Howard Capital Management Group
Latest statistics and disclosures from Howard Capital Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, SPY, MSFT, AMZN, and represent 34.43% of Howard Capital Management Group's stock portfolio.
- Added to shares of these 10 stocks: VB (+$23M), IBIT, PH, XLI, BR, D, FR, IQV, TXN, MRK.
- Started 7 new stock positions in FR, D, ORLY, BR, VB, TXN, GILD.
- Reduced shares in these 10 stocks: LDOS (-$28M), FDX (-$24M), XBI (-$20M), NVDA, XLU, AAPL, IYG, IYW, OCSL, JPM.
- Sold out of its positions in AMD, BLK, IDGT, OCSL, SHW, UNH, VNQ.
- Howard Capital Management Group was a net seller of stock by $-66M.
- Howard Capital Management Group has $1.3B in assets under management (AUM), dropping by -12.17%.
- Central Index Key (CIK): 0001860501
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Portfolio Holdings for Howard Capital Management Group
Howard Capital Management Group holds 138 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.6 | $123M | -3% | 1.1M | 108.38 |
|
| Apple (AAPL) | 7.4 | $95M | 428k | 222.13 |
|
|
| Spdr S&p 500 Etf Etf (SPY) | 6.6 | $85M | 151k | 559.39 |
|
|
| Microsoft Corporation (MSFT) | 5.6 | $73M | 193k | 375.39 |
|
|
| Amazon (AMZN) | 5.2 | $67M | 352k | 190.26 |
|
|
| Costco Wholesale Corporation (COST) | 4.2 | $54M | 57k | 945.78 |
|
|
| JPMorgan Chase & Co. (JPM) | 4.0 | $51M | 208k | 245.30 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $47M | 306k | 154.64 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 3.2 | $41M | 290k | 139.78 |
|
|
| Visa (V) | 2.9 | $37M | 105k | 350.46 |
|
|
| Palo Alto Networks (PANW) | 2.8 | $37M | 214k | 170.64 |
|
|
| Intercontinental Exchange (ICE) | 2.8 | $36M | 210k | 172.50 |
|
|
| Accenture (ACN) | 2.7 | $35M | 111k | 312.04 |
|
|
| Vulcan Materials Company (VMC) | 2.5 | $32M | 139k | 233.30 |
|
|
| salesforce (CRM) | 2.4 | $31M | 114k | 268.36 |
|
|
| SPDR S&P Aerospace Def ETF Etf (XAR) | 2.3 | $30M | 187k | 160.69 |
|
|
| TJX Companies (TJX) | 2.3 | $30M | 242k | 121.80 |
|
|
| Vanguard Short Term Cor BD ETF Etf (VCSH) | 2.3 | $29M | 369k | 78.94 |
|
|
| Coca-Cola Company (KO) | 2.3 | $29M | 406k | 71.62 |
|
|
| iShares US Technology ETF Etf (IYW) | 2.2 | $28M | -3% | 197k | 140.44 |
|
| Thermo Fisher Scientific (TMO) | 2.1 | $27M | 55k | 497.60 |
|
|
| Graphic Packaging Holding Company (GPK) | 2.1 | $27M | 1.0M | 25.96 |
|
|
| Merck & Co (MRK) | 2.1 | $27M | 297k | 89.76 |
|
|
| Vanguard Small-Cap ETF (VB) | 1.8 | $23M | NEW | 105k | 221.75 |
|
| Parker-Hannifin Corporation (PH) | 1.8 | $23M | +2% | 38k | 607.85 |
|
| Iqvia Holdings (IQV) | 1.7 | $22M | 123k | 176.30 |
|
|
| Aptar (ATR) | 1.5 | $20M | 133k | 148.38 |
|
|
| Zoetis Inc Cl A (ZTS) | 1.4 | $18M | 106k | 164.65 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.7 | $9.2M | -3% | 59k | 156.23 |
|
| SPDR Select Sector Health Care ETF Etf (XLV) | 0.6 | $8.2M | 56k | 146.01 |
|
|
| iShares US Financial Ser ETF Etf (IYG) | 0.6 | $7.8M | -12% | 99k | 78.55 |
|
| SPDR Fund Consumer Staples ETF Etf (XLP) | 0.5 | $5.9M | -3% | 72k | 81.67 |
|
| iShares Biotechnology ETF Etf (IBB) | 0.4 | $5.1M | -8% | 40k | 127.90 |
|
| Philip Morris International (PM) | 0.4 | $5.0M | 31k | 158.73 |
|
|
| SPDR Fund Consumer Discre Sel ETF Etf (XLY) | 0.3 | $3.6M | -7% | 18k | 197.46 |
|
| Berkshire Hathaway (BRK.B) | 0.2 | $3.2M | 6.0k | 532.58 |
|
|
| Invesco QQQ Trust Etf (QQQ) | 0.2 | $3.0M | 6.4k | 468.92 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.8M | 17k | 165.84 |
|
|
| Altria (MO) | 0.2 | $2.5M | 41k | 60.02 |
|
|
| American Express Company (AXP) | 0.2 | $2.3M | 8.4k | 269.05 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -4% | 15k | 118.93 |
|
| Financial Select Sector SPDR Fund Etf (XLF) | 0.1 | $1.8M | -3% | 35k | 49.81 |
|
| Amgen (AMGN) | 0.1 | $1.7M | 5.3k | 311.55 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.6M | 10k | 153.61 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.6M | 6.1k | 259.16 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.4M | 8.4k | 170.42 |
|
|
| iShares S&P 500 Growth ETF Etf (IVW) | 0.1 | $1.4M | 15k | 92.83 |
|
|
| Mondelez Int (MDLZ) | 0.1 | $1.3M | 20k | 67.85 |
|
|
| Select Sector Industrial SPDR ETF Etf (XLI) | 0.1 | $1.2M | +44% | 9.4k | 131.07 |
|
| iShares Bitcoin TR Etf (IBIT) | 0.1 | $1.2M | +72% | 26k | 46.81 |
|
| Hudson Pac PPTYS Inc REIT Reit (HPP) | 0.1 | $1.1M | 368k | 2.95 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | -4% | 7.7k | 139.81 |
|
| Intuitive Surgical (ISRG) | 0.1 | $1.1M | 2.1k | 495.27 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $1.0M | 12k | 87.79 |
|
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $999k | 5.8k | 173.23 |
|
|
| SAP Se Adr (SAP) | 0.1 | $906k | 3.4k | 268.44 |
|
|
| Facebook Inc cl a (META) | 0.1 | $903k | -8% | 1.6k | 576.42 |
|
| Kite Rlty Group Tr (KRG) | 0.1 | $899k | +21% | 40k | 22.37 |
|
| Ameriprise Financial (AMP) | 0.1 | $865k | 1.8k | 484.11 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $843k | 2.7k | 312.37 |
|
|
| Southern Company (SO) | 0.1 | $800k | 8.7k | 91.94 |
|
|
| SPDR Communication SVS SLCT Sec ETF Etf (XLC) | 0.1 | $778k | 8.1k | 96.45 |
|
|
| Chevron Corporation (CVX) | 0.1 | $739k | 4.4k | 167.29 |
|
|
| International Business Machines (IBM) | 0.1 | $725k | 2.9k | 248.66 |
|
|
| Walt Disney Company (DIS) | 0.1 | $724k | -2% | 7.3k | 98.70 |
|
| Home Depot (HD) | 0.1 | $721k | 2.0k | 366.52 |
|
|
| Pepsi (PEP) | 0.1 | $685k | 4.6k | 149.95 |
|
|
| Cisco Systems (CSCO) | 0.1 | $682k | -5% | 11k | 61.71 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 0.1 | $666k | 1.3k | 513.72 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $665k | 16k | 41.73 |
|
|
| General Electric (GE) | 0.1 | $655k | 3.3k | 200.15 |
|
|
| iShares S&P 100 ETF Etf (OEF) | 0.0 | $635k | 2.3k | 270.83 |
|
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.0 | $634k | 2.5k | 258.62 |
|
|
| Invesco Water Resources ETF Etf (PHO) | 0.0 | $576k | 8.9k | 64.52 |
|
|
| Honeywell International (HON) | 0.0 | $555k | -5% | 2.6k | 211.75 |
|
| At&t (T) | 0.0 | $555k | 20k | 28.28 |
|
|
| Capital Group Global Growth Equity ETF Etf (CGGO) | 0.0 | $526k | 19k | 28.33 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $521k | -21% | 2.2k | 236.24 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $510k | 618.00 | 825.91 |
|
|
| Broadcom (AVGO) | 0.0 | $509k | 3.0k | 167.43 |
|
|
| iShares Core S&P 500 ETF Etf (IVV) | 0.0 | $477k | 849.00 | 562.02 |
|
|
| iShares Core S&P Small-Cap ETF Etf (IJR) | 0.0 | $465k | 4.4k | 104.57 |
|
|
| S&p Global (SPGI) | 0.0 | $449k | -3% | 883.00 | 508.10 |
|
| Utilities Select Sector SPDR Etf (XLU) | 0.0 | $428k | -82% | 5.4k | 78.85 |
|
| Abbvie (ABBV) | 0.0 | $422k | 2.0k | 209.52 |
|
|
| Xylem (XYL) | 0.0 | $417k | -6% | 3.5k | 119.45 |
|
| SPDR Portfolio Developed World Ex-US ETF Etf (SPDW) | 0.0 | $408k | 11k | 36.41 |
|
|
| Deere & Company (DE) | 0.0 | $406k | 865.00 | 469.35 |
|
|
| SPDR S&P Midcap 400 ETF Etf (MDY) | 0.0 | $392k | 735.00 | 533.48 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $391k | 5.5k | 71.79 |
|
|
| Vanguard Dividend Appreciation ETF Etf (VIG) | 0.0 | $374k | 1.9k | 193.99 |
|
|
| Norfolk Southern (NSC) | 0.0 | $364k | 1.5k | 236.85 |
|
|
| Pfizer (PFE) | 0.0 | $352k | 14k | 25.34 |
|
|
| D.R. Horton (DHI) | 0.0 | $343k | 2.7k | 127.13 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $332k | -98% | 2.5k | 134.94 |
|
| Starbucks Corporation (SBUX) | 0.0 | $329k | -19% | 3.4k | 98.09 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $318k | -8% | 2.4k | 132.48 |
|
| Allstate Corporation (ALL) | 0.0 | $311k | 1.5k | 207.07 |
|
|
| Waste Connections (WCN) | 0.0 | $298k | 1.5k | 195.19 |
|
|
| Autodesk (ADSK) | 0.0 | $292k | 1.1k | 261.80 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $289k | 2.3k | 123.73 |
|
|
| Vanguard Short-Term Bond ETF Etf (BSV) | 0.0 | $287k | 3.7k | 78.28 |
|
|
| Palantir Technologies (PLTR) | 0.0 | $287k | +36% | 3.4k | 84.40 |
|
| Performance Food (PFGC) | 0.0 | $285k | 3.6k | 78.63 |
|
|
| SPDR S&P Biotech ETF Etf (XBI) | 0.0 | $284k | -98% | 3.5k | 81.11 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $284k | 3.4k | 83.87 |
|
|
| Nextera Energy (NEE) | 0.0 | $280k | 4.0k | 70.89 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $275k | 2.1k | 132.65 |
|
|
| Ge Vernova (GEV) | 0.0 | $255k | 836.00 | 305.28 |
|
|
| Simon Property Group Reit (SPG) | 0.0 | $248k | 1.5k | 166.08 |
|
|
| Linde (LIN) | 0.0 | $246k | 528.00 | 465.64 |
|
|
| iShares Ethereum TR Etf (ETHA) | 0.0 | $240k | +59% | 17k | 13.82 |
|
| Danaher Corporation (DHR) | 0.0 | $227k | -10% | 1.1k | 205.00 |
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $218k | 4.3k | 51.07 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $212k | NEW | 875.00 | 242.46 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $211k | 3.5k | 60.99 |
|
|
| Novo Nordisk Adr (NVO) | 0.0 | $210k | 3.0k | 69.44 |
|
|
| Emerson Electric (EMR) | 0.0 | $206k | 1.9k | 109.64 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $205k | 688.00 | 297.62 |
|
|
| Schwab US Large Cap ETF Etf (SCHX) | 0.0 | $204k | 9.2k | 22.08 |
|
|
| Dominion Resources (D) | 0.0 | $204k | NEW | 3.6k | 56.07 |
|
| Kraft Heinz (KHC) | 0.0 | $203k | 6.7k | 30.43 |
|
|
| First Indl RLTY TR Reit (FR) | 0.0 | $199k | NEW | 3.7k | 53.96 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $176k | NEW | 979.00 | 179.70 |
|
| FedEx Corporation (FDX) | 0.0 | $173k | -99% | 710.00 | 243.78 |
|
| Taiwan Semiconductor Adr (TSM) | 0.0 | $158k | 950.00 | 166.00 |
|
|
| Morgan Stanley (MS) | 0.0 | $154k | 1.3k | 116.67 |
|
|
| Wal Mart De Mexico Sab De Cv (WMMVF) | 0.0 | $141k | 51k | 2.75 |
|
|
| Duke Energy (DUK) | 0.0 | $140k | 1.1k | 121.97 |
|
|
| Netflix (NFLX) | 0.0 | $131k | 140.00 | 932.53 |
|
|
| iShares Global Clean Energy ETF Etf (ICLN) | 0.0 | $114k | 10k | 11.42 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $112k | NEW | 78.00 | 1432.58 |
|
| Gilead Sciences (GILD) | 0.0 | $94k | NEW | 835.00 | 112.05 |
|
| Altair Global Credit | 0.0 | $90k | -13% | 90k | 1.00 |
|
| Figs (FIGS) | 0.0 | $50k | 11k | 4.59 |
|
|
| BNY Mellon High Yield Strategy Fund Etf (DHF) | 0.0 | $26k | 10k | 2.55 |
|
|
| Bion Environmental Technologies (BNET) | 0.0 | $5.2k | 55k | 0.09 |
|
|
| United Parcel Service (UPS) | 0.0 | $3.1k | 28.00 | 110.00 |
|
Past Filings by Howard Capital Management Group
SEC 13F filings are viewable for Howard Capital Management Group going back to 2021
- Howard Capital Management Group 2025 Q1 filed April 16, 2025
- Howard Capital Management Group 2024 Q4 filed Jan. 17, 2025
- Howard Capital Management Group 2024 Q3 restated filed Nov. 20, 2024
- Howard Capital Management Group 2024 Q3 filed Oct. 17, 2024
- Howard Capital Management Group 2024 Q2 filed July 16, 2024
- Howard Capital Management Group 2024 Q1 filed April 17, 2024
- Howard Capital Management Group 2023 Q4 restated filed Feb. 14, 2024
- Howard Capital Management Group 2023 Q4 filed Jan. 16, 2024
- Howard Capital Management Group 2023 Q3 filed Oct. 16, 2023
- Howard Capital Management Group 2023 Q2 filed Aug. 17, 2023
- Howard Capital Management Group 2023 Q1 filed April 20, 2023
- Howard Capital Management Group 2022 Q4 filed Jan. 17, 2023
- Howard Capital Management Group 2022 Q3 restated filed Nov. 15, 2022
- Howard Capital Management Group 2022 Q3 filed Oct. 21, 2022
- Howard Capital Management Group 2022 Q2 filed July 20, 2022
- Howard Capital Management Group 2022 Q1 filed May 16, 2022