Princeton Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Princeton Capital Management LLC reported 139 stock positions worth $366.6 million. Its top holding was Nvidia (NVDA) at 17.4% of the portfolio, followed by Apple (AAPL, 9.4%) and Alphabet Class A (GOOGL, 6.7%). Compared with Q4 2025, it opened 9 new positions, sold out of 11, added to 65 and reduced 40. The biggest buy was Quanta Services (PWR, shares +1%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RED BANK, NJ
- CIK
- 0001167026
- Portfolio Value
- $366.6M (Q1 2026)
- SEC Filing
- 0001167026-26-000004 ↗ filed May 8, 2026
Holdings Value
Holdings 139 stocks · $366.6M
| NVDA Nvidia Corp. | 17.40% | 365,753 | $63.8M | Reduce -3.1% |
| AAPL Apple Inc. | 9.40% | 135,724 | $34.4M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 6.69% | 85,331 | $24.5M | Add +1.0% |
| AMZN Amazon.com Inc. | 6.23% | 109,610 | $22.8M | Add +1.4% |
| MSFT Microsoft Corp. | 5.38% | 53,249 | $19.7M | Add +2.9% |
| PWR Quanta Services Inc. | 4.31% | 28,792 | $15.8M | Add +1.4% |
| LLY Eli Lilly & Co. | 4.14% | 16,519 | $15.2M | Add +1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.52% | 33,093 | $12.9M | Add +0.4% |
| AVGO Broadcom Inc. | 2.70% | 31,961 | $9.9M | Reduce -1.2% |
| GEV GE Vernova Inc. | 2.31% | 9,700 | $8.5M | Add +3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.77% | 14,531 | $6.5M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 1.73% | 21,518 | $6.3M | Add +3.6% |
| C Citigroup Inc. | 1.44% | 46,441 | $5.3M | Add +12.0% |
| MA Mastercard Inc. Class A | 1.39% | 10,174 | $5.1M | Add +0.9% |
| RTX RTX Corp. | 1.10% | 20,965 | $4.0M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 1.08% | 13,841 | $4.0M | Add +2.6% |
| GE General Electric filed as GE AEROSPACE | 1.04% | 13,391 | $3.8M | Add +2.6% |
| GLW Corning Inc. | 1.01% | 27,304 | $3.7M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 1.01% | 3,722 | $3.7M | Add +2.5% |
| COHR Coherent Corp. | 0.97% | 14,955 | $3.6M | Add +8.1% |
| OLED Universal Display Corp. | 0.97% | 38,671 | $3.5M | Reduce -2.1% |
| ZS Zscaler Inc. | 0.95% | 24,795 | $3.5M | Add +2.6% |
| CAT Caterpillar Inc. | 0.93% | 4,801 | $3.4M | Add +1.1% |
| TSLA Tesla Inc. | 0.91% | 8,928 | $3.3M | Add +3.4% |
| BA The Boeing Co. | 0.74% | 13,583 | $2.7M | Add +10.9% |
| AZN Astrazeneca PLC | 0.70% | 13,079 | $2.6M | Add +13.6% |
| LEU Centrus Energy Corp. Class A | 0.64% | 13,579 | $2.4M | Add +8.2% |
| DE Deere & Co. | 0.62% | 4,055 | $2.3M | Reduce -11.8% |
| EVR Evercore Inc. Class A | 0.58% | 7,150 | $2.1M | Add +7.0% |
| META Meta Platforms Inc. Class A | 0.56% | 3,609 | $2.1M | Reduce -17.2% |
| WFC Wells Fargo & Co. | 0.51% | 23,284 | $1.9M | Add +519.4% |
| AMD Advanced Micro Devices | 0.50% | 9,074 | $1.8M | Reduce -1.9% |
| AMT American Tower Corp. | 0.48% | 10,141 | $1.8M | Reduce -5.2% |
| NOW ServiceNow Inc. | 0.47% | 16,377 | $1.7M | Add +141.2% |
| FCX Freeport-McMoran Inc. | 0.46% | 28,915 | $1.7M | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 33,896 | $1.7M | Add +2.8% |
| QCOM Qualcomm Inc. | 0.44% | 12,553 | $1.6M | Reduce -10.2% |
| BWXT BWX Technologies Inc. | 0.44% | 7,861 | $1.6M | Add +0.5% |
| LITE Lumentum Holdings Inc. | 0.43% | 2,259 | $1.6M | No change |
| NXPI NXP Semiconductors NV | 0.43% | 8,014 | $1.6M | Reduce -9.7% |
| ABBV Abbvie Inc. | 0.41% | 6,979 | $1.5M | Add +0.4% |
| UBER Uber Technologies Inc. | 0.41% | 21,067 | $1.5M | Reduce -10.4% |
| VOO Vanguard S&P 500 ETF | 0.40% | 2,467 | $1.5M | Add +5.3% |
| AMGN Amgen Inc. | 0.35% | 3,687 | $1.3M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.33% | 1,874 | $1.2M | Reduce -0.3% |
| ENTG Entegris Inc. | 0.31% | 9,801 | $1.1M | Reduce -0.2% |
| ACM Aecom | 0.31% | 13,484 | $1.1M | Reduce -5.0% |
| CSCO Cisco Systems Inc. | 0.31% | 14,558 | $1.1M | Add +0.0% |
| MRVL Marvell Technology Inc. | 0.30% | 11,240 | $1.1M | Reduce -5.0% |
| MLM Martin Marietta Materials | 0.28% | 1,753 | $1.0M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 10,359 | $998K | Reduce -6.1% |
| REGN Regeneron Pharmaceuticals | 0.26% | 1,219 | $942K | Reduce -1.7% |
| PR Permian Resources Corp. Class A | 0.22% | 37,155 | $792K | Reduce -2.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.21% | 7,401 | $756K | No change |
| PFF iShares Preferred & Income S | 0.19% | 22,479 | $682K | Add +6.4% |
| TFC Truist Financial Corp. | 0.18% | 14,380 | $661K | Reduce -0.4% |
| V Visa Inc. Class A | 0.18% | 2,178 | $658K | Reduce -7.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 8,193 | $649K | Add +7.3% |
| CP Canadian Pacific Kansas City | 0.18% | 8,224 | $647K | Reduce -0.4% |
| DELL Dell Technologies -C | 0.17% | 3,722 | $611K | Reduce -11.4% |
| TRP TC Energy Corp. | 0.17% | 9,673 | $606K | New |
| DUK Duke Energy Corp. | 0.16% | 4,618 | $605K | Reduce -0.5% |
| ISRG Intuitive Surgical Inc. | 0.16% | 1,262 | $582K | Add +82.9% |
| AXP American Express Co. | 0.16% | 1,913 | $579K | Add +27.3% |
| GS Goldman Sachs Group Inc. | 0.16% | 674 | $570K | Add +5.2% |
| MCK McKesson Corp. | 0.15% | 654 | $566K | Reduce -6.2% |
| HD Home Depot Inc. | 0.15% | 1,660 | $546K | Add +6.1% |
| AXTI Axt Inc. | 0.15% | 9,390 | $535K | New |
| BY Byline Bancorp Inc. | 0.14% | 16,487 | $520K | Add +8.5% |
| XOM Exxon Mobil Corp. | 0.13% | 2,914 | $494K | Add +9.2% |
| WTFC Wintrust Financial Corp. | 0.13% | 3,472 | $482K | No change |
| SAIL Sailpoint Inc. | 0.13% | 35,454 | $469K | Add +21.2% |
| DY Dycom Industries Inc. | 0.13% | 1,377 | $467K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 932 | $458K | Add +1.1% |
| SCHW Schwab (charles) Corp. | 0.12% | 4,821 | $453K | Add +2.9% |
| FBNC First Bancorp | 0.12% | 8,000 | $451K | Reduce -8.9% |
| SNPS Synopsys Inc. | 0.12% | 1,115 | $442K | Add +3.2% |
| BANR Banner Corporation | 0.12% | 7,281 | $442K | No change |
| MCD McDonald's Corp. | 0.12% | 1,418 | $441K | Reduce -9.5% |
| GLD SPDR Gold Shares | 0.12% | 1,022 | $440K | Add +26.3% |
| CVX Chevron Corp. | 0.12% | 2,091 | $433K | Add +14.1% |
| VMC Vulcan Materials Co. | 0.12% | 1,587 | $432K | No change |
| EQT Eqt Corp. | 0.11% | 6,582 | $419K | Add +0.9% |
| IONQ Ionq Inc. | 0.11% | 14,481 | $417K | Add +10.8% |
| TOWN Towne Bank | 0.11% | 11,944 | $402K | New |
| NTR Nutrien Ltd. | 0.11% | 5,320 | $401K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.11% | 4,370 | $400K | New |
| HWC Hancock Whitney Corp. | 0.11% | 6,200 | $394K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 10,643 | $391K | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.11% | 2,682 | $387K | Add +2.0% |
| SBFG SB Financial Group Inc. filed as SB FINL GROUP INC | 0.11% | 18,408 | $387K | Add +27.8% |
| BMRC Bank of Marin Bancorp | 0.11% | 15,059 | $386K | Add +49.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.10% | 4,093 | $382K | Add +3.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 2,374 | $379K | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 860 | $376K | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.10% | 1,502 | $367K | Add +2.3% |
| NIC Nicolet Bankshares Inc. | 0.10% | 2,400 | $357K | New |
| MCHP Microchip Technology Inc. | 0.10% | 5,517 | $356K | Reduce -24.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 1,718 | $355K | Add +0.7% |
| MRK Merck & Co. Inc. | 0.10% | 2,909 | $350K | Add +32.2% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -3.1% | 17.40% | −0.76 |
| AAPL Apple Inc. | Reduce -2.8% | 9.40% | −0.39 |
| OLED Universal Display Corp. | Reduce -2.1% | 0.97% | −0.22 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.19 |
| AVGO Broadcom Inc. | Reduce -1.2% | 2.70% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -17.2% | 0.56% | −0.18 |
| CRM Salesforce Inc. | Reduce -53.1% | 0.10% | −0.18 |
| QCOM Qualcomm Inc. | Reduce -10.2% | 0.44% | −0.18 |
| HTBK Heritage Commerce Corp. | Sold out | 0.00% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.10 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.09 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -10.4% | 0.41% | −0.08 |
| MC Moelis & Co. Class A | Sold out | 0.00% | −0.07 |
| NXPI NXP Semiconductors NV | Reduce -9.7% | 0.43% | −0.07 |
| MDB Mongodb Inc. | Reduce -8.0% | 0.09% | −0.07 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| PFBC Preferred Bank/Los Angeles | Sold out | 0.00% | −0.06 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.06 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -6.1% | 0.27% | −0.05 |
| ACM Aecom | Reduce -5.0% | 0.31% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.4% | 0.11% | −0.03 |
| V Visa Inc. Class A | Reduce -7.0% | 0.18% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -24.2% | 0.10% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -35.6% | 0.07% | −0.01 |
| HTB Hometrust Bancshares Inc. | Reduce -15.4% | 0.06% | −0.01 |
| AMD Advanced Micro Devices | Reduce -1.9% | 0.50% | −0.01 |
| AMT American Tower Corp. | Reduce -5.2% | 0.48% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.3% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -9.5% | 0.12% | −0.00 |
| TFC Truist Financial Corp. | Reduce -0.4% | 0.18% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.33% | +0.00 |
| T AT&T Inc. | Reduce -9.4% | 0.06% | +0.01 |
| MCK McKesson Corp. | Reduce -6.2% | 0.15% | +0.01 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.10% | +0.01 |
| FBNC First Bancorp | Reduce -8.9% | 0.12% | +0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -1.7% | 0.26% | +0.01 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.09% | +0.01 |
| HON Honeywell International Inc. | Reduce -1.9% | 0.08% | +0.01 |
| CP Canadian Pacific Kansas City | Reduce -0.4% | 0.18% | +0.02 |
| DUK Duke Energy Corp. | Reduce -0.5% | 0.16% | +0.02 |
| DELL Dell Technologies -C | Reduce -11.4% | 0.17% | +0.03 |
| IPGP Ipg Photonics Corp. | Reduce -2.5% | 0.09% | +0.03 |
| MRVL Marvell Technology Inc. | Reduce -5.0% | 0.30% | +0.04 |
| DE Deere & Co. | Reduce -11.8% | 0.62% | +0.07 |
| PR Permian Resources Corp. Class A | Reduce -2.1% | 0.22% | +0.08 |
| FCX Freeport-McMoran Inc. | Reduce -1.2% | 0.46% | +0.08 |
| ENTG Entegris Inc. | Reduce -0.2% | 0.31% | +0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| PWR Quanta Services Inc. | Add +1.4% | 4.31% | +1.22 |
| GEV GE Vernova Inc. | Add +3.6% | 2.31% | +0.73 |
| WFC Wells Fargo & Co. | Add +519.4% | 0.51% | +0.42 |
| COHR Coherent Corp. | Add +8.1% | 0.97% | +0.31 |
| CAT Caterpillar Inc. | Add +1.1% | 0.93% | +0.23 |
| COST Costco Wholesale Corp. | Add +2.5% | 1.01% | +0.20 |
| NOW ServiceNow Inc. | Add +141.2% | 0.47% | +0.20 |
| C Citigroup Inc. | Add +12.0% | 1.44% | +0.19 |
| TRP TC Energy Corp. | New | 0.17% | +0.17 |
| AZN Astrazeneca PLC | Add +13.6% | 0.70% | +0.15 |
| AXTI Axt Inc. | New | 0.15% | +0.15 |
| RTX RTX Corp. | Add +2.3% | 1.10% | +0.13 |
| TOWN Towne Bank | New | 0.11% | +0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.11% | +0.11 |
| NIC Nicolet Bankshares Inc. | New | 0.10% | +0.10 |
| BWXT BWX Technologies Inc. | Add +0.5% | 0.44% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.1% | 1.77% | +0.07 |
| WMT Walmart Inc. | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +82.9% | 0.16% | +0.06 |
| FCCO First Community Corp. | New | 0.06% | +0.06 |
| HBCP Home Bancorp Inc. | New | 0.05% | +0.05 |
| NBIS Nebius Group NV | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +9.2% | 0.13% | +0.05 |
| BA The Boeing Co. | Add +10.9% | 0.74% | +0.05 |
| CVX Chevron Corp. | Add +14.1% | 0.12% | +0.05 |
| AMGN Amgen Inc. | Add +0.5% | 0.35% | +0.04 |
| BMRC Bank of Marin Bancorp | Add +49.7% | 0.11% | +0.04 |
| GLD SPDR Gold Shares | Add +26.3% | 0.12% | +0.04 |
| MRK Merck & Co. Inc. | Add +32.2% | 0.10% | +0.04 |
| BY Byline Bancorp Inc. | Add +8.5% | 0.14% | +0.03 |
| EQT Eqt Corp. | Add +0.9% | 0.11% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +5.3% | 0.40% | +0.02 |
| SBFG SB Financial Group Inc. | Add +27.8% | 0.11% | +0.02 |
| RIO Rio Tinto PLC-Spon ADR | Add +3.3% | 0.10% | +0.02 |
| JNJ Johnson & Johnson | Add +2.3% | 0.10% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.3% | 0.18% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.31% | +0.02 |
| LIN Linde PLC | Add +3.5% | 0.09% | +0.02 |
| PFF iShares Preferred & Income S | Add +6.4% | 0.19% | +0.02 |
| PFE Pfizer Inc. | Add +4.5% | 0.08% | +0.02 |
| AXP American Express Co. | Add +27.3% | 0.16% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +5.2% | 0.16% | +0.01 |
| HD Home Depot Inc. | Add +6.1% | 0.15% | +0.01 |
| CMI Cummins Inc. | Add +0.8% | 0.09% | +0.01 |
| UNP Union Pacific Corp. | Add +3.0% | 0.07% | +0.01 |
| PG The Procter & Gamble Co. | Add +2.0% | 0.11% | +0.01 |
| MTB M & T Bank Corp. | Add +0.7% | 0.10% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.5% | 0.06% | +0.01 |
| PNC PNC Financial Services Group | Add +0.7% | 0.10% | +0.01 |
| ABBV Abbvie Inc. | Add +0.4% | 0.41% | +0.00 |
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 |