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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 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCK MCKESSON CORP Healthcare 654.0 $566K 0.15% -43.0 -6.2% $865.37 -13.3%
22 FBNC FIRST BANCORP N C Financial Services 8,000.0 $451K 0.12% -782.0 -8.9% $56.35 +7.8%
23 MCD MCDONALDS CORP Consumer Cyclical 1,418.0 $441K 0.12% -149.0 -9.5% $310.79 -10.4%
24 TJX TJX COS INC NEW Consumer Cyclical 2,374.0 $379K 0.10% -39.0 -1.6% $159.71 +2.6%
25 VUG VANGUARD INDEX FDS 860.0 $376K 0.10% -11.0 -1.3% $436.88 -80.1%
26 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,517.0 $356K 0.10% -2K -24.2% $64.60 +54.4%
27 CRM SALESFORCE INC Technology 1,872.0 $349K 0.10% -2K -53.1% $186.68 -18.7%
28 KO COCA COLA CO Consumer Defensive 4,333.0 $330K 0.09% -28.0 -0.6% $76.05 +4.4%
29 IPGP IPG PHOTONICS CORP Technology 2,824.0 $324K 0.09% -71.0 -2.5% $114.59 +3.0%
30 MDB MONGODB INC Technology 1,285.0 $315K 0.09% -111.0 -8.0% $244.77 +35.9%
31 HON HONEYWELL INTL INC Industrials 1,307.0 $295K 0.08% -26.0 -1.9% $226.05 +1.3%
32 VZ VERIZON COMMUNICATIONS INC Communication Services 4,932.0 $248K 0.07% -3K -35.6% $50.20 -9.6%
33 T AT&T INC Communication Services 8,123.0 $235K 0.06% -840.0 -9.4% $28.99 -24.1%
34 HOMETRUST BANCSHARES INC 5,500.0 $235K 0.06% -1K -15.4% $42.65
Page 2 of 2  ·  34 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%