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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 2,682.0 $387K 0.11% +52.0 +2.0% $144.47 +4.1%
42 SBFG SB FINL GROUP INC Financial Services 18,408.0 $387K 0.10% +4K +27.8% $21.00 +9.6%
43 BMRC BANK OF MARIN BANCORP Financial Services 15,059.0 $386K 0.10% +5K +49.7% $25.63 +0.7%
44 RIO RIO TINTO PLC Basic Materials 4,093.0 $382K 0.10% +131.0 +3.3% $93.29 +7.3%
45 JNJ JOHNSON & JOHNSON Healthcare 1,502.0 $367K 0.10% +33.0 +2.2% $244.42 -6.6%
46 MTB M & T BK CORP Financial Services 1,718.0 $355K 0.10% +12.0 +0.7% $206.71 +8.9%
47 MRK MERCK & CO INC Healthcare 2,909.0 $350K 0.10% +709.0 +32.2% $120.28 -5.3%
48 PNC PNC FINL SVCS GROUP INC Financial Services 1,681.0 $350K 0.10% +12.0 +0.7% $208.08 +11.5%
49 CMI CUMMINS INC Industrials 602.0 $324K 0.09% +5.0 +0.8% $538.05 +33.2%
50 LIN LINDE PLC Basic Materials 650.0 $322K 0.09% +22.0 +3.5% $495.78 +3.3%
51 PFE PFIZER INC Healthcare 10,257.0 $288K 0.08% +437.0 +4.5% $28.08 -10.2%
52 COF CAPITAL ONE FINL CORP Financial Services 1,557.0 $284K 0.08% +307.0 +24.6% $182.43 +10.5%
53 BLK BLACKROCK INC Financial Services 290.0 $279K 0.08% +12.0 +4.3% $961.71 +9.2%
54 UNP UNION PAC CORP Industrials 1,101.0 $267K 0.07% +32.0 +3.0% $242.62 +5.9%
55 DPRO DRAGANFLY INC. Industrials 52,622.0 $258K 0.07% +6K +12.6% $4.90 +18.1%
56 SF STIFEL FINL CORP Financial Services 3,300.0 $244K 0.07% +1K +50.0% $73.92 -0.5%
57 HUBS HUBSPOT INC Technology 837.0 $204K 0.06% +137.0 +19.6% $244.10 -27.9%
Page 3 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%