PRINCETON CAPITAL MANAGEMENT LLC

RED BANK, NJ · CIK 1167026 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRed Bank, NJ

$443.4m reported value +20.9% vs Q1 2026

145positions

62.6%in top 10

9 new 49 added 49 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	361,332	$72.3m16.31%	16.31%	Reduced -4.4k	-4,421 -1.2%
2	APPLE INC COM AAPL	AAPL	132,060	$38.2m8.62%	8.62%	Reduced -3.7k	-3,664 -2.7%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	85,652	$30.6m6.90%	6.90%	Added +321	+321 0.4%
4	AMAZON COM INC COM AMZN	AMZN	108,383	$25.8m5.83%	5.83%	Reduced -1.2k	-1,227 -1.1%
5	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	33,149	$25.3m5.71%	5.71%	Added +56	+56 0.2%
6	QUANTA SVCS INC COM PWR	PWR	28,944	$20.8m4.70%	4.70%	Added +152	+152 0.5%
7	ELI LILLY & CO COM LLY	LLY	17,172	$20.6m4.65%	4.65%	Added +653	+653 4.0%
8	MICROSOFT CORP COM MSFT	MSFT	53,220	$19.9m4.48%	4.48%	Reduced -29	-29 -0.1%
9	BROADCOM INC COM AVGO	AVGO	33,196	$12.5m2.83%	2.83%	Added +1.2k	+1,235 3.9%
10	GE VERNOVA INC COM GEV	GEV	9,849	$11.6m2.61%	2.61%	Added +149	+149 1.5%
11	JPMORGAN CHASE & CO COM JPM	JPM	22,180	$7.3m1.64%	1.64%	Added +662	+662 3.1%
12	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	14,074	$7.0m1.58%	1.58%	Reduced -457	-457 -3.1%
13	CORNING INC COM GLW	GLW	27,298	$7.0m1.57%	1.57%	Reduced -6	-6 -0.0%
14	CITIGROUP INC COM NEW C	C	48,961	$6.9m1.55%	1.55%	Added +2.5k	+2,520 5.4%
15	COHERENT CORP COM COHR	COHR	15,141	$6.0m1.35%	1.35%	Added +186	+186 1.2%
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,056	$5.3m1.19%	1.19%	Reduced -18	-18 -0.2%
17	GE AEROSPACE COM NEW GE	GE	14,040	$5.2m1.18%	1.18%	Added +649	+649 4.8%
18	CATERPILLAR INC COM CAT	CAT	4,801	$5.1m1.15%	1.15%	Unchanged
19	ALPHABET INC CAP STK CL C GOOG	GOOG	13,306	$4.7m1.06%	1.06%	Reduced -535	-535 -3.9%
20	RTX CORPORATION COM RTX	RTX	22,226	$4.2m0.95%	0.95%	Added +1.3k	+1,261 6.0%
21	TESLA INC COM TSLA	TSLA	9,197	$3.9m0.87%	0.87%	Added +269	+269 3.0%
22	ZSCALER INC COM ZS	ZS	25,876	$3.7m0.82%	0.82%	Added +1.1k	+1,081 4.4%
23	MARVELL TECHNOLOGY INC COM MRVL	MRVL	11,228	$3.3m0.75%	0.75%	Reduced -12	-12 -0.1%
24	COSTCO WHSL CORP NEW COM COST	COST	3,514	$3.3m0.74%	0.74%	Reduced -208	-208 -5.6%
25	AMERICAN EXPRESS CO COM AXP	AXP	9,558	$3.2m0.73%	0.73%	Added +7.6k	+7,645 399.6%
26	UNIVERSAL DISPLAY CORP COM OLED	OLED	37,013	$3.2m0.72%	0.72%	Reduced -1.7k	-1,658 -4.3%
27	BOEING CO COM BA	BA	13,696	$3.0m0.67%	0.67%	Added +113	+113 0.8%
28	ASTRAZENECA PLC ORD AZN	AZN	15,592	$2.9m0.66%	0.66%	Added +2.5k	+2,513 19.2%
29	MASTERCARD INCORPORATED CL A MA	MA	5,495	$2.8m0.64%	0.64%	Reduced -4.7k	-4,679 -46.0%
30	DEERE & CO COM DE	DE	4,055	$2.6m0.58%	0.58%	Unchanged
31	CENTRUS ENERGY CORP CL A LEU	LEU	14,164	$2.4m0.54%	0.54%	Added +585	+585 4.3%
32	NXP SEMICONDUCTORS N V COM NXPI	NXPI	7,438	$2.1m0.47%	0.47%	Reduced -576	-576 -7.2%
33	WELLS FARGO CO NEW COM WFC	WFC	24,623	$2.0m0.46%	0.46%	Added +1.3k	+1,339 5.8%
34	QUALCOMM INC COM QCOM	QCOM	10,839	$2.0m0.45%	0.45%	Reduced -1.7k	-1,714 -13.7%
35	BANK AMERICA CORP COM BAC	BAC	33,868	$1.9m0.44%	0.44%	Reduced -28	-28 -0.1%
36	META PLATFORMS INC CL A META	META	3,384	$1.9m0.43%	0.43%	Reduced -225	-225 -6.2%
37	LUMENTUM HLDGS INC COM LITE	LITE	2,197	$1.9m0.43%	0.43%	Reduced -62	-62 -2.7%
38	CISCO SYS INC COM CSCO	CSCO	16,008	$1.9m0.42%	0.42%	Added +1.4k	+1,450 10.0%
39	SERVICENOW INC COM NOW	NOW	18,489	$1.8m0.41%	0.41%	Added +2.1k	+2,112 12.9%
40	FREEPORT-MCMORAN INC CL B FCX	FCX	28,660	$1.8m0.41%	0.41%	Reduced -255	-255 -0.9%
41	ENTEGRIS INC COM ENTG	ENTG	9,801	$1.8m0.40%	0.40%	Unchanged
42	ABBVIE INC COM ABBV	ABBV	6,979	$1.8m0.40%	0.40%	Unchanged
43	AMERICAN TOWER CORP NEW COM AMT	AMT	9,429	$1.5m0.35%	0.35%	Reduced -712	-712 -7.0%
44	BWX TECHNOLOGIES INC COM BWXT	BWXT	7,841	$1.5m0.34%	0.34%	Reduced -20	-20 -0.2%
45	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,131	$1.5m0.33%	0.33%	Reduced -336	-336 -13.6%
46	ISHARES TR CORE S&P500 ETF IVV	IVV	1,874	$1.4m0.32%	0.32%	Unchanged
47	UBER TECHNOLOGIES INC COM UBER	UBER	17,146	$1.2m0.28%	0.28%	Reduced -3.9k	-3,921 -18.6%
48	AMGEN INC COM AMGN	AMGN	3,378	$1.2m0.28%	0.28%	Reduced -309	-309 -8.4%
49	MARTIN MARIETTA MATLS INC COM MLM	MLM	2,003	$1.2m0.26%	0.26%	Added +250	+250 14.3%
50	DELL TECHNOLOGIES INC CL C DELL	DELL	2,671	$1.2m0.26%	0.26%	Reduced -1.1k	-1,051 -28.2%
51	AECOM COM ACM	ACM	13,367	$933.0k0.21%	0.21%	Reduced -117	-117 -0.9%
52	IRON MTN INC DEL COM IRM	IRM	7,001	$884.3k0.20%	0.20%	Reduced -400	-400 -5.4%
53	DISNEY WALT CO COM DIS	DIS	8,497	$817.8k0.18%	0.18%	Reduced -1.9k	-1,862 -18.0%
54	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,011	$799.7k0.18%	0.18%	Added +749	+749 59.4%
55	IONQ INC COM IONQ	IONQ	14,511	$772.9k0.17%	0.17%	Added +30	+30 0.2%
56	EVERCORE INC CLASS A EVR	EVR	2,220	$758.0k0.17%	0.17%	Reduced -4.9k	-4,930 -69.0%
57	VISA INC COM CL A V	V	2,108	$723.3k0.16%	0.16%	Reduced -70	-70 -3.2%
58	REGENERON PHARMACEUTICALS COM REGN	REGN	1,140	$710.8k0.16%	0.16%	Reduced -79	-79 -6.5%
59	ISHARES TR PFD AND INCM SEC PFF	PFF	22,906	$698.4k0.16%	0.16%	Added +427	+427 1.9%
60	DYCOM INDS INC COM DY	DY	1,377	$696.2k0.16%	0.16%	Unchanged
61	GOLDMAN SACHS GROUP INC COM GS	GS	674	$681.7k0.15%	0.15%	Unchanged
62	AXT INC COM AXTI	AXTI	9,310	$671.1k0.15%	0.15%	Reduced -80	-80 -0.8%
63	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	8,222	$649.8k0.15%	0.15%	Added +29	+29 0.3%
64	BYLINE BANCORP INC COM BY	BY	17,074	$643.0k0.15%	0.15%	Added +587	+587 3.6%
65	TC ENERGY CORP COM TRP	TRP	9,527	$631.5k0.14%	0.14%	Reduced -146	-146 -1.5%
66	PALO ALTO NETWORKS INC COM PANW	PANW	1,834	$625.4k0.14%	0.14%	Added +400	+400 27.9%
67	TRUIST FINL CORP COM TFC	TFC	12,479	$621.7k0.14%	0.14%	Reduced -1.9k	-1,901 -13.2%
68	HOME DEPOT INC COM HD	HD	1,685	$594.3k0.13%	0.13%	Added +25	+25 1.5%
69	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	6,517	$594.3k0.13%	0.13%	Added +1.0k	+1,000 18.1%
70	DUKE ENERGY CORP NEW COM NEW DUK	DUK	4,619	$584.6k0.13%	0.13%	Added +1	+1 0.0%
71	CANADIAN PACIFIC KANSAS CITY COM CP	CP	6,724	$582.6k0.13%	0.13%	Reduced -1.5k	-1,500 -18.2%
72	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	2,057	$568.1k0.13%	0.13%	Added +121	+121 6.2%
73	WINTRUST FINL CORP COM WTFC	WTFC	3,472	$558.0k0.13%	0.13%	Unchanged
74	HANCOCK WHITNEY CORPORATION COM HWC	HWC	7,200	$538.0k0.12%	0.12%	Added +1.0k	+1,000 16.1%
75	M & T BK CORP COM MTB	MTB	2,229	$530.5k0.12%	0.12%	Added +511	+511 29.7%
76	SYNOPSYS INC COM SNPS	SNPS	1,178	$525.5k0.12%	0.12%	Added +63	+63 5.7%
77	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,032	$517.4k0.12%	0.12%	Added +100	+100 10.7%
78	BANNER CORP COM NEW BANR	BANR	7,781	$517.0k0.12%	0.12%	Added +500	+500 6.9%
79	FIRST BANCORP N C COM FBNC	FBNC	8,000	$511.4k0.12%	0.12%	Unchanged
80	TJX COS INC NEW COM TJX	TJX	3,374	$511.2k0.12%	0.12%	Added +1.0k	+1,000 42.1%
81	MCKESSON CORP COM MCK	MCK	654	$494.2k0.11%	0.11%	Unchanged
82	EXXON MOBIL CORP COM XOM	XOM	3,514	$480.5k0.11%	0.11%	Added +600	+600 20.6%
83	NOVO-NORDISK A S ADR NVO	NVO	9,994	$479.1k0.11%	0.11%	Reduced -649	-649 -6.1%
84	PROCTER AND GAMBLE CO COM PG	PG	3,248	$476.3k0.11%	0.11%	Added +566	+566 21.1%
85	TOWNEBANK PORTSMOUTH VA COM TOWN	TOWN	12,944	$469.1k0.11%	0.11%	Added +1.0k	+1,000 8.4%
86	VULCAN MATLS CO COM VMC	VMC	1,587	$468.2k0.11%	0.11%	Unchanged
87	SB FINL GROUP INC COM SBFG	SBFG	18,408	$465.2k0.10%	0.10%	Unchanged
88	JOHNSON & JOHNSON COM JNJ	JNJ	1,802	$457.7k0.10%	0.10%	Added +300	+300 20.0%
89	CHEVRON CORP NEW COM CVX	CVX	2,691	$446.1k0.10%	0.10%	Added +600	+600 28.7%
90	SCHWAB CHARLES CORP COM SCHW	SCHW	4,831	$445.8k0.10%	0.10%	Added +10	+10 0.2%
91	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,169	$445.2k0.10%	0.10%	Added +9	+9 0.2%
92	SAILPOINT INC COM SAIL	SAIL	29,774	$435.9k0.10%	0.10%	Reduced -5.7k	-5,680 -16.0%
93	CUMMINS INC COM CMI	CMI	602	$429.4k0.10%	0.10%	Unchanged
94	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,096	$427.5k0.10%	0.10%	Added +5.2k	+5,164 104.7%
95	BANK MARIN BANCORP COM BMRC	BMRC	15,059	$417.1k0.09%	0.09%	Unchanged
96	PNC FINL SVCS GROUP INC COM PNC	PNC	1,681	$413.9k0.09%	0.09%	Unchanged
97	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,668	$403.8k0.09%	0.09%	New
98	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	4,370	$400.5k0.09%	0.09%	Unchanged
99	NICOLET BANKSHARES INC COM NIC	NIC	2,400	$396.9k0.09%	0.09%	Unchanged
100	MONGODB INC CL A MDB	MDB	1,147	$385.3k0.09%	0.09%	Reduced -138	-138 -10.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		654	$295.4k654 shares
AT&T INC T	T	8,123	$235.5k8.1k shares
HUBSPOT INC HUBS	HUBS	837	$204.3k837 shares