Howard Capital Management Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Howard Capital Management Group, LLC reported 138 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 10.8% of the portfolio, followed by Apple (AAPL, 7.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.1%). Compared with Q3 2024, it opened 11 new positions, sold out of 8, added to 30 and reduced 39. The biggest buy was a new position in Parker Hannifin (PH) and the biggest sale Nextera Energy (NEE, shares −99%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001860501
Portfolio Value
$1.5B (Q4 2024)
SEC Filing
0001140361-25-001313 ↗ filed Jan 17, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.5B $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 138 stocks · $1.5B
NVDA Nvidia Corp. 10.79% 1,174,595 $157.7M Reduce -2.7%
AAPL Apple Inc. 7.44% 434,499 $108.8M Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US 6.09% 151,879 $89.0M Reduce -0.7%
MSFT Microsoft Corp. 5.60% 194,293 $81.9M Reduce -0.2%
AMZN Amazon.com Inc. 5.35% 356,427 $78.2M Reduce -0.0%
GOOGL Alphabet Inc. Class A 3.99% 308,166 $58.3M Add +0.3%
COST Costco Wholesale Corp. 3.62% 57,811 $53.0M Reduce -0.1%
BX Blackstone Inc. 3.48% 295,219 $50.9M Reduce -1.2%
JPM JPMorgan Chase & Co. 3.47% 211,651 $50.7M Add +0.1%
ACN Accenture PLC Class A 2.69% 111,819 $39.3M Add +0.6%
PANW Palo Alto Networks Inc. 2.67% 214,732 $39.1M Add +1.1%
CRM Salesforce Inc. 2.63% 115,060 $38.5M Add +0.3%
VMC Vulcan Materials Co. 2.47% 140,193 $36.1M Add +0.2%
V Visa Inc. Class A 2.31% 106,795 $33.8M Add +0.4%
IYW iShares Ustechnology ETF 2.23% 204,423 $32.6M Reduce -2.1%
ICE Intercontinental Exchange Inc. 2.15% 211,194 $31.5M Add +0.2%
XAR SS SPDR S&P Aerospace Def 2.11% 186,333 $30.9M Add +3.8%
LDOS Leidos Holdings Inc. 2.10% 213,263 $30.7M Add +0.1%
MRK Merck & Co. Inc. 2.01% 295,240 $29.4M Add +1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.00% 241,832 $29.2M Add +4.5%
TMO Thermo Fisher Scientific Inc. 1.97% 55,232 $28.7M Add +1.2%
VCSH Vanguard S/T Corp. Bond ETF 1.96% 367,138 $28.6M Reduce -0.4%
FDX FedEx Corp. 1.90% 98,957 $27.8M Add +1.9%
GPK Graphic Packaging Holding Co. 1.90% 1,021,143 $27.7M Add +1.3%
KO The Coca-Cola Co. 1.72% 404,565 $25.2M Add +1.2%
IQV Iqvia Holdings Inc. 1.64% 121,894 $24.0M Add +1.6%
PH Parker Hannifin Corp. 1.60% 36,775 $23.4M New
XBI SS SPDR S&P Biotech ETF 1.57% 254,166 $22.9M Add +2.4%
ATR Aptargroup Inc. 1.43% 133,200 $20.9M Add +1.0%
ZTS Zoetis Inc. 1.19% 106,506 $17.4M Add +1.6%
GOOG Alphabet Inc. Class C 0.80% 61,035 $11.6M Reduce -1.8%
IYG iShares U.S. Financial Servi 0.61% 113,892 $8.9M Reduce -0.5%
XLV SS Health Care Select Sector 0.52% 55,337 $7.6M Add +0.4%
XLP SS Consumer Staples Sel Sect 0.40% 74,707 $5.9M Reduce -1.8%
IBB iShares Biotechnology ETF 0.39% 43,512 $5.8M Reduce -0.2%
XLY SS Consumer Disc Select Sect 0.30% 19,596 $4.4M Reduce -3.2%
PM Philip Morris International 0.26% 31,374 $3.8M No change
QQQ Invesco QQQ Trust Series 1 0.22% 6,395 $3.3M Reduce -2.7%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 5,924 $2.7M Add +14.9%
AXP American Express Co. 0.17% 8,426 $2.5M Reduce -2.2%
TSLA Tesla Inc. 0.17% 6,138 $2.5M No change
JNJ Johnson & Johnson 0.17% 16,767 $2.4M Reduce -0.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.17% 31,876 $2.4M Reduce -2.2%
MO Altria Group Inc. 0.15% 41,184 $2.2M No change
XLF SS Financial Select Sector 0.12% 36,536 $1.8M Reduce -2.5%
XOM Exxon Mobil Corp. 0.12% 16,068 $1.7M Reduce -1.2%
QCOM Qualcomm Inc. 0.11% 10,425 $1.6M No change
IVW iShares S&P 500 Growth ETF 0.10% 14,850 $1.5M No change
PG The Procter & Gamble Co. 0.10% 8,427 $1.4M Add +1.2%
AMGN Amgen Inc. 0.10% 5,374 $1.4M Add +0.1%
ORCL Oracle Corp. 0.09% 8,019 $1.3M No change
MDLZ Mondelez International Inc. Class A 0.08% 19,872 $1.2M No change
HUDSON PAC PPTYS INC 0.08% 369,168 $1.1M No change
ISRG Intuitive Surgical Inc. 0.08% 2,125 $1.1M No change
WMT Walmart Inc. 0.07% 12,081 $1.1M No change
RSP Invesco S&P 500 Equal Weight 0.07% 5,767 $1.0M No change
META Meta Platforms Inc. Class A 0.07% 1,716 $1.0M Add +3.9%
AMP Ameriprise Financial Inc. 0.07% 1,787 $951K No change
OCSL Oaktree Specialty Lending Co. 0.06% 62,041 $948K No change
XLI SS Industrial Select Sector 0.06% 6,497 $856K Add +5.8%
KRG Kite Realty Group Trust 0.06% 33,176 $837K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 7,504 $836K Reduce -3.8%
SAP Sap SE-Sponsored ADR 0.06% 3,375 $831K Reduce -0.0%
MCD McDonald's Corp. 0.05% 2,725 $790K Reduce -6.8%
IBIT iShares Bitcoin Trust ETF 0.05% 14,800 $785K New
XLC SS Comm Select Sector SPDR 0.05% 8,025 $777K Reduce -27.3%
HD Home Depot Inc. 0.05% 1,967 $765K No change
SO The Southern Co. 0.05% 8,698 $716K No change
AVGO Broadcom Inc. 0.05% 3,039 $705K No change
VOO Vanguard S&P 500 ETF 0.05% 1,296 $698K Reduce -3.4%
PEP Pepsico Inc. 0.05% 4,568 $695K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 15,746 $692K Reduce -19.8%
CSCO Cisco Systems Inc. 0.05% 11,653 $690K No change
OEF iShares S&P 100 ETF 0.05% 2,345 $677K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 2,453 $648K No change
UNP Union Pacific Corp. 0.04% 2,810 $641K Reduce -1.8%
CVX Chevron Corp. 0.04% 4,418 $640K Reduce -1.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,886 $634K No change
HON Honeywell International Inc. 0.04% 2,760 $623K No change
PHO Invesco Water Resources ETF 0.04% 8,814 $580K Reduce -13.0%
GE General Electric filed as GE AEROSPACE 0.04% 3,273 $546K No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 18,566 $542K No change
IJR iShares Core S&P Small-Cap E 0.04% 4,449 $513K Reduce -4.8%
IVV iShares Core S&P 500 ETF 0.03% 833 $490K No change
LLY Eli Lilly & Co. 0.03% 618 $477K No change
SPGI S&P Global Inc. 0.03% 911 $454K No change
T AT&T Inc. 0.03% 19,832 $452K No change
XYL Xylem Inc. 0.03% 3,739 $434K Add +0.0%
MDY State Street SPDR S&P Midcap 0.03% 735 $419K Reduce -1.3%
WFC Wells Fargo & Co. 0.03% 5,450 $383K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 11,200 $382K Reduce -19.6%
SBUX Starbucks Corp. 0.03% 4,166 $380K Reduce -4.6%
DHI D.R. Horton Inc. 0.03% 2,700 $378K Reduce -18.8%
VIG Vanguard Dividend Apprec ETF 0.03% 1,926 $377K Add +28.8%
PFE Pfizer Inc. 0.03% 13,881 $368K No change
DE Deere & Co. 0.03% 865 $367K No change
NSC Norfolk Southern Corp. 0.02% 1,536 $360K No change
ABBV Abbvie Inc. 0.02% 2,012 $358K No change
ADSK Autodesk Inc. 0.02% 1,114 $329K No change
PFGC Performance Food Group Co. 0.02% 3,630 $307K No change
RTX RTX Corp. 0.02% 2,636 $305K No change
UNH Unitedhealth Group Inc. 0.02% 584 $295K No change
ALL Allstate Corp. 0.02% 1,500 $289K Reduce -25.0%
BSV Vanguard Short-Term Bond ETF 0.02% 3,671 $284K No change
NEE Nextera Energy Inc. 0.02% 3,952 $283K Reduce -98.7%
DHR Danaher Corp. 0.02% 1,229 $282K No change
GEV GE Vernova Inc. 0.02% 836 $275K No change
ETHA iShares Ethereum Trust ETF 0.02% 10,850 $274K New
WCN Waste Connections Inc. 0.02% 1,527 $262K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 3,387 $260K No change
NVO Novo-Nordisk A/S-Spons ADR 0.02% 3,022 $260K No change
SPG Simon Property Group Inc. 0.02% 1,490 $257K No change
HIG Hartford Insurance Group Inc. 0.02% 2,334 $255K Add +0.1%
ABT Abbott Laboratories 0.02% 2,076 $235K No change
EMR Emerson Electric Co. 0.02% 1,878 $233K No change
LIN Linde PLC 0.02% 528 $221K No change
AMD Advanced Micro Devices 0.02% 1,827 $221K No change
SPYV SS SPDR P S&P 500 Value ETF 0.01% 4,273 $219K No change
SCHX Schwab US Large-Cap ETF 0.01% 9,234 $214K No change
IDGT iShares US DGTL Infra & R/E 0.01% 2,646 $213K Reduce -11.7%
KHC The Kraft Heinz Co. 0.01% 6,656 $204K No change
BLK BlackRock Inc. 0.01% 198 $203K New
BMY Bristol-Myers Squibb Co. 0.01% 3,455 $195K New
VRSK Verisk Analytics Inc. 0.01% 688 $189K New
PLTR Palantir Technologies Inc. Class A 0.01% 2,500 $189K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 950 $188K New
SHW The Sherwin-Williams Co. 0.01% 501 $170K New
MS Morgan Stanley 0.01% 1,316 $165K New
WMMVF Walmart DE Mexico Sab DE CV 0.01% 51,232 $135K No change
NFLX Netflix Inc. 0.01% 140 $125K New
DUK Duke Energy Corp. 0.01% 1,148 $124K Reduce -13.6%
ICLN iShares Global Clean Energy 0.01% 10,000 $114K No change
Altair Global Credit 0.01% 104,208 $104K Add +2.8%
FIGS Figs Inc. Class A 0.00% 10,913 $68K No change
VNQ Vanguard Real Estate ETF 0.00% 288 $26K New
DHF BNYM High Yield Strategies filed as BNY MELLON HIGH YIELD STRATE 0.00% 10,000 $26K Reduce -60.2%
BNET Bion Environmental Tech Inc. 0.00% 55,157 $9K No change
UPS United Parcel Service Class B 0.00% 28 $4K No change

Portfolio Sells Q3 2024 → Q4 2024
NEE Nextera Energy Inc. Reduce -98.7% 0.02% −1.76
MSFT Microsoft Corp. Reduce -0.2% 5.60% −0.28
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.4% 1.96% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 6.09% −0.08
IBB iShares Biotechnology ETF Reduce -0.2% 0.39% −0.05
XLP SS Consumer Staples Sel Sect Reduce -1.8% 0.40% −0.04
JNJ Johnson & Johnson Reduce -0.0% 0.17% −0.03
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -2.2% 0.17% −0.02
DHI D.R. Horton Inc. Reduce -18.8% 0.03% −0.02
CL Colgate-Palmolive Co. Sold out 0.00% −0.02
XLC SS Comm Select Sector SPDR Reduce -27.3% 0.05% −0.02
XOM Exxon Mobil Corp. Reduce -1.2% 0.12% −0.02
CUBE Cubesmart Sold out 0.00% −0.01
D Dominion Energy Inc. Sold out 0.00% −0.01
FR First Industrial Realty TR Sold out 0.00% −0.01
TXN Texas Instruments Inc. Sold out 0.00% −0.01
BA The Boeing Co. Sold out 0.00% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
SPDW Ste STR SPDR PT DW Eu ETF Reduce -19.6% 0.03% −0.01
PHO Invesco Water Resources ETF Reduce -13.0% 0.04% −0.01
MCD McDonald's Corp. Reduce -6.8% 0.05% −0.01
BAC Bank of America Corp. Reduce -19.8% 0.05% −0.01
ALL Allstate Corp. Reduce -25.0% 0.02% −0.01
UNP Union Pacific Corp. Reduce -1.8% 0.04% −0.01
SBUX Starbucks Corp. Reduce -4.6% 0.03% −0.00
IJR iShares Core S&P Small-Cap E Reduce -4.8% 0.04% −0.00
DHF BNYM High Yield Strategies Reduce -60.2% 0.00% −0.00
CVX Chevron Corp. Reduce -1.7% 0.04% −0.00
DUK Duke Energy Corp. Reduce -13.6% 0.01% −0.00
IDGT iShares US DGTL Infra & R/E Reduce -11.7% 0.01% −0.00
VOO Vanguard S&P 500 ETF Reduce -3.4% 0.05% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -2.7% 0.22% −0.00
MDY State Street SPDR S&P Midcap Reduce -1.3% 0.03% −0.00
BLTY Believing Today Inc. Sold out 0.00% 0.00
XLF SS Financial Select Sector Reduce -2.5% 0.12% +0.00
SAP Sap SE-Sponsored ADR Reduce -0.0% 0.06% +0.00
DIS The Walt Disney Co. Reduce -3.8% 0.06% +0.00
IYW iShares Ustechnology ETF Reduce -2.1% 2.23% +0.01
AXP American Express Co. Reduce -2.2% 0.17% +0.01
XLY SS Consumer Disc Select Sect Reduce -3.2% 0.30% +0.02
COST Costco Wholesale Corp. Reduce -0.1% 3.62% +0.02
IYG iShares U.S. Financial Servi Reduce -0.5% 0.61% +0.04
GOOG Alphabet Inc. Class C Reduce -1.8% 0.80% +0.07
AAPL Apple Inc. Reduce -1.4% 7.44% +0.23
BX Blackstone Inc. Reduce -1.2% 3.48% +0.27
NVDA Nvidia Corp. Reduce -2.7% 10.79% +0.49
AMZN Amazon.com Inc. Reduce -0.0% 5.35% +0.68

Portfolio Buys Q3 2024 → Q4 2024
PH Parker Hannifin Corp. New 1.60% +1.60
CRM Salesforce Inc. Add +0.3% 2.63% +0.43
GOOGL Alphabet Inc. Class A Add +0.3% 3.99% +0.41
JPM JPMorgan Chase & Co. Add +0.1% 3.47% +0.34
V Visa Inc. Class A Add +0.4% 2.31% +0.25
XAR SS SPDR S&P Aerospace Def Add +3.8% 2.11% +0.13
PANW Palo Alto Networks Inc. Add +1.1% 2.67% +0.12
TJX TJX Companies Inc. Add +4.5% 2.00% +0.09
IBIT iShares Bitcoin Trust ETF New 0.05% +0.05
FDX FedEx Corp. Add +1.9% 1.90% +0.04
ETHA iShares Ethereum Trust ETF New 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +14.9% 0.18% +0.02
BLK BlackRock Inc. New 0.01% +0.01
BMY Bristol-Myers Squibb Co. New 0.01% +0.01
VRSK Verisk Analytics Inc. New 0.01% +0.01
TSM Taiwan Semiconductor-SP ADR New 0.01% +0.01
SHW The Sherwin-Williams Co. New 0.01% +0.01
MS Morgan Stanley New 0.01% +0.01
NFLX Netflix Inc. New 0.01% +0.01
VMC Vulcan Materials Co. Add +0.2% 2.47% +0.01
VIG Vanguard Dividend Apprec ETF Add +28.8% 0.03% +0.01
META Meta Platforms Inc. Class A Add +3.9% 0.07% +0.00
VNQ Vanguard Real Estate ETF New 0.00% +0.00
XLI SS Industrial Select Sector Add +5.8% 0.06% +0.00
Altair Global Credit Add +2.8% 0.01% 0.00
HIG Hartford Insurance Group Inc. Add +0.1% 0.02% −0.00
PG The Procter & Gamble Co. Add +1.2% 0.10% −0.00
XYL Xylem Inc. Add +0.0% 0.03% −0.01
AMGN Amgen Inc. Add +0.1% 0.10% −0.03
ATR Aptargroup Inc. Add +1.0% 1.43% −0.05
ACN Accenture PLC Class A Add +0.6% 2.69% −0.07
XLV SS Health Care Select Sector Add +0.4% 0.52% −0.08
XBI SS SPDR S&P Biotech ETF Add +2.4% 1.57% −0.16
GPK Graphic Packaging Holding Co. Add +1.3% 1.90% −0.20
ICE Intercontinental Exchange Inc. Add +0.2% 2.15% −0.22
ZTS Zoetis Inc. Add +1.6% 1.19% −0.25
KO The Coca-Cola Co. Add +1.2% 1.72% −0.29
MRK Merck & Co. Inc. Add +1.4% 2.01% −0.31
LDOS Leidos Holdings Inc. Add +0.1% 2.10% −0.34
IQV Iqvia Holdings Inc. Add +1.6% 1.64% −0.36
TMO Thermo Fisher Scientific Inc. Add +1.2% 1.97% −0.41

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