Howard Capital Management Group, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Howard Capital Management Group, LLC reported 126 stock positions worth $1.4 billion. Its top holding was Nvidia (NVDA) at 11.3% of the portfolio, followed by Apple (AAPL, 6.9%) and Microsoft (MSFT, 6.4%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 32 and reduced 33. The biggest buy was a new position in TJX Companies (TJX) and the biggest sale McDonald's (MCD, shares −97%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001860501
Portfolio Value
$1.4B (Q2 2024)
SEC Filing
0001140361-24-033310 ↗ filed Jul 16, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.4B $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 126 stocks · $1.4B
NVDA Nvidia Corp. 11.31% 1,241,911 $153.4M Reduce -3.9%
AAPL Apple Inc. 6.93% 446,245 $94.0M Reduce -1.3%
MSFT Microsoft Corp. 6.42% 194,857 $87.1M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 6.30% 156,962 $85.4M Add +0.9%
AMZN Amazon.com Inc. 5.07% 355,642 $68.7M Reduce -0.5%
GOOGL Alphabet Inc. Class A 4.12% 307,086 $55.9M Reduce -1.0%
COST Costco Wholesale Corp. 3.64% 58,061 $49.4M Reduce -0.8%
JPM JPMorgan Chase & Co. 3.17% 212,810 $43.0M Reduce -0.4%
BX Blackstone Inc. 2.75% 301,110 $37.3M Reduce -0.4%
MRK Merck & Co. Inc. 2.66% 291,856 $36.1M Reduce -0.2%
PANW Palo Alto Networks Inc. 2.62% 104,629 $35.5M Add +66.7%
VMC Vulcan Materials Co. 2.57% 140,143 $34.9M Reduce -0.5%
ACN Accenture PLC Class A 2.49% 111,109 $33.7M Add +1.9%
LDOS Leidos Holdings Inc. 2.32% 215,620 $31.5M Reduce -0.6%
IYW iShares Ustechnology ETF 2.29% 206,608 $31.1M Add +1.1%
TMO Thermo Fisher Scientific Inc. 2.21% 54,289 $30.0M Add +1.2%
CRM Salesforce Inc. 2.18% 114,761 $29.5M Add +0.8%
FDX FedEx Corp. 2.16% 97,663 $29.3M Add +1.1%
ICE Intercontinental Exchange Inc. 2.15% 212,765 $29.1M Add +0.2%
VCSH Vanguard S/T Corp. Bond ETF 2.14% 375,654 $29.0M Reduce -7.8%
V Visa Inc. Class A 2.05% 105,745 $27.8M Add +0.3%
GPK Graphic Packaging Holding Co. 1.94% 1,004,999 $26.3M Add +1.2%
IQV Iqvia Holdings Inc. 1.87% 119,796 $25.3M Add +0.9%
KO The Coca-Cola Co. 1.87% 397,538 $25.3M Add +1.4%
XBI SS SPDR S&P Biotech ETF 1.65% 241,926 $22.4M Add +5.3%
NEE Nextera Energy Inc. 1.53% 293,806 $20.8M Add +4.1%
XAR SS SPDR S&P Aerospace Def 1.53% 148,195 $20.7M Add +14.3%
ATR Aptargroup Inc. 1.36% 131,317 $18.5M Add +0.3%
ZTS Zoetis Inc. 1.33% 103,983 $18.0M Add +1.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.32% 161,992 $17.8M New
GOOG Alphabet Inc. Class C 0.85% 62,906 $11.5M Reduce -1.2%
XLV SS Health Care Select Sector 0.57% 53,375 $7.8M Add +3.2%
IYG iShares U.S. Financial Servi 0.54% 112,060 $7.3M Add +3.4%
XLP SS Consumer Staples Sel Sect 0.45% 78,987 $6.0M Add +1.1%
IBB iShares Biotechnology ETF 0.44% 43,767 $6.0M Reduce -0.9%
XLY SS Consumer Disc Select Sect 0.34% 25,102 $4.6M Add +0.5%
PM Philip Morris International 0.23% 31,374 $3.2M No change
QQQ Invesco QQQ Trust Series 1 0.23% 6,570 $3.1M Add +0.0%
JNJ Johnson & Johnson 0.18% 16,775 $2.5M Add +0.9%
XLI SS Industrial Select Sector 0.16% 18,023 $2.2M Reduce -6.8%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 5,347 $2.2M Reduce -3.0%
QCOM Qualcomm Inc. 0.15% 10,425 $2.1M No change
AXP American Express Co. 0.15% 8,615 $2.0M No change
MO Altria Group Inc. 0.14% 41,184 $1.9M No change
XOM Exxon Mobil Corp. 0.14% 16,224 $1.9M Add +1.9%
HUDSON PAC PPTYS INC 0.13% 373,412 $1.8M No change
XLC SS Comm Select Sector SPDR 0.13% 20,680 $1.8M Reduce -6.4%
AMGN Amgen Inc. 0.13% 5,444 $1.7M No change
XLF SS Financial Select Sector 0.12% 41,025 $1.7M Reduce -2.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.10% 20,554 $1.4M Add +20.0%
IVW iShares S&P 500 Growth ETF 0.10% 14,850 $1.4M No change
PG The Procter & Gamble Co. 0.10% 8,245 $1.4M Reduce -2.1%
MDLZ Mondelez International Inc. Class A 0.10% 19,872 $1.3M No change
TSLA Tesla Inc. 0.09% 6,138 $1.2M Add +10.4%
OCSL Oaktree Specialty Lending Co. 0.09% 62,041 $1.2M Reduce -22.5%
ORCL Oracle Corp. 0.07% 7,136 $1.0M No change
RSP Invesco S&P 500 Equal Weight 0.07% 5,767 $947K No change
ISRG Intuitive Surgical Inc. 0.07% 2,033 $904K Reduce -4.9%
WMT Walmart Inc. 0.06% 12,981 $879K No change
MCD McDonald's Corp. 0.06% 3,262 $831K Reduce -96.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 8,145 $809K Reduce -3.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 19,961 $794K Reduce -0.1%
KRG Kite Realty Group Trust 0.05% 33,176 $742K No change
PEP Pepsico Inc. 0.05% 4,478 $739K No change
META Meta Platforms Inc. Class A 0.05% 1,401 $706K Add +9.2%
CVX Chevron Corp. 0.05% 4,492 $703K Add +4.1%
PHO Invesco Water Resources ETF 0.05% 10,814 $702K Reduce -5.3%
AMP Ameriprise Financial Inc. 0.05% 1,609 $687K No change
SAP Sap SE-Sponsored ADR 0.05% 3,376 $681K No change
HD Home Depot Inc. 0.05% 1,967 $677K Reduce -1.2%
SO The Southern Co. 0.05% 8,698 $675K No change
VOO Vanguard S&P 500 ETF 0.05% 1,340 $670K Reduce -10.3%
CSCO Cisco Systems Inc. 0.05% 13,153 $625K No change
OEF iShares S&P 100 ETF 0.05% 2,345 $620K No change
LLY Eli Lilly & Co. 0.04% 656 $594K Reduce -10.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 2,453 $594K No change
UNP Union Pacific Corp. 0.04% 2,457 $556K No change
HON Honeywell International Inc. 0.04% 2,586 $552K Reduce -6.3%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 18,566 $547K No change
GE General Electric filed as GE AEROSPACE 0.04% 3,273 $520K No change
XYL Xylem Inc. 0.04% 3,737 $507K Reduce -0.6%
IJR iShares Core S&P Small-Cap E 0.04% 4,673 $498K Reduce -2.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.04% 13,938 $489K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,761 $478K No change
DHI D.R. Horton Inc. 0.03% 3,325 $469K No change
IVV iShares Core S&P 500 ETF 0.03% 833 $456K Reduce -0.1%
NVO Novo-Nordisk A/S-Spons ADR 0.03% 3,000 $428K No change
MDY State Street SPDR S&P Midcap 0.03% 745 $399K No change
SPGI S&P Global Inc. 0.03% 883 $394K No change
PFE Pfizer Inc. 0.03% 13,881 $388K No change
T AT&T Inc. 0.03% 19,832 $379K No change
SBUX Starbucks Corp. 0.03% 4,441 $346K No change
NSC Norfolk Southern Corp. 0.02% 1,536 $330K No change
WFC Wells Fargo & Co. 0.02% 5,450 $324K No change
DE Deere & Co. 0.02% 865 $323K No change
ALL Allstate Corp. 0.02% 2,000 $319K No change
DHR Danaher Corp. 0.02% 1,181 $295K Add +2.7%
ABBV Abbvie Inc. 0.02% 1,673 $287K No change
BSV Vanguard Short-Term Bond ETF 0.02% 3,671 $282K No change
ADSK Autodesk Inc. 0.02% 1,114 $276K No change

Show all 126 holdings

Portfolio Sells Q1 2024 → Q2 2024
MCD McDonald's Corp. Reduce -96.9% 0.06% −2.23
HSY The Hershey Co. Sold out 0.00% −1.33
VMC Vulcan Materials Co. Reduce -0.5% 2.57% −0.39
BX Blackstone Inc. Reduce -0.4% 2.75% −0.31
MRK Merck & Co. Inc. Reduce -0.2% 2.66% −0.31
VCSH Vanguard S/T Corp. Bond ETF Reduce -7.8% 2.14% −0.29
JPM JPMorgan Chase & Co. Reduce -0.4% 3.17% −0.12
OCSL Oaktree Specialty Lending Co. Reduce -22.5% 0.09% −0.04
XLI SS Industrial Select Sector Reduce -6.8% 0.16% −0.03
IBB iShares Biotechnology ETF Reduce -0.9% 0.44% −0.02
DIS The Walt Disney Co. Reduce -3.5% 0.06% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.0% 0.16% −0.02
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.01
XLF SS Financial Select Sector Reduce -2.3% 0.12% −0.01
HD Home Depot Inc. Reduce -1.2% 0.05% −0.01
XLC SS Comm Select Sector SPDR Reduce -6.4% 0.13% −0.01
PHO Invesco Water Resources ETF Reduce -5.3% 0.05% −0.01
VOO Vanguard S&P 500 ETF Reduce -10.3% 0.05% −0.01
PG The Procter & Gamble Co. Reduce -2.1% 0.10% −0.01
IJR iShares Core S&P Small-Cap E Reduce -2.0% 0.04% −0.00
BNET Bion Environmental Tech Inc. Sold out 0.00% −0.00
HON Honeywell International Inc. Reduce -6.3% 0.04% −0.00
Altair Global Credit Reduce -8.5% 0.01% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.03% −0.00
XYL Xylem Inc. Reduce -0.6% 0.04% −0.00
LLY Eli Lilly & Co. Reduce -10.3% 0.04% 0.00
BAC Bank of America Corp. Reduce -0.1% 0.06% +0.00
ISRG Intuitive Surgical Inc. Reduce -4.9% 0.07% +0.00
MSFT Microsoft Corp. Reduce -0.6% 6.42% +0.06
AMZN Amazon.com Inc. Reduce -0.5% 5.07% +0.10
GOOG Alphabet Inc. Class C Reduce -1.2% 0.85% +0.10
LDOS Leidos Holdings Inc. Reduce -0.6% 2.32% +0.13
COST Costco Wholesale Corp. Reduce -0.8% 3.64% +0.34
GOOGL Alphabet Inc. Class A Reduce -1.0% 4.12% +0.52
AAPL Apple Inc. Reduce -1.3% 6.93% +0.95
NVDA Nvidia Corp. Reduce -3.9% 11.31% +2.32

Portfolio Buys Q1 2024 → Q2 2024
TJX TJX Companies Inc. New 1.32% +1.32
PANW Palo Alto Networks Inc. Add +66.7% 2.62% +1.24
IYW iShares Ustechnology ETF Add +1.1% 2.29% +0.17
NEE Nextera Energy Inc. Add +4.1% 1.53% +0.14
XAR SS SPDR S&P Aerospace Def Add +14.3% 1.53% +0.13
SPY SS SPDR S&P 500 ETF Trust-US Add +0.9% 6.30% +0.03
KO The Coca-Cola Co. Add +1.4% 1.87% +0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Add +20.0% 0.10% +0.02
AVGO Broadcom Inc. New 0.02% +0.02
BNY Bank of New York Mellon Corp. New 0.01% +0.01
TSLA Tesla Inc. Add +10.4% 0.09% +0.01
DUK Duke Energy Corp. New 0.01% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.0% 0.23% +0.01
META Meta Platforms Inc. Class A Add +9.2% 0.05% +0.00
FDX FedEx Corp. Add +1.1% 2.16% +0.00
RTX RTX Corp. Add +2.7% 0.02% +0.00
DHR Danaher Corp. Add +2.7% 0.02% −0.00
CVX Chevron Corp. Add +4.1% 0.05% −0.00
HIG Hartford Insurance Group Inc. Add +0.1% 0.02% −0.00
ZTS Zoetis Inc. Add +1.9% 1.33% −0.00
ABT Abbott Laboratories Add +4.0% 0.02% −0.00
XOM Exxon Mobil Corp. Add +1.9% 0.14% −0.00
XLP SS Consumer Staples Sel Sect Add +1.1% 0.45% −0.01
IYG iShares U.S. Financial Servi Add +3.4% 0.54% −0.02
XLV SS Health Care Select Sector Add +3.2% 0.57% −0.02
XLY SS Consumer Disc Select Sect Add +0.5% 0.34% −0.02
JNJ Johnson & Johnson Add +0.9% 0.18% −0.02
XBI SS SPDR S&P Biotech ETF Add +5.3% 1.65% −0.03
ATR Aptargroup Inc. Add +0.3% 1.36% −0.09
ICE Intercontinental Exchange Inc. Add +0.2% 2.15% −0.10
TMO Thermo Fisher Scientific Inc. Add +1.2% 2.21% −0.19
V Visa Inc. Class A Add +0.3% 2.05% −0.22
GPK Graphic Packaging Holding Co. Add +1.2% 1.94% −0.29
ACN Accenture PLC Class A Add +1.9% 2.49% −0.43
IQV Iqvia Holdings Inc. Add +0.9% 1.87% −0.45
CRM Salesforce Inc. Add +0.8% 2.18% −0.47

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