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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORPORATION Energy 2,091.0 $433K 0.12% +258.0 +14.1% $206.93 -16.1%
82 VMC VULCAN MATLS CO Basic Materials 1,587.0 $432K 0.12% $272.30 +11.2%
83 EQT EQT CORP Energy 6,582.0 $419K 0.11% +59.0 +0.9% $63.64 -20.3%
84 IONQ IONQ INC Technology 14,481.0 $417K 0.11% +1K +10.8% $28.83 +96.1%
85 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 11,944.0 $402K 0.11% NEW $33.67 +3.1%
86 NTR NUTRIEN LTD Basic Materials 5,320.0 $401K 0.11% $75.46 -16.7%
87 BIL SPDR SERIES TRUST 4,370.0 $400K 0.11% NEW $91.64 -0.1%
88 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,200.0 $394K 0.11% $63.59 +10.5%
89 NVO NOVO-NORDISK A S Healthcare 10,643.0 $391K 0.11% $36.75 +17.5%
90 PG PROCTER & GAMBLE CO Consumer Defensive 2,682.0 $387K 0.11% +52.0 +2.0% $144.47 +4.1%
91 SBFG SB FINL GROUP INC Financial Services 18,408.0 $387K 0.10% +4K +27.8% $21.00 +9.6%
92 BMRC BANK OF MARIN BANCORP Financial Services 15,059.0 $386K 0.10% +5K +49.7% $25.63 +0.7%
93 RIO RIO TINTO PLC Basic Materials 4,093.0 $382K 0.10% +131.0 +3.3% $93.29 +7.3%
94 TJX TJX COS INC NEW Consumer Cyclical 2,374.0 $379K 0.10% -39.0 -1.6% $159.71 +2.6%
95 VUG VANGUARD INDEX FDS 860.0 $376K 0.10% -11.0 -1.3% $436.88 -80.1%
96 JNJ JOHNSON & JOHNSON Healthcare 1,502.0 $367K 0.10% +33.0 +2.2% $244.42 -6.6%
97 NIC NICOLET BANKSHARES INC Financial Services 2,400.0 $357K 0.10% NEW $148.62 -1.2%
98 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,517.0 $356K 0.10% -2K -24.2% $64.60 +54.4%
99 MTB M & T BK CORP Financial Services 1,718.0 $355K 0.10% +12.0 +0.7% $206.71 +8.9%
100 MRK MERCK & CO INC Healthcare 2,909.0 $350K 0.10% +709.0 +32.2% $120.28 -5.3%
Page 5 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%