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

CIK 1860501 · latest 13F-HR filed 2026-10-16

Backtest portfolio

Howard Capital Management Group, LLC manages $1.73B in 13F-reported U.S. long-equity assets across 145 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (12.11%), AAPL (7.98%), SPY (6.22%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 8 new positions and exited 14; 30 existing positions rose in reported value and 58 fell.

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.

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AUM
$1.73B

Long-equity book

Holdings
145

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+8 / −14 / ↑30 / ↓58

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA12.1% · -1%AAPL8.0% · +0%SPY6.2% · -3%GOOGL5.7% · 0%MSFT5.7% · -0%AMZN5.0% · -0%PANW4.9% · -0%JPM3.6% · -0%COST2.8% · +0%MRK2.6% · +0%IYW2.5% · -6%XAR2.5% · +0%AME2.4% · +0%TMO2.3% · -0%V2.2% · +0%PH2.1% · +0%KO2.1% · +0%VMC2.0% · +1%TJX1.9% · +1%BX1.9% · -0%ICE1.9% · +0%VB1.8% · +1%ROK1.7% · +2%SOXX1.7% · newVCSH1.6% · +2%APH1.4% · +18647%EQT1.3% · +1%SLB1.1% · newGOOG1.1% · -1%ATR1.0% · +1%XLV0.5% · -21%IYG0.5% · -0%XLI0.4% · +44%IBB0.3% · -4%XLP0.3% · -0%PM0.3% · 0%QQQ0.3% · 0%JNJ0.3% · -0%BRK.B0.2% · -1%XLY0.2% · -4%XOM0.2% · 0%MO0.1% · 0%AMGN0.1% · 0%AXP0.1% · -14%IVW0.1% · -0%OIH0.1% · newXLF0.1% · -2%LLY0.1% · -6%TSLA0.1% · 0%WMT0.1% · +1%KRG0.1% · +12%SPCX0.1% · newTSM0.1% · 0%CVX0.1% · 0%PG0.1% · -0%QCOM0.1% · -40%META0.1% · -6%MDLZ0.1% · 0%AMD0.1% · 0%AVGO0.1% · -17%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 56.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 12, 2026.

Assets Under Management
$8.01B
Discretionary
$8.01B
Employees
45
Accounts
14,608
Address
415 SOUTH BROAD STREET
ALPHARETTA, GA 30009
Phone
(770) 642-4902
Website
Name Title / Status Ownership Type
BLACK, DORY, SEGALL ControlCHIEF COMPLIANCE OFFICER; GENERAL COUNSEL
since Feb 2026
Less than 5%Individual
Ferguson, Christopher, Ian ControlPRESIDENT
since Apr 2020
Less than 5%Individual
HCM HOLDING CO., INC. ControlOWNER
since Aug 2025
75% or moreDomestic Entity
HOWARD, KAREN, GUDERIAN ControlCHIEF OPERATING OFFICER
since May 2010
Less than 5%Individual
HOWARD, RONALD, VANCE ControlCEO
since May 2010
Less than 5%Individual
HOWARD, RONALD, VANCE Control
Indirect owner via HCM HOLDING CO., INC.
OWNER
since Aug 2025
75% or moreIndividual
Ownership & leadership changes · 9 filings with changes since Mar 15, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 20, 2026 filing
  • AddedBLACK, DORY, SEGALL · CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL · Less than 5% · control person
  • ChangedFerguson, Christopher, Ian · title PRESIDENT, CHIEF COMPLIANCE OFFICER → PRESIDENT
Nov 25, 2025 filing
  • No longer listedArrington, Lisa · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2016
  • ChangedFerguson, Christopher, Ian · title PRESIDENT → PRESIDENT, CHIEF COMPLIANCE OFFICER
Sep 8, 2025 filing
  • AddedHCM HOLDING CO., INC. · OWNER · 75% or more · control person
  • AddedHOWARD, RONALD, VANCE · OWNER · 75% or more · indirect via HCM HOLDING CO., INC. · control person
  • ChangedHOWARD, RONALD, VANCE · ownership 75% or more → Less than 5%
Mar 22, 2021 filing
  • No longer listedHOWARD CM HOLDINGS, INC. · SHAREHOLDER · 75% or more · control person · listed since May 2010
Jul 8, 2020 filing
  • No longer listedMartin, William, Francis · PRESIDENT · Less than 5% · control person · listed since Sep 2016
  • AddedFerguson, Christopher, Ian · PRESIDENT · Less than 5% · control person
Mar 19, 2020 filing
  • No longer listedHOWARD, RONALD, VANCE · PRESIDENT/CEO · 75% or more · indirect via HOWARD CM HOLDINGS, INC. · control person · listed since May 2010
  • ChangedHOWARD, RONALD, VANCE · ownership Less than 5% → 75% or more
Mar 28, 2018 filing
  • AddedHOWARD, KAREN, GUDERIAN · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedArrington, Lisa · now a control person
Oct 5, 2016 filing
  • AddedMartin, William, Francis · PRESIDENT · Less than 5% · control person
  • ChangedHOWARD, RONALD, VANCE · title PRESIDENT → CEO
Mar 14, 2016 filing
  • No longer listedMARION, JOHN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2009
  • AddedArrington, Lisa · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 15, 2012 filing (earliest on record)
  • ListedHOWARD CM HOLDINGS, INC. · SHAREHOLDER · 75% or more · control person
  • ListedHOWARD, RONALD, VANCE · PRESIDENT · Less than 5% · control person
  • ListedHOWARD, RONALD, VANCE · PRESIDENT/CEO · 75% or more · indirect via HOWARD CM HOLDINGS, INC. · control person
  • ListedMARION, JOHN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Howard Capital Management Group, LLC Holdings (2026-09-30)

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 $209.5M 12.11% 917,401 SH
2 Apple Inc AAPL 037833100 $138.0M 7.98% 414,504 SH
3 SPDR S&P 500 ETF SPY 78462F103 $107.7M 6.22% 141,174 SH
4 Alphabet Inc. Class A GOOGL 02079K305 $98.4M 5.69% 285,959 SH
5 Microsoft MSFT 594918104 $98.1M 5.67% 191,169 SH
6 Amazon AMZN 023135106 $86.6M 5.00% 347,548 SH
7 Palo Alto Networks PANW 697435105 $84.6M 4.89% 212,912 SH
8 JPMorgan Chase JPM 46625H100 $62.1M 3.59% 187,825 SH
9 Costco Wholesale Co COST 22160K105 $48.4M 2.80% 53,214 SH
10 Merck & Co. Inc. MRK 58933Y105 $44.8M 2.59% 308,312 SH
11 iShares US Technology ETF IYW 464287721 $44.0M 2.54% 166,038 SH
12 SPDR S&P Aerospace Def ETF XAR 78464A631 $42.8M 2.47% 185,014 SH
13 Ametek Inc AME 031100100 $40.6M 2.35% 164,050 SH
14 Thermo Fisher Scientific TMO 883556102 $39.4M 2.28% 58,350 SH
15 Visa Inc Class A V 92826C839 $38.0M 2.19% 105,649 SH
16 Parker-Hannifin Corp PH 701094104 $37.0M 2.14% 38,685 SH
17 Coca-Cola KO 191216100 $35.8M 2.07% 415,785 SH
18 Vulcan Materials VMC 929160109 $34.2M 1.98% 139,949 SH
19 TJX Companies Inc TJX 872540109 $33.1M 1.91% 250,244 SH
20 Blackstone Group Inc BX 09260D107 $32.3M 1.86% 287,737 SH
21 Intercontinental Exchange Inc ICE 45866F104 $32.1M 1.86% 211,161 SH
22 Vanguard Small Cap ETF VB 922908751 $31.6M 1.83% 111,074 SH
23 Rockwell Automation Inc ROK 773903109 $29.7M 1.72% 68,229 SH
24 iShares Semiconductor ETF SOXX 464287523 $29.0M 1.68% 51,054 SH
25 Vanguard Short Term Cor BD ETF VCSH 92206C409 $28.0M 1.62% 362,141 SH
26 Amphenol Corp CL A APH 032095101 $23.6M 1.37% 280,450 SH
27 EQT Corp EQT 26884L109 $22.0M 1.27% 453,806 SH
28 SLB Ltd SLB 806857108 $19.6M 1.14% 403,208 SH
29 Alphabet Inc. Class C GOOG 02079K107 $18.2M 1.05% 53,323 SH
30 Aptargroup Inc ATR 038336103 $16.9M 0.98% 139,614 SH
31 SPDR Select Sector Health Care ETF XLV 81369Y209 $9.0M 0.52% 53,539 SH
32 iShares US Financial Ser ETF IYG 464287770 $8.4M 0.48% 92,921 SH
33 Select Sector Industrial SPDR ETF XLI 81369Y704 $6.5M 0.38% 39,154 SH
34 iShares Biotechnology ETF IBB 464287556 $5.8M 0.34% 27,622 SH
35 SPDR Fund Consumer Staples ETF XLP 81369Y308 $5.7M 0.33% 70,848 SH
36 Philip Morris Intl PM 718172109 $5.6M 0.32% 29,274 SH
37 Invesco QQQ Trust QQQ 46090E103 $4.7M 0.27% 6,300 SH
38 Johnson & Johnson JNJ 478160104 $4.4M 0.25% 16,559 SH
39 Berkshire Hathaway Class B BRK.B 084670702 $3.7M 0.21% 7,336 SH
40 SPDR Fund Consumer Discre Sel ETF XLY 81369Y407 $3.5M 0.20% 32,000 SH
41 Exxon Mobil Corp XOM 30233Q108 $2.6M 0.15% 16,151 SH
42 Altria Group Inc MO 02209S103 $2.5M 0.15% 37,344 SH
43 Amgen Inc. AMGN 031162100 $2.3M 0.13% 5,374 SH
44 American Express Co AXP 025816109 $2.1M 0.12% 6,976 SH
45 iShares S&P 500 Growth ETF IVW 464287309 $1.9M 0.11% 13,675 SH
46 OIL & GAS SERVICES SECTOR ETF (OIH) OIH 92189H607 $1.9M 0.11% 5,090 SH
47 Financial Select Sector SPDR Fund XLF 81369Y605 $1.7M 0.10% 31,294 SH
48 Eli Lilly & Co LLY 532457108 $1.6M 0.09% 1,385 SH
49 Tesla Motors TSLA 88160R101 $1.5M 0.08% 4,133 SH
50 Wal-Mart WMT 931142103 $1.4M 0.08% 13,899 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $1.73B 145 0001140361-26-039913
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
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