Princeton Capital Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Princeton Capital Management LLC reported 139 stock positions worth $372.7 million. Its top holding was Nvidia (NVDA) at 19.2% of the portfolio, followed by Apple (AAPL, 9.8%) and Microsoft (MSFT, 7.2%). Compared with Q2 2025, it opened 15 new positions, sold out of 3, added to 38 and reduced 51. The biggest buy was Apple (AAPL, shares +10%) and the biggest sale Amazon.com (AMZN, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- RED BANK, NJ
- CIK
- 0001167026
- Portfolio Value
- $372.7M (Q3 2025)
- SEC Filing
- 0001167026-25-000010 ↗ filed Nov 10, 2025
Holdings Value
Holdings 139 stocks · $372.7M
| NVDA Nvidia Corp. | 19.24% | 384,273 | $71.7M | Reduce -7.0% |
| AAPL Apple Inc. | 9.75% | 142,775 | $36.4M | Add +9.5% |
| MSFT Microsoft Corp. | 7.18% | 51,673 | $26.8M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 6.39% | 108,497 | $23.8M | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 5.52% | 84,664 | $20.6M | Reduce -5.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.33% | 32,938 | $16.2M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 3.35% | 16,350 | $12.5M | Add +7.9% |
| PWR Quanta Services Inc. | 3.15% | 28,296 | $11.7M | Add +0.6% |
| AVGO Broadcom Inc. | 2.78% | 31,439 | $10.4M | Add +5.3% |
| ZS Zscaler Inc. | 1.90% | 23,690 | $7.1M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 1.75% | 20,636 | $6.5M | Add +8.0% |
| MA Mastercard Inc. Class A | 1.55% | 10,160 | $5.8M | Reduce -0.5% |
| OLED Universal Display Corp. | 1.53% | 39,806 | $5.7M | Add +0.6% |
| GEV GE Vernova Inc. | 1.53% | 9,289 | $5.7M | Add +1.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.52% | 14,438 | $5.7M | Reduce -0.3% |
| C Citigroup Inc. | 1.13% | 41,548 | $4.2M | Add +82.4% |
| GE General Electric filed as GE AEROSPACE | 1.06% | 13,073 | $3.9M | Reduce -0.4% |
| TSLA Tesla Inc. | 0.99% | 8,325 | $3.7M | Add +28.8% |
| LEU Centrus Energy Corp. Class A | 0.96% | 11,519 | $3.6M | Add +20.2% |
| COST Costco Wholesale Corp. | 0.92% | 3,718 | $3.4M | Reduce -1.0% |
| RTX RTX Corp. | 0.92% | 20,564 | $3.4M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 0.88% | 13,411 | $3.3M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.83% | 4,224 | $3.1M | Add +0.5% |
| QCOM Qualcomm Inc. | 0.72% | 16,161 | $2.7M | Reduce -14.5% |
| GLW Corning Inc. | 0.61% | 27,887 | $2.3M | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.61% | 4,768 | $2.3M | No change |
| NXPI NXP Semiconductors NV | 0.60% | 9,890 | $2.3M | Reduce -15.8% |
| AMT American Tower Corp. | 0.60% | 11,647 | $2.2M | Reduce -9.5% |
| EVR Evercore Inc. Class A | 0.58% | 6,408 | $2.2M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.57% | 21,827 | $2.1M | Add +6.1% |
| DE Deere & Co. | 0.57% | 4,622 | $2.1M | Reduce -0.3% |
| ACM Aecom | 0.50% | 14,212 | $1.9M | Reduce -0.5% |
| PM Philip Morris International | 0.49% | 11,262 | $1.8M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 32,873 | $1.7M | Reduce -9.1% |
| ABBV Abbvie Inc. | 0.45% | 7,167 | $1.7M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 13,826 | $1.6M | Reduce -8.4% |
| AMD Advanced Micro Devices | 0.40% | 9,245 | $1.5M | Reduce -1.3% |
| BA The Boeing Co. | 0.40% | 6,868 | $1.5M | Add +239.7% |
| NOW ServiceNow Inc. | 0.39% | 1,572 | $1.4M | Reduce -1.1% |
| BWXT BWX Technologies Inc. | 0.39% | 7,836 | $1.4M | Reduce -2.5% |
| COHR Coherent Corp. | 0.37% | 12,747 | $1.4M | Add +307.4% |
| CRM Salesforce Inc. | 0.35% | 5,539 | $1.3M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 0.34% | 1,874 | $1.3M | No change |
| MRVL Marvell Technology Inc. | 0.31% | 13,751 | $1.2M | Reduce -49.7% |
| FCX Freeport-McMoran Inc. | 0.31% | 29,276 | $1.1M | Add +1.9% |
| MLM Martin Marietta Materials | 0.30% | 1,752 | $1.1M | No change |
| AMGN Amgen Inc. | 0.28% | 3,696 | $1.0M | Reduce -15.2% |
| CSCO Cisco Systems Inc. | 0.27% | 14,932 | $1.0M | Reduce -9.3% |
| GTLB Gitlab Inc. Class A | 0.25% | 20,661 | $931K | Reduce -2.3% |
| ENTG Entegris Inc. | 0.24% | 9,818 | $908K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 15,076 | $837K | Reduce -11.3% |
| V Visa Inc. Class A | 0.21% | 2,276 | $777K | Reduce -1.9% |
| IONQ Ionq Inc. | 0.21% | 12,554 | $772K | Add +14.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.20% | 7,401 | $754K | Reduce -6.8% |
| TFC Truist Financial Corp. | 0.19% | 15,090 | $690K | Reduce -64.5% |
| REGN Regeneron Pharmaceuticals | 0.18% | 1,215 | $683K | Reduce -2.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 7,223 | $648K | Add +8.2% |
| HD Home Depot Inc. | 0.17% | 1,553 | $629K | Add +37.1% |
| DELL Dell Technologies -C | 0.17% | 4,407 | $625K | Reduce -79.2% |
| CP Canadian Pacific Kansas City | 0.17% | 8,260 | $615K | Reduce -2.9% |
| PFF iShares Preferred & Income S | 0.16% | 18,681 | $591K | Add +10.6% |
| VMC Vulcan Materials Co. | 0.15% | 1,862 | $573K | No change |
| DUK Duke Energy Corp. | 0.15% | 4,602 | $570K | Add +0.1% |
| MCHP Microchip Technology Inc. | 0.15% | 8,430 | $541K | Reduce -9.0% |
| MCK McKesson Corp. | 0.14% | 693 | $535K | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 6,682 | $534K | Add +7.9% |
| SNPS Synopsys Inc. | 0.14% | 1,060 | $523K | Add +8.4% |
| VOO Vanguard S&P 500 ETF | 0.14% | 830 | $508K | Reduce -4.5% |
| AXP American Express Co. | 0.13% | 1,489 | $495K | Add +46.6% |
| GS Goldman Sachs Group Inc. | 0.13% | 621 | $495K | Add +5.1% |
| PR Permian Resources Corp. Class A | 0.13% | 38,355 | $491K | Reduce -19.9% |
| MCD McDonald's Corp. | 0.13% | 1,587 | $482K | Add +3.5% |
| MDB Mongodb Inc. | 0.13% | 1,541 | $478K | Reduce -0.6% |
| FBNC First Bancorp | 0.12% | 8,782 | $464K | No change |
| PEGA Pegasystems Inc. | 0.12% | 8,000 | $460K | No change |
| SCHW Schwab (charles) Corp. | 0.12% | 4,692 | $448K | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 900 | $437K | New |
| HTBK Heritage Commerce Corp. | 0.11% | 42,041 | $417K | Add +109.8% |
| WTFC Wintrust Financial Corp. | 0.11% | 3,072 | $407K | No change |
| PG The Procter & Gamble Co. | 0.11% | 2,643 | $406K | Reduce -3.8% |
| DY Dycom Industries Inc. | 0.11% | 1,377 | $402K | Reduce -4.7% |
| HUBS HubSpot Inc. | 0.11% | 853 | $399K | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 829 | $398K | Add +0.7% |
| HWC Hancock Whitney Corp. | 0.10% | 6,200 | $388K | No change |
| LITE Lumentum Holdings Inc. | 0.10% | 2,339 | $381K | No change |
| RGTI Rigetti Computing Inc. | 0.10% | 12,449 | $371K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.10% | 22,922 | $367K | Reduce -49.5% |
| SAIL Sailpoint Inc. | 0.10% | 16,529 | $365K | New |
| LMT Lockheed Martin Corp. | 0.10% | 719 | $359K | Add +14.7% |
| VZ Verizon Communications Inc. | 0.09% | 7,894 | $347K | Reduce -4.5% |
| BANR Banner Corporation | 0.09% | 5,281 | $346K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 2,374 | $343K | No change |
| PNC PNC Financial Services Group | 0.09% | 1,669 | $335K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.09% | 1,693 | $335K | No change |
| BLK BlackRock Inc. | 0.09% | 278 | $324K | Add +23.0% |
| EQT Eqt Corp. | 0.09% | 5,936 | $323K | Add +23.6% |
| LIN Linde PLC | 0.09% | 678 | $322K | Reduce -48.1% |
| CCBG Capital City Bank Group Inc. | 0.09% | 7,683 | $321K | No change |
| NTR Nutrien Ltd. | 0.08% | 5,320 | $312K | New |
| BY Byline Bancorp Inc. | 0.08% | 11,200 | $311K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -5.9% | 6.39% | −1.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.6% | 4.33% | −0.68 |
| DELL Dell Technologies -C | Reduce -79.2% | 0.17% | −0.60 |
| MSFT Microsoft Corp. | Reduce -0.5% | 7.18% | −0.49 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.3% | 1.52% | −0.40 |
| TFC Truist Financial Corp. | Reduce -64.5% | 0.19% | −0.36 |
| MRVL Marvell Technology Inc. | Reduce -49.7% | 0.31% | −0.32 |
| AMT American Tower Corp. | Reduce -9.5% | 0.60% | −0.24 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 0.92% | −0.18 |
| QCOM Qualcomm Inc. | Reduce -14.5% | 0.72% | −0.17 |
| NXPI NXP Semiconductors NV | Reduce -15.8% | 0.60% | −0.16 |
| NVDA Nvidia Corp. | Reduce -7.0% | 19.24% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 1.55% | −0.15 |
| DE Deere & Co. | Reduce -0.3% | 0.57% | −0.13 |
| DIS The Walt Disney Co. | Reduce -8.4% | 0.42% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.3% | 0.22% | −0.12 |
| CRM Salesforce Inc. | Reduce -1.8% | 0.35% | −0.10 |
| NOW ServiceNow Inc. | Reduce -1.1% | 0.39% | −0.10 |
| LIN Linde PLC | Reduce -48.1% | 0.09% | −0.10 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -49.5% | 0.10% | −0.09 |
| AMGN Amgen Inc. | Reduce -15.2% | 0.28% | −0.08 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.08 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -9.3% | 0.27% | −0.07 |
| PR Permian Resources Corp. Class A | Reduce -19.9% | 0.13% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -31.6% | 0.07% | −0.05 |
| BAC Bank of America Corp. | Reduce -9.1% | 0.46% | −0.05 |
| MCHP Microchip Technology Inc. | Reduce -9.0% | 0.15% | −0.05 |
| FLG Flagstar Bank NA | Sold out | 0.00% | −0.04 |
| IRM Iron Mountain Inc. | Reduce -6.8% | 0.20% | −0.04 |
| V Visa Inc. Class A | Reduce -1.9% | 0.21% | −0.04 |
| CP Canadian Pacific Kansas City | Reduce -2.9% | 0.17% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -28.0% | 0.07% | −0.03 |
| GTLB Gitlab Inc. Class A | Reduce -2.3% | 0.25% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 0.07% | −0.02 |
| PATH Uipath Inc. Class A | Reduce -29.8% | 0.04% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.8% | 0.11% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -4.5% | 0.09% | −0.01 |
| CVX Chevron Corp. | Reduce -11.7% | 0.07% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -4.5% | 0.14% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -2.0% | 0.18% | −0.01 |
| MCK McKesson Corp. | Reduce -0.1% | 0.14% | −0.01 |
| IPGP Ipg Photonics Corp. | Reduce -14.9% | 0.06% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -0.1% | 0.12% | −0.01 |
| DY Dycom Industries Inc. | Reduce -4.7% | 0.11% | +0.00 |
| AMD Advanced Micro Devices | Reduce -1.3% | 0.40% | +0.01 |
| ACM Aecom | Reduce -0.5% | 0.50% | +0.02 |
| MDB Mongodb Inc. | Reduce -0.6% | 0.13% | +0.03 |
| BWXT BWX Technologies Inc. | Reduce -2.5% | 0.39% | +0.04 |
| GE General Electric | Reduce -0.4% | 1.06% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +9.5% | 9.75% | +1.81 |
| C Citigroup Inc. | Add +82.4% | 1.13% | +0.56 |
| PM Philip Morris International | New | 0.49% | +0.49 |
| LEU Centrus Energy Corp. Class A | Add +20.2% | 0.96% | +0.44 |
| TSLA Tesla Inc. | Add +28.8% | 0.99% | +0.38 |
| AVGO Broadcom Inc. | Add +5.3% | 2.78% | +0.34 |
| COHR Coherent Corp. | Add +307.4% | 0.37% | +0.29 |
| BA The Boeing Co. | Add +239.7% | 0.40% | +0.27 |
| TMO Thermo Fisher Scientific Inc. | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +8.0% | 1.75% | +0.10 |
| SAIL Sailpoint Inc. | New | 0.10% | +0.10 |
| GEV GE Vernova Inc. | Add +1.4% | 1.53% | +0.09 |
| NTR Nutrien Ltd. | New | 0.08% | +0.08 |
| QBTS D-Wave Quantum Inc. | New | 0.08% | +0.08 |
| AUB Atlantic Union Bankshares Co. | New | 0.08% | +0.08 |
| JNJ Johnson & Johnson | New | 0.07% | +0.07 |
| IONQ Ionq Inc. | Add +14.6% | 0.21% | +0.07 |
| PFE Pfizer Inc. | New | 0.07% | +0.07 |
| BPRN Princeton Bancorp Inc. | New | 0.07% | +0.07 |
| CMI Cummins Inc. | New | 0.07% | +0.07 |
| BMRC Bank of Marin Bancorp | New | 0.07% | +0.07 |
| NBIS Nebius Group NV | New | 0.06% | +0.06 |
| IJR iShares Core S&P Small-Cap E | New | 0.06% | +0.06 |
| RTX RTX Corp. | Add +2.9% | 0.92% | +0.06 |
| UNH Unitedhealth Group Inc. | New | 0.06% | +0.06 |
| HTBK Heritage Commerce Corp. | Add +109.8% | 0.11% | +0.05 |
| HD Home Depot Inc. | Add +37.1% | 0.17% | +0.05 |
| AXP American Express Co. | Add +46.6% | 0.13% | +0.04 |
| LXP LXP Industrial Trust | New | 0.04% | +0.04 |
| BLK BlackRock Inc. | Add +23.0% | 0.09% | +0.02 |
| LMT Lockheed Martin Corp. | Add +14.7% | 0.10% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +5.1% | 0.13% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Add +8.2% | 0.17% | +0.01 |
| PFF iShares Preferred & Income S | Add +10.6% | 0.16% | +0.00 |
| UBER Uber Technologies Inc. | Add +6.1% | 0.57% | +0.00 |
| EQT Eqt Corp. | Add +23.6% | 0.09% | +0.00 |
| WFC Wells Fargo & Co. | Add +7.3% | 0.08% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.7% | 0.11% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.9% | 0.14% | −0.00 |
| MCD McDonald's Corp. | Add +3.5% | 0.13% | −0.00 |
| CB Chubb Ltd. | Add +6.8% | 0.07% | −0.00 |
| KO The Coca-Cola Co. | Add +10.8% | 0.08% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +3.4% | 0.08% | −0.01 |
| DUK Duke Energy Corp. | Add +0.1% | 0.15% | −0.01 |
| SNPS Synopsys Inc. | Add +8.4% | 0.14% | −0.01 |
| PWR Quanta Services Inc. | Add +0.6% | 3.15% | −0.01 |
| HON Honeywell International Inc. | Add +2.4% | 0.07% | −0.01 |
| HUBS HubSpot Inc. | Add +1.1% | 0.11% | −0.03 |
| FCX Freeport-McMoran Inc. | Add +1.9% | 0.31% | −0.06 |
| META Meta Platforms Inc. Class A | Add +0.5% | 0.83% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 145 | $443.4M | NVDA, AAPL, GOOGL, AMZN, CRWD |
| Q1 2026 | 139 | $366.6M | NVDA, AAPL, GOOGL, AMZN, MSFT |
| Q4 2025 | 141 | $387.6M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q3 2025 | 139 | $372.7M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q2 2025 | 127 | $336.8M | NVDA, AAPL, MSFT, AMZN, CRWD |
| Q1 2025 | 120 | $284.1M | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q4 2024 | 121 | $323.0M | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q3 2024 | 119 | $317.5M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q2 2024 | 111 | $306.8M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2024 | 104 | $277.0M | NVDA, AAPL, MSFT, AMZN, GOOGL |