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

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 Q4 2024 Q1 2025: $284.1M Q1 2025 Q2 2025: $336.8M Q2 2025 Q3 2025: $372.7M $372.7M Q3 2025 Q4 2025: $387.6M Q4 2025 Q1 2026: $366.6M Q1 2026 Q2 2026: $443.4M Q2 2026

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
PANW Palo Alto Networks Inc. 0.08% 1,520 $310K Add +3.4%
WFC Wells Fargo & Co. 0.08% 3,623 $304K Add +7.3%
UNTY Unity Bancorp Inc. 0.08% 6,113 $299K No change
XOM Exxon Mobil Corp. 0.08% 2,629 $296K No change
QBTS D-Wave Quantum Inc. 0.08% 11,810 $292K New
KO The Coca-Cola Co. 0.08% 4,347 $288K Add +10.8%
MC Moelis & Co. Class A 0.08% 4,000 $285K No change
AUB Atlantic Union Bankshares Co. 0.08% 8,000 $282K New
HON Honeywell International Inc. 0.07% 1,323 $278K Add +2.4%
IJH iShares Core S&P Midcap ETF 0.07% 4,240 $277K Reduce -28.0%
CVX Chevron Corp. 0.07% 1,760 $273K Reduce -11.7%
UNP Union Pacific Corp. 0.07% 1,139 $269K No change
BX Blackstone Inc. 0.07% 1,560 $267K No change
HTB Hometrust Bancshares Inc. 0.07% 6,500 $266K No change
ISRG Intuitive Surgical Inc. 0.07% 586 $262K Reduce -0.2%
RIO Rio Tinto PLC-Spon ADR 0.07% 3,962 $262K No change
JNJ Johnson & Johnson 0.07% 1,394 $258K New
GLD SPDR Gold Shares 0.07% 723 $257K No change
PYPL PayPal Holdings Inc. 0.07% 3,794 $254K Reduce -31.6%
CB Chubb Ltd. 0.07% 900 $254K Add +6.8%
CFR Cullen/Frost Bankers Inc. 0.07% 2,000 $254K No change
T AT&T Inc. 0.07% 8,963 $253K No change
PFE Pfizer Inc. 0.07% 9,820 $250K New
SF Stifel Financial Corp. 0.07% 2,200 $250K No change
BPRN Princeton Bancorp Inc. 0.07% 7,813 $249K New
CIVB Civista Bancshares Inc. 0.07% 12,222 $248K No change
CMI Cummins Inc. 0.07% 587 $248K New
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.07% 10,059 $244K New
VYM Vanguard High DVD Yield ETF 0.07% 1,730 $244K No change
OSBC Old Second Bancorp Inc. 0.06% 13,770 $238K No change
PFBC Preferred Bank/Los Angeles 0.06% 2,500 $226K No change
SBFG SB Financial Group Inc. filed as SB FINL GROUP INC 0.06% 11,408 $220K No change
NBIS Nebius Group NV 0.06% 1,936 $217K New
IJR iShares Core S&P Small-Cap E 0.06% 1,797 $214K New
ETN Eaton Corp. PLC 0.06% 567 $212K No change
IPGP Ipg Photonics Corp. 0.06% 2,676 $212K Reduce -14.9%
UNH Unitedhealth Group Inc. 0.06% 613 $212K New
PATH Uipath Inc. Class A 0.04% 11,656 $156K Reduce -29.8%
LXP LXP Industrial Trust 0.04% 15,000 $134K New

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

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