Howard Capital Management Group, LLC — 13F Holdings & Portfolio
CIK 1860501 · latest 13F-HR filed 2026-04-16
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
$1.51B
Long-equity book
Holdings
144
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+7 / −6 / ↑35 / ↓57
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Costco Wholesale Co$6.0M +12.7%
- EQT Corp$5.9M +26.6%
- Merck & Co. Inc.$5.2M +16.5%
- Coca-Cola$3.4M +12.0%
- SPDR S&P Aerospace Def ETF$2.6M +5.8%
Top Trims
- Nvidia Corp-$22.9M -12.2%
- Microsoft-$20.6M -22.5%
- Blackstone Group Inc-$10.2M -23.6%
- Alphabet Inc. Class A-$8.9M -9.6%
- JPMorgan Chase-$8.1M -12.6%
New Positions
- Rockwell Automation Inc$23.7M
- Lumentum Holdings Inc$246.0K
- Emcor Group Inc$240.0K
- Fedex Corp$222.6K
- Lockheed Martin Corp$203.1K
Exited Positions
- SPDR Technology Select ETF$210.8K
- iShares North American Tech ETF$203.7K
- Amphenol Corp CL A$202.2K
- SPDR Dow Jones Industrial Avr ETF$201.8K
- Starbucks Corp$197.9K
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 | $165.6M | 10.99% | 949,587 | SH |
| 2 | Apple Inc | AAPL | 037833100 | $106.2M | 7.05% | 418,385 | SH |
| 3 | SPDR S&P 500 ETF | SPY | 78462F103 | $96.5M | 6.41% | 148,438 | SH |
| 4 | Alphabet Inc. Class A | GOOGL | 02079K305 | $83.9M | 5.57% | 291,686 | SH |
| 5 | Amazon | AMZN | 023135106 | $73.2M | 4.86% | 351,247 | SH |
| 6 | Microsoft | MSFT | 594918104 | $70.8M | 4.70% | 191,181 | SH |
| 7 | JPMorgan Chase | JPM | 46625H100 | $55.9M | 3.71% | 189,974 | SH |
| 8 | Costco Wholesale Co | COST | 22160K105 | $53.6M | 3.56% | 53,828 | SH |
| 9 | SPDR S&P Aerospace Def ETF | XAR | 78464A631 | $47.2M | 3.13% | 185,898 | SH |
| 10 | TJX Companies Inc | TJX | 872540109 | $39.8M | 2.64% | 249,473 | SH |
| 11 | Vulcan Materials | VMC | 929160109 | $37.8M | 2.51% | 138,669 | SH |
| 12 | Merck & Co. Inc. | MRK | 58933Y105 | $37.1M | 2.47% | 308,798 | SH |
| 13 | Ametek Inc | AME | 031100100 | $35.0M | 2.33% | 163,505 | SH |
| 14 | Palo Alto Networks | PANW | 697435105 | $34.6M | 2.30% | 216,117 | SH |
| 15 | Parker-Hannifin Corp | PH | 701094104 | $34.5M | 2.29% | 38,542 | SH |
| 16 | Blackstone Group Inc | BX | 09260D107 | $33.0M | 2.19% | 287,124 | SH |
| 17 | Intercontinental Exchange Inc | ICE | 45866F104 | $32.9M | 2.18% | 208,970 | SH |
| 18 | iShares US Technology ETF | IYW | 464287721 | $32.7M | 2.17% | 180,258 | SH |
| 19 | Visa Inc Class A | V | 92826C839 | $31.9M | 2.12% | 105,631 | SH |
| 20 | Coca-Cola | KO | 191216100 | $31.7M | 2.10% | 416,199 | SH |
| 21 | Vanguard Short Term Cor BD ETF | VCSH | 92206C409 | $28.9M | 1.92% | 365,205 | SH |
| 22 | Vanguard Small Cap ETF | VB | 922908751 | $28.9M | 1.92% | 110,269 | SH |
| 23 | Thermo Fisher Scientific | TMO | 883556102 | $28.4M | 1.89% | 57,879 | SH |
| 24 | EQT Corp | EQT | 26884L109 | $28.1M | 1.87% | 441,915 | SH |
| 25 | Accenture PLC Class A | ACN | G1151C101 | $26.1M | 1.73% | 131,704 | SH |
| 26 | Salesforce | CRM | 79466L302 | $23.9M | 1.58% | 127,785 | SH |
| 27 | Rockwell Automation Inc | ROK | 773903109 | $23.7M | 1.57% | 65,905 | SH |
| 28 | Iqvia Holdings Inc | IQV | 46266C105 | $22.9M | 1.52% | 134,519 | SH |
| 29 | Aptargroup Inc | ATR | 038336103 | $17.3M | 1.15% | 136,927 | SH |
| 30 | Alphabet Inc. Class C | GOOG | 02079K107 | $15.6M | 1.03% | 54,294 | SH |
| 31 | Zoetis Inc Class A | ZTS | 98978V103 | $12.8M | 0.85% | 108,461 | SH |
| 32 | SPDR Select Sector Health Care ETF | XLV | 81369Y209 | $10.0M | 0.67% | 68,462 | SH |
| 33 | iShares US Financial Ser ETF | IYG | 464287770 | $7.8M | 0.52% | 94,103 | SH |
| 34 | SPDR Fund Consumer Staples ETF | XLP | 81369Y308 | $5.9M | 0.39% | 71,611 | SH |
| 35 | iShares Biotechnology ETF | IBB | 464287556 | $4.9M | 0.33% | 29,183 | SH |
| 36 | Philip Morris Intl | PM | 718172109 | $4.8M | 0.32% | 29,274 | SH |
| 37 | Select Sector Industrial SPDR ETF | XLI | 81369Y704 | $4.1M | 0.28% | 25,622 | SH |
| 38 | Johnson & Johnson | JNJ | 478160104 | $4.1M | 0.27% | 16,600 | SH |
| 39 | Berkshire Hathaway Class B | BRK.B | 084670702 | $3.8M | 0.25% | 7,858 | SH |
| 40 | SPDR Fund Consumer Discre Sel ETF | XLY | 81369Y407 | $3.6M | 0.24% | 33,466 | SH |
| 41 | Invesco QQQ Trust | QQQ | 46090E103 | $3.6M | 0.24% | 6,300 | SH |
| 42 | ExxonMobil | XOM | 30231G102 | $2.8M | 0.18% | 16,313 | SH |
| 43 | Altria Group Inc | MO | 02209S103 | $2.5M | 0.16% | 37,344 | SH |
| 44 | American Express Co | AXP | 025816109 | $2.5M | 0.16% | 8,126 | SH |
| 45 | Amgen Inc. | AMGN | 031162100 | $1.9M | 0.13% | 5,374 | SH |
| 46 | Wal-Mart | WMT | 931142103 | $1.7M | 0.11% | 13,539 | SH |
| 47 | Financial Select Sector SPDR Fund | XLF | 81369Y605 | $1.6M | 0.11% | 32,254 | SH |
| 48 | iShares S&P 500 Growth ETF | IVW | 464287309 | $1.6M | 0.10% | 13,750 | SH |
| 49 | Tesla Motors | TSLA | 88160R101 | $1.6M | 0.10% | 4,183 | SH |
| 50 | Qualcomm Inc | QCOM | 747525103 | $1.3M | 0.09% | 9,960 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $1.51B | 144 | 0001140361-26-014857 |
| 2025-12-31 | 2026-01-16 | $1.58B | 143 | 0001140361-26-001512 |