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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IONQ IONQ INC Technology 13,064.0 $586K 0.15% NEW $44.87 +26.0%
62 MDB MONGODB INC Technology 1,396.0 $586K 0.15% NEW $419.69 -20.7%
63 MCK MCKESSON CORP Healthcare 697.0 $572K 0.15% NEW $820.29 -8.5%
64 GS GOLDMAN SACHS GROUP INC Financial Services 641.0 $563K 0.14% NEW $879.00 +24.8%
65 AXP AMERICAN EXPRESS CO Financial Services 1,503.0 $556K 0.14% NEW $369.95 -8.6%
66 DUK DUKE ENERGY CORP NEW Utilities 4,641.0 $544K 0.14% NEW $117.21 +5.7%
67 NVO NOVO-NORDISK A S Healthcare 10,690.0 $544K 0.14% NEW $50.88 -15.1%
68 HD HOME DEPOT INC Consumer Cyclical 1,565.0 $539K 0.14% NEW $344.17 -2.9%
69 TMO THERMO FISHER SCIENTIFIC INC Healthcare 922.0 $534K 0.14% NEW $579.45 -19.8%
70 PR PERMIAN RESOURCES CORP Energy 37,955.0 $533K 0.14% NEW $14.03 +31.4%
71 DELL DELL TECHNOLOGIES INC Technology 4,202.0 $529K 0.14% NEW $125.88 +225.3%
72 SNPS SYNOPSYS INC Technology 1,080.0 $507K 0.13% NEW $469.72 -3.0%
73 HTBK HERITAGE COMM CORP Financial Services 42,041.0 $505K 0.13% NEW $12.01 +12.0%
74 WTFC WINTRUST FINL CORP Financial Services 3,472.0 $485K 0.12% NEW $139.82 +10.2%
75 MCD MCDONALDS CORP Consumer Cyclical 1,567.0 $479K 0.12% NEW $305.63 -8.8%
76 PEGA PEGASYSTEMS INC Technology 8,000.0 $478K 0.12% NEW $59.72 -49.6%
77 SCHW SCHWAB CHARLES CORP Financial Services 4,686.0 $468K 0.12% NEW $99.92 -8.2%
78 DY DYCOM INDS INC Industrials 1,377.0 $465K 0.12% NEW $337.90 +35.1%
79 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,276.0 $464K 0.12% NEW $63.72 +56.6%
80 BANR BANNER CORP Financial Services 7,281.0 $456K 0.12% NEW $62.66 +3.5%
Page 4 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%