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Howard Capital Management Group, LLC Portfolio
$1.7B across 144 positions as of 2026-09-30, with 57% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.5%
-0.0% a year vs the S&P 500
3 years
+23.0%
+1.7% a year vs the S&P 500
5 years
+13.2%
+1.0% a year vs the S&P 500
Quarters ahead
12 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +6.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -6.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -7.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $209.5M | 12.1% | 917,401 |
| AAPLApple Inc | $138M | 8.0% | 414,504 |
| SPYState Street SPDR S&P 500 ETF Trust | $107.7M | 6.2% | 141,174 |
| GOOGLAlphabet Inc | $98.4M | 5.7% | 285,959 |
| MSFTMicrosoft Corp | $98.1M | 5.7% | 191,169 |
| AMZNAmazon.com Inc | $86.6M | 5.0% | 347,548 |
| PANWPalo Alto Networks Inc | $84.6M | 4.9% | 212,912 |
| JPMJPMorgan Chase & Co | $62.1M | 3.6% | 187,825 |
| COSTCostco Wholesale Corp | $48.4M | 2.8% | 53,214 |
| MRKMerck & Co Inc | $44.8M | 2.6% | 308,312 |
| IYWiShares U.S. Technology ETF | $44M | 2.5% | 166,038 |
| XARSPDR S&P Aerospace & Defense ETF | $42.8M | 2.5% | 185,014 |
| AMEAMETEK Inc | $41M | 2.4% | 165,550 |
| TMOThermo Fisher Scientific Inc | $39.4M | 2.3% | 58,350 |
| VVisa Inc | $38M | 2.2% | 105,649 |
| PHParker-Hannifin Corp | $37M | 2.1% | 38,685 |
| KOCoca-Cola Co | $35.8M | 2.1% | 415,785 |
| VMCVulcan Materials Co | $34.2M | 2.0% | 139,949 |
| TJXTJX Companies Inc | $33.1M | 1.9% | 250,244 |
| BXBlackstone Inc | $32.3M | 1.9% | 287,737 |
| ICEIntercontinental Exchange Inc | $32.1M | 1.9% | 211,161 |
| VBVanguard Small-Cap ETF | $31.6M | 1.8% | 111,074 |
| ROKRockwell Automation Inc | $29.7M | 1.7% | 68,229 |
| SOXXiShares Semiconductor ETF | $29M | 1.7% | 51,054 |
| VCSHVanguard Short-Term Corporate Bond ETF | $28M | 1.6% | 362,141 |
| APHAmphenol Corp | $23.6M | 1.4% | 280,450 |
| EQTEQT Corp | $22M | 1.3% | 453,806 |
| SLBSLB NV | $19.6M | 1.1% | 403,208 |
| GOOGAlphabet Inc | $18.2M | 1.1% | 53,323 |
| ATRAptargroup Inc | $16.9M | 1.0% | 139,614 |
| XLVState Street Health Care Select Sector SPDR ETF | $9M | 0.5% | 53,539 |
| iShares US Financial Ser ETF | $8.4M | 0.5% | 92,921 |
| XLIState Street Industrial Select Sector SPDR ETF | $6.5M | 0.4% | 39,154 |
| IBBiShares Nasdaq Biotechnology Index Fund | $5.8M | 0.3% | 27,622 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $5.7M | 0.3% | 70,848 |
| PMPhilip Morris International Inc | $5.6M | 0.3% | 29,274 |
| QQQInvesco QQQ Trust, Series 1 | $4.7M | 0.3% | 6,300 |
| JNJJohnson & Johnson | $4.4M | 0.3% | 16,559 |
| BRK.BBerkshire Hathaway Inc | $3.7M | 0.2% | 7,336 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $3.5M | 0.2% | 32,000 |
| XOMExxonmobil Holdings Corp | $2.6M | 0.2% | 16,151 |
| MOAltria Group Inc | $2.5M | 0.1% | 37,344 |
| AMGNAmgen Inc | $2.3M | 0.1% | 5,374 |
| AXPAmerican Express Co | $2.1M | 0.1% | 6,976 |
| IVWiShares S&P 500 Growth ETF | $1.9M | 0.1% | 13,675 |
| OIHOIL & GAS SERVICES SECTOR ETF (OIH) | $1.9M | 0.1% | 5,090 |
| XLFState Street Financial Select Sector SPDR ETF | $1.7M | 0.1% | 31,294 |
| LLYEli Lilly and Co | $1.6M | 0.1% | 1,385 |
| TSLATesla Inc | $1.5M | 0.1% | 4,133 |
| WMTWalmart Inc | $1.4M | 0.1% | 13,899 |
| KRGKite Realty Group Trust | $1.3M | 0.1% | 52,246 |
| SPCXSpace Exploration Technologies Corp | $1.3M | 0.1% | 8,405 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.1M | 0.1% | 2,455 |
| CVXChevron Corp | $1.1M | 0.1% | 5,455 |
| PGProcter & Gamble Co | $1.1M | 0.1% | 7,536 |
| QCOMQualcomm Inc | $1.1M | 0.1% | 5,935 |
| METAMeta Platforms Inc | $1.1M | 0.1% | 1,498 |
| MDLZMondelez International Inc | $1.1M | 0.1% | 18,406 |
| AMDAdvanced Micro Devices Inc | $1M | 0.1% | 1,710 |
| AVGOBroadcom Inc | $1M | 0.1% | 2,944 |
| GEGeneral Electric Co | $1M | 0.1% | 3,273 |
| INTCIntel Corp | $949K | 0.1% | 7,892 |
| ORCLOracle Corp | $944.6K | 0.1% | 6,880 |
| OEFiShares S&P 100 Fund | $905.5K | 0.1% | 2,370 |
| RSPInvesco S&P 500 Equal Weight ETF | $873.7K | 0.1% | 4,200 |
| CSCOCisco Systems Inc | $858.2K | 0.0% | 7,974 |
| DISWalt Disney Co | $851.9K | 0.0% | 8,120 |
| SOSouthern Co | $828.3K | 0.0% | 9,992 |
| GEVGE Vernova Inc | $792.7K | 0.0% | 834 |
| VOVanguard Mid-Cap ETF | $769.5K | 0.0% | 9,812 |
| CGGOCapital Group Global Growth Equity ETF | $763.9K | 0.0% | 19,203 |
| XLCThe Communication Services Select Sector SPDR Fund | $750.9K | 0.0% | 6,767 |
| PLTRPalantir Technologies Inc | $729.5K | 0.0% | 3,900 |
| VOOVanguard S&P 500 ETF | $725K | 0.0% | 1,034 |
| BACBank of America Corp | $716K | 0.0% | 13,154 |
| SAPSAP SE | $703.6K | 0.0% | 3,375 |
| ISRGIntuitive Surgical Inc | $699.4K | 0.0% | 1,720 |
| AMPAmeriprise Financial Inc | $695.2K | 0.0% | 1,412 |
| IBMInternational Business Machines Corp | $685.3K | 0.0% | 3,116 |
| HDHome Depot Inc | $674.7K | 0.0% | 2,371 |
| IVViShares Core S&P 500 ETF | $655.8K | 0.0% | 856 |
| DELLDell Technologies Inc | $645.5K | 0.0% | 1,200 |
| MUMicron Technology Inc | $639.1K | 0.0% | 600 |
| MCDMcDonald's Corp | $623.5K | 0.0% | 2,700 |
| HPPHudson Pacific Properties Inc | $606.9K | 0.0% | 52,593 |
| IJRiShares Core S&P Small-Cap ETF | $605.2K | 0.0% | 4,449 |
| UNPUnion Pacific Corp | $600.6K | 0.0% | 2,207 |
| DEDeere & Co | $580.9K | 0.0% | 865 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $562.4K | 0.0% | 11,200 |
| PEPPepsiCo Inc | $537.5K | 0.0% | 4,241 |
| Bank Of NY Mellon Co | $489.9K | 0.0% | 3,387 |
| PHOInvesco Water Resources ETF | $483.1K | 0.0% | 7,121 |
| TAT&T Inc | $478.5K | 0.0% | 19,610 |
| NSCNorfolk Southern Corp | $474.6K | 0.0% | 1,536 |
| RTXRTX Corp | $464.8K | 0.0% | 2,503 |
| Powell Industries Inc | $461.2K | 0.0% | 2,500 |
| VIGVanguard Div Appreciation ETF | $449.4K | 0.0% | 1,926 |
| ABBVAbbVie Inc | $437.6K | 0.0% | 1,673 |
| WFCWells Fargo & Co | $420.3K | 0.0% | 5,250 |
| MDYSPDR MidCap Trust Series I | $387.5K | 0.0% | 590 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $369.9K | 0.0% | 4,121 |
| DHID.R. Horton Inc | $368.3K | 0.0% | 2,695 |
| XYLXylem Inc | $329K | 0.0% | 3,248 |
| ORealty Income Corp | $325.8K | 0.0% | 6,000 |
| EMREmerson Electric Co | $314.9K | 0.0% | 2,030 |
| GDGeneral Dynamics Corp | $304.5K | 0.0% | 917 |
| NEENextera Energy Inc | $303.1K | 0.0% | 4,002 |
| SPGSimon Property Group Inc | $299.1K | 0.0% | 1,490 |
| LITELumentum Holdings Inc | $291.4K | 0.0% | 300 |
| PFEPfizer Inc | $290.4K | 0.0% | 10,181 |
| XLKState Street Technology Select Sector SPDR ETF | $286.6K | 0.0% | 1,464 |
| BSVVanguard Short-Term Bond ETF | $278.2K | 0.0% | 3,641 |
| SCHXSchwab U.S. Large-Cap ETF | $277K | 0.0% | 9,234 |
| TXNTexas Instruments Inc | $274.2K | 0.0% | 979 |
| Asml Holding NV | $271.8K | 0.0% | 150 |
| SPDR Portfolio S&P 500 Value ETF | $261.2K | 0.0% | 4,273 |
| HONHoneywell International Inc | $251.4K | 0.0% | 1,192 |
| Linde PLC | $250.6K | 0.0% | 528 |
| TRVTravelers Companies Inc | $246.7K | 0.0% | 692 |
| EMEEMCOR Group Inc | $245.2K | 0.0% | 325 |
| HIGHartford Insurance Group Inc | $238K | 0.0% | 1,944 |
| WCNWaste Connections, Inc | $235.1K | 0.0% | 1,527 |
| MRVLMarvell Technology Inc | $224.6K | 0.0% | 850 |
| SPGIS&P Global Inc | $224.5K | 0.0% | 569 |
| DDominion Energy Inc | $220K | 0.0% | 3,635 |
| BMYBristol-Myers Squibb Co | $215.6K | 0.0% | 3,455 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $213.6K | 0.0% | 420 |
| IVEiShares S&P 500 Value ETF | $209.3K | 0.0% | 917 |
| ABTAbbott Laboratories | $205.2K | 0.0% | 2,076 |
| CATCaterpillar Inc | $202.7K | 0.0% | 250 |
| ICLNiShares Global Clean Energy ETF | $170K | 0.0% | 10,000 |
| GLDSPDR Gold Shares | $160.7K | 0.0% | 422 |
| PPLTAbrdn Phys Platinum ETF | $154.1K | 0.0% | 10,000 |
| Figs Inc CL A | $151.3K | 0.0% | 10,913 |
| Wal-Mart De Mexico | $131.4K | 0.0% | 51,232 |
| GILDGilead Sciences, Inc | $124.5K | 0.0% | 835 |
| DUKDuke Energy Corp | $114.4K | 0.0% | 1,003 |
| PTONPeloton Interactive Inc | $89.8K | 0.0% | 18,000 |
| Altair Global Credit | $56.9K | 0.0% | 56,916 |
| MSTRStrategy Inc | $20.7K | 0.0% | 135 |
| Bion Enviro Tech | $10.5K | 0.0% | 55,157 |
| CRMSalesforce Inc | $9.2K | 0.0% | 40 |
| UPSUnited Parcel Service Inc | $1.7K | 0.0% | 18 |
| Sigyn Therapeutics Inc | $1.3K | 0.0% | 53,000 |
Quarter ending 2026-09-30.
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