Howard Capital Management Group, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Howard Capital Management Group, LLC reported 125 stock positions worth $1.3 billion. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by Microsoft (MSFT, 6.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.3%). Compared with Q4 2023, it opened 15 new positions, sold out of 3, added to 40 and reduced 28. The biggest buy was a new position in SS SPDR S&P Aerospace Def (XAR) and the biggest sale Walt Disney (DIS, shares −96%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001860501
Portfolio Value
$1.3B (Q1 2024)
SEC Filing
0001140361-24-020132 ↗ filed Apr 17, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B $1.3B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.5B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 125 stocks · $1.3B
NVDA Nvidia Corp. 9.00% 129,208 $116.7M Reduce -20.4%
MSFT Microsoft Corp. 6.36% 196,118 $82.5M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 6.27% 155,604 $81.4M Reduce -1.3%
AAPL Apple Inc. 5.98% 452,257 $77.6M Add +0.8%
AMZN Amazon.com Inc. 4.97% 357,318 $64.5M Add +1.3%
GOOGL Alphabet Inc. Class A 3.61% 310,068 $46.8M Add +0.4%
COST Costco Wholesale Corp. 3.30% 58,511 $42.9M Reduce -0.7%
JPM JPMorgan Chase & Co. 3.30% 213,593 $42.8M Add +1.1%
BX Blackstone Inc. 3.06% 302,249 $39.7M Reduce -0.7%
MRK Merck & Co. Inc. 2.97% 292,384 $38.6M Add +0.6%
VMC Vulcan Materials Co. 2.96% 140,815 $38.4M Reduce -0.3%
ACN Accenture PLC Class A 2.91% 108,997 $37.8M Add +1.1%
CRM Salesforce Inc. 2.64% 113,820 $34.3M Add +0.2%
VCSH Vanguard S/T Corp. Bond ETF 2.43% 407,349 $31.5M Reduce -3.0%
TMO Thermo Fisher Scientific Inc. 2.40% 53,657 $31.2M Add +1.3%
IQV Iqvia Holdings Inc. 2.31% 118,684 $30.0M Add +0.6%
MCD McDonald's Corp. 2.29% 105,384 $29.7M Add +0.6%
V Visa Inc. Class A 2.27% 105,418 $29.4M Add +1.0%
ICE Intercontinental Exchange Inc. 2.25% 212,295 $29.2M Add +0.9%
GPK Graphic Packaging Holding Co. 2.23% 993,158 $29.0M Add +1.8%
LDOS Leidos Holdings Inc. 2.19% 216,803 $28.4M Add +1.1%
FDX FedEx Corp. 2.16% 96,577 $28.0M Add +1.1%
IYW iShares Ustechnology ETF 2.13% 204,293 $27.6M Reduce -2.0%
KO The Coca-Cola Co. 1.85% 391,881 $24.0M Add +1.9%
XBI SS SPDR S&P Biotech ETF 1.68% 229,655 $21.8M Add +2.4%
ATR Aptargroup Inc. 1.45% 130,889 $18.8M Add +1.0%
XAR SS SPDR S&P Aerospace Def 1.40% 129,650 $18.2M New
NEE Nextera Energy Inc. 1.39% 282,265 $18.0M Add +3.2%
PANW Palo Alto Networks Inc. 1.37% 62,751 $17.8M New
HSY The Hershey Co. 1.33% 88,864 $17.3M Add +2.5%
ZTS Zoetis Inc. 1.33% 102,059 $17.3M Add +1.7%
GOOG Alphabet Inc. Class C 0.75% 63,696 $9.7M Reduce -2.3%
XLV SS Health Care Select Sector 0.59% 51,738 $7.6M Reduce -0.8%
IYG iShares U.S. Financial Servi 0.55% 108,426 $7.2M Reduce -0.7%
IBB iShares Biotechnology ETF 0.47% 44,182 $6.1M Reduce -0.6%
XLP SS Consumer Staples Sel Sect 0.46% 78,087 $6.0M Add +1.4%
XLY SS Consumer Disc Select Sect 0.35% 24,986 $4.6M Reduce -3.2%
QQQ Invesco QQQ Trust Series 1 0.22% 6,568 $2.9M Add +0.1%
PM Philip Morris International 0.22% 31,374 $2.9M No change
JNJ Johnson & Johnson 0.20% 16,618 $2.6M Add +0.6%
XLI SS Industrial Select Sector 0.19% 19,333 $2.4M Reduce -8.2%
HUDSON PAC PPTYS INC 0.19% 373,412 $2.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.18% 5,514 $2.3M Add +12.3%
AXP American Express Co. 0.15% 8,615 $2.0M No change
XOM Exxon Mobil Corp. 0.14% 15,924 $1.9M Add +0.0%
XLC SS Comm Select Sector SPDR 0.14% 22,090 $1.8M Reduce -7.4%
MO Altria Group Inc. 0.14% 41,184 $1.8M No change
XLF SS Financial Select Sector 0.14% 41,975 $1.8M Reduce -2.4%
QCOM Qualcomm Inc. 0.14% 10,425 $1.8M No change
OCSL Oaktree Specialty Lending Co. 0.12% 80,041 $1.6M No change
AMGN Amgen Inc. 0.12% 5,444 $1.5M Add +1.4%
MDLZ Mondelez International Inc. Class A 0.11% 19,872 $1.4M No change
PG The Procter & Gamble Co. 0.11% 8,418 $1.4M Add +7.5%
IVW iShares S&P 500 Growth ETF 0.10% 14,850 $1.3M Reduce -2.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.09% 17,128 $1.1M Add +16.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 8,440 $1.0M Reduce -96.0%
TSLA Tesla Inc. 0.08% 5,562 $978K Reduce -3.4%
RSP Invesco S&P 500 Equal Weight 0.08% 5,767 $977K New
ORCL Oracle Corp. 0.07% 7,136 $896K Add +5.3%
ISRG Intuitive Surgical Inc. 0.07% 2,137 $853K Reduce -6.6%
PEP Pepsico Inc. 0.06% 4,478 $784K No change
WMT Walmart Inc. 0.06% 12,981 $781K No change
HD Home Depot Inc. 0.06% 1,991 $764K Add +23.9%
PHO Invesco Water Resources ETF 0.06% 11,413 $760K Reduce -3.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 19,988 $758K Add +20.9%
KRG Kite Realty Group Trust 0.06% 33,176 $719K No change
VOO Vanguard S&P 500 ETF 0.06% 1,493 $718K New
AMP Ameriprise Financial Inc. 0.05% 1,609 $705K No change
CVX Chevron Corp. 0.05% 4,314 $680K No change
SAP Sap SE-Sponsored ADR 0.05% 3,376 $658K No change
CSCO Cisco Systems Inc. 0.05% 13,153 $656K Add +1.7%
SO The Southern Co. 0.05% 8,698 $624K No change
META Meta Platforms Inc. Class A 0.05% 1,283 $623K Add +7.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 2,453 $613K New
UNP Union Pacific Corp. 0.05% 2,457 $604K Add +32.5%
OEF iShares S&P 100 ETF 0.04% 2,345 $580K No change
GE General Electric 0.04% 3,273 $575K No change
LLY Eli Lilly & Co. 0.04% 731 $569K No change
HON Honeywell International Inc. 0.04% 2,761 $567K No change
DHI D.R. Horton Inc. 0.04% 3,325 $547K Reduce -26.5%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 18,566 $535K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,761 $527K No change
IJR iShares Core S&P Small-Cap E 0.04% 4,768 $527K New
SPDW Ste STR SPDR PT DW Eu ETF 0.04% 13,938 $500K New
XYL Xylem Inc. 0.04% 3,761 $486K Add +22.0%
IVV iShares Core S&P 500 ETF 0.03% 834 $438K Reduce -10.7%
MDY State Street SPDR S&P Midcap 0.03% 745 $415K Reduce -5.1%
SBUX Starbucks Corp. 0.03% 4,441 $406K Reduce -0.6%
NSC Norfolk Southern Corp. 0.03% 1,536 $391K No change
NVO Novo-Nordisk A/S-Spons ADR 0.03% 3,000 $385K No change
PFE Pfizer Inc. 0.03% 13,881 $385K No change
SPGI S&P Global Inc. 0.03% 883 $376K Add +55.2%
DE Deere & Co. 0.03% 865 $355K No change
T AT&T Inc. 0.03% 19,832 $349K No change
ALL Allstate Corp. 0.03% 2,000 $346K No change
WFC Wells Fargo & Co. 0.02% 5,450 $316K No change
INTC Intel Corp. 0.02% 6,950 $307K Add +3.0%
ABBV Abbvie Inc. 0.02% 1,673 $305K Reduce -5.0%
ADSK Autodesk Inc. 0.02% 1,114 $290K No change
DHR Danaher Corp. 0.02% 1,150 $287K Add +15.8%

Show all 125 holdings

Portfolio Sells Q4 2023 → Q1 2024
DIS The Walt Disney Co. Reduce -96.0% 0.08% −1.59
BX Blackstone Inc. Reduce -0.7% 3.06% −0.39
VCSH Vanguard S/T Corp. Bond ETF Reduce -3.0% 2.43% −0.39
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 6.27% −0.22
IYW iShares Ustechnology ETF Reduce -2.0% 2.13% −0.09
COST Costco Wholesale Corp. Reduce -0.7% 3.30% −0.07
IBB iShares Biotechnology ETF Reduce -0.6% 0.47% −0.06
GOOG Alphabet Inc. Class C Reduce -2.3% 0.75% −0.05
TSLA Tesla Inc. Reduce -3.4% 0.08% −0.05
XLY SS Consumer Disc Select Sect Reduce -3.2% 0.35% −0.05
XLV SS Health Care Select Sector Reduce -0.8% 0.59% −0.03
XLI SS Industrial Select Sector Reduce -8.2% 0.19% −0.02
AMT American Tower Corp. Sold out 0.00% −0.02
DHI D.R. Horton Inc. Reduce -26.5% 0.04% −0.02
IYG iShares U.S. Financial Servi Reduce -0.7% 0.55% −0.01
XLC SS Comm Select Sector SPDR Reduce -7.4% 0.14% −0.01
SBUX Starbucks Corp. Reduce -0.6% 0.03% −0.01
IVV iShares Core S&P 500 ETF Reduce -10.7% 0.03% −0.00
XLF SS Financial Select Sector Reduce -2.4% 0.14% −0.00
PHO Invesco Water Resources ETF Reduce -3.0% 0.06% −0.00
MDY State Street SPDR S&P Midcap Reduce -5.1% 0.03% −0.00
BMY Bristol-Myers Squibb Co. Reduce -6.4% 0.01% −0.00
IVW iShares S&P 500 Growth ETF Reduce -2.0% 0.10% −0.00
Altair Global Credit Reduce -7.5% 0.01% −0.00
ISRG Intuitive Surgical Inc. Reduce -6.6% 0.07% −0.00
ABBV Abbvie Inc. Reduce -5.0% 0.02% −0.00
MAXD Max Sound Corp. Sold out 0.00% 0.00
SRCH Searchlight Minerals Corp. Sold out 0.00% 0.00
AMD Advanced Micro Devices Reduce -6.9% 0.02% +0.00
VMC Vulcan Materials Co. Reduce -0.3% 2.96% +0.18
NVDA Nvidia Corp. Reduce -20.4% 9.00% +2.03

Portfolio Buys Q4 2023 → Q1 2024
XAR SS SPDR S&P Aerospace Def New 1.40% +1.40
PANW Palo Alto Networks Inc. New 1.37% +1.37
AMZN Amazon.com Inc. Add +1.3% 4.97% +0.32
MRK Merck & Co. Inc. Add +0.6% 2.97% +0.23
JPM JPMorgan Chase & Co. Add +1.1% 3.30% +0.18
LDOS Leidos Holdings Inc. Add +1.1% 2.19% +0.18
GPK Graphic Packaging Holding Co. Add +1.8% 2.23% +0.15
RSP Invesco S&P 500 Equal Weight New 0.08% +0.08
FDX FedEx Corp. Add +1.1% 2.16% +0.06
ATR Aptargroup Inc. Add +1.0% 1.45% +0.06
VOO Vanguard S&P 500 ETF New 0.06% +0.06
CRM Salesforce Inc. Add +0.2% 2.64% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.05% +0.05
CGGO Cap Group Global Growth New 0.04% +0.04
IJR iShares Core S&P Small-Cap E New 0.04% +0.04
SPDW Ste STR SPDR PT DW Eu ETF New 0.04% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +12.3% 0.18% +0.03
ABT Abbott Laboratories New 0.02% +0.02
VIG Vanguard Dividend Apprec ETF New 0.02% +0.02
WCN Waste Connections Inc. New 0.02% +0.02
HIG Hartford Insurance Group Inc. New 0.02% +0.02
SPYV SS SPDR P S&P 500 Value ETF New 0.02% +0.02
CL Colgate-Palmolive Co. New 0.02% +0.02
META Meta Platforms Inc. Class A Add +7.8% 0.05% +0.01
HD Home Depot Inc. Add +23.9% 0.06% +0.01
BAC Bank of America Corp. Add +20.9% 0.06% +0.01
SPGI S&P Global Inc. Add +55.2% 0.03% +0.01
ORCL Oracle Corp. Add +5.3% 0.07% +0.01
UNP Union Pacific Corp. Add +32.5% 0.05% +0.01
XYL Xylem Inc. Add +22.0% 0.04% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +16.3% 0.09% +0.01
PG The Procter & Gamble Co. Add +7.5% 0.11% +0.01
XOM Exxon Mobil Corp. Add +0.0% 0.14% +0.00
DHR Danaher Corp. Add +15.8% 0.02% +0.00
PONGF Atari SA New 0.00% +0.00
INTC Intel Corp. Add +3.0% 0.02% −0.01
CSCO Cisco Systems Inc. Add +1.7% 0.05% −0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.22% −0.01
AMGN Amgen Inc. Add +1.4% 0.12% −0.01
XLP SS Consumer Staples Sel Sect Add +1.4% 0.46% −0.02
JNJ Johnson & Johnson Add +0.6% 0.20% −0.02
MSFT Microsoft Corp. Add +0.1% 6.36% −0.03
TMO Thermo Fisher Scientific Inc. Add +1.3% 2.40% −0.03
NEE Nextera Energy Inc. Add +3.2% 1.39% −0.05
IQV Iqvia Holdings Inc. Add +0.6% 2.31% −0.05
XBI SS SPDR S&P Biotech ETF Add +2.4% 1.68% −0.06
HSY The Hershey Co. Add +2.5% 1.33% −0.07
V Visa Inc. Class A Add +1.0% 2.27% −0.09
ICE Intercontinental Exchange Inc. Add +0.9% 2.25% −0.09
KO The Coca-Cola Co. Add +1.9% 1.85% −0.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 150$1.6BNVDA, AAPL, SPY, GOOGL, AMZN
Q1 2026 143$1.5BNVDA, AAPL, SPY, GOOGL, AMZN
Q4 2025 142$1.6BNVDA, AAPL, SPY, GOOGL, MSFT
Q3 2025 142$1.6BNVDA, AAPL, MSFT, SPY, AMZN
Q2 2025 138$1.4BNVDA, MSFT, SPY, AAPL, AMZN
Q1 2025 138$1.3BNVDA, AAPL, SPY, MSFT, AMZN
Q4 2024 138$1.5BNVDA, AAPL, SPY, MSFT, AMZN
Q3 2024Amended 135$1.4BNVDA, AAPL, SPY, MSFT, AMZN
Q2 2024 126$1.4BNVDA, AAPL, MSFT, SPY, AMZN
Q1 2024 125$1.3BNVDA, MSFT, SPY, AAPL, AMZN