Latest Howard Capital Management Group, LLC Stock Portfolio

Howard Capital Management Group, LLC Performance:

2025 Q3: 7.25%YTD: 8.78%2024: 25.17%

Performance for 2025 Q3 is 7.25%, and YTD is 8.78%, and 2024 is 25.17%.

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 30 Sep, 2025.

The top stock holdings of Howard Capital Management Group, LLC are NVDA, AAPL, MSFT. The fund has invested 12.3% of it's portfolio in NVIDIA CORP and 6.9% of portfolio in APPLE INC.

The fund managers got completely rid off LEIDOS HOLDINGS INC (LDOS), SPDR S&P BIOTECH ETF (BIL) and VERISK ANALYTICS ORD SHS (VRSK) stocks. They significantly reduced their stock positions in UTILITIES SELECT SECTOR SPDR (XLB), SPDR PORTFOLIO S&P 500 ETF (BIL) and ISHARES BIOTECHNOLOGY ETF (IJR). Howard Capital Management Group, LLC opened new stock positions in EQT CORP (EQT), REALTY INCOME CORP (O) and BRISTOL-MYERS SQUIBB (BMY). The fund showed a lot of confidence in some stocks as they added substantially to SIMON PROPERTY GROUP (SPG), SELECT SECTOR INDUSTRIAL SPDR ETF (XLB) and NETFLIX INC (NFLX).

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 7.25% in the last quarter. In trailing 12 months, it's portfolio return was 10.21%.

New Buys

Ticker	$ Bought
eqt corp	22,892,700
realty income corp	486,320
bristol-myers squibb	393,994
general dynamics corp	312,887
goldman sachs group	289,871
verizon	248,274
intel	233,153
emcor group inc com	211,101

New stocks bought by Howard Capital Management Group, LLC

Additions

Ticker	% Inc.
simon property group	197
select sector industrial spdr etf	137
netflix inc	71.43
disney walt co	40.54
chevron corp.	29.65
eli lilly & co	24.27
ibm	22.29
spdr select sector health care etf	19.35

Additions to existing portfolio by Howard Capital Management Group, LLC

Reductions

Ticker	% Reduced
utilities select sector spdr	-21.21
spdr portfolio s&p 500 etf	-17.94
spdr communication svs slct sec etf	-15.00
ishares biotechnology etf	-13.69
altair global credit	-10.55
ishares core s&p 500 etf	-9.29
invesco water resources etf	-8.91
spdr s&p midcap 400 etf	-8.39

Howard Capital Management Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard tax-managed europe pac etf	-201,644
novo nordisk adr	-208,578
spdr s&p biotech etf	-218,963
leidos holdings inc	-236,640
texas instruments	-203,260
gilead sciences inc	-92,576
verisk analytics ord shs	-214,312

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

Sector Distribution

Howard Capital Management Group, LLC has about 32.3% of it's holdings in Technology sector.

Sector	%
Technology	32.3
Others	18.8
Financial Services	12.2
Consumer Cyclical	8.8
Healthcare	7.6
Consumer Defensive	5.8
Communication Services	5.8
Industrials	4
Basic Materials	2.7
Energy	1.6

Market Cap. Distribution

Howard Capital Management Group, LLC has about 78.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	55.6
LARGE-CAP	23
UNALLOCATED	18.8
MID-CAP	2.5

Stocks belong to which Index?

About 78.5% of the stocks held by Howard Capital Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.5
Others	21.3

Top 5 Winners (%)		%
TSLA	tesla motors	38.0 %
GOOG	alphabet inc. class a	37.7 %
GOOG	alphabet inc. class c	37.2 %
PLTR	palantir technologies in class a	33.8 %
DHI	d r horton co	31.4 %

Top 5 Winners ($)		$
NVDA	nvidia corp	30.4 M
AAPL	apple inc	21.1 M
GOOG	alphabet inc. class a	20.4 M
SPY	spdr s&p 500 etf	7.3 M
VMC	vulcan materials	6.5 M

Top 5 Losers (%)		%
ISRG	intuitive surgical	-17.7 %
ACN	accenture plc class a	-17.3 %
UPS	united parcel srvc class b	-17.3 %
ATR	aptargroup inc	-14.5 %
CRM	salesforce	-13.0 %

Top 5 Losers ($)		$
ACN	accenture plc class a	-5.9 M
CRM	salesforce	-4.1 M
COST	costco wholesale co	-3.6 M
ICE	intercontinental exchange inc	-3.1 M
ATR	aptargroup inc	-3.0 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. ACN proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Howard Capital Management Group, LLC last quarter.

Last Reported on: 16 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.92	429,144	109,273,000	added	0.43

AAXJ	ishares global clean energy etf	0.01	10,000	154,800	unchanged	0.00

ABBV	abbvie inc com	0.03	2,012	465,858	unchanged	0.00

ABT	abbott laboratories	0.02	2,164	289,846	added	4.24

ACN	accenture plc class a	1.79	114,478	28,230,300	added	1.36

ADSK	autodesk inc	0.02	1,114	353,884	unchanged	0.00

ALL	allstate corp com	0.02	1,500	321,975	unchanged	0.00

AMD	advanced micro devices	0.02	1,520	245,921	unchanged	0.00

AME	ametek inc com	1.86	156,467	29,415,800	added	0.28

AMGN	amgen inc.	0.10	5,374	1,516,540	added	0.75

AMP	ameriprise financial	0.06	1,787	877,864	unchanged	0.00

AMZN	amazon	4.92	353,944	77,715,500	added	0.67

ATR	aptargroup inc	1.13	133,296	17,816,400	added	0.58

AVGO	broadcom inc	0.07	3,226	1,064,290	added	6.15

AXP	american express co	0.18	8,426	2,798,780	unchanged	0.00

BAC	bank of america corp	0.05	15,746	812,336	unchanged	0.00

BIL	spdr s&p aerospace def etf	2.82	189,800	44,595,400	added	0.6

BIL	spdr portfolio s&p 500 etf	0.02	4,396	344,383	reduced	-17.94

BIL	spdr portfolio s&p 500 value etf	0.01	4,273	236,425	unchanged	0.00

BIL	spdr s&p biotech etf	0.00	0.00	0.00	sold off	-100