Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$533,165
+$227,737 QoQ
Shares Held
1,934
+68.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#965
of 1,682 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Howard Capital Management Inc. holds $10,869,682 across 5 Healthcare Plans names. CI ranks #5 (4.9% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,165 | 1,934 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $305,428 | 1,145 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $569,726 | 2,070 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $593,795 | 2,060 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $603,639 | 1,826 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $573,118 | 1,742 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $554,212 | 2,007 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $664,471 | 1,918 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||