PCM

Princeton Capital Management Portfolio holdings

AUM $373M
1-Year Est. Return 38.97%
This Quarter Est. Return
1 Year Est. Return
+38.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.67M
3
+$1.14M
4
AVGO icon
Broadcom
AVGO
+$560K
5
IONQ icon
IonQ
IONQ
+$471K

Top Sells

1
+$1.81M
2
+$1.49M
3
+$1.36M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
AMZN icon
Amazon
AMZN
+$944K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.63T
$65.3M 19.39%
413,401
-7,889
AAPL icon
2
Apple
AAPL
$4.03T
$26.7M 7.94%
130,351
-3,641
MSFT icon
3
Microsoft
MSFT
$3.79T
$25.8M 7.67%
51,955
-3,637
AMZN icon
4
Amazon
AMZN
$2.51T
$25.3M 7.51%
115,291
-4,305
CRWD icon
5
CrowdStrike
CRWD
$135B
$16.9M 5.01%
33,122
-2,929
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.34T
$15.7M 4.67%
89,177
-5,236
LLY icon
7
Eli Lilly
LLY
$918B
$11.8M 3.51%
15,148
-263
PWR icon
8
Quanta Services
PWR
$64B
$10.6M 3.16%
28,128
+4,427
AVGO icon
9
Broadcom
AVGO
$1.62T
$8.23M 2.44%
29,854
+2,032
ZS icon
10
Zscaler
ZS
$47.4B
$7.32M 2.17%
23,322
+794
VRTX icon
11
Vertex Pharmaceuticals
VRTX
$111B
$6.44M 1.91%
14,475
-561
OLED icon
12
Universal Display
OLED
$5.55B
$6.11M 1.81%
39,576
-2,944
MA icon
13
Mastercard
MA
$490B
$5.74M 1.7%
10,211
-264
JPM icon
14
JPMorgan Chase
JPM
$827B
$5.54M 1.65%
19,113
+116
GEV icon
15
GE Vernova
GEV
$157B
$4.85M 1.44%
9,163
-437
COST icon
16
Costco
COST
$409B
$3.72M 1.1%
3,756
+131
GE icon
17
GE Aerospace
GE
$322B
$3.38M 1%
13,129
-40
META icon
18
Meta Platforms (Facebook)
META
$1.54T
$3.1M 0.92%
4,203
+1,541
QCOM icon
19
Qualcomm
QCOM
$186B
$3.01M 0.89%
18,909
-3,713
RTX icon
20
RTX Corp
RTX
$235B
$2.92M 0.87%
19,979
+1,117
AMT icon
21
American Tower
AMT
$85.9B
$2.85M 0.84%
12,876
-1,280
DELL icon
22
Dell
DELL
$89.6B
$2.6M 0.77%
21,179
+530
NXPI icon
23
NXP Semiconductors
NXPI
$49.6B
$2.57M 0.76%
11,746
-2,178
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.34T
$2.41M 0.72%
13,576
-2,925
DE icon
25
Deere & Co
DE
$129B
$2.36M 0.7%
4,635
-262
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