Institutional Manager · CIK 0001860501

Howard Capital Management Group, LLC

Los Angeles, CA · File #028-21162

Latest AUM

$1.58B

Positions

143

Top-10 Concentration

56.5%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	Graphic Packaging HL	388689101	-1,069,223	-$20.9M	$0
REDUCE	Nvidia Corp	NVDA	-28,390	-$5.3M	-$83,129
REDUCE	Alphabet Inc. Class A	GOOG	-10,110	-$3.2M	+$21.4M
REDUCE	Apple Inc	AAPL	-10,977	-$3.0M	+$7.4M
REDUCE	JPMorgan Chase	VYLD	-6,960	-$2.2M	+$1.4M
ADD	SPDR Fund Consumer Discre Sel ETF	81369Y407	+16,547	+$2.0M	-$2.1M
REDUCE	Microsoft	MSFT	-3,947	-$1.9M	-$6.6M
REDUCE	Amazon	AMZN	-5,502	-$1.3M	+$4.0M
REDUCE	Blackstone Group Inc	BX	-8,135	-$1.3M	-$4.8M
REDUCE	Costco Wholesale Co	22160K105	-1,427	-$1.2M	-$3.6M

Sector Allocation

Technology

31.5%$498.2M

Healthcare

8.3%$132.0M

Financials

5.7%$89.8M

Consumer Discretionary

5.3%$84.4M

Industrials

4.4%$69.8M

Consumer Staples

2.1%$32.9M

Energy

1.6%$25.0M

Communication Services

0.1%$1.3M

Utilities

0.1%$1.1M

Real Estate

0.0%$450,960

Materials

0.0%$243,042

Filing History

Jan 16, 202613F HOLDINGS REPORTQ/E Dec 2025143 pos · $1.58B
Oct 16, 202513F HOLDINGS REPORTQ/E Sep 2025143 pos · $1.58B
Jul 16, 202513F HOLDINGS REPORTQ/E Jun 2025139 pos · $1.44B
Apr 16, 202513F HOLDINGS REPORTQ/E Mar 2025138 pos · $1.28B
Jan 17, 202513F HOLDINGS REPORTQ/E Dec 2024138 pos · $1.46B
Nov 20, 202413F HOLDINGS REPORT (Amended)Q/E Sep 2024135 pos · $1.42B
Oct 17, 202413F HOLDINGS REPORTQ/E Sep 2024135 pos · $1.42B
Jul 16, 202413F HOLDINGS REPORTQ/E Jun 2024126 pos · $1.36B
Apr 17, 202413F HOLDINGS REPORTQ/E Mar 2024125 pos · $1.30B
Oct 16, 202313F HOLDINGS REPORTQ/E Dec 2023116 pos · $1.04B

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Nvidia Corp	NVDA	1,010,824	$188.5M	12.28%
2	Apple Inc	AAPL	418,167	$113.7M	7.40%
3	SPDR S&P 500 ETF	SPY	147,952	$100.9M	6.57%
4	Alphabet Inc. Class A	GOOG	296,536	$92.8M	6.04%
5	Microsoft	MSFT	188,901	$91.4M	5.95%
6	Amazon	AMZN	348,442	$80.4M	5.24%
7	JPMorgan Chase	VYLD	198,504	$64.0M	4.16%
8	Costco Wholesale Co	22160K105	55,212	$47.6M	3.10%
9	SPDR S&P Aerospace Def ETF	78464A631	185,020	$44.6M	2.91%
10	Blackstone Group Inc	BX	280,438	$43.2M	2.81%
11	Vulcan Materials	929160109	136,062	$38.8M	2.53%
12	Palo Alto Networks	PANW	209,620	$38.6M	2.51%
13	TJX Companies Inc	872540109	246,201	$37.8M	2.46%
14	Visa Inc Class A	V	103,533	$36.3M	2.36%
15	iShares US Technology ETF	464287721	181,287	$36.2M	2.36%
16	Parker-Hannifin Corp	PH	37,717	$33.2M	2.16%
17	Intercontinental Exchange Inc	45866F104	204,668	$33.1M	2.16%
18	Ametek Inc Com	AME	159,760	$32.8M	2.14%
19	Thermo Fisher Scientific	TMO	56,575	$32.8M	2.13%
20	Merck & Co. Inc.	MRK	303,032	$31.9M	2.08%