Latest Howard Capital Management Group, LLC Stock Portfolio

Howard Capital Management Group, LLC Performance:

2025 Q4: 2.97%YTD: 13.57%2024: 23.59%

Performance for 2025 Q4 is 2.97%, and YTD is 13.57%, and 2024 is 23.59%.

About Howard Capital Management Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Howard Capital Management Group, LLC reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.

The top stock holdings of Howard Capital Management Group, LLC are NVDA, AAPL, SPY. The fund has invested 11.9% of it's portfolio in NVIDIA CORP and 7.2% of portfolio in APPLE INC.

The fund managers got completely rid off GRAPHIC PACKAGING HL (GPK), HUDSON PAC PPTYS INC REIT (HPP) and UTILITIES SELECT SECTOR SPDR (XLB) stocks. They significantly reduced their stock positions in SIMON PROPERTY GROUP (SPG), UNITED PARCEL SRVC CLASS B (UPS) and BRISTOL-MYERS SQUIBB (BMY). Howard Capital Management Group, LLC opened new stock positions in PROSHARES ULTRAPRO S&P500 ETF (EET), HUDSON PAC PPTYS INC (HPP) and AMPHENOL CORP CL A (APH). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ELI LILLY & CO (LLY) and SPDR TECHNOLOGY SELECT ETF (XLB).

Howard Capital Management Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Howard Capital Management Group, LLC made a return of 2.97% in the last quarter. In trailing 12 months, it's portfolio return was 13.57%.

Performance
S&P 500

New Buys

Ticker	$ Bought
proshares ultrapro s&p500 etf	1,157,600
hudson pac pptys inc	569,582
amphenol corp cl a	202,169
spdr dow jones industrial avr etf	201,839
travelers companies	200,722
ishares tr russell midcap	14,441

New stocks bought by Howard Capital Management Group, LLC

Additions

Ticker	% Inc.
netflix inc	900
eli lilly & co	116
spdr technology select etf	100
spdr fund consumer discre sel etf	97.01
home depot	46.09
spdr gold shares etf	32.46
berkshire hathaway class b	27.02
palantir technologies inc class a	23.88

Additions to existing portfolio by Howard Capital Management Group, LLC

Reductions

Ticker	% Reduced
simon property group	-66.43
united parcel srvc class b	-60.87
bristol-myers squibb	-60.45
starbucks corp	-33.22
altria group inc	-14.38
advanced micro devices	-13.49
disney walt co	-9.74
danaher corporation	-8.89

Howard Capital Management Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
graphic packaging hl	-20,924,700
hudson pac pptys inc reit	-1,016,140
verizon	-248,274
utilities select sector spdr	-328,782
broadridge financial solutions inc	-208,399
emcor group inc com	-211,101

Howard Capital Management Group, LLC got rid off the above stocks

Sector Distribution

Howard Capital Management Group, LLC has about 31.7% of it's holdings in Technology sector.

Sector	%
Technology	31.7
Others	19.1
Financial Services	11.6
Healthcare	8.4
Consumer Cyclical	7.7
Communication Services	7.2
Consumer Defensive	5.5
Industrials	4.5
Basic Materials	2.5
Energy	1.6

Market Cap. Distribution

Howard Capital Management Group, LLC has about 79.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	57.2
LARGE-CAP	22.5
UNALLOCATED	19.1
MID-CAP	1.1

Stocks belong to which Index?

About 79.7% of the stocks held by Howard Capital Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	79.7
Others	20.2

Top 5 Winners (%)		%
FIGS	figs inc cl a	69.8 %
AMD	advanced micro devices	30.2 %
GOOG	alphabet inc. class c	28.3 %
GOOG	alphabet inc. class a	28.3 %
LLY	eli lilly & co	26.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc. class a	21.1 M
AAPL	apple inc	7.3 M
MRK	merck & co. inc.	6.5 M
TMO	thermo fisher scientific	5.4 M
IQV	iqvia holdings inc	4.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	spdr fund consumer discre sel etf	-43.1 %
XLB	spdr technology select etf	-41.8 %
ORCL	oracle corp	-30.6 %
	ishares ethereum tr (shs)	-28.8 %

Top 5 Losers ($)		$
MSFT	microsoft	-6.6 M
BX	blackstone group inc	-4.8 M
PANW	palo alto networks	-4.1 M
COST	costco wholesale co	-3.5 M
VMC	vulcan materials	-3.1 M

Howard Capital Management Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Howard Capital Management Group, LLC

Howard Capital Management Group, LLC has 142 stocks in it's portfolio. About 54.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Howard Capital Management Group, LLC last quarter.

Last Reported on: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.18	418,167	113,683,000	reduced	-2.56

AAXJ	ishares global clean energy etf	0.01	10,000	164,300	unchanged	0.00

ABBV	abbvie inc	0.03	2,012	459,722	unchanged	0.00

ABT	abbott laboratories	0.02	2,230	279,397	added	3.05

ACN	accenture plc class a	1.92	113,357	30,413,700	reduced	-0.98

ADSK	autodesk inc	0.02	1,114	329,755	unchanged	0.00

ALL	allstate corp com	0.02	1,500	312,225	unchanged	0.00

AMD	advanced micro devices	0.02	1,315	281,620	reduced	-13.49

AME	ametek inc com	2.09	161,260	33,108,300	added	3.06

AMGN	amgen inc.	0.11	5,453	1,784,820	added	1.47

AMP	ameriprise financial	0.06	1,787	876,238	unchanged	0.00

AMZN	amazon	5.08	348,442	80,427,400	reduced	-1.55

APH	amphenol corp cl a	0.01	1,496	202,169	new

ATR	aptargroup inc	1.01	131,467	16,033,700	reduced	-1.37

AVGO	broadcom inc	0.07	3,446	1,192,660	added	6.82

AXP	american express co	0.19	8,226	3,043,210	reduced	-2.37

BAC	bank of america corp	0.06	15,746	866,030	unchanged	0.00

BIL	spdr s&p aerospace def etf	2.82	185,020	44,634,200	reduced	-2.52

BIL	spdr portfolio s&p 500 etf	0.02	4,396	352,647	unchanged	0.00

BIL	spdr portfolio s&p 500 value etf	0.01	4,273	242,749	unchanged	0.00