PCM
Princeton Capital Management Portfolio holdings
AUM
$373M
1-Year Est. Return
38.97%
1 Year Est. Return
+38.97%
AUM
$373M
AUM Growth
+$35.9M
(+11%)
Holding
142
Top Buys
| 1 | +$3.16M | |
| 2 | +$1.91M | |
| 3 | +$1.83M | |
| 4 |
Boeing
BA
|
+$1.05M |
| 5 |
Coherent
COHR
|
+$1.04M |
Top Sells
| 1 | +$5.43M | |
| 2 | +$2.38M | |
| 3 | +$1.49M | |
| 4 |
Truist Financial
TFC
|
+$1.25M |
| 5 |
Marvell Technology
MRVL
|
+$1.14M |
Sector Composition
| 1 | Technology | 53.4% |
| 2 | Industrials | 9.76% |
| 3 | Financials | 8.43% |
| 4 | Communication Services | 7.87% |
| 5 | Consumer Discretionary | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Civista Bancshares
CIVB
$471M
| $248K | 0.07% |
12,222
|
|
||
127
Cummins
CMI
$79.9B
| $248K | 0.07% |
+587
|
|
||
128
Bank of Marin Bancorp
BMRC
$431M
| $244K | 0.07% |
+10,059
|
|
||
129
Vanguard High Dividend Yield ETF
VYM
$71.5B
| $244K | 0.07% |
1,730
|
|
||
130
Old Second Bancorp
OSBC
$1.09B
| $238K | 0.06% |
13,770
|
|
||
131
Preferred Bank
PFBC
$1.18B
| $226K | 0.06% |
2,500
|
|
||
132
SB Financial Group
SBFG
$138M
| $220K | 0.06% |
11,408
|
|
||
|
NBIS
133
Nebius Group N.V.
NBIS
$27.4B
| $217K | 0.06% |
+1,936
|
|
||
134
iShares Core S&P Small-Cap ETF
IJR
$94.1B
| $214K | 0.06% |
+1,797
|
|
||
135
Eaton
ETN
$134B
| $212K | 0.06% |
567
|
|
||
136
IPG Photonics
IPGP
$3.44B
| $212K | 0.06% |
2,676
-468
|
|
||
137
UnitedHealth
UNH
$300B
| $212K | 0.06% |
+613
|
|
||
138
UiPath
PATH
$7.67B
| $156K | 0.04% |
11,656
-4,938
|
|
||
139
LXP Industrial Trust
LXP
$3.03B
| $134K | 0.04% |
+3,000
|
|
||
|
CRWV
140
CoreWeave Inc
CRWV
$50.4B
| – | – |
-1,398
|
|
||
|
FLG
141
Flagstar Bank National Association
FLG
$5.36B
| – | – |
-13,000
|
|
||
142
MGM Resorts International
MGM
$9.57B
| – | – |
-7,500
|
|