Howard Capital Management Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Howard Capital Management Group, LLC reported 138 stock positions worth $1.3 billion. Its top holding was Nvidia (NVDA) at 9.6% of the portfolio, followed by Apple (AAPL, 7.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.6%). Compared with Q4 2024, it opened 7 new positions, sold out of 7, added to 22 and reduced 49. The biggest buy was a new position in Vanguard Most SM-Cap ETF-Usd (VB) and the biggest sale Leidos (LDOS, shares −99%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001860501
Portfolio Value
$1.3B (Q1 2025)
SEC Filing
0001140361-25-014141 ↗ filed Apr 16, 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 Q4 2024 Q1 2025: $1.3B $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 · $1.3B
NVDA Nvidia Corp. 9.57% 1,134,195 $122.9M Reduce -3.4%
AAPL Apple Inc. 7.40% 427,727 $95.0M Reduce -1.6%
SPY SS SPDR S&P 500 ETF Trust-US 6.58% 151,101 $84.5M Reduce -0.5%
MSFT Microsoft Corp. 5.65% 193,216 $72.5M Reduce -0.6%
AMZN Amazon.com Inc. 5.22% 352,437 $67.1M Reduce -1.1%
COST Costco Wholesale Corp. 4.21% 57,088 $54.0M Reduce -1.3%
JPM JPMorgan Chase & Co. 3.98% 208,325 $51.1M Reduce -1.6%
GOOGL Alphabet Inc. Class A 3.69% 306,240 $47.4M Reduce -0.6%
BX Blackstone Inc. 3.16% 290,134 $40.6M Reduce -1.7%
V Visa Inc. Class A 2.88% 105,411 $36.9M Reduce -1.3%
PANW Palo Alto Networks Inc. 2.85% 214,392 $36.6M Reduce -0.2%
ICE Intercontinental Exchange Inc. 2.82% 209,684 $36.2M Reduce -0.7%
ACN Accenture PLC Class A 2.69% 110,769 $34.6M Reduce -0.9%
VMC Vulcan Materials Co. 2.53% 139,076 $32.4M Reduce -0.8%
CRM Salesforce Inc. 2.39% 114,345 $30.7M Reduce -0.6%
XAR SS SPDR S&P Aerospace Def 2.34% 187,371 $30.1M Add +0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.30% 242,007 $29.5M Add +0.1%
VCSH Vanguard S/T Corp. Bond ETF 2.27% 369,136 $29.1M Add +0.5%
KO The Coca-Cola Co. 2.26% 405,463 $29.0M Add +0.2%
IYW iShares Ustechnology ETF 2.15% 196,742 $27.6M Reduce -3.8%
TMO Thermo Fisher Scientific Inc. 2.13% 55,026 $27.4M Reduce -0.4%
GPK Graphic Packaging Holding Co. 2.08% 1,027,748 $26.7M Add +0.7%
MRK Merck & Co. Inc. 2.08% 297,183 $26.7M Add +0.7%
VB Vanguard Most SM-Cap ETF-Usd 1.81% 104,640 $23.2M New
PH Parker Hannifin Corp. 1.78% 37,566 $22.8M Add +2.1%
IQV Iqvia Holdings Inc. 1.69% 122,914 $21.7M Add +0.8%
ATR Aptargroup Inc. 1.53% 132,526 $19.7M Reduce -0.5%
ZTS Zoetis Inc. 1.36% 106,401 $17.5M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.72% 58,785 $9.2M Reduce -3.7%
XLV SS Health Care Select Sector 0.64% 55,894 $8.2M Add +1.0%
IYG iShares U.S. Financial Servi 0.61% 99,147 $7.8M Reduce -12.9%
XLP SS Consumer Staples Sel Sect 0.46% 72,338 $5.9M Reduce -3.2%
IBB iShares Biotechnology ETF 0.40% 39,667 $5.1M Reduce -8.8%
PM Philip Morris International 0.39% 31,374 $5.0M No change
XLY SS Consumer Disc Select Sect 0.28% 18,032 $3.6M Reduce -8.0%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 5,954 $3.2M Add +0.5%
QQQ Invesco QQQ Trust Series 1 0.23% 6,395 $3.0M No change
JNJ Johnson & Johnson 0.21% 16,634 $2.8M Reduce -0.8%
MO Altria Group Inc. 0.19% 40,944 $2.5M Reduce -0.6%
AXP American Express Co. 0.18% 8,426 $2.3M No change
XOM Exxon Mobil Corp. 0.14% 15,302 $1.8M Reduce -4.8%
XLF SS Financial Select Sector 0.14% 35,322 $1.8M Reduce -3.3%
AMGN Amgen Inc. 0.13% 5,334 $1.7M Reduce -0.7%
QCOM Qualcomm Inc. 0.12% 10,425 $1.6M No change
TSLA Tesla Inc. 0.12% 6,138 $1.6M No change
PG The Procter & Gamble Co. 0.11% 8,427 $1.4M No change
IVW iShares S&P 500 Growth ETF 0.11% 14,850 $1.4M No change
MDLZ Mondelez International Inc. Class A 0.10% 19,872 $1.3M No change
XLI SS Industrial Select Sector 0.10% 9,402 $1.2M Add +44.7%
IBIT iShares Bitcoin Trust ETF 0.09% 25,525 $1.2M Add +72.5%
HUDSON PAC PPTYS INC 0.08% 368,168 $1.1M Reduce -0.3%
ORCL Oracle Corp. 0.08% 7,663 $1.1M Reduce -4.4%
ISRG Intuitive Surgical Inc. 0.08% 2,125 $1.1M No change
WMT Walmart Inc. 0.08% 11,906 $1.0M Reduce -1.4%
RSP Invesco S&P 500 Equal Weight 0.08% 5,767 $999K No change
SAP Sap SE-Sponsored ADR 0.07% 3,375 $906K No change
META Meta Platforms Inc. Class A 0.07% 1,566 $903K Reduce -8.7%
KRG Kite Realty Group Trust 0.07% 40,185 $899K Add +21.1%
AMP Ameriprise Financial Inc. 0.07% 1,787 $865K No change
MCD McDonald's Corp. 0.07% 2,700 $843K Reduce -0.9%
SO The Southern Co. 0.06% 8,698 $800K No change
XLC SS Comm Select Sector SPDR 0.06% 8,070 $778K Add +0.6%
CVX Chevron Corp. 0.06% 4,418 $739K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,916 $725K Add +1.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 7,333 $724K Reduce -2.3%
HD Home Depot Inc. 0.06% 1,967 $721K No change
PEP Pepsico Inc. 0.05% 4,568 $685K No change
CSCO Cisco Systems Inc. 0.05% 11,053 $682K Reduce -5.2%
VOO Vanguard S&P 500 ETF 0.05% 1,297 $666K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 15,946 $665K Add +1.3%
GE General Electric filed as GE AEROSPACE 0.05% 3,273 $655K No change
OEF iShares S&P 100 ETF 0.05% 2,345 $635K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 2,453 $634K No change
PHO Invesco Water Resources ETF 0.04% 8,924 $576K Add +1.3%
HON Honeywell International Inc. 0.04% 2,621 $555K Reduce -5.0%
T AT&T Inc. 0.04% 19,610 $555K Reduce -1.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 18,566 $526K No change
UNP Union Pacific Corp. 0.04% 2,207 $521K Reduce -21.5%
LLY Eli Lilly & Co. 0.04% 618 $510K No change
AVGO Broadcom Inc. 0.04% 3,039 $509K No change
IVV iShares Core S&P 500 ETF 0.04% 849 $477K Add +1.9%
IJR iShares Core S&P Small-Cap E 0.04% 4,449 $465K No change
SPGI S&P Global Inc. 0.03% 883 $449K Reduce -3.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 5,425 $428K Reduce -83.0%
ABBV Abbvie Inc. 0.03% 2,012 $422K No change
XYL Xylem Inc. 0.03% 3,491 $417K Reduce -6.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 11,200 $408K No change
DE Deere & Co. 0.03% 865 $406K No change
MDY State Street SPDR S&P Midcap 0.03% 735 $392K No change
WFC Wells Fargo & Co. 0.03% 5,450 $391K No change
VIG Vanguard Dividend Apprec ETF 0.03% 1,926 $374K No change
NSC Norfolk Southern Corp. 0.03% 1,536 $364K No change
PFE Pfizer Inc. 0.03% 13,881 $352K No change
DHI D.R. Horton Inc. 0.03% 2,700 $343K No change
LDOS Leidos Holdings Inc. 0.03% 2,460 $332K Reduce -98.8%
SBUX Starbucks Corp. 0.03% 3,350 $329K Reduce -19.6%
RTX RTX Corp. 0.02% 2,403 $318K Reduce -8.8%
ALL Allstate Corp. 0.02% 1,500 $311K No change
WCN Waste Connections Inc. 0.02% 1,527 $298K No change
ADSK Autodesk Inc. 0.02% 1,114 $292K No change
HIG Hartford Insurance Group Inc. 0.02% 2,338 $289K Add +0.2%
BSV Vanguard Short-Term Bond ETF 0.02% 3,671 $287K No change
PLTR Palantir Technologies Inc. Class A 0.02% 3,400 $287K Add +36.0%
PFGC Performance Food Group Co. 0.02% 3,630 $285K No change
XBI SS SPDR S&P Biotech ETF 0.02% 3,505 $284K Reduce -98.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 3,387 $284K No change
NEE Nextera Energy Inc. 0.02% 3,952 $280K No change
ABT Abbott Laboratories 0.02% 2,076 $275K No change
GEV GE Vernova Inc. 0.02% 836 $255K No change
SPG Simon Property Group Inc. 0.02% 1,490 $247K No change
LIN Linde PLC 0.02% 528 $246K No change
ETHA iShares Ethereum Trust ETF 0.02% 17,350 $240K Add +59.9%
DHR Danaher Corp. 0.02% 1,106 $227K Reduce -10.0%
SPYV SS SPDR P S&P 500 Value ETF 0.02% 4,273 $218K No change
BR Broadridge Financial Solutio 0.02% 875 $212K New
BMY Bristol-Myers Squibb Co. 0.02% 3,455 $211K No change
NVO Novo-Nordisk A/S-Spons ADR 0.02% 3,022 $210K No change
EMR Emerson Electric Co. 0.02% 1,878 $206K No change
VRSK Verisk Analytics Inc. 0.02% 688 $205K No change
SCHX Schwab US Large-Cap ETF 0.02% 9,234 $204K No change
D Dominion Energy Inc. 0.02% 3,635 $204K New
KHC The Kraft Heinz Co. 0.02% 6,656 $203K No change
FR First Industrial Realty TR 0.02% 3,688 $199K New
TXN Texas Instruments Inc. 0.01% 979 $176K New
FDX FedEx Corp. 0.01% 710 $173K Reduce -99.3%
TSM Taiwan Semiconductor-SP ADR 0.01% 950 $158K No change
MS Morgan Stanley 0.01% 1,316 $154K No change
WMMVF Walmart DE Mexico Sab DE CV 0.01% 51,232 $141K No change
DUK Duke Energy Corp. 0.01% 1,148 $140K No change
NFLX Netflix Inc. 0.01% 140 $131K No change
ICLN iShares Global Clean Energy 0.01% 10,000 $114K No change
ORLY O'reilly Automotive Inc. 0.01% 78 $112K New
GILD Gilead Sciences Inc. 0.01% 835 $94K New
Altair Global Credit 0.01% 90,332 $90K Reduce -13.3%
FIGS Figs Inc. Class A 0.00% 10,913 $50K No change
DHF BNYM High Yield Strategies filed as BNY MELLON HIGH YIELD STRATE 0.00% 10,000 $26K No change
BNET Bion Environmental Tech Inc. 0.00% 55,157 $5K No change
UPS United Parcel Service Class B 0.00% 28 $3K No change

Portfolio Sells Q4 2024 → Q1 2025
LDOS Leidos Holdings Inc. Reduce -98.8% 0.03% −2.08
FDX FedEx Corp. Reduce -99.3% 0.01% −1.89
XBI SS SPDR S&P Biotech ETF Reduce -98.6% 0.02% −1.54
NVDA Nvidia Corp. Reduce -3.4% 9.57% −1.22
BX Blackstone Inc. Reduce -1.7% 3.16% −0.32
GOOGL Alphabet Inc. Class A Reduce -0.6% 3.69% −0.30
CRM Salesforce Inc. Reduce -0.6% 2.39% −0.24
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -83.0% 0.03% −0.13
AMZN Amazon.com Inc. Reduce -1.1% 5.22% −0.13
GOOG Alphabet Inc. Class C Reduce -3.7% 0.72% −0.08
IYW iShares Ustechnology ETF Reduce -3.8% 2.15% −0.08
OCSL Oaktree Specialty Lending Co. Sold out 0.00% −0.06
AAPL Apple Inc. Reduce -1.6% 7.40% −0.04
XLY SS Consumer Disc Select Sect Reduce -8.0% 0.28% −0.02
UNH Unitedhealth Group Inc. Sold out 0.00% −0.02
AMD Advanced Micro Devices Sold out 0.00% −0.02
IDGT iShares US DGTL Infra & R/E Sold out 0.00% −0.01
BLK BlackRock Inc. Sold out 0.00% −0.01
SHW The Sherwin-Williams Co. Sold out 0.00% −0.01
ORCL Oracle Corp. Reduce -4.4% 0.08% −0.01
UNP Union Pacific Corp. Reduce -21.5% 0.04% −0.00
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.00
DHR Danaher Corp. Reduce -10.0% 0.02% −0.00
DIS The Walt Disney Co. Reduce -2.3% 0.06% −0.00
SBUX Starbucks Corp. Reduce -19.6% 0.03% −0.00
Altair Global Credit Reduce -13.3% 0.01% −0.00
IYG iShares U.S. Financial Servi Reduce -12.9% 0.61% +0.00
HON Honeywell International Inc. Reduce -5.0% 0.04% +0.00
ACN Accenture PLC Class A Reduce -0.9% 2.69% +0.00
META Meta Platforms Inc. Class A Reduce -8.7% 0.07% +0.00
IBB iShares Biotechnology ETF Reduce -8.8% 0.40% +0.00
XYL Xylem Inc. Reduce -6.6% 0.03% +0.00
RTX RTX Corp. Reduce -8.8% 0.02% +0.00
SPGI S&P Global Inc. Reduce -3.1% 0.03% +0.00
CSCO Cisco Systems Inc. Reduce -5.2% 0.05% +0.01
WMT Walmart Inc. Reduce -1.4% 0.08% +0.01
HUDSON PAC PPTYS INC Reduce -0.3% 0.08% +0.01
MCD McDonald's Corp. Reduce -0.9% 0.07% +0.01
T AT&T Inc. Reduce -1.1% 0.04% +0.01
XLF SS Financial Select Sector Reduce -3.3% 0.14% +0.02
XOM Exxon Mobil Corp. Reduce -4.8% 0.14% +0.02
AMGN Amgen Inc. Reduce -0.7% 0.13% +0.03
MO Altria Group Inc. Reduce -0.6% 0.19% +0.04
MSFT Microsoft Corp. Reduce -0.6% 5.65% +0.05
JNJ Johnson & Johnson Reduce -0.8% 0.21% +0.05
XLP SS Consumer Staples Sel Sect Reduce -3.2% 0.46% +0.06
VMC Vulcan Materials Co. Reduce -0.8% 2.53% +0.06
ATR Aptargroup Inc. Reduce -0.5% 1.53% +0.10
TMO Thermo Fisher Scientific Inc. Reduce -0.4% 2.13% +0.17
PANW Palo Alto Networks Inc. Reduce -0.2% 2.85% +0.18

Portfolio Buys Q4 2024 → Q1 2025
VB Vanguard Most SM-Cap ETF-Usd New 1.81% +1.81
KO The Coca-Cola Co. Add +0.2% 2.26% +0.54
VCSH Vanguard S/T Corp. Bond ETF Add +0.5% 2.27% +0.31
TJX TJX Companies Inc. Add +0.1% 2.30% +0.30
XAR SS SPDR S&P Aerospace Def Add +0.6% 2.34% +0.23
GPK Graphic Packaging Holding Co. Add +0.7% 2.08% +0.18
PH Parker Hannifin Corp. Add +2.1% 1.78% +0.18
XLV SS Health Care Select Sector Add +1.0% 0.64% +0.11
MRK Merck & Co. Inc. Add +0.7% 2.08% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 0.25% +0.06
IQV Iqvia Holdings Inc. Add +0.8% 1.69% +0.05
IBIT iShares Bitcoin Trust ETF Add +72.5% 0.09% +0.04
XLI SS Industrial Select Sector Add +44.7% 0.10% +0.04
BR Broadridge Financial Solutio New 0.02% +0.02
D Dominion Energy Inc. New 0.02% +0.02
FR First Industrial Realty TR New 0.02% +0.02
TXN Texas Instruments Inc. New 0.01% +0.01
IBM Intl Business Machines Corp. Add +1.0% 0.06% +0.01
KRG Kite Realty Group Trust Add +21.1% 0.07% +0.01
PLTR Palantir Technologies Inc. Class A Add +36.0% 0.02% +0.01
ORLY O'reilly Automotive Inc. New 0.01% +0.01
XLC SS Comm Select Sector SPDR Add +0.6% 0.06% +0.01
GILD Gilead Sciences Inc. New 0.01% +0.01
PHO Invesco Water Resources ETF Add +1.3% 0.04% +0.01
HIG Hartford Insurance Group Inc. Add +0.2% 0.02% +0.01
BAC Bank of America Corp. Add +1.3% 0.05% +0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.05% +0.00
IVV iShares Core S&P 500 ETF Add +1.9% 0.04% +0.00
ETHA iShares Ethereum Trust ETF Add +59.9% 0.02% −0.00

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