Howard Capital Management Group, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Howard Capital Management Group, LLC reported 142 stock positions worth $1.6 billion. Its top holding was Nvidia (NVDA) at 11.9% of the portfolio, followed by Apple (AAPL, 7.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.4%). Compared with Q3 2025, it opened 5 new positions, sold out of 5, added to 27 and reduced 61. The biggest buy was Ametek (AME, shares +3%) and the biggest sale an exit from Graphic Packaging (GPK).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001860501
Portfolio Value
$1.6B (Q4 2025)
SEC Filing
0001140361-26-001512 ↗ filed Jan 16, 2026

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 Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B $1.6B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 142 stocks · $1.6B
NVDA Nvidia Corp. 11.91% 1,010,824 $188.5M Reduce -2.7%
AAPL Apple Inc. 7.18% 418,167 $113.7M Reduce -2.6%
SPY SS SPDR S&P 500 ETF Trust-US 6.37% 147,952 $100.9M Reduce -0.3%
GOOGL Alphabet Inc. Class A 5.86% 296,536 $92.8M Reduce -3.3%
MSFT Microsoft Corp. 5.77% 188,901 $91.4M Reduce -2.0%
AMZN Amazon.com Inc. 5.08% 348,442 $80.4M Reduce -1.6%
JPM JPMorgan Chase & Co. 4.04% 198,504 $64.0M Reduce -3.4%
COST Costco Wholesale Corp. 3.01% 55,212 $47.6M Reduce -2.5%
XAR SS SPDR S&P Aerospace Def 2.82% 185,020 $44.6M Reduce -2.5%
BX Blackstone Inc. 2.73% 280,438 $43.2M Reduce -2.8%
VMC Vulcan Materials Co. 2.45% 136,062 $38.8M Reduce -1.3%
PANW Palo Alto Networks Inc. 2.44% 209,620 $38.6M Reduce -2.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.39% 246,201 $37.8M Reduce -1.9%
V Visa Inc. Class A 2.29% 103,533 $36.3M Reduce -2.0%
IYW iShares Ustechnology ETF 2.29% 181,287 $36.2M Reduce -0.8%
PH Parker Hannifin Corp. 2.09% 37,717 $33.2M Reduce -0.6%
ICE Intercontinental Exchange Inc. 2.09% 204,668 $33.1M Reduce -1.6%
AME Ametek Inc. 2.09% 161,260 $33.1M Add +3.1%
TMO Thermo Fisher Scientific Inc. 2.07% 56,575 $32.8M Reduce -1.6%
MRK Merck & Co. Inc. 2.02% 303,032 $31.9M Reduce -2.5%
ACN Accenture PLC Class A 1.92% 113,357 $30.4M Reduce -1.0%
CRM Salesforce Inc. 1.91% 113,880 $30.2M Reduce -1.1%
VCSH Vanguard S/T Corp. Bond ETF 1.86% 369,869 $29.5M Reduce -0.1%
IQV Iqvia Holdings Inc. 1.84% 129,129 $29.1M Reduce -0.4%
KO The Coca-Cola Co. 1.79% 404,313 $28.3M Reduce -1.6%
VB Vanguard Most SM-Cap ETF-Usd 1.74% 106,809 $27.6M Reduce -0.9%
EQT Eqt Corp. 1.40% 414,430 $22.2M Reduce -1.5%
GOOG Alphabet Inc. Class C 1.12% 56,648 $17.8M Reduce -3.7%
ATR Aptargroup Inc. 1.01% 131,467 $16.0M Reduce -1.4%
ZTS Zoetis Inc. 0.83% 105,039 $13.2M Reduce -1.0%
XLV SS Health Care Select Sector 0.66% 67,511 $10.5M Add +1.1%
IYG iShares U.S. Financial Servi 0.54% 93,130 $8.6M Reduce -3.0%
XLP SS Consumer Staples Sel Sect 0.35% 71,431 $5.5M Reduce -0.0%
IBB iShares Biotechnology ETF 0.35% 32,552 $5.5M Reduce -2.9%
PM Philip Morris International 0.30% 29,274 $4.7M Reduce -6.7%
XLY SS Consumer Disc Select Sect 0.25% 33,604 $4.0M Reduce -1.5%
QQQ Invesco QQQ Trust Series 1 0.25% 6,315 $3.9M Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 7,563 $3.8M Add +27.0%
JNJ Johnson & Johnson 0.22% 16,550 $3.4M Add +0.9%
XLI SS Industrial Select Sector 0.21% 21,924 $3.4M Reduce -0.4%
AXP American Express Co. 0.19% 8,226 $3.0M Reduce -2.4%
MO Altria Group Inc. 0.14% 37,354 $2.2M Reduce -14.4%
XOM Exxon Mobil Corp. 0.12% 16,311 $2.0M Add +0.0%
TSLA Tesla Inc. 0.12% 4,252 $1.9M Add +1.5%
XLF SS Financial Select Sector 0.12% 33,658 $1.8M Reduce -0.9%
IVW iShares S&P 500 Growth ETF 0.12% 14,800 $1.8M Reduce -0.3%
AMGN Amgen Inc. 0.11% 5,453 $1.8M Add +1.5%
LLY Eli Lilly & Co. 0.11% 1,660 $1.8M Add +116.2%
QCOM Qualcomm Inc. 0.11% 10,425 $1.8M Reduce -0.0%
ORCL Oracle Corp. 0.10% 7,763 $1.5M Reduce -0.6%
WMT Walmart Inc. 0.09% 13,455 $1.5M Add +10.4%
IBIT iShares Bitcoin Trust ETF 0.08% 25,790 $1.3M Add +0.4%
PG The Procter & Gamble Co. 0.08% 8,357 $1.2M Add +1.4%
AVGO Broadcom Inc. 0.08% 3,446 $1.2M Add +6.8%
ISRG Intuitive Surgical Inc. 0.08% 2,100 $1.2M No change
UPRO Proshares Ultrapro S&P 500 0.07% 10,000 $1.2M New
KRG Kite Realty Group Trust 0.07% 46,635 $1.1M Add +0.3%
RSP Invesco S&P 500 Equal Weight 0.07% 5,767 $1.1M No change
META Meta Platforms Inc. Class A 0.07% 1,671 $1.1M Reduce -2.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 9,302 $1.1M Reduce -9.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 3,566 $1.1M No change
GE General Electric filed as GE AEROSPACE 0.07% 3,382 $1.0M Add +3.0%
MDLZ Mondelez International Inc. Class A 0.06% 18,406 $991K Reduce -5.0%
HD Home Depot Inc. 0.06% 2,764 $951K Add +46.1%
CSCO Cisco Systems Inc. 0.06% 11,467 $883K Add +2.8%
AMP Ameriprise Financial Inc. 0.06% 1,787 $876K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 15,746 $866K No change
SO The Southern Co. 0.05% 9,698 $846K No change
CVX Chevron Corp. 0.05% 5,490 $837K Reduce -1.8%
MCD McDonald's Corp. 0.05% 2,700 $825K No change
SAP Sap SE-Sponsored ADR 0.05% 3,375 $820K No change
VOO Vanguard S&P 500 ETF 0.05% 1,299 $815K Add +0.1%
OEF iShares S&P 100 ETF 0.05% 2,370 $813K Add +1.1%
XLC SS Comm Select Sector SPDR 0.05% 6,721 $791K Add +0.5%
PLTR Palantir Technologies Inc. Class A 0.05% 4,212 $749K Add +23.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 2,453 $712K No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 18,566 $643K No change
PEP Pepsico Inc. 0.04% 4,481 $643K No change
GEV GE Vernova Inc. 0.04% 983 $642K Add +17.6%
IVV iShares Core S&P 500 ETF 0.04% 856 $586K Add +3.1%
HPP Hudson Pacific Properties Inc. 0.04% 52,593 $570K Reduce -0.1%
PHO Invesco Water Resources ETF 0.03% 7,785 $548K Reduce -0.3%
IJR iShares Core S&P Small-Cap E 0.03% 4,449 $535K No change
UNP Union Pacific Corp. 0.03% 2,207 $511K Reduce -2.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 11,200 $497K No change
HON Honeywell International Inc. 0.03% 2,521 $492K No change
T AT&T Inc. 0.03% 19,635 $488K Reduce -0.2%
XYL Xylem Inc. 0.03% 3,495 $476K Add +0.1%
SPGI S&P Global Inc. 0.03% 883 $461K No change
WFC Wells Fargo & Co. 0.03% 4,950 $461K No change
ABBV Abbvie Inc. 0.03% 2,012 $460K No change
O Realty Income Corp. 0.03% 8,000 $451K No change
NSC Norfolk Southern Corp. 0.03% 1,536 $443K No change
RTX RTX Corp. 0.03% 2,403 $441K No change
VIG Vanguard Dividend Apprec ETF 0.03% 1,926 $423K No change
DE Deere & Co. 0.03% 865 $403K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 3,387 $393K No change
ETHA iShares Ethereum Trust ETF 0.02% 17,350 $389K No change
DHI D.R. Horton Inc. 0.02% 2,695 $388K Reduce -0.3%
MDY State Street SPDR S&P Midcap 0.02% 615 $371K Reduce -6.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.02% 4,396 $353K No change
PFE Pfizer Inc. 0.02% 13,881 $346K No change
ADSK Autodesk Inc. 0.02% 1,114 $330K No change
NEE Nextera Energy Inc. 0.02% 4,092 $329K Add +1.8%
PFGC Performance Food Group Co. 0.02% 3,630 $326K No change
HIG Hartford Insurance Group Inc. 0.02% 2,353 $324K Reduce -0.1%
GS Goldman Sachs Group Inc. 0.02% 364 $320K No change
ALL Allstate Corp. 0.02% 1,500 $312K No change
GD General Dynamics Corp. 0.02% 918 $309K No change
TSM Taiwan Semiconductor-SP ADR 0.02% 955 $290K Reduce -0.2%
BSV Vanguard Short-Term Bond ETF 0.02% 3,651 $288K No change
AMD Advanced Micro Devices 0.02% 1,315 $282K Reduce -13.5%
ABT Abbott Laboratories 0.02% 2,230 $279K Add +3.0%
SPG Simon Property Group Inc. 0.02% 1,490 $276K Reduce -66.4%
EMR Emerson Electric Co. 0.02% 2,030 $269K No change
WCN Waste Connections Inc. 0.02% 1,527 $268K No change
INTC Intel Corp. 0.02% 6,949 $256K No change
SCHX Schwab US Large-Cap ETF 0.02% 9,234 $248K No change
LIN Linde PLC 0.02% 570 $243K Add +8.0%
SPYV SS SPDR P S&P 500 Value ETF 0.02% 4,273 $243K No change
DHR Danaher Corp. 0.02% 1,056 $242K Reduce -8.9%
LHX L3HARRIS Technologies Inc. 0.01% 811 $238K No change
MS Morgan Stanley 0.01% 1,316 $234K No change
NFLX Netflix Inc. 0.01% 2,400 $225K No change
D Dominion Energy Inc. 0.01% 3,635 $213K No change
XLK SS Technology Select Sector 0.01% 1,464 $211K No change
IDGT iShares US DGTL Infra & R/E 0.01% 2,396 $204K No change
APH Amphenol Corp. Class A 0.01% 1,496 $202K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.01% 420 $202K New
TRV The Travelers Cos Inc. 0.01% 692 $201K New
SBUX Starbucks Corp. 0.01% 2,350 $198K Reduce -33.2%
BMY Bristol-Myers Squibb Co. 0.01% 3,455 $186K Reduce -60.5%
GLD SPDR Gold Shares 0.01% 457 $181K Add +32.5%
ICLN iShares Global Clean Energy 0.01% 10,000 $164K No change
WMMVF Walmart DE Mexico Sab DE CV 0.01% 51,232 $160K No change
FIGS Figs Inc. Class A 0.01% 10,913 $124K No change
DUK Duke Energy Corp. 0.01% 1,048 $123K No change
Altair Global Credit 0.01% 80,630 $81K Reduce -0.6%
DHF BNYM High Yield Strategies filed as BNY MELLON HIGH YIELD STRATE 0.00% 10,000 $25K No change
IWR iShares Russell Mid-Cap ETF 0.00% 150 $14K New
BNET Bion Environmental Tech Inc. 0.00% 55,157 $10K No change
UPS United Parcel Service Class B 0.00% 18 $2K Reduce -60.9%

Portfolio Sells Q3 2025 → Q4 2025
GPK Graphic Packaging Holding Co. Sold out 0.00% −1.32
MSFT Microsoft Corp. Reduce -2.0% 5.77% −0.55
BX Blackstone Inc. Reduce -2.8% 2.73% −0.39
NVDA Nvidia Corp. Reduce -2.7% 11.91% −0.37
PANW Palo Alto Networks Inc. Reduce -2.4% 2.44% −0.33
COST Costco Wholesale Corp. Reduce -2.5% 3.01% −0.31
VMC Vulcan Materials Co. Reduce -1.3% 2.45% −0.23
ZTS Zoetis Inc. Reduce -1.0% 0.83% −0.15
ICE Intercontinental Exchange Inc. Reduce -1.6% 2.09% −0.12
ATR Aptargroup Inc. Reduce -1.4% 1.01% −0.12
JPM JPMorgan Chase & Co. Reduce -3.4% 4.04% −0.06
MO Altria Group Inc. Reduce -14.4% 0.14% −0.05
EQT Eqt Corp. Reduce -1.5% 1.40% −0.05
ORCL Oracle Corp. Reduce -0.6% 0.10% −0.04
SPG Simon Property Group Inc. Reduce -66.4% 0.02% −0.04
HPP Hudson Pacific Properties Inc. Reduce -0.1% 0.04% −0.03
PM Philip Morris International Reduce -6.7% 0.30% −0.03
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.02
VZ Verizon Communications Inc. Sold out 0.00% −0.02
MDLZ Mondelez International Inc. Class A Reduce -5.0% 0.06% −0.01
EME Emcor Group Inc. Sold out 0.00% −0.01
BMY Bristol-Myers Squibb Co. Reduce -60.5% 0.01% −0.01
BR Broadridge Financial Solutio Sold out 0.00% −0.01
META Meta Platforms Inc. Class A Reduce -2.9% 0.07% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.1% 1.86% −0.01
DIS The Walt Disney Co. Reduce -9.7% 0.07% −0.01
SBUX Starbucks Corp. Reduce -33.2% 0.01% −0.01
XLY SS Consumer Disc Select Sect Reduce -1.5% 0.25% −0.01
DHI D.R. Horton Inc. Reduce -0.3% 0.02% −0.00
T AT&T Inc. Reduce -0.2% 0.03% −0.00
XLP SS Consumer Staples Sel Sect Reduce -0.0% 0.35% −0.00
XAR SS SPDR S&P Aerospace Def Reduce -2.5% 2.82% −0.00
CVX Chevron Corp. Reduce -1.8% 0.05% −0.00
IYG iShares U.S. Financial Servi Reduce -3.0% 0.54% −0.00
UNP Union Pacific Corp. Reduce -2.0% 0.03% −0.00
MDY State Street SPDR S&P Midcap Reduce -6.1% 0.02% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -2.5% 0.25% −0.00
PHO Invesco Water Resources ETF Reduce -0.3% 0.03% −0.00
XLI SS Industrial Select Sector Reduce -0.4% 0.21% −0.00
UPS United Parcel Service Class B Reduce -60.9% 0.00% −0.00
Altair Global Credit Reduce -0.6% 0.01% 0.00
HIG Hartford Insurance Group Inc. Reduce -0.1% 0.02% +0.00
DHR Danaher Corp. Reduce -8.9% 0.02% +0.00
XLF SS Financial Select Sector Reduce -0.9% 0.12% +0.00
TSM Taiwan Semiconductor-SP ADR Reduce -0.2% 0.02% +0.00
IVW iShares S&P 500 Growth ETF Reduce -0.3% 0.12% +0.00
AMD Advanced Micro Devices Reduce -13.5% 0.02% +0.00
QCOM Qualcomm Inc. Reduce -0.0% 0.11% +0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.9% 1.74% +0.01
V Visa Inc. Class A Reduce -2.0% 2.29% +0.01

Portfolio Buys Q3 2025 → Q4 2025
AME Ametek Inc. Add +3.1% 2.09% +0.23
LLY Eli Lilly & Co. Add +116.2% 0.11% +0.08
UPRO Proshares Ultrapro S&P 500 New 0.07% +0.07
XLV SS Health Care Select Sector Add +1.1% 0.66% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +27.0% 0.24% +0.05
JNJ Johnson & Johnson Add +0.9% 0.22% +0.02
AMGN Amgen Inc. Add +1.5% 0.11% +0.02
WMT Walmart Inc. Add +10.4% 0.09% +0.02
APH Amphenol Corp. Class A New 0.01% +0.01
DIA SS SPDR Dow Jones Indus Avg New 0.01% +0.01
TRV The Travelers Cos Inc. New 0.01% +0.01
HD Home Depot Inc. Add +46.1% 0.06% +0.01
AVGO Broadcom Inc. Add +6.8% 0.08% +0.01
GEV GE Vernova Inc. Add +17.6% 0.04% +0.01
PLTR Palantir Technologies Inc. Class A Add +23.9% 0.05% +0.01
XOM Exxon Mobil Corp. Add +0.0% 0.12% +0.01
CSCO Cisco Systems Inc. Add +2.8% 0.06% +0.01
KRG Kite Realty Group Trust Add +0.3% 0.07% +0.01
GLD SPDR Gold Shares Add +32.5% 0.01% +0.00
GE General Electric Add +3.0% 0.07% +0.00
TSLA Tesla Inc. Add +1.5% 0.12% +0.00
OEF iShares S&P 100 ETF Add +1.1% 0.05% +0.00
IVV iShares Core S&P 500 ETF Add +3.1% 0.04% +0.00
NEE Nextera Energy Inc. Add +1.8% 0.02% +0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.05% +0.00
IWR iShares Russell Mid-Cap ETF New 0.00% +0.00
XLC SS Comm Select Sector SPDR Add +0.5% 0.05% −0.00
LIN Linde PLC Add +8.0% 0.02% −0.00
ABT Abbott Laboratories Add +3.0% 0.02% −0.00
XYL Xylem Inc. Add +0.1% 0.03% −0.00
PG The Procter & Gamble Co. Add +1.4% 0.08% −0.00
IBIT iShares Bitcoin Trust ETF Add +0.4% 0.08% −0.02

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