Howard Capital Management Group, LLC

CIK

1860501

Location

Los Angeles, CA

Portfolio Value

Micro $86,431,258

Diversification

Diversified

Filing Date

Global Rank

#1,286 / 8,232 ▲ 60

Top Industry

Semiconductors 14.1%

3Y Alpha vs SPY

-4.5%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

21 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+57.5%

SPY

+76.3%

Annualised alpha

-4.5%

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

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

Top Position

12.7%

−1.0 pts

Top 5

40.3%

−2.4 pts

Top 10

60.1%

−2.6 pts

HHI

518

Diversified−42

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%	$164,068,056	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%	$100,233,629	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	2.5%	$32,021,841	3
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
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+500	1,455	$491,717
WFC	Wells Fargo & Company/Mn	+500	5,450	$433,874
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	$539,307
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
FDX	Fedex Corp	625	$222,612
LMT	Lockheed Martin Corp	336	$203,075
ITT	Itt Inc.	1,063	$202,533
ED	Consolidated Edison Inc	1,779	$201,347
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

5 positions · $86,431,258 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	291,686	-4,850	$83,877,226	−9.6%	97.05%
META	Meta Platforms, Inc. Communication Services	Reduced	1,616	-55	$924,562	−16.2%	1.07%
DIS	Walt Disney Co Communication Services	Reduced	8,614	-688	$830,217	−21.6%	0.96%
T	At&T Inc. Communication Services	Reduced	19,610	-25	$568,493	+16.6%	0.66%
NFLX	Netflix Inc Communication Services	Held	2,400	0	$230,760	+2.5%	0.27%