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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OSBC OLD SECOND BANCORP INC ILL Financial Services 13,770.0 $269K 0.07% NEW $19.50 +12.3%
122 LIN LINDE PLC Basic Materials 628.0 $268K 0.07% NEW $426.39 +20.1%
123 PANW PALO ALTO NETWORKS INC Technology 1,434.0 $264K 0.07% NEW $184.20 +56.2%
124 BMRC BANK MARIN BANCORP Financial Services 10,059.0 $262K 0.07% NEW $26.01 -0.8%
125 HON HONEYWELL INTL INC Industrials 1,333.0 $260K 0.07% NEW $195.09 +17.4%
126 CFR CULLEN FROST BANKERS INC Financial Services 2,000.0 $253K 0.07% NEW $126.63 +15.0%
127 VYM VANGUARD WHITEHALL FDS 1,730.0 $248K 0.06% NEW $143.52 +10.2%
128 UNP UNION PAC CORP Industrials 1,069.0 $247K 0.06% NEW $231.32 +11.0%
129 NU NU HLDGS LTD Financial Services 14,737.0 $247K 0.06% NEW $16.74 -24.1%
130 PFE PFIZER INC Healthcare 9,820.0 $245K 0.06% NEW $24.90 +1.2%
131 BX BLACKSTONE INC Financial Services 1,560.0 $240K 0.06% NEW $154.14 -19.7%
132 PFBC PREFERRED BK LOS ANGELES CA Financial Services 2,500.0 $236K 0.06% NEW $94.43 +4.9%
133 BND VANGUARD BD INDEX FDS 3,140.0 $233K 0.06% NEW $74.07 -1.0%
134 MRK MERCK & CO INC Healthcare 2,200.0 $232K 0.06% NEW $105.28 +8.2%
135 AER AERCAP HOLDINGS NV Industrials 1,600.0 $230K 0.06% NEW $143.76 +0.9%
136 T AT&T INC Communication Services 8,963.0 $223K 0.06% NEW $24.84 -11.4%
137 UNH UNITEDHEALTH GROUP INC Healthcare 671.0 $221K 0.06% NEW $329.96 +21.5%
138 IJR ISHARES TR 1,789.0 $215K 0.06% NEW $120.17 +19.2%
139 XLK SELECT SECTOR SPDR TR 1,480.0 $213K 0.06% NEW $143.97 +33.0%
140 IPGP IPG PHOTONICS CORP Technology 2,895.0 $207K 0.05% NEW $71.60 +64.8%
Page 7 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%