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PRINCETON CAPITAL MANAGEMENT LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001167026

$443.4M

disclosed book value

145

positions

16.3%

largest position share

Positions, as of 2026-06-30

top 100 of 145 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION361,332$72.3M16.3%
2AAPLAPPLE INC132,060$38.2M8.6%
3GOOGLALPHABET INC85,652$30.6M6.9%
4AMZNAMAZON COM INC108,383$25.8M5.8%
5CRWDCROWDSTRIKE HLDGS INC33,149$25.3M5.7%
6PWRQUANTA SVCS INC28,944$20.8M4.7%
7LLYELI LILLY & CO17,172$20.6M4.6%
8MSFTMICROSOFT CORP53,220$19.9M4.5%
9AVGOBROADCOM INC33,196$12.5M2.8%
10GEVGE VERNOVA INC9,849$11.6M2.6%
11JPMJPMORGAN CHASE & CO22,180$7.3M1.6%
12VRTXVERTEX PHARMACEUTICALS INC14,074$7.0M1.6%
13GLWCORNING INC27,298$7.0M1.6%
14CCITIGROUP INC48,961$6.9M1.5%
15COHRCOHERENT CORP15,141$6.0M1.3%
16AMDADVANCED MICRO DEVICES INC9,056$5.3M1.2%
17GEGE AEROSPACE14,040$5.2M1.2%
18CATCATERPILLAR INC4,801$5.1M1.2%
19GOOGALPHABET INC13,306$4.7M1.1%
20RTXRTX CORPORATION22,226$4.2M1%
21TSLATESLA INC9,197$3.9M0.9%
22ZSZSCALER INC25,876$3.7M0.8%
23MRVLMARVELL TECHNOLOGY INC11,228$3.3M0.8%
24COSTCOSTCO WHOLESALE CORPORATION3,514$3.3M0.7%
25AXPAMERICAN EXPRESS CO9,558$3.2M0.7%
26OLEDUNIVERSAL DISPLAY CORP37,013$3.2M0.7%
27BABOEING CO13,696$3.0M0.7%
28AZNASTRAZENECA PLC15,592$2.9M0.7%
29MAMASTERCARD INCORPORATED5,495$2.8M0.6%
30DEDEERE & CO4,055$2.6M0.6%
31LEUCENTRUS ENERGY CORP14,164$2.4M0.5%
32NXPINXP SEMICONDUCTORS N V7,438$2.1M0.5%
33WFCWELLS FARGO & CO24,623$2.0M0.5%
34QCOMQUALCOMM INC10,839$2.0M0.5%
35BACBANK OF AMER CORP33,868$1.9M0.4%
36METAMETA PLATFORMS INC3,384$1.9M0.4%
37LITELUMENTUM HLDGS INC2,197$1.9M0.4%
38CSCOCISCO SYS INC16,008$1.9M0.4%
39NOWSERVICENOW INC18,489$1.8M0.4%
40FCXFREEPORT MCMORAN INC28,660$1.8M0.4%
41ENTGENTEGRIS INC9,801$1.8M0.4%
42ABBVABBVIE INC6,979$1.8M0.4%
43AMTAMERICAN TOWER CORP9,429$1.5M0.3%
44BWXTBWX TECHNOLOGIES INC7,841$1.5M0.3%
45VOOVANGUARD INDEX FDS2,131$1.5M0.3%
46IVVISHARES TR1,874$1.4M0.3%
47UBERUBER TECHNOLOGIES INC17,146$1.2M0.3%
48AMGNAMGEN INC3,378$1.2M0.3%
49MLMMARTIN MARIETTA MATLS INC2,003$1.2M0.3%
50DELLDELL TECHNOLOGIES INC2,671$1.2M0.3%
51ACMAECOM13,367$933,0170.2%
52IRMIRON MTN INC DEL7,001$884,2960.2%
53DISDISNEY WALT CO8,497$817,8360.2%
54ISRGINTUITIVE SURGICAL INC2,011$799,7340.2%
55IONQIONQ INC14,511$772,8560.2%
56EVREVERCORE INC2,220$757,9970.2%
57VVISA INC2,108$723,3360.2%
58REGNREGENERON PHARMACEUTICALS1,140$710,8360.2%
59PFFISHARES TR22,906$698,4040.2%
60DYDYCOM INDS INC1,377$696,1970.2%
61GSGOLDMAN SACHS GROUP INC674$681,6630.2%
62AXTIAXT INC9,310$671,0650.2%
63VCSHVANGUARD SCOTTSDALE FDS8,222$649,7620.1%
64BYBYLINE BANCORP INC17,074$643,0070.1%
65TRPTC ENERGY CORP9,527$631,5450.1%
66PANWPALO ALTO NETWORKS INC1,834$625,4310.1%
67TFCTRUIST FINL CORP12,479$621,7270.1%
68HDHOME DEPOT INC1,685$594,3200.1%
69MCHPMICROCHIP TECHNOLOGY INC.6,517$594,3100.1%
70DUKDUKE ENERGY CORP NEW4,619$584,6300.1%
71CPCANADIAN PACIFIC KANSAS CITY6,724$582,6350.1%
72NBISNEBIUS GROUP N.V.2,057$568,0820.1%
73WTFCWINTRUST FINL CORP3,472$558,0200.1%
74HWCHANCOCK WHITNEY CORPORATION7,200$537,9840.1%
75MTBM & T BK CORP2,229$530,4670.1%
76SNPSSYNOPSYS INC1,178$525,4700.1%
77TMOTHERMO FISHER SCIENTIFIC INC1,032$517,4110.1%
78BANRBANNER CORP7,781$516,9700.1%
79FBNCFIRST BANCORP N C8,000$511,4400.1%
80TJXTJX COS INC NEW3,374$511,1760.1%
81MCKMCKESSON CORP654$494,1700.1%
82XOMEXXON MOBIL CORP3,514$480,4760.1%
83NVONOVO-NORDISK A S9,994$479,1120.1%
84PGPROCTER & GAMBLE CO3,248$476,2800.1%
85TOWNTOWNEBANK PORTSMOUTH VA12,944$469,0910.1%
86VMCVULCAN MATLS CO1,587$468,1810.1%
87SBFGSB FINL GROUP INC18,408$465,1700.1%
88JNJJOHNSON & JOHNSON1,802$457,6550.1%
89CVXCHEVRON CORPORATION2,691$446,1080.1%
90SCHWSCHWAB CHARLES CORP4,831$445,7910.1%
91VUGVANGUARD INDEX FDS5,169$445,2350.1%
92SAILSAILPOINT INC29,774$435,8910.1%
93CMICUMMINS INC602$429,3750.1%
94VZVERIZON COMMUNICATIONS INC10,096$427,4740.1%
95BMRCBANK OF MARIN BANCORP15,059$417,1340.1%
96PNCPNC FINL SVCS GROUP INC1,681$413,8790.1%
97VEAVANGUARD TAX-MANAGED FDS5,668$403,8240.1%
98BILSPDR SERIES TRUST4,370$400,4670.1%
99NICNICOLET BANKSHARES INC2,400$396,9360.1%
100MDBMONGODB INC1,147$385,2770.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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