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Latest Howard Capital Management Group, LLC Stock Portfolio

$1.73Billion | No. of Holdings #144

Howard Capital Management Group, LLC Performance

2026 Q3+4.06%
YTD+9.13%
2025+15.06%

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

On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Howard Capital Management Group, LLC reported an equity portfolio of $1.7 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Howard Capital Management Group, LLC are NVDA, AAPL, SPY. The fund has invested 12.1% of it's portfolio in NVIDIA CORP and 8% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off IQVIA HOLDINGS INC (IQV), EXXONMOBIL (XOM) and ISHARES BITCOIN TR stocks. They significantly reduced their stock positions in SALESFORCE (CRM), QUALCOMM INC (QCOM) and SPDR SELECT SECTOR HEALTH CARE ETF (XLB). Howard Capital Management Group, LLC opened new stock positions in ISHARES SEMICONDUCTOR ETF (IJR), SLB LTD (SLB) and EXXON MOBIL CORP. The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP CL A (APH), SELECT SECTOR INDUSTRIAL SPDR ETF (XLB) and POWELL INDUSTRIES INC (POWL).
Howard Capital Management Group, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$1.73Billion
  as of Oct 16, 2026

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 4.06% in the last quarter. In trailing 12 months, it's portfolio return was 13.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares semiconductor etf29,031,300
slb ltd19,644,300
exxon mobil corp2,628,600
oil & gas services sector etf (oih)1,925,900
space exploration technologies corp class a common stock1,268,050
abbott laboratories205,171
gilead sciences inc124,457
strategy inc20,667
New stocks bought by Howard Capital Management Group, LLC

Additions

Ticker% Inc.
amphenol corp cl a18,646
select sector industrial spdr etf43.74
powell industries inc38.89
kite realty group trust12.03
intel corp6.75
cisco systems5.28
southern co4.98
nextera energy inc4.57
Additions to existing portfolio by Howard Capital Management Group, LLC

Reductions

Ticker% Reduced
salesforce-99.97
qualcomm inc-40.41
spdr select sector health care etf-21.44
ameriprise financial-20.98
vanguard s&p 500 etf-20.46
ge vernova inc-19.26
broadcom inc-16.98
abbvie inc-16.85
Howard Capital Management Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
iqvia holdings inc-26,033,000
ishares bitcoin tr-849,394
ishares ethereum tr (shs)-206,292
exxonmobil-2,208,190
bny mellon high yield strategy fund-24,200
performance food-405,798
netflix inc-143,693
ishares north american tech etf-209,857
Howard Capital Management Group, LLC got rid off the above stocks

Sector Distribution

Howard Capital Management Group, LLC has about 32.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
  • Basic Materials
Sector%
Technology32.6
Others20.4
Financial Services9.8
Consumer Cyclical7.1
Communication Services6.9
Industrials6.5
Healthcare6.4
Consumer Defensive5.6
Energy2.5
Basic Materials2

Market Cap. Distribution

Howard Capital Management Group, LLC has about 78.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP59.9
UNALLOCATED20.4
LARGE-CAP18.6
MID-CAP1.1

Stocks belong to which Index?

About 78.3% of the stocks held by Howard Capital Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50078.3
Others21.5
Top 5 Winners (%)%
PLTR
palantir technologies inc class a
59.6 %
MSFT
microsoft
37.4 %
FIGS
figs inc cl a
35.5 %
SAP
sap se sponsored adr
35.3 %
TMO
thermo fisher scientific
34.6 %
Top 5 Winners ($)$
MSFT
microsoft
26.8 M
NVDA
nvidia corp
26.1 M
AAPL
apple inc
18.1 M
PANW
palo alto networks
12.0 M
TMO
thermo fisher scientific
10.1 M
Top 5 Losers (%)%
APH
amphenol corp cl a
-35.4 %
POWL
powell industries inc
-32.2 %
HPP
hudson pac pptys inc
-24.0 %
CAT
caterpillar
-23.9 %
IBM
ibm
-20.0 %
Top 5 Losers ($)$
APH
amphenol corp cl a
-13.0 M
BIL
spdr s&p aerospace def etf
-9.7 M
VMC
vulcan materials
-7.0 M
TJX
tjx companies inc
-4.8 M
ROK
rockwell automation inc
-4.0 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 144 stocks in it's portfolio. About 56.5% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Howard Capital Management Group, LLC last quarter.

$1.73BTotal Value
158Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Howard Capital Management Group, LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Global Clean Energy Etf

Ishares Global Clean Energy Etf

AAXJ
Howard Capital Management Group, LLC's holding in Ishares Global Clean Energy Etf over time
0.01%10,000
$170.0K
0.01%
unchanged 0 percentunchanged
ASML
Asml Holding Nv

Asml Holding Nv

ASML
Howard Capital Management Group, LLC's holding in Asml Holding Nv over time
0.02%150
$271.8K
0.02%
unchanged 0 percentunchanged
BIL
Spdr S&P Aerospace Def Etf

Spdr S&P Aerospace Def Etf

BIL
Howard Capital Management Group, LLC's holding in Spdr S&P Aerospace Def Etf over time
2.47%185,014
$42.78M
2.47%
increased 0.33 percentadded
BIL
Spdr Portfolio S&P 500 Etf

Spdr Portfolio S&P 500 Etf

BIL
Howard Capital Management Group, LLC's holding in Spdr Portfolio S&P 500 Etf over time
0.02%4,121
$369.9K
0.02%
decreased 6.26 percentreduced
BIL
Spdr Portfolio S&P 500 Value Etf

Spdr Portfolio S&P 500 Value Etf

BIL
Howard Capital Management Group, LLC's holding in Spdr Portfolio S&P 500 Value Etf over time
0.01%4,273
$261.2K
0.01%
unchanged 0 percentunchanged
BIV
Vanguard Short-Term Bond Etf

Vanguard Short-Term Bond Etf

BIV
Howard Capital Management Group, LLC's holding in Vanguard Short-Term Bond Etf over time
0.02%3,641
$278.2K
0.02%
unchanged 0 percentunchanged