Princeton Capital Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Princeton Capital Management LLC reported 145 stock positions worth $443.4 million. Its top holding was Nvidia (NVDA) at 16.3% of the portfolio, followed by Apple (AAPL, 8.6%) and Alphabet Class A (GOOGL, 6.9%). Compared with Q1 2026, it opened 9 new positions, sold out of 3, added to 49 and reduced 49. The biggest buy was CrowdStrike Class A (CRWD, shares +0%) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
RED BANK, NJ
CIK
0001167026
Portfolio Value
$443.4M (Q2 2026)
SEC Filing
0001167026-26-000006 ↗ filed Aug 11, 2026

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 Q3 2025 Q4 2025: $387.6M Q4 2025 Q1 2026: $366.6M Q1 2026 Q2 2026: $443.4M $443.4M Q2 2026

Holdings 145 stocks · $443.4M
NVDA Nvidia Corp. 16.31% 361,332 $72.3M Reduce -1.2%
AAPL Apple Inc. 8.62% 132,060 $38.2M Reduce -2.7%
GOOGL Alphabet Inc. Class A 6.90% 85,652 $30.6M Add +0.4%
AMZN Amazon.com Inc. 5.83% 108,383 $25.8M Reduce -1.1%
CRWD CrowdStrike Holdings Inc. Class A 5.71% 33,149 $25.3M Add +0.2%
PWR Quanta Services Inc. 4.70% 28,944 $20.8M Add +0.5%
LLY Eli Lilly & Co. 4.65% 17,172 $20.6M Add +4.0%
MSFT Microsoft Corp. 4.48% 53,220 $19.9M Reduce -0.1%
AVGO Broadcom Inc. 2.83% 33,196 $12.5M Add +3.9%
GEV GE Vernova Inc. 2.61% 9,849 $11.6M Add +1.5%
JPM JPMorgan Chase & Co. 1.64% 22,180 $7.3M Add +3.1%
VRTX Vertex Pharmaceuticals Inc. 1.58% 14,074 $7.0M Reduce -3.1%
GLW Corning Inc. 1.57% 27,298 $7.0M Reduce -0.0%
C Citigroup Inc. 1.55% 48,961 $6.9M Add +5.4%
COHR Coherent Corp. 1.35% 15,141 $6.0M Add +1.2%
AMD Advanced Micro Devices 1.19% 9,056 $5.3M Reduce -0.2%
GE General Electric filed as GE AEROSPACE 1.18% 14,040 $5.2M Add +4.8%
CAT Caterpillar Inc. 1.15% 4,801 $5.1M No change
GOOG Alphabet Inc. Class C 1.06% 13,306 $4.7M Reduce -3.9%
RTX RTX Corp. 0.95% 22,226 $4.2M Add +6.0%
TSLA Tesla Inc. 0.87% 9,197 $3.9M Add +3.0%
ZS Zscaler Inc. 0.82% 25,876 $3.7M Add +4.4%
MRVL Marvell Technology Inc. 0.75% 11,228 $3.3M Reduce -0.1%
COST Costco Wholesale Corp. 0.74% 3,514 $3.3M Reduce -5.6%
AXP American Express Co. 0.73% 9,558 $3.2M Add +399.6%
OLED Universal Display Corp. 0.72% 37,013 $3.2M Reduce -4.3%
BA The Boeing Co. 0.67% 13,696 $3.0M Add +0.8%
AZN Astrazeneca PLC 0.66% 15,592 $2.9M Add +19.2%
MA Mastercard Inc. Class A 0.64% 5,495 $2.8M Reduce -46.0%
DE Deere & Co. 0.58% 4,055 $2.6M No change
LEU Centrus Energy Corp. Class A 0.54% 14,164 $2.4M Add +4.3%
NXPI NXP Semiconductors NV 0.47% 7,438 $2.1M Reduce -7.2%
WFC Wells Fargo & Co. 0.46% 24,623 $2.0M Add +5.8%
QCOM Qualcomm Inc. 0.45% 10,839 $2.0M Reduce -13.7%
BAC Bank of America Corp. 0.44% 33,868 $1.9M Reduce -0.1%
META Meta Platforms Inc. Class A 0.43% 3,384 $1.9M Reduce -6.2%
LITE Lumentum Holdings Inc. 0.43% 2,197 $1.9M Reduce -2.7%
CSCO Cisco Systems Inc. 0.42% 16,008 $1.9M Add +10.0%
NOW ServiceNow Inc. 0.41% 18,489 $1.8M Add +12.9%
FCX Freeport-McMoran Inc. 0.41% 28,660 $1.8M Reduce -0.9%
ENTG Entegris Inc. 0.40% 9,801 $1.8M No change
ABBV Abbvie Inc. 0.40% 6,979 $1.8M No change
AMT American Tower Corp. 0.35% 9,429 $1.5M Reduce -7.0%
BWXT BWX Technologies Inc. 0.34% 7,841 $1.5M Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.33% 2,131 $1.5M Reduce -13.6%
IVV iShares Core S&P 500 ETF 0.32% 1,874 $1.4M No change
UBER Uber Technologies Inc. 0.28% 17,146 $1.2M Reduce -18.6%
AMGN Amgen Inc. 0.28% 3,378 $1.2M Reduce -8.4%
MLM Martin Marietta Materials 0.26% 2,003 $1.2M Add +14.3%
DELL Dell Technologies -C 0.26% 2,671 $1.2M Reduce -28.2%
ACM Aecom 0.21% 13,367 $933K Reduce -0.9%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.20% 7,001 $884K Reduce -5.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 8,497 $818K Reduce -18.0%
ISRG Intuitive Surgical Inc. 0.18% 2,011 $800K Add +59.4%
IONQ Ionq Inc. 0.17% 14,511 $773K Add +0.2%
EVR Evercore Inc. Class A 0.17% 2,220 $758K Reduce -69.0%
V Visa Inc. Class A 0.16% 2,108 $723K Reduce -3.2%
REGN Regeneron Pharmaceuticals 0.16% 1,140 $711K Reduce -6.5%
PFF iShares Preferred & Income S 0.16% 22,906 $698K Add +1.9%
DY Dycom Industries Inc. 0.16% 1,377 $696K No change
GS Goldman Sachs Group Inc. 0.15% 674 $682K No change
AXTI Axt Inc. 0.15% 9,310 $671K Reduce -0.8%
VCSH Vanguard S/T Corp. Bond ETF 0.15% 8,222 $650K Add +0.3%
BY Byline Bancorp Inc. 0.14% 17,074 $643K Add +3.6%
TRP TC Energy Corp. 0.14% 9,527 $632K Reduce -1.5%
PANW Palo Alto Networks Inc. 0.14% 1,834 $625K Add +27.9%
TFC Truist Financial Corp. 0.14% 12,479 $622K Reduce -13.2%
HD Home Depot Inc. 0.13% 1,685 $594K Add +1.5%
MCHP Microchip Technology Inc. 0.13% 6,517 $594K Add +18.1%
DUK Duke Energy Corp. 0.13% 4,619 $585K Add +0.0%
CP Canadian Pacific Kansas City 0.13% 6,724 $583K Reduce -18.2%
NBIS Nebius Group NV 0.13% 2,057 $568K Add +6.3%
WTFC Wintrust Financial Corp. 0.13% 3,472 $558K No change
HWC Hancock Whitney Corp. 0.12% 7,200 $538K Add +16.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.12% 2,229 $530K Add +29.7%
SNPS Synopsys Inc. 0.12% 1,178 $525K Add +5.7%
TMO Thermo Fisher Scientific Inc. 0.12% 1,032 $517K Add +10.7%
BANR Banner Corporation 0.12% 7,781 $517K Add +6.9%
FBNC First Bancorp 0.12% 8,000 $511K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 3,374 $511K Add +42.1%
MCK McKesson Corp. 0.11% 654 $494K No change
XOM Exxon Mobil Corp. 0.11% 3,514 $480K Add +20.6%
NVO Novo-Nordisk A/S-Spons ADR 0.11% 9,994 $479K Reduce -6.1%
PG The Procter & Gamble Co. 0.11% 3,248 $476K Add +21.1%
TOWN Towne Bank 0.11% 12,944 $469K Add +8.4%
VMC Vulcan Materials Co. 0.11% 1,587 $468K No change
SBFG SB Financial Group Inc. filed as SB FINL GROUP INC 0.10% 18,408 $465K No change
JNJ Johnson & Johnson 0.10% 1,802 $458K Add +20.0%
CVX Chevron Corp. 0.10% 2,691 $446K Add +28.7%
SCHW Schwab (charles) Corp. 0.10% 4,831 $446K Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 5,169 $445K Add +0.2%
SAIL Sailpoint Inc. 0.10% 29,774 $436K Reduce -16.0%
CMI Cummins Inc. 0.10% 602 $429K No change
VZ Verizon Communications Inc. 0.10% 10,096 $427K Add +104.7%
BMRC Bank of Marin Bancorp 0.09% 15,059 $417K No change
PNC PNC Financial Services Group 0.09% 1,681 $414K No change
VEA Vanguard Ftse Developed ETF 0.09% 5,668 $404K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 4,370 $400K No change
NIC Nicolet Bankshares Inc. 0.09% 2,400 $397K No change
MDB Mongodb Inc. 0.09% 1,147 $385K Reduce -10.7%
MCD McDonald's Corp. 0.09% 1,418 $383K No change
CCBG Capital City Bank Group Inc. 0.09% 7,683 $380K No change
GLD SPDR Gold Shares 0.08% 1,022 $376K No change
DPRO Draganfly Inc. 0.08% 67,622 $366K Add +28.5%
EQT Eqt Corp. 0.08% 6,799 $361K Add +3.3%
UNTY Unity Bancorp Inc. 0.08% 6,113 $359K No change
RIO Rio Tinto PLC-Spon ADR 0.08% 3,679 $349K Reduce -10.1%
SF Stifel Financial Corp. 0.08% 5,000 $349K Add +51.5%
KO The Coca-Cola Co. 0.08% 4,247 $345K Reduce -2.0%
MRK Merck & Co. Inc. 0.08% 2,684 $345K Reduce -7.7%
AUB Atlantic Union Bankshares Co. 0.08% 8,000 $338K No change
NTR Nutrien Ltd. 0.08% 5,320 $335K No change
IPGP Ipg Photonics Corp. 0.07% 2,824 $331K No change
IJH iShares Core S&P Midcap ETF 0.07% 4,240 $327K No change
FCCO First Community Corp. 0.07% 10,000 $327K Add +42.9%
LIN Linde PLC 0.07% 628 $326K Reduce -3.4%
OSBC Old Second Bancorp Inc. 0.07% 13,770 $321K No change
COF Capital One Financial Corp. 0.07% 1,557 $312K No change
PR Permian Resources Corp. Class A 0.07% 16,895 $311K Reduce -54.5%
CFR Cullen/Frost Bankers Inc. 0.07% 2,000 $309K No change
CB Chubb Ltd. 0.07% 900 $307K No change
QBTS D-Wave Quantum Inc. 0.07% 12,527 $301K Reduce -6.6%
SOXX iShares Semiconductor ETF 0.07% 465 $298K New
BPRN Princeton Bancorp Inc. 0.07% 7,813 $297K No change
CRM Salesforce Inc. 0.07% 1,840 $288K Reduce -1.7%
BLK BlackRock Inc. 0.06% 290 $279K No change
HTB Hometrust Bancshares Inc. 0.06% 5,500 $274K No change
VYM Vanguard High DVD Yield ETF 0.06% 1,730 $273K No change
UNH Unitedhealth Group Inc. 0.06% 654 $272K New
IJR iShares Core S&P Small-Cap E 0.06% 1,795 $266K Reduce -0.1%
UNP Union Pacific Corp. 0.06% 971 $264K Reduce -11.8%
RGTI Rigetti Computing Inc. 0.05% 12,449 $241K No change
PEGA Pegasystems Inc. 0.05% 8,000 $240K No change
WMT Walmart Inc. 0.05% 2,071 $235K No change
AER Aercap Holdings NV 0.05% 1,600 $233K No change
PFE Pfizer Inc. 0.05% 9,620 $232K Reduce -6.2%
ETN Eaton Corp. PLC 0.05% 537 $229K New
NEE Nextera Energy Inc. 0.05% 2,512 $220K New
SPFI South Plains Financial Inc. 0.05% 5,000 $215K New
FRBA First Bank/Hamilton NJ 0.05% 12,000 $213K No change
HBCP Home Bancorp Inc. 0.05% 3,003 $206K Reduce -9.4%
VICR Vicor Corp. 0.05% 535 $203K New
PNFP Pinnacle Financial Partners 0.05% 2,000 $202K New
TSM Taiwan Semiconductor-SP ADR 0.05% 422 $202K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.04% 13,257 $177K Reduce -10.0%

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -1.2% 16.31% −1.09
MSFT Microsoft Corp. Reduce -0.1% 4.48% −0.90
AAPL Apple Inc. Reduce -2.7% 8.62% −0.78
MA Mastercard Inc. Class A Reduce -46.0% 0.64% −0.75
EVR Evercore Inc. Class A Reduce -69.0% 0.17% −0.41
AMZN Amazon.com Inc. Reduce -1.1% 5.83% −0.40
COST Costco Wholesale Corp. Reduce -5.6% 0.74% −0.27
OLED Universal Display Corp. Reduce -4.3% 0.72% −0.24
VRTX Vertex Pharmaceuticals Inc. Reduce -3.1% 1.58% −0.19
PR Permian Resources Corp. Class A Reduce -54.5% 0.07% −0.15
UBER Uber Technologies Inc. Reduce -18.6% 0.28% −0.13
META Meta Platforms Inc. Class A Reduce -6.2% 0.43% −0.13
AMT American Tower Corp. Reduce -7.0% 0.35% −0.13
ACM Aecom Reduce -0.9% 0.21% −0.10
REGN Regeneron Pharmaceuticals Reduce -6.5% 0.16% −0.10
BWXT BWX Technologies Inc. Reduce -0.3% 0.34% −0.09
DIS The Walt Disney Co. Reduce -18.0% 0.18% −0.09
HON Honeywell International Inc. Sold out 0.00% −0.08
AMGN Amgen Inc. Reduce -8.4% 0.28% −0.08
VOO Vanguard S&P 500 ETF Reduce -13.6% 0.33% −0.07
T AT&T Inc. Sold out 0.00% −0.06
FCX Freeport-McMoran Inc. Reduce -0.9% 0.41% −0.06
HUBS HubSpot Inc. Sold out 0.00% −0.06
CP Canadian Pacific Kansas City Reduce -18.2% 0.13% −0.05
TFC Truist Financial Corp. Reduce -13.2% 0.14% −0.04
CRM Salesforce Inc. Reduce -1.7% 0.07% −0.03
SAIL Sailpoint Inc. Reduce -16.0% 0.10% −0.03
PFE Pfizer Inc. Reduce -6.2% 0.05% −0.03
RIO Rio Tinto PLC-Spon ADR Reduce -10.1% 0.08% −0.03
GOOG Alphabet Inc. Class C Reduce -3.9% 1.06% −0.02
TRP TC Energy Corp. Reduce -1.5% 0.14% −0.02
NU Nu Holdings Ltd./Cayman Isl-A Reduce -10.0% 0.04% −0.02
MRK Merck & Co. Inc. Reduce -7.7% 0.08% −0.02
V Visa Inc. Class A Reduce -3.2% 0.16% −0.02
BAC Bank of America Corp. Reduce -0.1% 0.44% −0.02
LIN Linde PLC Reduce -3.4% 0.07% −0.01
UNP Union Pacific Corp. Reduce -11.8% 0.06% −0.01
KO The Coca-Cola Co. Reduce -2.0% 0.08% −0.01
HBCP Home Bancorp Inc. Reduce -9.4% 0.05% −0.01
LITE Lumentum Holdings Inc. Reduce -2.7% 0.43% −0.01
IRM Iron Mountain Inc. Reduce -5.4% 0.20% −0.01
IJR iShares Core S&P Small-Cap E Reduce -0.1% 0.06% −0.00
MDB Mongodb Inc. Reduce -10.7% 0.09% +0.00
NVO Novo-Nordisk A/S-Spons ADR Reduce -6.1% 0.11% +0.00
AXTI Axt Inc. Reduce -0.8% 0.15% +0.01
QCOM Qualcomm Inc. Reduce -13.7% 0.45% +0.01
QBTS D-Wave Quantum Inc. Reduce -6.6% 0.07% +0.01
NXPI NXP Semiconductors NV Reduce -7.2% 0.47% +0.04
DELL Dell Technologies -C Reduce -28.2% 0.26% +0.09
MRVL Marvell Technology Inc. Reduce -0.1% 0.75% +0.45

Portfolio Buys Q1 2026 → Q2 2026
CRWD CrowdStrike Holdings Inc. Class A Add +0.2% 5.71% +2.18
AXP American Express Co. Add +399.6% 0.73% +0.57
LLY Eli Lilly & Co. Add +4.0% 4.65% +0.50
PWR Quanta Services Inc. Add +0.5% 4.70% +0.39
COHR Coherent Corp. Add +1.2% 1.35% +0.38
GEV GE Vernova Inc. Add +1.5% 2.61% +0.30
GOOGL Alphabet Inc. Class A Add +0.4% 6.90% +0.21
GE General Electric Add +4.8% 1.18% +0.15
AVGO Broadcom Inc. Add +3.9% 2.83% +0.13
CSCO Cisco Systems Inc. Add +10.0% 0.42% +0.12
C Citigroup Inc. Add +5.4% 1.55% +0.11
VEA Vanguard Ftse Developed ETF New 0.09% +0.09
PANW Palo Alto Networks Inc. Add +27.9% 0.14% +0.08
NBIS Nebius Group NV Add +6.3% 0.13% +0.07
SOXX iShares Semiconductor ETF New 0.07% +0.07
UNH Unitedhealth Group Inc. New 0.06% +0.06
IONQ Ionq Inc. Add +0.2% 0.17% +0.06
ETN Eaton Corp. PLC New 0.05% +0.05
NEE Nextera Energy Inc. New 0.05% +0.05
SPFI South Plains Financial Inc. New 0.05% +0.05
VICR Vicor Corp. New 0.05% +0.05
PNFP Pinnacle Financial Partners New 0.05% +0.05
TSM Taiwan Semiconductor-SP ADR New 0.05% +0.05
MCHP Microchip Technology Inc. Add +18.1% 0.13% +0.04
VZ Verizon Communications Inc. Add +104.7% 0.10% +0.03
MTB M & T Bank Corp. Add +29.7% 0.12% +0.02
ISRG Intuitive Surgical Inc. Add +59.4% 0.18% +0.02
FCCO First Community Corp. Add +42.9% 0.07% +0.02
HWC Hancock Whitney Corp. Add +16.1% 0.12% +0.01
DPRO Draganfly Inc. Add +28.5% 0.08% +0.01
SF Stifel Financial Corp. Add +51.5% 0.08% +0.01
TJX TJX Companies Inc. Add +42.1% 0.12% +0.01
JNJ Johnson & Johnson Add +20.0% 0.10% +0.00
BY Byline Bancorp Inc. Add +3.6% 0.14% +0.00
PG The Procter & Gamble Co. Add +21.1% 0.11% +0.00
SNPS Synopsys Inc. Add +5.7% 0.12% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.2% 0.10% −0.00
BANR Banner Corporation Add +6.9% 0.12% −0.00
TOWN Towne Bank Add +8.4% 0.11% −0.00
TMO Thermo Fisher Scientific Inc. Add +10.7% 0.12% −0.01
HD Home Depot Inc. Add +1.5% 0.13% −0.01
CVX Chevron Corp. Add +28.7% 0.10% −0.02
MLM Martin Marietta Materials Add +14.3% 0.26% −0.02
SCHW Schwab (charles) Corp. Add +0.2% 0.10% −0.02
XOM Exxon Mobil Corp. Add +20.6% 0.11% −0.03
PFF iShares Preferred & Income S Add +1.9% 0.16% −0.03
VCSH Vanguard S/T Corp. Bond ETF Add +0.3% 0.15% −0.03
EQT Eqt Corp. Add +3.3% 0.08% −0.03
TSLA Tesla Inc. Add +3.0% 0.87% −0.03
DUK Duke Energy Corp. Add +0.0% 0.13% −0.03

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