumer Cyclical 1,660.0 $546K 0.15% +95.0 +6.1% $328.85 +1.7%
31 BY BYLINE BANCORP INC Financial Services 16,487.0 $520K 0.14% +1K +8.5% $31.57 +11.3%
32 XOM EXXON MOBIL CORP Energy 2,914.0 $494K 0.14% +245.0 +9.2% $169.68 -18.8%
33 SAIL SAILPOINT INC Technology 35,454.0 $469K 0.13% +6K +21.2% $13.24 +0.7%
34 TMO THERMO FISHER SCIENTIFIC INC Healthcare 932.0 $458K 0.12% +10.0 +1.1% $491.54 -5.5%
35 SCHW SCHWAB CHARLES CORP Financial Services 4,821.0 $453K 0.12% +135.0 +2.9% $93.97 -2.4%
36 SNPS SYNOPSYS INC Technology 1,115.0 $442K 0.12% +35.0 +3.2% $396.48 +14.9%
37 GLD SPDR GOLD TR Financial Services 1,022.0 $440K 0.12% +213.0 +26.3% $430.29 -10.0%
38 CVX CHEVRON CORPORATION Energy 2,091.0 $433K 0.12% +258.0 +14.1% $206.93 -16.1%
39 EQT EQT CORP Energy 6,582.0 $419K 0.11% +59.0 +0.9% $63.64 -20.3%
40 IONQ IONQ INC Technology 14,481.0 $417K 0.11% +1K +10.8% $28.83 +96.1%
Page 2 of 3  ·  57 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 48.2%
Industrials 10.2%
Financial Services 9.3%
Communication Services 8.9%
Healthcare 8.6%
Consumer Cyclical 7.6%
Utilities 2.5%
Energy 1.4%
Consumer Defensive 1.3%
Basic Materials 1.2%