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Howard Capital Management Group, LLC — 13F Holdings & Portfolio

CIK 1860501 · latest 13F-HR filed 2026-07-16

Backtest portfolio

Howard Capital Management Group, LLC manages $1.64B in 13F-reported U.S. long-equity assets across 151 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (11.37%), AAPL (7.33%), SPY (6.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 11, added to 74, and trimmed 32.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
11601 WILSHIRE BLVD
LOS ANGELES, CA 90025
Phone
(310) 473-9100
Filing Manager
Howard Capital Management Group, LLC
Los Angeles, CA
Signatory
Jason Kaplan
Senior Managing Director
Loading holdings…
AUM

$1.64B

Long-equity book

Holdings

151

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+18 / −11 / ↑74 / ↓32

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Palo Alto Networks$38.2M +110.4%
  • Nvidia Corp$20.4M +12.3%
  • Alphabet Inc. Class A$18.3M +21.8%
  • Apple Inc$13.7M +12.9%
  • SPDR S&P 500 ETF$12.3M +12.8%
Show all 74 →

Top Trims

  • Intercontinental Exchange Inc-$7.0M -21.2%
  • EQT Corp-$4.3M -15.4%
  • Costco Wholesale Co-$4.0M -7.4%
  • Salesforce-$3.8M -15.9%
  • TJX Companies Inc-$2.3M -5.9%
Show all 32 →

New Positions

  • Micron Technology Inc$692.6K
  • Dell Technologies Inc$517.8K
  • Powell Industries Inc$515.4K
  • Asml Holding NV$298.4K
  • Texas Instruments$291.8K
Show all 18 →

Exited Positions

  • Accenture PLC Class A$26.1M
  • Zoetis Inc Class A$12.8M
  • ProShares Ultrapro S&P500 ETF$969.8K
  • Honeywell Intl Inc$539.3K
  • Autodesk Inc$266.7K
Show all 11 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Nvidia Corp NVDA 67066G104 $186.0M 11.37% 929,747 SH
2 Apple Inc AAPL 037833100 $119.9M 7.33% 414,220 SH
3 SPDR S&P 500 ETF SPY 78462F103 $108.8M 6.65% 145,761 SH
4 Alphabet Inc. Class A GOOGL 02079K305 $102.2M 6.25% 285,926 SH
5 Amazon AMZN 023135106 $82.9M 5.07% 347,652 SH
6 Palo Alto Networks PANW 697435105 $72.9M 4.46% 213,748 SH
7 Microsoft MSFT 594918104 $71.5M 4.37% 191,810 SH
8 JPMorgan Chase JPM 46625H100 $61.7M 3.77% 188,440 SH
9 SPDR S&P Aerospace Def ETF XAR 78464A631 $52.3M 3.20% 184,408 SH
10 Costco Wholesale Co COST 22160K105 $49.7M 3.04% 53,104 SH
11 iShares US Technology ETF IYW 464287721 $44.5M 2.72% 176,535 SH
12 Vulcan Materials VMC 929160109 $41.0M 2.51% 138,973 SH
13 Merck & Co. Inc. MRK 58933Y105 $39.6M 2.42% 307,822 SH
14 Ametek Inc AME 031100100 $39.5M 2.42% 163,380 SH
15 Parker-Hannifin Corp PH 701094104 $37.6M 2.30% 38,490 SH
16 TJX Companies Inc TJX 872540109 $37.5M 2.29% 247,582 SH
17 Visa Inc Class A V 92826C839 $36.1M 2.21% 105,137 SH
18 Blackstone Group Inc BX 09260D107 $33.9M 2.07% 288,147 SH
19 Coca-Cola KO 191216100 $33.7M 2.06% 414,544 SH
20 Vanguard Small Cap ETF VB 922908751 $33.3M 2.04% 109,897 SH
21 Rockwell Automation Inc ROK 773903109 $33.0M 2.02% 66,705 SH
22 Thermo Fisher Scientific TMO 883556102 $29.3M 1.79% 58,470 SH
23 Vanguard Short Term Cor BD ETF VCSH 92206C409 $28.2M 1.72% 356,395 SH
24 Iqvia Holdings Inc IQV 46266C105 $26.0M 1.59% 134,733 SH
25 Intercontinental Exchange Inc ICE 45866F104 $25.9M 1.58% 210,394 SH
26 EQT Corp EQT 26884L109 $23.8M 1.45% 447,356 SH
27 Salesforce CRM 79466L302 $20.1M 1.23% 128,016 SH
28 Alphabet Inc. Class C GOOG 02079K107 $19.1M 1.17% 54,099 SH
29 Aptargroup Inc ATR 038336103 $17.3M 1.06% 138,386 SH
30 SPDR Select Sector Health Care ETF XLV 81369Y209 $10.8M 0.66% 68,150 SH
31 iShares US Financial Ser ETF IYG 464287770 $8.4M 0.52% 93,198 SH
32 SPDR Fund Consumer Staples ETF XLP 81369Y308 $5.9M 0.36% 71,035 SH
33 iShares Biotechnology ETF IBB 464287556 $5.5M 0.34% 28,887 SH
34 Philip Morris Intl PM 718172109 $5.3M 0.32% 29,274 SH
35 Select Sector Industrial SPDR ETF XLI 81369Y704 $5.0M 0.31% 27,239 SH
36 Invesco QQQ Trust QQQ 46090E103 $4.6M 0.28% 6,300 SH
37 Johnson & Johnson JNJ 478160104 $4.2M 0.26% 16,590 SH
38 SPDR Fund Consumer Discre Sel ETF XLY 81369Y407 $3.9M 0.24% 33,312 SH
39 Berkshire Hathaway Class B BRK.B 084670702 $3.7M 0.23% 7,386 SH
40 American Express Co AXP 025816109 $2.7M 0.17% 8,126 SH
41 Altria Group Inc MO 02209S103 $2.7M 0.16% 37,344 SH
42 ExxonMobil XOM 30231G102 $2.2M 0.14% 16,151 SH
43 Amgen Inc. AMGN 031162100 $1.9M 0.12% 5,374 SH
44 iShares S&P 500 Growth ETF IVW 464287309 $1.9M 0.12% 13,700 SH
45 Qualcomm Inc QCOM 747525103 $1.8M 0.11% 9,960 SH
46 Eli Lilly & Co LLY 532457108 $1.8M 0.11% 1,480 SH
47 Tesla Motors TSLA 88160R101 $1.7M 0.11% 4,133 SH
48 Financial Select Sector SPDR Fund XLF 81369Y605 $1.7M 0.11% 32,074 SH
49 Wal-Mart WMT 931142103 $1.6M 0.10% 13,739 SH
50 Broadcom Inc AVGO 11135F101 $1.3M 0.08% 3,546 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $1.64B 151 0001140361-26-028672
2026-03-31 2026-04-16 $1.51B 144 0001140361-26-014857
2025-12-31 2026-01-16 $1.58B 143 0001140361-26-001512