Howard Capital Management Group, LLC

CIK

1860501

Location

Los Angeles, CA

Portfolio Value

Mid $1,404,857,185

Diversification

Diversified

Filing Date

Global Rank

#317 / 3,203 ▲ 1214

Top Industry

Semiconductors 15.0%

3Y Alpha vs SPY

0.0%

Period ended 30 days ago

Filed Jul 16, 2026 · 14d

22 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.9%

SPY

+65.3%

Annualised alpha

+0.4%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

116 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.2%

+0.5 pts

Top 5

42.7%

+2.4 pts

Top 10

63.8%

+3.8 pts

HHI

561

Diversified+43

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.4%	$483,621,892	23
Financial Services	12.0%	$168,240,874	17
Consumer Cyclical	8.8%	$124,319,535	8
Healthcare	8.7%	$121,863,476	12
Industrials	8.4%	$118,208,300	21
Unclassified	8.2%	$115,493,659	8
Communication Services	7.4%	$104,412,990	5
Consumer Defensive	6.8%	$96,076,292	9
Basic Materials	2.9%	$41,272,424	2
Energy	1.9%	$26,898,302	3
Real Estate	0.2%	$2,827,386	4
Utilities	0.1%	$1,622,055	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
EQT	EQT Corp	+5,441	447,356	$23,785,918
ATR	Aptargroup, Inc.	+1,459	138,386	$17,325,927
ICE	Intercontinental Exchange, Inc.	+1,424	210,394	$25,901,605
BX	Blackstone Inc.	+1,023	288,147	$33,906,257
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,000	2,455	$1,172,434
ROK	Rockwell Automation, Inc	+800	66,705	$33,024,311
MSFT	Microsoft Corp	+629	191,810	$71,548,966
TMO	Thermo Fisher Scientific Inc.	+591	58,470	$29,314,519
AMD	Advanced Micro Devices Inc	+500	1,710	$993,356
INTC	Intel Corp	+444	7,393	$1,032,284
VMC	Vulcan Materials CO	+304	138,973	$40,998,424
CRM	Salesforce, Inc.	+231	128,016	$20,054,986
IQV	Iqvia Holdings Inc.	+214	134,733	$26,033,110
RTX	RTX Corp	+200	2,603	$493,867
WMT	Walmart Inc.	+200	13,739	$1,556,079
LLY	ELI LILLY & Co	+100	1,480	$1,775,156
PLTR	Palantir Technologies Inc.	+90	4,000	$466,680
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−19,840	929,747	$186,033,077
GOOGL	Alphabet Inc.	−5,760	285,926	$102,181,374
AAPL	Apple Inc.	−4,165	414,220	$119,858,699
AMZN	Amazon Com Inc	−3,595	347,652	$82,859,377
SPY	Spdr S&P 500 ETF Trust	−2,677	145,761	$108,849,941
PANW	Palo Alto Networks Inc	−2,369	213,748	$72,892,342
PFE	Pfizer Inc	−2,000	10,681	$257,198
TJX	Tjx Companies Inc /De/	−1,891	247,582	$37,508,673
KO	Coca Cola Co	−1,655	414,544	$33,689,990
JPM	Jpmorgan Chase & Co	−1,534	188,440	$61,682,065
HON	Honeywell International Inc	−1,194	1,192	$266,888
CSCO	Cisco Systems, Inc.	−1,000	7,574	$889,642
MRK	Merck & Co., Inc.	−976	307,822	$39,555,127
COST	Costco Wholesale Corp /New	−724	53,104	$49,677,198
DIS	Walt Disney Co	−497	8,117	$781,261
V	Visa Inc.	−494	105,137	$36,071,453
BRK-B	Berkshire Hathaway Inc	−472	7,386	$3,695,880
HIG	Hartford Insurance Group, Inc.	−408	1,943	$257,486
NFLX	Netflix Inc	−387	2,013	$143,728
HD	Home Depot, Inc.	−323	2,343	$826,329
SPGI	S&P Global Inc.	−314	569	$219,234
IBIT	iShares Bitcoin Trust ETF	−275	25,515	$849,394
XYL	Xylem Inc.	−248	3,248	$383,946
SO	Southern Co	−180	9,518	$910,967
XOM	ExxonMobil Holdings Corp	−162	16,151	$2,208,164
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	600	$692,574
DELL	Dell Technologies Inc.	1,200	$517,752
POWL	Powell Industries Inc	1,800	$515,448
ASML	Asml Holding NV	150	$298,415
TXN	Texas Instruments Inc	979	$291,810
CAT	Caterpillar Inc	250	$266,225
APH	Amphenol Corp /De/	1,496	$263,774
HONA	Honeywell Aerospace Inc.	1,192	$263,193
MRVL	Marvell Technology, Inc.	850	$253,206
DIA	Spdr Dow Jones Industrial Average ETF Trust	420	$219,403
GLW	Corning Inc /Ny	700	$178,801
PPLT	abrdn Platinum ETF Trust	10,000	$141,300
PTON	Peloton Interactive, Inc.	18,000	$106,380
SIGY	Sigyn Therapeutics, Inc.	53,000	$1,961
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	131,704	$26,115,586
ZTS	Zoetis Inc.	108,461	$12,821,174
ADSK	Autodesk, Inc.	1,114	$266,691
FDX	Fedex Corp	625	$222,612
ABT	Abbott Laboratories	2,076	$213,142
LMT	Lockheed Martin Corp	336	$203,075
ITT	Itt Inc.	1,063	$202,533
ED	Consolidated Edison Inc	1,779	$201,347
DHR	Danaher Corp /De/	1,056	$200,217
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $1,404,857,185 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	929,747	-19,840	$186,033,077	+12.3%	13.24%
AAPL	Apple Inc. Technology	Reduced	414,220	-4,165	$119,858,699	+12.9%	8.53%
SPY	Spdr S&P 500 ETF Trust	Reduced	145,761	-2,677	$108,849,941	+12.8%	7.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	285,926	-5,760	$102,181,374	+21.8%	7.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	347,652	-3,595	$82,859,377	+13.3%	5.90%
PANW	Palo Alto Networks Inc Technology	Reduced	213,748	-2,369	$72,892,342	+110.4%	5.19%
MSFT	Microsoft Corp Technology	Added	191,810	+629	$71,548,966	+1.1%	5.09%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	188,440	-1,534	$61,682,065	+10.4%	4.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	53,104	-724	$49,677,198	−7.4%	3.54%
VMC	Vulcan Materials CO Basic Materials	Added	138,973	+304	$40,998,424	+8.6%	2.92%
AME	Ametek Inc/ Industrials	Reduced	164,880	-125	$39,891,067	+12.8%	2.84%
MRK	Merck & Co., Inc. Healthcare	Reduced	307,822	-976	$39,555,127	+6.5%	2.82%
PH	Parker-Hannifin Corp Industrials	Reduced	38,490	-52	$37,647,838	+9.1%	2.68%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	247,582	-1,891	$37,508,673	−5.9%	2.67%
V	Visa Inc. Financial Services	Reduced	105,137	-494	$36,071,453	+13.0%	2.57%
BX	Blackstone Inc. Financial Services	Added	288,147	+1,023	$33,906,257	+2.7%	2.41%
KO	Coca Cola Co Consumer Defensive	Reduced	414,544	-1,655	$33,689,990	+6.4%	2.40%
ROK	Rockwell Automation, Inc Industrials	Added	66,705	+800	$33,024,311	+39.6%	2.35%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	58,470	+591	$29,314,519	+3.0%	2.09%
IQV	Iqvia Holdings Inc. Healthcare	Added	134,733	+214	$26,033,110	+13.5%	1.85%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	210,394	+1,424	$25,901,605	−21.2%	1.84%
EQT	EQT Corp Energy	Added	447,356	+5,441	$23,785,918	−15.4%	1.69%
CRM	Salesforce, Inc. Technology	Added	128,016	+231	$20,054,986	−15.9%	1.43%
ATR	Aptargroup, Inc. Healthcare	Added	138,386	+1,459	$17,325,927	+0.4%	1.23%
PM	Philip Morris International Inc. Consumer Defensive	Held	29,274	0	$5,295,959	+9.4%	0.38%
QQQ	Invesco Qqq Trust, Series 1	Held	6,300	0	$4,639,320	+27.6%	0.33%
JNJ	Johnson & Johnson Healthcare	Reduced	16,590	-10	$4,213,362	+3.8%	0.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,386	-472	$3,695,880	−1.9%	0.26%
AXP	American Express Co Financial Services	Held	8,126	0	$2,748,619	+11.8%	0.20%
MO	Altria Group, Inc. Consumer Defensive	Held	37,344	0	$2,686,900	+9.0%	0.19%
XOM	ExxonMobil Holdings Corp Energy	Reduced	16,151	-162	$2,208,164	−20.2%	0.16%
AMGN	Amgen Inc Healthcare	Held	5,374	0	$1,946,032	+2.9%	0.14%
QCOM	Qualcomm Inc/De Technology	Held	9,960	0	$1,840,508	+43.5%	0.13%
LLY	ELI LILLY & Co Healthcare	Added	1,480	+100	$1,775,156	+39.9%	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,133	-50	$1,738,339	+11.8%	0.12%
WMT	Walmart Inc. Consumer Defensive	Added	13,739	+200	$1,556,079	−7.5%	0.11%
AVGO	Broadcom Inc. Technology	Reduced	3,546	-50	$1,339,501	+20.4%	0.10%
KRG	Kite Realty Group Trust Real Estate	Held	46,635	0	$1,323,501	+15.6%	0.09%
GE	General Electric Co Industrials	Held	3,273	0	$1,223,218	+31.7%	0.09%
GEV	GE Vernova Inc. Industrials	Held	1,033	0	$1,213,630	+34.6%	0.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,455	+1,000	$1,172,434	+138.4%	0.08%
ORCL	Oracle Corp Technology	Held	7,763	0	$1,137,667	−0.4%	0.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	7,537	0	$1,105,225	+1.5%	0.08%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	18,406	0	$1,064,603	+0.3%	0.08%
IBM	International Business Machines Corp Technology	Reduced	3,716	-50	$1,044,976	+14.5%	0.07%
INTC	Intel Corp Technology	Added	7,393	+444	$1,032,284	+236.6%	0.07%
AMD	Advanced Micro Devices Inc Technology	Added	1,710	+500	$993,356	+303.6%	0.07%
SO	Southern Co Utilities	Reduced	9,518	-180	$910,967	−2.7%	0.06%
CVX	Chevron Corp Energy	Reduced	5,455	-10	$904,220	−20.0%	0.06%
META	Meta Platforms, Inc. Communication Services	Reduced	1,599	-17	$900,700	−2.6%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.