Princeton Capital Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Princeton Capital Management LLC reported 121 stock positions worth $323.0 million. Its top holding was Nvidia (NVDA) at 18.0% of the portfolio, followed by Apple (AAPL, 10.7%) and Amazon.com (AMZN, 8.2%). Compared with Q3 2024, it opened 10 new positions, sold out of 8, added to 44 and reduced 39. The biggest buy was CrowdStrike Class A (CRWD, shares +2%) and the biggest sale Universal Display (OLED, shares −4%).

Most Recent 13F
Q2 2026
Location
RED BANK, NJ
CIK
0001167026
Portfolio Value
$323.0M (Q4 2024)
SEC Filing
0001167026-25-000002 ↗ filed Feb 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $277.0M Q1 2024 Q2 2024: $306.8M Q2 2024 Q3 2024: $317.5M Q3 2024 Q4 2024: $323.0M $323.0M Q4 2024 Q1 2025: $284.1M Q1 2025 Q2 2025: $336.8M Q2 2025 Q3 2025: $372.7M Q3 2025 Q4 2025: $387.6M Q4 2025 Q1 2026: $366.6M Q1 2026 Q2 2026: $443.4M Q2 2026

Holdings 121 stocks · $323.0M
NVDA Nvidia Corp. 17.96% 431,914 $58.0M Reduce -1.5%
AAPL Apple Inc. 10.72% 138,250 $34.6M Reduce -1.1%
AMZN Amazon.com Inc. 8.16% 120,085 $26.3M Reduce -0.4%
MSFT Microsoft Corp. 7.33% 56,170 $23.7M Reduce -1.0%
GOOGL Alphabet Inc. Class A 5.60% 95,544 $18.1M Reduce -0.8%
CRWD CrowdStrike Holdings Inc. Class A 3.80% 35,889 $12.3M Add +1.9%
LLY Eli Lilly & Co. 3.68% 15,402 $11.9M Add +3.3%
PWR Quanta Services Inc. 2.41% 24,619 $7.8M Add +0.5%
OLED Universal Display Corp. 2.12% 46,892 $6.9M Reduce -4.1%
AVGO Broadcom Inc. 1.95% 27,110 $6.3M Add +6.8%
VRTX Vertex Pharmaceuticals Inc. 1.89% 15,174 $6.1M Add +0.4%
QCOM Qualcomm Inc. 1.88% 39,630 $6.1M Reduce -5.5%
MA Mastercard Inc. Class A 1.70% 10,436 $5.5M Reduce -0.2%
AMT American Tower Corp. 1.58% 27,871 $5.1M Reduce -6.5%
ZS Zscaler Inc. 1.32% 23,696 $4.3M Reduce -0.2%
NVO Novo-Nordisk A/S-Spons ADR 1.29% 48,287 $4.2M Reduce -1.5%
JPM JPMorgan Chase & Co. 1.24% 16,761 $4.0M Add +56.5%
NXPI NXP Semiconductors NV 1.18% 18,385 $3.8M Reduce -6.3%
TSLA Tesla Inc. 1.12% 8,950 $3.6M Add +11.8%
COST Costco Wholesale Corp. 1.02% 3,583 $3.3M Add +0.1%
GOOG Alphabet Inc. Class C 1.00% 16,917 $3.2M Add +1.2%
GEV GE Vernova Inc. 0.93% 9,149 $3.0M Add +1.7%
DELL Dell Technologies -C 0.76% 21,352 $2.5M Add +18.0%
AMD Advanced Micro Devices 0.76% 20,359 $2.5M Reduce -4.7%
GE General Electric filed as GE AEROSPACE 0.75% 14,567 $2.4M Add +1.8%
VZ Verizon Communications Inc. 0.73% 59,100 $2.4M Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.68% 4,052 $2.2M Add +38.4%
MRVL Marvell Technology Inc. 0.67% 19,737 $2.2M Add +4.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.66% 19,203 $2.1M Reduce -51.9%
DE Deere & Co. 0.66% 5,033 $2.1M Reduce -3.3%
CAT Caterpillar Inc. 0.55% 4,939 $1.8M Reduce -1.3%
MRK Merck & Co. Inc. 0.51% 16,426 $1.6M Reduce -32.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.51% 37,127 $1.6M Add +6.3%
IVV iShares Core S&P 500 ETF 0.50% 2,769 $1.6M Add +9.1%
ZTS Zoetis Inc. 0.50% 9,962 $1.6M Reduce -13.3%
GLW Corning Inc. 0.47% 32,165 $1.5M Reduce -14.8%
ACM Aecom 0.46% 13,912 $1.5M No change
ABBV Abbvie Inc. 0.45% 8,101 $1.4M Reduce -9.3%
AMGN Amgen Inc. 0.39% 4,783 $1.2M Reduce -21.7%
MLM Martin Marietta Materials 0.36% 2,227 $1.2M No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.33% 10,257 $1.1M Reduce -6.3%
CSCO Cisco Systems Inc. 0.32% 17,257 $1.0M Reduce -10.4%
ENTG Entegris Inc. 0.31% 10,058 $996K Reduce -4.2%
FCX Freeport-McMoran Inc. 0.30% 25,705 $979K Add +2.6%
MCHP Microchip Technology Inc. 0.30% 16,727 $959K Reduce -41.4%
REGN Regeneron Pharmaceuticals 0.27% 1,235 $880K Reduce -0.8%
UBER Uber Technologies Inc. 0.26% 13,873 $837K Add +22.8%
BWXT BWX Technologies Inc. 0.25% 7,226 $805K New
V Visa Inc. Class A 0.25% 2,521 $797K Add +4.4%
CP Canadian Pacific Kansas City 0.23% 10,374 $751K Reduce -22.5%
PR Permian Resources Corp. Class A 0.21% 48,234 $694K Reduce -5.1%
LIN Linde PLC 0.21% 1,647 $689K Reduce -12.9%
META Meta Platforms Inc. Class A 0.20% 1,111 $651K Add +17.2%
PYPL PayPal Holdings Inc. 0.18% 6,761 $577K Reduce -21.2%
MDB Mongodb Inc. 0.18% 2,462 $573K Reduce -24.2%
SNPS Synopsys Inc. 0.16% 1,075 $522K Add +25.9%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.16% 48,702 $505K Add +242.4%
DUK Duke Energy Corp. 0.15% 4,598 $495K Add +7.9%
BA The Boeing Co. 0.15% 2,758 $488K Reduce -29.6%
VMC Vulcan Materials Co. 0.15% 1,862 $479K Add +0.3%
PG The Procter & Gamble Co. 0.14% 2,792 $468K Add +1.7%
HD Home Depot Inc. 0.14% 1,169 $455K Add +2.5%
MCD McDonald's Corp. 0.14% 1,533 $444K No change
QLYS Qualys Inc. 0.13% 3,016 $423K No change
MCK McKesson Corp. 0.13% 723 $412K Add +6.2%
GBTC Grayscale Bitcoin Trust ETF 0.13% 5,540 $410K New
CVX Chevron Corp. 0.12% 2,732 $396K Add +4.3%
PFF iShares Preferred & Income S 0.12% 11,904 $374K Add +15.1%
PEGA Pegasystems Inc. 0.12% 4,000 $373K No change
IJH iShares Core S&P Midcap ETF 0.11% 5,890 $367K No change
LMT Lockheed Martin Corp. 0.11% 750 $364K Add +12.9%
GS Goldman Sachs Group Inc. 0.10% 591 $338K Add +22.6%
BY Byline Bancorp Inc. 0.10% 11,200 $325K Add +12.0%
DY Dycom Industries Inc. 0.10% 1,858 $323K No change
WTFC Wintrust Financial Corp. 0.10% 2,572 $321K No change
FBNC First Bancorp 0.10% 7,282 $320K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 2,551 $308K Add +7.5%
RIO Rio Tinto PLC-Spon ADR 0.10% 5,222 $307K Reduce -5.0%
EVR Evercore Inc. Class A 0.09% 1,100 $305K New
AXP American Express Co. 0.09% 1,016 $302K Add +1.6%
PANW Palo Alto Networks Inc. 0.09% 1,604 $292K Add +9.1%
HON Honeywell International Inc. 0.09% 1,292 $292K Add +0.9%
RTX RTX Corp. 0.09% 2,512 $291K Add +7.0%
BANR Banner Corporation 0.09% 4,281 $286K No change
CCBG Capital City Bank Group Inc. 0.09% 7,683 $282K No change
HPE Hewlett Packard Enterprise 0.09% 13,009 $278K Reduce -3.0%
RGTI Rigetti Computing Inc. 0.08% 17,784 $271K Reduce -54.7%
FFIC Flushing Financial Corp. 0.08% 19,000 $271K Add +72.7%
PATH Uipath Inc. Class A 0.08% 21,267 $270K Reduce -23.6%
BX Blackstone Inc. 0.08% 1,565 $270K No change
UNTY Unity Bancorp Inc. 0.08% 6,113 $267K No change
MGM MGM Resorts International 0.08% 7,500 $260K No change
UNP Union Pacific Corp. 0.08% 1,139 $260K Add +17.7%
CIVB Civista Bancshares Inc. 0.08% 12,222 $257K No change
VCSH Vanguard S/T Corp. Bond ETF 0.08% 3,280 $256K New
XOM Exxon Mobil Corp. 0.08% 2,333 $251K Add +1.1%
HWC Hancock Whitney Corp. 0.08% 4,500 $246K New
OSBC Old Second Bancorp Inc. 0.08% 13,770 $245K No change
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.08% 15,000 $243K No change
IPGP Ipg Photonics Corp. 0.07% 3,294 $240K Reduce -37.3%
KO The Coca-Cola Co. 0.07% 3,847 $240K Add +2.7%
SFST Southern First Bancshares 0.07% 6,000 $239K No change
IJR iShares Core S&P Small-Cap E 0.07% 2,017 $232K Add +0.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 565 $232K Add +2.9%
MC Moelis & Co. Class A 0.07% 3,000 $222K New
VYM Vanguard High DVD Yield ETF 0.07% 1,730 $221K No change
HTB Hometrust Bancshares Inc. 0.07% 6,500 $219K No change
SBFG SB Financial Group Inc. filed as SB FINL GROUP INC 0.07% 10,408 $218K No change
BLK BlackRock Inc. 0.07% 212 $217K No change
LITE Lumentum Holdings Inc. 0.07% 2,585 $217K New
PFBC Preferred Bank/Los Angeles 0.07% 2,500 $216K No change
ISRG Intuitive Surgical Inc. 0.07% 407 $212K New
BROOKLINE BANCORP INC 0.07% 18,000 $212K No change
CB Chubb Ltd. 0.07% 765 $211K New
T AT&T Inc. 0.06% 9,093 $207K No change
CMI Cummins Inc. 0.06% 589 $205K New
BPRN Princeton Bancorp Inc. 0.06% 5,813 $200K No change
HTBK Heritage Commerce Corp. 0.05% 17,041 $160K Add +13.3%
FVCB Fvcbankcorp Inc. 0.04% 10,000 $126K No change
AXTI Axt Inc. 0.01% 17,444 $38K Reduce -67.7%
CERS Cerus Corp. 0.00% 10,000 $15K No change

Portfolio Sells Q3 2024 → Q4 2024
OLED Universal Display Corp. Reduce -4.1% 2.12% −1.11
AMT American Tower Corp. Reduce -6.5% 1.58% −0.60
NVO Novo-Nordisk A/S-Spons ADR Reduce -1.5% 1.29% −0.55
DIS The Walt Disney Co. Reduce -51.9% 0.66% −0.55
MCHP Microchip Technology Inc. Reduce -41.4% 0.30% −0.42
MRK Merck & Co. Inc. Reduce -32.9% 0.51% −0.37
QCOM Qualcomm Inc. Reduce -5.5% 1.88% −0.36
MSFT Microsoft Corp. Reduce -1.0% 7.33% −0.36
AMD Advanced Micro Devices Reduce -4.7% 0.76% −0.34
NXPI NXP Semiconductors NV Reduce -6.3% 1.18% −0.30
AMGN Amgen Inc. Reduce -21.7% 0.39% −0.23
ZTS Zoetis Inc. Reduce -13.3% 0.50% −0.20
REGN Regeneron Pharmaceuticals Reduce -0.8% 0.27% −0.14
CP Canadian Pacific Kansas City Reduce -22.5% 0.23% −0.13
VZ Verizon Communications Inc. Reduce -1.4% 0.73% −0.12
ABBV Abbvie Inc. Reduce -9.3% 0.45% −0.11
MDB Mongodb Inc. Reduce -24.2% 0.18% −0.10
CCI Crown Castle Inc. Sold out 0.00% −0.10
CRM Salesforce Inc. Sold out 0.00% −0.09
INCY Incyte Corp. Sold out 0.00% −0.09
QRVO Qorvo Inc. Sold out 0.00% −0.08
IRM Iron Mountain Inc. Reduce -6.3% 0.33% −0.08
LIN Linde PLC Reduce -12.9% 0.21% −0.07
AER Aercap Holdings NV Sold out 0.00% −0.07
JNJ Johnson & Johnson Sold out 0.00% −0.07
PFE Pfizer Inc. Sold out 0.00% −0.06
GLW Corning Inc. Reduce -14.8% 0.47% −0.06
ENTG Entegris Inc. Reduce -4.2% 0.31% −0.06
CAT Caterpillar Inc. Reduce -1.3% 0.55% −0.06
IPGP Ipg Photonics Corp. Reduce -37.3% 0.07% −0.05
FRST Primis Financial Corp. Sold out 0.00% −0.04
BA The Boeing Co. Reduce -29.6% 0.15% −0.04
PYPL PayPal Holdings Inc. Reduce -21.2% 0.18% −0.03
AXTI Axt Inc. Reduce -67.7% 0.01% −0.03
PATH Uipath Inc. Class A Reduce -23.6% 0.08% −0.03
RIO Rio Tinto PLC-Spon ADR Reduce -5.0% 0.10% −0.03
DE Deere & Co. Reduce -3.3% 0.66% −0.02
CSCO Cisco Systems Inc. Reduce -10.4% 0.32% −0.01
PR Permian Resources Corp. Class A Reduce -5.1% 0.21% −0.00
HPE Hewlett Packard Enterprise Reduce -3.0% 0.09% −0.00
ZS Zscaler Inc. Reduce -0.2% 1.32% +0.05
MA Mastercard Inc. Class A Reduce -0.2% 1.70% +0.07
RGTI Rigetti Computing Inc. Reduce -54.7% 0.08% +0.07
AAPL Apple Inc. Reduce -1.1% 10.72% +0.45
GOOGL Alphabet Inc. Class A Reduce -0.8% 5.60% +0.57
AMZN Amazon.com Inc. Reduce -0.4% 8.16% +1.08
NVDA Nvidia Corp. Reduce -1.5% 17.96% +1.18

Portfolio Buys Q3 2024 → Q4 2024
CRWD CrowdStrike Holdings Inc. Class A Add +1.9% 3.80% +0.69
AVGO Broadcom Inc. Add +6.8% 1.95% +0.57
JPM JPMorgan Chase & Co. Add +56.5% 1.24% +0.53
TSLA Tesla Inc. Add +11.8% 1.12% +0.46
BWXT BWX Technologies Inc. New 0.25% +0.25
MRVL Marvell Technology Inc. Add +4.7% 0.67% +0.25
GEV GE Vernova Inc. Add +1.7% 0.93% +0.21
VOO Vanguard S&P 500 ETF Add +38.4% 0.68% +0.19
GBTC Grayscale Bitcoin Trust ETF New 0.13% +0.13
GOOG Alphabet Inc. Class C Add +1.2% 1.00% +0.12
PWR Quanta Services Inc. Add +0.5% 2.41% +0.11
NU Nu Holdings Ltd./Cayman Isl-A Add +242.4% 0.16% +0.10
EVR Evercore Inc. Class A New 0.09% +0.09
DELL Dell Technologies -C Add +18.0% 0.76% +0.09
VCSH Vanguard S/T Corp. Bond ETF New 0.08% +0.08
HWC Hancock Whitney Corp. New 0.08% +0.08
MC Moelis & Co. Class A New 0.07% +0.07
BAC Bank of America Corp. Add +6.3% 0.51% +0.07
LITE Lumentum Holdings Inc. New 0.07% +0.07
ISRG Intuitive Surgical Inc. New 0.07% +0.07
CB Chubb Ltd. New 0.07% +0.07
CMI Cummins Inc. New 0.06% +0.06
IVV iShares Core S&P 500 ETF Add +9.1% 0.50% +0.04
V Visa Inc. Class A Add +4.4% 0.25% +0.04
FFIC Flushing Financial Corp. Add +72.7% 0.08% +0.03
META Meta Platforms Inc. Class A Add +17.2% 0.20% +0.03
GS Goldman Sachs Group Inc. Add +22.6% 0.10% +0.03
SNPS Synopsys Inc. Add +25.9% 0.16% +0.03
MCK McKesson Corp. Add +6.2% 0.13% +0.02
COST Costco Wholesale Corp. Add +0.1% 1.02% +0.02
BY Byline Bancorp Inc. Add +12.0% 0.10% +0.02
PANW Palo Alto Networks Inc. Add +9.1% 0.09% +0.01
AXP American Express Co. Add +1.6% 0.09% +0.01
PFF iShares Preferred & Income S Add +15.1% 0.12% +0.01
TJX TJX Companies Inc. Add +7.5% 0.10% +0.01
HON Honeywell International Inc. Add +0.9% 0.09% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +2.9% 0.07% +0.01
UNP Union Pacific Corp. Add +17.7% 0.08% +0.01
HTBK Heritage Commerce Corp. Add +13.3% 0.05% +0.00
VMC Vulcan Materials Co. Add +0.3% 0.15% +0.00
CVX Chevron Corp. Add +4.3% 0.12% +0.00
RTX RTX Corp. Add +7.0% 0.09% +0.00
DUK Duke Energy Corp. Add +7.9% 0.15% −0.00
IJR iShares Core S&P Small-Cap E Add +0.8% 0.07% −0.00
HD Home Depot Inc. Add +2.5% 0.14% −0.00
PG The Procter & Gamble Co. Add +1.7% 0.14% −0.00
XOM Exxon Mobil Corp. Add +1.1% 0.08% −0.01
UBER Uber Technologies Inc. Add +22.8% 0.26% −0.01
LMT Lockheed Martin Corp. Add +12.9% 0.11% −0.01
KO The Coca-Cola Co. Add +2.7% 0.07% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 145$443.4MNVDA, AAPL, GOOGL, AMZN, CRWD
Q1 2026 139$366.6MNVDA, AAPL, GOOGL, AMZN, MSFT
Q4 2025 141$387.6MNVDA, AAPL, GOOGL, MSFT, AMZN
Q3 2025 139$372.7MNVDA, AAPL, MSFT, AMZN, GOOGL
Q2 2025 127$336.8MNVDA, AAPL, MSFT, AMZN, CRWD
Q1 2025 120$284.1MNVDA, AAPL, AMZN, MSFT, GOOGL
Q4 2024 121$323.0MNVDA, AAPL, AMZN, MSFT, GOOGL
Q3 2024 119$317.5MNVDA, AAPL, MSFT, AMZN, GOOGL
Q2 2024 111$306.8MNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2024 104$277.0MNVDA, AAPL, MSFT, AMZN, GOOGL