Howard Capital Management Group, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Howard Capital Management Group, LLC reported 138 stock positions worth $1.4 billion. Its top holding was Nvidia (NVDA) at 11.7% of the portfolio, followed by Microsoft (MSFT, 6.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.5%). Compared with Q1 2025, it opened 5 new positions, sold out of 5, added to 22 and reduced 39. The biggest buy was a new position in Ametek (AME) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001860501
Portfolio Value
$1.4B (Q2 2025)
SEC Filing
0001140361-25-026028 ↗ filed Jul 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 Q1 2025 Q2 2025: $1.4B $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 · $1.4B
NVDA Nvidia Corp. 11.67% 1,062,780 $167.9M Reduce -6.3%
MSFT Microsoft Corp. 6.63% 191,968 $95.5M Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US 6.46% 150,553 $93.0M Reduce -0.4%
AAPL Apple Inc. 6.09% 427,325 $87.7M Reduce -0.1%
AMZN Amazon.com Inc. 5.36% 351,583 $77.1M Reduce -0.2%
JPM JPMorgan Chase & Co. 4.15% 205,880 $59.7M Reduce -1.2%
COST Costco Wholesale Corp. 3.87% 56,321 $55.8M Reduce -1.3%
GOOGL Alphabet Inc. Class A 3.74% 305,140 $53.8M Reduce -0.4%
PANW Palo Alto Networks Inc. 3.04% 213,497 $43.7M Reduce -0.4%
BX Blackstone Inc. 3.00% 288,589 $43.2M Reduce -0.5%
XAR SS SPDR S&P Aerospace Def 2.77% 188,672 $39.8M Add +0.7%
ICE Intercontinental Exchange Inc. 2.65% 207,720 $38.1M Reduce -0.9%
V Visa Inc. Class A 2.58% 104,741 $37.2M Reduce -0.6%
VMC Vulcan Materials Co. 2.50% 137,896 $36.0M Reduce -0.8%
IYW iShares Ustechnology ETF 2.35% 194,892 $33.8M Reduce -0.9%
ACN Accenture PLC Class A 2.35% 112,944 $33.8M Add +2.0%
CRM Salesforce Inc. 2.17% 114,400 $31.2M Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.12% 247,472 $30.6M Add +2.3%
VCSH Vanguard S/T Corp. Bond ETF 2.02% 366,225 $29.1M Reduce -0.8%
KO The Coca-Cola Co. 2.00% 407,411 $28.8M Add +0.5%
AME Ametek Inc. 1.96% 156,027 $28.2M New
PH Parker Hannifin Corp. 1.83% 37,763 $26.4M Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 1.74% 105,880 $25.1M Add +1.2%
MRK Merck & Co. Inc. 1.71% 311,309 $24.6M Add +4.8%
TMO Thermo Fisher Scientific Inc. 1.61% 57,016 $23.1M Add +3.6%
GPK Graphic Packaging Holding Co. 1.55% 1,056,963 $22.3M Add +2.8%
ATR Aptargroup Inc. 1.44% 132,531 $20.7M Add +0.0%
IQV Iqvia Holdings Inc. 1.41% 128,584 $20.3M Add +4.6%
ZTS Zoetis Inc. 1.14% 105,277 $16.4M Reduce -1.1%
GOOG Alphabet Inc. Class C 0.72% 58,735 $10.4M Reduce -0.1%
IYG iShares U.S. Financial Servi 0.58% 97,912 $8.4M Reduce -1.3%
XLV SS Health Care Select Sector 0.52% 55,973 $7.5M Add +0.1%
XLP SS Consumer Staples Sel Sect 0.40% 71,707 $5.8M Reduce -0.9%
PM Philip Morris International 0.40% 31,374 $5.7M No change
IBB iShares Biotechnology ETF 0.34% 38,827 $4.9M Reduce -2.1%
XLY SS Consumer Disc Select Sect 0.27% 17,895 $3.9M Reduce -0.8%
QQQ Invesco QQQ Trust Series 1 0.25% 6,395 $3.5M No change
BRK.B Berkshire Hathaway Inc. Class B 0.20% 5,954 $2.9M No change
AXP American Express Co. 0.19% 8,426 $2.7M No change
JNJ Johnson & Johnson 0.18% 16,509 $2.5M Reduce -0.8%
MO Altria Group Inc. 0.17% 40,944 $2.4M No change
XLF SS Financial Select Sector 0.13% 35,048 $1.8M Reduce -0.8%
ORCL Oracle Corp. 0.12% 7,663 $1.7M No change
QCOM Qualcomm Inc. 0.12% 10,425 $1.7M No change
XOM Exxon Mobil Corp. 0.11% 15,305 $1.6M Add +0.0%
IVW iShares S&P 500 Growth ETF 0.11% 14,850 $1.6M No change
IBIT iShares Bitcoin Trust ETF 0.11% 25,525 $1.6M No change
AMGN Amgen Inc. 0.10% 5,334 $1.5M No change
XLI SS Industrial Select Sector 0.10% 9,282 $1.4M Reduce -1.3%
PG The Procter & Gamble Co. 0.09% 8,427 $1.3M No change
MDLZ Mondelez International Inc. Class A 0.09% 19,372 $1.3M Reduce -2.5%
TSLA Tesla Inc. 0.09% 4,038 $1.3M Reduce -34.2%
WMT Walmart Inc. 0.08% 11,906 $1.2M No change
META Meta Platforms Inc. Class A 0.08% 1,566 $1.2M No change
ISRG Intuitive Surgical Inc. 0.08% 2,100 $1.1M Reduce -1.2%
KRG Kite Realty Group Trust 0.07% 46,497 $1.1M Add +15.7%
RSP Invesco S&P 500 Equal Weight 0.07% 5,767 $1.0M No change
SAP Sap SE-Sponsored ADR 0.07% 3,375 $1.0M No change
HUDSON PAC PPTYS INC 0.07% 368,168 $1.0M No change
AMP Ameriprise Financial Inc. 0.07% 1,787 $954K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 7,333 $909K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,916 $860K No change
XLC SS Comm Select Sector SPDR 0.06% 7,865 $854K Reduce -2.5%
GE General Electric filed as GE AEROSPACE 0.06% 3,273 $842K No change
AVGO Broadcom Inc. 0.06% 3,039 $838K No change
SO The Southern Co. 0.06% 8,698 $799K No change
MCD McDonald's Corp. 0.05% 2,700 $789K No change
CSCO Cisco Systems Inc. 0.05% 11,053 $767K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 15,746 $745K Reduce -1.3%
VOO Vanguard S&P 500 ETF 0.05% 1,297 $736K No change
HD Home Depot Inc. 0.05% 1,967 $721K No change
OEF iShares S&P 100 ETF 0.05% 2,345 $714K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 2,540 $711K Add +3.5%
CVX Chevron Corp. 0.04% 4,314 $618K Reduce -2.4%
HON Honeywell International Inc. 0.04% 2,621 $610K No change
PEP Pepsico Inc. 0.04% 4,568 $603K No change
PHO Invesco Water Resources ETF 0.04% 8,574 $599K Reduce -3.9%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 18,566 $594K No change
IVV iShares Core S&P 500 ETF 0.04% 915 $568K Add +7.8%
T AT&T Inc. 0.04% 19,610 $568K No change
UNP Union Pacific Corp. 0.04% 2,207 $508K No change
IJR iShares Core S&P Small-Cap E 0.03% 4,449 $486K No change
LLY Eli Lilly & Co. 0.03% 618 $482K No change
SPGI S&P Global Inc. 0.03% 883 $466K No change
PLTR Palantir Technologies Inc. Class A 0.03% 3,400 $463K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 11,209 $454K Add +0.1%
XYL Xylem Inc. 0.03% 3,492 $452K Add +0.0%
GEV GE Vernova Inc. 0.03% 836 $442K No change
DE Deere & Co. 0.03% 865 $440K No change
MDY State Street SPDR S&P Midcap 0.03% 715 $405K Reduce -2.7%
WFC Wells Fargo & Co. 0.03% 4,950 $397K Reduce -9.2%
VIG Vanguard Dividend Apprec ETF 0.03% 1,926 $394K No change
NSC Norfolk Southern Corp. 0.03% 1,536 $393K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 4,785 $391K Reduce -11.8%
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 5,357 $389K New
ABBV Abbvie Inc. 0.03% 2,012 $373K No change
RTX RTX Corp. 0.02% 2,403 $351K No change
DHI D.R. Horton Inc. 0.02% 2,700 $348K No change
ADSK Autodesk Inc. 0.02% 1,114 $345K No change
PFE Pfizer Inc. 0.02% 13,881 $336K No change

Show all 138 holdings

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -0.1% 6.09% −1.31
COST Costco Wholesale Corp. Reduce -1.3% 3.87% −0.33
V Visa Inc. Class A Reduce -0.6% 2.58% −0.29
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.8% 2.02% −0.25
ZTS Zoetis Inc. Reduce -1.1% 1.14% −0.22
ICE Intercontinental Exchange Inc. Reduce -0.9% 2.65% −0.17
BX Blackstone Inc. Reduce -0.5% 3.00% −0.16
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.4% 6.46% −0.12
XLP SS Consumer Staples Sel Sect Reduce -0.9% 0.40% −0.06
IBB iShares Biotechnology ETF Reduce -2.1% 0.34% −0.05
JNJ Johnson & Johnson Reduce -0.8% 0.18% −0.04
TSLA Tesla Inc. Reduce -34.2% 0.09% −0.03
VMC Vulcan Materials Co. Reduce -0.8% 2.50% −0.03
IYG iShares U.S. Financial Servi Reduce -1.3% 0.58% −0.02
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.02
KHC The Kraft Heinz Co. Sold out 0.00% −0.02
FR First Industrial Realty TR Sold out 0.00% −0.02
CVX Chevron Corp. Reduce -2.4% 0.04% −0.01
MDLZ Mondelez International Inc. Class A Reduce -2.5% 0.09% −0.01
FDX FedEx Corp. Sold out 0.00% −0.01
XLF SS Financial Select Sector Reduce -0.8% 0.13% −0.01
LDOS Leidos Holdings Inc. Reduce -39.0% 0.02% −0.01
ORLY O'reilly Automotive Inc. Sold out 0.00% −0.01
XLY SS Consumer Disc Select Sect Reduce -0.8% 0.27% −0.01
XBI SS SPDR S&P Biotech ETF Reduce -24.7% 0.02% −0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -11.8% 0.03% −0.01
NEE Nextera Energy Inc. Reduce -3.2% 0.02% −0.00
PHO Invesco Water Resources ETF Reduce -3.9% 0.04% −0.00
WFC Wells Fargo & Co. Reduce -9.2% 0.03% −0.00
ISRG Intuitive Surgical Inc. Reduce -1.2% 0.08% −0.00
MDY State Street SPDR S&P Midcap Reduce -2.7% 0.03% −0.00
BSV Vanguard Short-Term Bond ETF Reduce -0.5% 0.02% −0.00
DUK Duke Energy Corp. Reduce -8.7% 0.01% −0.00
XLC SS Comm Select Sector SPDR Reduce -2.5% 0.06% −0.00
XLI SS Industrial Select Sector Reduce -1.3% 0.10% −0.00
BAC Bank of America Corp. Reduce -1.3% 0.05% −0.00
GOOG Alphabet Inc. Class C Reduce -0.1% 0.72% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.4% 3.74% +0.05
AMZN Amazon.com Inc. Reduce -0.2% 5.36% +0.14
JPM JPMorgan Chase & Co. Reduce -1.2% 4.15% +0.17
PANW Palo Alto Networks Inc. Reduce -0.4% 3.04% +0.19
IYW iShares Ustechnology ETF Reduce -0.9% 2.35% +0.19
MSFT Microsoft Corp. Reduce -0.7% 6.63% +0.99
NVDA Nvidia Corp. Reduce -6.3% 11.67% +2.09

Portfolio Buys Q1 2025 → Q2 2025
AME Ametek Inc. New 1.96% +1.96
XAR SS SPDR S&P Aerospace Def Add +0.7% 2.77% +0.42
PH Parker Hannifin Corp. Add +0.5% 1.83% +0.05
SPYM Ste STR SPDR PT S&P 500 ETF New 0.03% +0.03
AMD Advanced Micro Devices New 0.01% +0.01
LHX L3HARRIS Technologies Inc. New 0.01% +0.01
VEA Vanguard Ftse Developed ETF New 0.01% +0.01
KRG Kite Realty Group Trust Add +15.7% 0.07% +0.00
IVV iShares Core S&P 500 ETF Add +7.8% 0.04% +0.00
UPS United Parcel Service Class B Add +64.3% 0.00% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +3.5% 0.05% 0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +0.1% 0.03% −0.00
Altair Global Credit Add +0.4% 0.01% −0.00
XYL Xylem Inc. Add +0.0% 0.03% −0.00
HIG Hartford Insurance Group Inc. Add +0.1% 0.02% −0.00
XOM Exxon Mobil Corp. Add +0.0% 0.11% −0.03
VB Vanguard Most SM-Cap ETF-Usd Add +1.2% 1.74% −0.06
ATR Aptargroup Inc. Add +0.0% 1.44% −0.09
XLV SS Health Care Select Sector Add +0.1% 0.52% −0.11
TJX TJX Companies Inc. Add +2.3% 2.12% −0.17
CRM Salesforce Inc. Add +0.1% 2.17% −0.22
KO The Coca-Cola Co. Add +0.5% 2.00% −0.26
IQV Iqvia Holdings Inc. Add +4.6% 1.41% −0.28
ACN Accenture PLC Class A Add +2.0% 2.35% −0.35
MRK Merck & Co. Inc. Add +4.8% 1.71% −0.37
TMO Thermo Fisher Scientific Inc. Add +3.6% 1.61% −0.53
GPK Graphic Packaging Holding Co. Add +2.8% 1.55% −0.53

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