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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TRP TC ENERGY CORP Energy 9,673.0 $606K 0.17% NEW $62.60 +8.1%
62 DUK DUKE ENERGY CORP NEW Utilities 4,618.0 $605K 0.17% $130.94 -5.4%
63 ISRG INTUITIVE SURGICAL INC Healthcare 1,262.0 $582K 0.16% +572.0 +82.9% $460.99 -11.8%
64 AXP AMERICAN EXPRESS CO Financial Services 1,913.0 $579K 0.16% +410.0 +27.3% $302.48 +11.7%
65 GS GOLDMAN SACHS GROUP INC Financial Services 674.0 $570K 0.16% +33.0 +5.2% $845.99 +29.6%
66 MCK MCKESSON CORP Healthcare 654.0 $566K 0.15% -43.0 -6.2% $865.37 -13.3%
67 HD HOME DEPOT INC Consumer Cyclical 1,660.0 $546K 0.15% +95.0 +6.1% $328.85 +1.7%
68 AXTI AXT INC Technology 9,390.0 $535K 0.15% NEW $56.98 +48.4%
69 BY BYLINE BANCORP INC Financial Services 16,487.0 $520K 0.14% +1K +8.5% $31.57 +11.3%
70 XOM EXXON MOBIL CORP Energy 2,914.0 $494K 0.14% +245.0 +9.2% $169.68 -18.8%
71 WTFC WINTRUST FINL CORP Financial Services 3,472.0 $482K 0.13% $138.94 +10.9%
72 SAIL SAILPOINT INC Technology 35,454.0 $469K 0.13% +6K +21.2% $13.24 +0.7%
73 DY DYCOM INDS INC Industrials 1,377.0 $467K 0.13% $338.82 +34.8%
74 TMO THERMO FISHER SCIENTIFIC INC Healthcare 932.0 $458K 0.12% +10.0 +1.1% $491.54 -5.5%
75 SCHW SCHWAB CHARLES CORP Financial Services 4,821.0 $453K 0.12% +135.0 +2.9% $93.97 -2.4%
76 FBNC FIRST BANCORP N C Financial Services 8,000.0 $451K 0.12% -782.0 -8.9% $56.35 +7.8%
77 SNPS SYNOPSYS INC Technology 1,115.0 $442K 0.12% +35.0 +3.2% $396.48 +14.9%
78 BANR BANNER CORP Financial Services 7,281.0 $442K 0.12% $60.68 +6.8%
79 MCD MCDONALDS CORP Consumer Cyclical 1,418.0 $441K 0.12% -149.0 -9.5% $310.79 -10.4%
80 GLD SPDR GOLD TR Financial Services 1,022.0 $440K 0.12% +213.0 +26.3% $430.29 -10.0%
Page 4 of 7  ·  139 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%