Howard Capital Management Group, LLC

CIK

1860501

Location

Los Angeles, CA

Portfolio Value

Mid $1,301,255,910

Diversification

Diversified

Filing Date

Global Rank

#1,518 / 8,603 ▼ 9 · as of Mar 2026

Top Industry

Semiconductors 14.1%

3Y Alpha vs SPY

-4.0%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

21 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.0%

SPY

+76.5%

Annualised alpha

-4.2%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

110 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.7%

−1.0 pts

Top 5

40.4%

−2.4 pts

Top 10

60.2%

−2.5 pts

HHI

521

Diversified−41

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$434,999,184	18
Financial Services	12.6%	$164,047,802	17
Healthcare	9.8%	$128,122,442	14
Consumer Cyclical	9.0%	$116,797,025	7
Unclassified	7.8%	$101,997,792	6
Industrials	7.7%	$100,216,699	21
Consumer Defensive	7.5%	$97,417,274	9
Communication Services	6.6%	$86,431,258	5
Basic Materials	2.9%	$38,021,329	2
Energy	2.2%	$29,254,178	2
Real Estate	0.2%	$2,100,722	4
Utilities	0.1%	$1,850,205	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EQT	EQT Corp	+27,485	441,915	$28,123,470
ACN	Accenture plc	+18,347	131,704	$26,115,586
CRM	Salesforce, Inc.	+13,905	127,785	$23,853,625
KO	Coca Cola Co	+11,886	416,199	$31,651,933
BX	Blackstone Inc.	+6,686	287,124	$33,016,388
PANW	Palo Alto Networks Inc	+6,497	216,117	$34,647,877
MRK	Merck & Co., Inc.	+5,766	308,798	$37,145,311
ATR	Aptargroup, Inc.	+5,460	136,927	$17,255,540
IQV	Iqvia Holdings Inc.	+5,390	134,519	$22,940,870
ICE	Intercontinental Exchange, Inc.	+4,302	208,970	$32,866,801
AME	Ametek Inc/	+3,745	165,005	$35,370,471
ZTS	Zoetis Inc.	+3,422	108,461	$12,821,174
TJX	Tjx Companies Inc /De/	+3,272	249,473	$39,840,838
AMZN	Amazon Com Inc	+2,805	351,247	$73,154,212
VMC	Vulcan Materials CO	+2,607	138,669	$37,759,568
MSFT	Microsoft Corp	+2,280	191,181	$70,769,470
V	Visa Inc.	+2,098	105,631	$31,925,913
TMO	Thermo Fisher Scientific Inc.	+1,304	57,879	$28,449,264
PH	Parker-Hannifin Corp	+825	38,542	$34,504,340
WFC	Wells Fargo & Company/Mn	+500	5,450	$433,874
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+500	1,455	$491,717
SPY	Spdr S&P 500 ETF Trust	+486	148,438	$96,535,168
BRK-B	Berkshire Hathaway Inc	+295	7,858	$3,765,553
AAPL	Apple Inc.	+218	418,385	$106,181,929
IBM	International Business Machines Corp	+200	3,766	$912,840
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−61,237	949,587	$165,607,972
JPM	Jpmorgan Chase & Co	−8,530	189,974	$55,882,751
GOOGL	Alphabet Inc.	−4,850	291,686	$83,877,226
CSCO	Cisco Systems, Inc.	−2,893	8,574	$665,256
O	Realty Income Corp	−2,000	6,000	$367,080
COST	Costco Wholesale Corp /New	−1,384	53,828	$53,635,834
PFE	Pfizer Inc	−1,200	12,681	$356,082
PG	PROCTER & GAMBLE Co	−820	7,537	$1,088,644
DIS	Walt Disney Co	−688	8,614	$830,217
QCOM	Qualcomm Inc/De	−465	9,960	$1,282,648
PLTR	Palantir Technologies Inc.	−302	3,910	$571,954
LLY	ELI LILLY & Co	−280	1,380	$1,269,282
NEE	Nextera Energy Inc	−265	3,827	$355,451
ISRG	Intuitive Surgical Inc	−200	1,900	$875,881
ABT	Abbott Laboratories	−154	2,076	$213,142
HON	Honeywell International Inc	−135	2,386	$565,608
GE	General Electric Co	−109	3,273	$928,779
AMD	Advanced Micro Devices Inc	−105	1,210	$246,150
AXP	American Express Co	−100	8,126	$2,457,952
HD	Home Depot, Inc.	−98	2,666	$876,820
PEP	Pepsico Inc	−90	4,391	$681,878
AMGN	Amgen Inc	−79	5,374	$1,890,841
TSLA	Tesla, Inc.	−69	4,183	$1,555,030
META	Meta Platforms, Inc.	−55	1,616	$924,562
LIN	Linde PLC	−42	528	$261,761
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ROK	Rockwell Automation, Inc	65,905	$23,651,986
LITE	Lumentum Holdings Inc.	350	$245,966
EME	EMCOR Group, Inc.	325	$239,950
LMT	Lockheed Martin Corp	336	$203,075
ITT	Itt Inc.	1,063	$202,533
ED	Consolidated Edison Inc	1,779	$201,347
FDX	Fedex Corp	625	$179,381
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	1,496	$202,169
DIA	Spdr Dow Jones Industrial Average ETF Trust	420	$201,839
SBUX	Starbucks Corp	2,350	$197,893
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 positions · $1,301,255,910 total · as of Mar 31, 2026

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

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	949,587	-61,237	$165,607,972	−12.2%	12.73%
AAPL	Apple Inc. Technology	Added	418,385	+218	$106,181,929	−6.6%	8.16%
SPY	Spdr S&P 500 ETF Trust	Added	148,438	+486	$96,535,168	−4.3%	7.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	291,686	-4,850	$83,877,226	−9.6%	6.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	351,247	+2,805	$73,154,212	−9.0%	5.62%
MSFT	Microsoft Corp Technology	Added	191,181	+2,280	$70,769,470	−22.5%	5.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	189,974	-8,530	$55,882,751	−12.6%	4.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	53,828	-1,384	$53,635,834	+12.7%	4.12%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	249,473	+3,272	$39,840,838	+5.3%	3.06%
VMC	Vulcan Materials CO Basic Materials	Added	138,669	+2,607	$37,759,568	−2.7%	2.90%
MRK	Merck & Co., Inc. Healthcare	Added	308,798	+5,766	$37,145,311	+16.5%	2.85%
AME	Ametek Inc/ Industrials	Added	165,005	+3,745	$35,370,471	+6.8%	2.72%
PANW	Palo Alto Networks Inc Technology	Added	216,117	+6,497	$34,647,877	−10.3%	2.66%
PH	Parker-Hannifin Corp Industrials	Added	38,542	+825	$34,504,340	+4.1%	2.65%
BX	Blackstone Inc. Financial Services	Added	287,124	+6,686	$33,016,388	−23.6%	2.54%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	208,970	+4,302	$32,866,801	−0.8%	2.53%
V	Visa Inc. Financial Services	Added	105,631	+2,098	$31,925,913	−12.1%	2.45%
KO	Coca Cola Co Consumer Defensive	Added	416,199	+11,886	$31,651,933	+12.0%	2.43%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	57,879	+1,304	$28,449,264	−13.2%	2.19%
EQT	EQT Corp Energy	Added	441,915	+27,485	$28,123,470	+26.6%	2.16%
ACN	Accenture plc Technology	Added	131,704	+18,347	$26,115,586	−14.1%	2.01%
CRM	Salesforce, Inc. Technology	Added	127,785	+13,905	$23,853,625	−20.9%	1.83%
ROK	Rockwell Automation, Inc Industrials	NEW	65,905	NEW	$23,651,986	NEW	1.82%
IQV	Iqvia Holdings Inc. Healthcare	Added	134,519	+5,390	$22,940,870	−21.2%	1.76%
ATR	Aptargroup, Inc. Healthcare	Added	136,927	+5,460	$17,255,540	+7.6%	1.33%
ZTS	Zoetis Inc. Healthcare	Added	108,461	+3,422	$12,821,174	−3.0%	0.99%
PM	Philip Morris International Inc. Consumer Defensive	Held	29,274	0	$4,840,163	+3.1%	0.37%
JNJ	Johnson & Johnson Healthcare	Added	16,600	+50	$4,057,704	+18.5%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,858	+295	$3,765,553	−0.9%	0.29%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,300	-15	$3,636,234	−6.3%	0.28%
MO	Altria Group, Inc. Consumer Defensive	Reduced	37,344	-10	$2,464,330	+14.4%	0.19%
AXP	American Express Co Financial Services	Reduced	8,126	-100	$2,457,952	−19.2%	0.19%
AMGN	Amgen Inc Healthcare	Reduced	5,374	-79	$1,890,841	+5.9%	0.15%
WMT	Walmart Inc. Consumer Defensive	Added	13,539	+84	$1,682,626	+12.2%	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,183	-69	$1,555,030	−18.7%	0.12%
QCOM	Qualcomm Inc/De Technology	Reduced	9,960	-465	$1,282,648	−28.1%	0.10%
LLY	ELI LILLY & Co Healthcare	Reduced	1,380	-280	$1,269,282	−28.9%	0.10%
KRG	Kite Realty Group Trust Real Estate	Held	46,635	0	$1,144,889	+2.4%	0.09%
ORCL	Oracle Corp Technology	Held	7,763	0	$1,142,014	−24.5%	0.09%
CVX	Chevron Corp Energy	Reduced	5,465	-25	$1,130,708	+35.1%	0.09%
AVGO	Broadcom Inc. Technology	Added	3,596	+150	$1,112,997	−6.7%	0.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,537	-820	$1,088,644	−9.1%	0.08%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	18,406	0	$1,060,921	+7.1%	0.08%
IBIT	iShares Bitcoin Trust ETF	Held	25,790	0	$990,851	−22.6%	0.08%
SO	Southern Co Utilities	Held	9,698	0	$936,050	+10.7%	0.07%
GE	General Electric Co Industrials	Reduced	3,273	-109	$928,779	−10.8%	0.07%
META	Meta Platforms, Inc. Communication Services	Reduced	1,616	-55	$924,562	−16.2%	0.07%
IBM	International Business Machines Corp Technology	Added	3,766	+200	$912,840	−13.6%	0.07%
GEV	GE Vernova Inc. Industrials	Added	1,033	+50	$901,705	+40.4%	0.07%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,666	-98	$876,820	−7.8%	0.07%