Latest Howard Capital Management Group, LLC Stock Portfolio

Howard Capital Management Group, LLC Performance:

2026 Q1: -6.39%YTD: -6.39%2025: 15.06%

Performance for 2026 Q1 is -6.39%, and YTD is -6.39%, and 2025 is 15.06%.

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

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Howard Capital Management Group, LLC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of Howard Capital Management Group, LLC are NVDA, AAPL, SPY. The fund has invested 11% of it's portfolio in NVIDIA CORP and 7% of portfolio in APPLE INC.

The fund managers got completely rid off SPDR TECHNOLOGY SELECT ETF (XLB), ISHARES NORTH AMERICAN TECH ETF (IJR) and AMPHENOL CORP CL A (APH) stocks. They significantly reduced their stock positions in CISCO SYSTEMS (CSCO), REALTY INCOME CORP (O) and ELI LILLY & CO (LLY). Howard Capital Management Group, LLC opened new stock positions in ROCKWELL AUTOMATION INC (ROK), LUMENTUM HOLDINGS INC (LITE) and EMCOR GROUP INC (EME). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR ADR (TSM), SELECT SECTOR INDUSTRIAL SPDR ETF (XLB) and ACCENTURE PLC CLASS A (ACN).

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 -6.39% in the last quarter. In trailing 12 months, it's portfolio return was 16.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
rockwell automation inc	23,652,000
lumentum holdings inc	245,966
emcor group inc	239,951
fedex corp	222,613
lockheed martin corp	203,075
itt inc com	202,504
consolidated edison	201,307

New stocks bought by Howard Capital Management Group, LLC

Additions

Ticker	% Inc.
taiwan semiconductor adr	52.36
select sector industrial spdr etf	16.87
accenture plc class a	16.19
salesforce	12.21
wells fargo & co	10.1
eqt corp	6.63
ibm	5.61
ge vernova inc	5.09

Additions to existing portfolio by Howard Capital Management Group, LLC

Reductions

Ticker	% Reduced
cisco systems	-25.23
realty income corp	-25.00
eli lilly & co	-16.87
altair global credit	-14.38
ishares biotechnology etf	-10.35
procter & gamble	-9.81
intuitive surgical	-9.52
pfizer	-8.64

Howard Capital Management Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares north american tech etf	-203,654
starbucks corp	-197,893
amphenol corp cl a	-202,169
spdr technology select etf	-210,772
spdr dow jones industrial avr etf	-201,839
ishares tr russell midcap	-14,441

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

Sector Distribution

Howard Capital Management Group, LLC has about 28.8% of it's holdings in Technology sector.

Sector	%
Technology	28.8
Others	19.6
Financial Services	10.6
Healthcare	8.5
Consumer Cyclical	7.8
Communication Services	6.8
Industrials	6.6
Consumer Defensive	6.5
Basic Materials	2.5
Energy	2.1

Market Cap. Distribution

Howard Capital Management Group, LLC has about 79.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	50.4
LARGE-CAP	28.8
UNALLOCATED	19.6
MID-CAP	1.2

Stocks belong to which Index?

About 79.1% of the stocks held by Howard Capital Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	79.1
Others	20.8

Top 5 Winners (%)		%
XOM	exxonmobil	41.0 %
CVX	chevron corp.	35.7 %
BNET	bion enviro tech	33.3 %
	ge vernova inc	32.5 %
FIGS	figs inc cl a	30.0 %

Top 5 Winners ($)		$
COST	costco wholesale co	7.3 M
MRK	merck & co. inc.	4.6 M
EQT	eqt corp	4.3 M
KO	coca-cola	2.5 M
BIL	spdr s&p aerospace def etf	2.4 M

Top 5 Losers (%)		%
HPP	hudson pac pptys inc	-45.4 %
SAP	sap se sponsored adr	-29.5 %
	ishares ethereum tr (shs)	-29.4 %
CRM	salesforce	-28.4 %
BX	blackstone group inc	-25.2 %

Top 5 Losers ($)		$
MSFT	microsoft	-21.6 M
NVDA	nvidia corp	-11.9 M
BX	blackstone group inc	-11.1 M
CRM	salesforce	-9.5 M
ACN	accenture plc class a	-8.6 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 143 stocks in it's portfolio. About 52.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Howard Capital Management Group, LLC last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.05	418,385	106,182,000	added	0.05

AAXJ	ishares global clean energy etf	0.01	10,000	182,900	unchanged	0.00

ABBV	abbvie inc	0.03	2,012	437,590	unchanged	0.00

ABT	abbott laboratories	0.01	2,076	213,143	reduced	-6.91

ACN	accenture plc class a	1.73	131,704	26,115,700	added	16.19

ADSK	autodesk inc	0.02	1,114	266,692	unchanged	0.00

ALL	allstate corp com	0.02	1,500	311,010	unchanged	0.00

AMD	advanced micro devices	0.02	1,210	246,150	reduced	-7.98

AME	ametek inc	2.35	165,005	35,370,500	added	2.32

AMGN	amgen inc.	0.12	5,374	1,890,840	reduced	-1.45

AMP	ameriprise financial	0.05	1,787	794,143	unchanged	0.00

AMZN	amazon	4.86	351,247	73,154,200	added	0.81

APH	amphenol corp cl a	0.00	0.00	0.00	sold off	-100

ATR	aptargroup inc	1.15	136,927	17,255,500	added	4.15

AVGO	broadcom inc	0.07	3,596	1,113,000	added	4.35

AXP	american express co	0.16	8,126	2,457,950	reduced	-1.22

BAC	bank of america corp	0.05	15,746	767,618	unchanged	0.00

BIL	spdr s&p aerospace def etf	3.13	185,898	47,214,400	added	0.47

BIL	spdr portfolio s&p 500 etf	0.02	4,396	336,470	unchanged	0.00

BIL	spdr portfolio s&p 500 value etf	0.02	4,273	241,766	unchanged	0.00