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Portfolio (Quarterly) Guide ↗

PRINCETON CAPITAL MANAGEMENT LLC

· CIK 0001167026
13F Portfolio $388M AUM 141 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New
Page 2 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHSL CORP NEW Consumer Defensive 3,633.0 $3.1M 0.81% NEW $862.30 +10.3%
22 LEU CENTRUS ENERGY CORP Energy 12,549.0 $3.0M 0.79% NEW $242.76 -21.2%
23 META META PLATFORMS INC Communication Services 4,357.0 $2.9M 0.74% NEW $660.09 -12.6%
24 CAT CATERPILLAR INC Industrials 4,747.0 $2.7M 0.70% NEW $572.87 +72.1%
25 BA BOEING CO Industrials 12,249.0 $2.7M 0.69% NEW $217.12 +2.6%
26 COHR COHERENT CORP Technology 13,838.0 $2.6M 0.66% NEW $184.57 +111.1%
27 GLW CORNING INC Technology 27,887.0 $2.4M 0.63% NEW $87.56 +122.6%
28 QCOM QUALCOMM INC Technology 13,980.0 $2.4M 0.62% NEW $171.05 +32.2%
29 EVR EVERCORE INC Financial Services 6,683.0 $2.3M 0.59% NEW $340.25 +9.2%
30 DE DEERE & CO Industrials 4,596.0 $2.1M 0.55% NEW $465.57 +26.6%
31 ASTRAZENECA PLC 23,018.0 $2.1M 0.55% NEW $91.93
32 AMD ADVANCED MICRO DEVICES INC Technology 9,245.0 $2.0M 0.51% NEW $214.16 +150.9%
33 NXPI NXP SEMICONDUCTORS N V Technology 8,876.0 $1.9M 0.50% NEW $217.06 +44.3%
34 UBER UBER TECHNOLOGIES INC Technology 23,517.0 $1.9M 0.50% NEW $81.71 -12.3%
35 AMT AMERICAN TOWER CORP NEW Real Estate 10,701.0 $1.9M 0.48% NEW $175.57 +0.3%
36 BAC BANK AMERICA CORP Financial Services 32,971.0 $1.8M 0.47% NEW $55.00 +2.2%
37 ABBV ABBVIE INC Healthcare 6,951.0 $1.6M 0.41% NEW $228.49 -5.3%
38 FCX FREEPORT-MCMORAN INC Basic Materials 29,276.0 $1.5M 0.38% NEW $50.79 +35.2%
39 VOO VANGUARD INDEX FDS 2,342.0 $1.5M 0.38% NEW $627.02 +9.7%
40 ACM AECOM Industrials 14,192.0 $1.4M 0.35% NEW $95.33 -27.8%
Page 2 of 8  ·  141 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 51.6%
Communication Services 9.4%
Financial Services 8.7%
Industrials 8.4%
Healthcare 8.2%
Consumer Cyclical 8.0%
Utilities 1.8%
Energy 1.2%
Consumer Defensive 1.0%
Basic Materials 1.0%