Howard Capital Management Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Howard Capital Management Group, LLC reported 143 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 11.0% of the portfolio, followed by Apple (AAPL, 7.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.4%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 38 and reduced 43. The biggest buy was a new position in Rockwell Automation (ROK) and the biggest sale Nvidia (NVDA, shares −6%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001860501
Portfolio Value
$1.5B (Q1 2026)
SEC Filing
0001140361-26-014857 ↗ filed Apr 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 Q4 2025 Q1 2026: $1.5B $1.5B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 143 stocks · $1.5B
NVDA Nvidia Corp. 10.99% 949,587 $165.6M Reduce -6.1%
AAPL Apple Inc. 7.05% 418,385 $106.2M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 6.41% 148,438 $96.5M Add +0.3%
GOOGL Alphabet Inc. Class A 5.57% 291,686 $83.9M Reduce -1.6%
AMZN Amazon.com Inc. 4.86% 351,247 $73.2M Add +0.8%
MSFT Microsoft Corp. 4.70% 191,181 $70.8M Add +1.2%
JPM JPMorgan Chase & Co. 3.71% 189,974 $55.9M Reduce -4.3%
COST Costco Wholesale Corp. 3.56% 53,828 $53.6M Reduce -2.5%
XAR SS SPDR S&P Aerospace Def 3.13% 185,898 $47.2M Add +0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.64% 249,473 $39.8M Add +1.3%
VMC Vulcan Materials Co. 2.51% 138,669 $37.8M Add +1.9%
MRK Merck & Co. Inc. 2.47% 308,798 $37.1M Add +1.9%
AME Ametek Inc. 2.35% 165,005 $35.4M Add +2.3%
PANW Palo Alto Networks Inc. 2.30% 216,117 $34.6M Add +3.1%
PH Parker Hannifin Corp. 2.29% 38,542 $34.5M Add +2.2%
BX Blackstone Inc. 2.19% 287,124 $33.0M Add +2.4%
ICE Intercontinental Exchange Inc. 2.18% 208,970 $32.9M Add +2.1%
IYW iShares Ustechnology ETF 2.17% 180,258 $32.7M Reduce -0.6%
V Visa Inc. Class A 2.12% 105,631 $31.9M Add +2.0%
KO The Coca-Cola Co. 2.10% 416,199 $31.7M Add +2.9%
VCSH Vanguard S/T Corp. Bond ETF 1.92% 365,205 $28.9M Reduce -1.3%
VB Vanguard Most SM-Cap ETF-Usd 1.92% 110,269 $28.9M Add +3.2%
TMO Thermo Fisher Scientific Inc. 1.89% 57,879 $28.4M Add +2.3%
EQT Eqt Corp. 1.87% 441,915 $28.1M Add +6.6%
ACN Accenture PLC Class A 1.73% 131,704 $26.1M Add +16.2%
CRM Salesforce Inc. 1.58% 127,785 $23.9M Add +12.2%
ROK Rockwell Automation Inc. 1.57% 65,905 $23.7M New
IQV Iqvia Holdings Inc. 1.52% 134,519 $22.9M Add +4.2%
ATR Aptargroup Inc. 1.15% 136,927 $17.3M Add +4.2%
GOOG Alphabet Inc. Class C 1.03% 54,294 $15.6M Reduce -4.2%
ZTS Zoetis Inc. 0.85% 108,461 $12.8M Add +3.3%
XLV SS Health Care Select Sector 0.67% 68,462 $10.0M Add +1.4%
IYG iShares U.S. Financial Servi 0.52% 94,103 $7.8M Add +1.0%
XLP SS Consumer Staples Sel Sect 0.39% 71,611 $5.9M Add +0.3%
IBB iShares Biotechnology ETF 0.33% 29,183 $4.9M Reduce -10.3%
PM Philip Morris International 0.32% 29,274 $4.8M No change
XLI SS Industrial Select Sector 0.28% 25,622 $4.1M Add +16.9%
JNJ Johnson & Johnson 0.27% 16,600 $4.1M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 7,858 $3.8M Add +3.9%
XLY SS Consumer Disc Select Sect 0.24% 33,466 $3.6M Reduce -0.4%
QQQ Invesco QQQ Trust Series 1 0.24% 6,300 $3.6M Reduce -0.2%
XOM Exxon Mobil Corp. 0.18% 16,313 $2.8M Add +0.0%
MO Altria Group Inc. 0.16% 37,344 $2.5M Reduce -0.0%
AXP American Express Co. 0.16% 8,126 $2.5M Reduce -1.2%
AMGN Amgen Inc. 0.13% 5,374 $1.9M Reduce -1.4%
WMT Walmart Inc. 0.11% 13,539 $1.7M Add +0.6%
XLF SS Financial Select Sector 0.11% 32,254 $1.6M Reduce -4.2%
IVW iShares S&P 500 Growth ETF 0.10% 13,750 $1.6M Reduce -7.1%
TSLA Tesla Inc. 0.10% 4,183 $1.6M Reduce -1.6%
QCOM Qualcomm Inc. 0.09% 9,960 $1.3M Reduce -4.5%
LLY Eli Lilly & Co. 0.08% 1,380 $1.3M Reduce -16.9%
KRG Kite Realty Group Trust 0.08% 46,635 $1.1M No change
ORCL Oracle Corp. 0.08% 7,763 $1.1M No change
CVX Chevron Corp. 0.07% 5,465 $1.1M Reduce -0.5%
AVGO Broadcom Inc. 0.07% 3,596 $1.1M Add +4.3%
RSP Invesco S&P 500 Equal Weight 0.07% 5,767 $1.1M No change
PG The Procter & Gamble Co. 0.07% 7,537 $1.1M Reduce -9.8%
MDLZ Mondelez International Inc. Class A 0.07% 18,406 $1.1M No change
IBIT iShares Bitcoin Trust ETF 0.07% 25,790 $991K No change
UPRO Proshares Ultrapro S&P 500 0.06% 10,000 $970K No change
SO The Southern Co. 0.06% 9,698 $936K No change
GE General Electric filed as GE AEROSPACE 0.06% 3,273 $929K Reduce -3.2%
META Meta Platforms Inc. Class A 0.06% 1,616 $925K Reduce -3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 3,766 $913K Add +5.6%
GEV GE Vernova Inc. 0.06% 1,033 $902K Add +5.1%
HD Home Depot Inc. 0.06% 2,666 $877K Reduce -3.5%
ISRG Intuitive Surgical Inc. 0.06% 1,900 $876K Reduce -9.5%
MCD McDonald's Corp. 0.06% 2,700 $839K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 8,614 $830K Reduce -7.4%
AMP Ameriprise Financial Inc. 0.05% 1,787 $794K No change
VOO Vanguard S&P 500 ETF 0.05% 1,300 $777K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 15,746 $768K No change
OEF iShares S&P 100 ETF 0.05% 2,370 $754K No change
XLC SS Comm Select Sector SPDR 0.05% 6,660 $738K Reduce -0.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 2,453 $704K No change
PEP Pepsico Inc. 0.05% 4,391 $682K Reduce -2.0%
CSCO Cisco Systems Inc. 0.04% 8,574 $665K Reduce -25.2%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 18,566 $620K No change
SAP Sap SE-Sponsored ADR 0.04% 3,375 $578K No change
PLTR Palantir Technologies Inc. Class A 0.04% 3,910 $572K Reduce -7.2%
T AT&T Inc. 0.04% 19,610 $568K Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.04% 856 $559K No change
IJR iShares Core S&P Small-Cap E 0.04% 4,449 $553K No change
HON Honeywell International Inc. 0.04% 2,386 $539K Reduce -5.4%
UNP Union Pacific Corp. 0.04% 2,207 $535K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 11,200 $511K No change
TSM Taiwan Semiconductor-SP ADR 0.03% 1,455 $492K Add +52.4%
DE Deere & Co. 0.03% 865 $487K No change
PHO Invesco Water Resources ETF 0.03% 7,200 $481K Reduce -7.5%
RTX RTX Corp. 0.03% 2,403 $464K No change
NSC Norfolk Southern Corp. 0.03% 1,536 $441K No change
ABBV Abbvie Inc. 0.03% 2,012 $438K No change
WFC Wells Fargo & Co. 0.03% 5,450 $434K Add +10.1%
XYL Xylem Inc. 0.03% 3,496 $418K Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.03% 1,926 $414K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 3,387 $402K No change
MDY State Street SPDR S&P Midcap 0.03% 615 $379K No change
SPGI S&P Global Inc. 0.02% 883 $376K No change
DHI D.R. Horton Inc. 0.02% 2,695 $370K No change
O Realty Income Corp. 0.02% 6,000 $367K Reduce -25.0%
PFE Pfizer Inc. 0.02% 12,681 $356K Reduce -8.6%
NEE Nextera Energy Inc. 0.02% 3,827 $355K Reduce -6.5%
SPYM Ste STR SPDR PT S&P 500 ETF 0.02% 4,396 $336K No change
HIG Hartford Insurance Group Inc. 0.02% 2,351 $318K Reduce -0.1%
GD General Dynamics Corp. 0.02% 918 $315K No change
ALL Allstate Corp. 0.02% 1,500 $311K No change
PFGC Performance Food Group Co. 0.02% 3,630 $311K No change
HPP Hudson Pacific Properties Inc. 0.02% 52,593 $311K No change
GS Goldman Sachs Group Inc. 0.02% 364 $308K No change
INTC Intel Corp. 0.02% 6,949 $307K No change
BSV Vanguard Short-Term Bond ETF 0.02% 3,641 $285K Reduce -0.3%
LHX L3HARRIS Technologies Inc. 0.02% 811 $280K No change
SPG Simon Property Group Inc. 0.02% 1,490 $278K No change
ETHA iShares Ethereum Trust ETF 0.02% 17,350 $275K No change
ADSK Autodesk Inc. 0.02% 1,114 $267K No change
EMR Emerson Electric Co. 0.02% 2,030 $266K No change
LIN Linde PLC 0.02% 528 $262K Reduce -7.4%
WCN Waste Connections Inc. 0.02% 1,527 $248K No change
AMD Advanced Micro Devices 0.02% 1,210 $246K Reduce -8.0%
LITE Lumentum Holdings Inc. 0.02% 350 $246K New
SPYV SS SPDR P S&P 500 Value ETF 0.02% 4,273 $242K No change
EME Emcor Group Inc. 0.02% 325 $240K New
SCHX Schwab US Large-Cap ETF 0.02% 9,234 $237K No change
NFLX Netflix Inc. 0.02% 2,400 $231K No change
D Dominion Energy Inc. 0.01% 3,635 $225K No change
FDX FedEx Corp. 0.01% 625 $223K New
MS Morgan Stanley 0.01% 1,316 $217K No change
ABT Abbott Laboratories 0.01% 2,076 $213K Reduce -6.9%
BMY Bristol-Myers Squibb Co. 0.01% 3,455 $210K No change
LMT Lockheed Martin Corp. 0.01% 336 $203K New
ITT Itt Inc. 0.01% 1,063 $203K New
TRV The Travelers Cos Inc. 0.01% 692 $202K No change
ED Consolidated Edison Inc. 0.01% 1,779 $201K New
DHR Danaher Corp. 0.01% 1,056 $200K No change
ICLN iShares Global Clean Energy 0.01% 10,000 $183K No change
GLD SPDR Gold Shares 0.01% 422 $182K Reduce -7.7%
WMMVF Walmart DE Mexico Sab DE CV 0.01% 51,232 $165K No change
FIGS Figs Inc. Class A 0.01% 10,913 $161K No change
DUK Duke Energy Corp. 0.01% 1,013 $133K Reduce -3.3%
Altair Global Credit 0.00% 69,033 $69K Reduce -14.4%
DHF BNYM High Yield Strategies filed as BNY MELLON HIGH YIELD STRATE 0.00% 10,000 $24K No change
BNET Bion Environmental Tech Inc. 0.00% 55,157 $13K No change
UPS United Parcel Service Class B 0.00% 18 $2K No change

Portfolio Sells Q4 2025 → Q1 2026
NVDA Nvidia Corp. Reduce -6.1% 10.99% −0.92
JPM JPMorgan Chase & Co. Reduce -4.3% 3.71% −0.33
GOOGL Alphabet Inc. Class A Reduce -1.6% 5.57% −0.30
IYW iShares Ustechnology ETF Reduce -0.6% 2.17% −0.12
GOOG Alphabet Inc. Class C Reduce -4.2% 1.03% −0.09
AXP American Express Co. Reduce -1.2% 0.16% −0.03
LLY Eli Lilly & Co. Reduce -16.9% 0.08% −0.03
QCOM Qualcomm Inc. Reduce -4.5% 0.09% −0.03
IBB iShares Biotechnology ETF Reduce -10.3% 0.33% −0.02
TSLA Tesla Inc. Reduce -1.6% 0.10% −0.02
ISRG Intuitive Surgical Inc. Reduce -9.5% 0.06% −0.02
XLK SS Technology Select Sector Sold out 0.00% −0.01
IDGT iShares US DGTL Infra & R/E Sold out 0.00% −0.01
APH Amphenol Corp. Class A Sold out 0.00% −0.01
DIA SS SPDR Dow Jones Indus Avg Sold out 0.00% −0.01
SBUX Starbucks Corp. Sold out 0.00% −0.01
IVW iShares S&P 500 Growth ETF Reduce -7.1% 0.10% −0.01
DIS The Walt Disney Co. Reduce -7.4% 0.06% −0.01
CSCO Cisco Systems Inc. Reduce -25.2% 0.04% −0.01
XLY SS Consumer Disc Select Sect Reduce -0.4% 0.24% −0.01
XLF SS Financial Select Sector Reduce -4.2% 0.11% −0.01
PLTR Palantir Technologies Inc. Class A Reduce -7.2% 0.04% −0.01
META Meta Platforms Inc. Class A Reduce -3.3% 0.06% −0.01
GE General Electric Reduce -3.2% 0.06% −0.00
O Realty Income Corp. Reduce -25.0% 0.02% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -0.2% 0.24% −0.00
ABT Abbott Laboratories Reduce -6.9% 0.01% −0.00
PG The Procter & Gamble Co. Reduce -9.8% 0.07% −0.00
PHO Invesco Water Resources ETF Reduce -7.5% 0.03% −0.00
HD Home Depot Inc. Reduce -3.5% 0.06% −0.00
AMD Advanced Micro Devices Reduce -8.0% 0.02% −0.00
XLC SS Comm Select Sector SPDR Reduce -0.9% 0.05% −0.00
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.00
Altair Global Credit Reduce -14.4% 0.00% −0.00
HIG Hartford Insurance Group Inc. Reduce -0.1% 0.02% +0.00
GLD SPDR Gold Shares Reduce -7.7% 0.01% +0.00
BSV Vanguard Short-Term Bond ETF Reduce -0.3% 0.02% +0.00
DUK Duke Energy Corp. Reduce -3.3% 0.01% +0.00
PFE Pfizer Inc. Reduce -8.6% 0.02% +0.00
LIN Linde PLC Reduce -7.4% 0.02% +0.00
NEE Nextera Energy Inc. Reduce -6.5% 0.02% +0.00
PEP Pepsico Inc. Reduce -2.0% 0.05% +0.00
HON Honeywell International Inc. Reduce -5.4% 0.04% +0.00
T AT&T Inc. Reduce -0.1% 0.04% +0.01
AMGN Amgen Inc. Reduce -1.4% 0.13% +0.01
CVX Chevron Corp. Reduce -0.5% 0.07% +0.02
MO Altria Group Inc. Reduce -0.0% 0.16% +0.03
VCSH Vanguard S/T Corp. Bond ETF Reduce -1.3% 1.92% +0.06
COST Costco Wholesale Corp. Reduce -2.5% 3.56% +0.55

Portfolio Buys Q4 2025 → Q1 2026
ROK Rockwell Automation Inc. New 1.57% +1.57
EQT Eqt Corp. Add +6.6% 1.87% +0.46
MRK Merck & Co. Inc. Add +1.9% 2.47% +0.45
KO The Coca-Cola Co. Add +2.9% 2.10% +0.32
XAR SS SPDR S&P Aerospace Def Add +0.5% 3.13% +0.31
AME Ametek Inc. Add +2.3% 2.35% +0.26
TJX TJX Companies Inc. Add +1.3% 2.64% +0.26
PH Parker Hannifin Corp. Add +2.2% 2.29% +0.20
VB Vanguard Most SM-Cap ETF-Usd Add +3.2% 1.92% +0.18
ATR Aptargroup Inc. Add +4.2% 1.15% +0.13
ICE Intercontinental Exchange Inc. Add +2.1% 2.18% +0.09
XLI SS Industrial Select Sector Add +16.9% 0.28% +0.06
XOM Exxon Mobil Corp. Add +0.0% 0.18% +0.06
VMC Vulcan Materials Co. Add +1.9% 2.51% +0.05
JNJ Johnson & Johnson Add +0.3% 0.27% +0.05
XLP SS Consumer Staples Sel Sect Add +0.3% 0.39% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 6.41% +0.03
GEV GE Vernova Inc. Add +5.1% 0.06% +0.02
WMT Walmart Inc. Add +0.6% 0.11% +0.02
LITE Lumentum Holdings Inc. New 0.02% +0.02
ZTS Zoetis Inc. Add +3.3% 0.85% +0.02
EME Emcor Group Inc. New 0.02% +0.02
FDX FedEx Corp. New 0.01% +0.01
TSM Taiwan Semiconductor-SP ADR Add +52.4% 0.03% +0.01
LMT Lockheed Martin Corp. New 0.01% +0.01
ED Consolidated Edison Inc. New 0.01% +0.01
ITT Itt Inc. New 0.01% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +3.9% 0.25% +0.01
XLV SS Health Care Select Sector Add +1.4% 0.67% +0.01
VOO Vanguard S&P 500 ETF Add +0.1% 0.05% +0.00
WFC Wells Fargo & Co. Add +10.1% 0.03% −0.00
AVGO Broadcom Inc. Add +4.3% 0.07% −0.00
XYL Xylem Inc. Add +0.0% 0.03% −0.00
IBM Intl Business Machines Corp. Add +5.6% 0.06% −0.01
IYG iShares U.S. Financial Servi Add +1.0% 0.52% −0.03
AAPL Apple Inc. Add +0.1% 7.05% −0.13
PANW Palo Alto Networks Inc. Add +3.1% 2.30% −0.14
V Visa Inc. Class A Add +2.0% 2.12% −0.17
TMO Thermo Fisher Scientific Inc. Add +2.3% 1.89% −0.18
ACN Accenture PLC Class A Add +16.2% 1.73% −0.19
AMZN Amazon.com Inc. Add +0.8% 4.86% −0.23
IQV Iqvia Holdings Inc. Add +4.2% 1.52% −0.32
CRM Salesforce Inc. Add +12.2% 1.58% −0.32
BX Blackstone Inc. Add +2.4% 2.19% −0.54
MSFT Microsoft Corp. Add +1.2% 4.70% −1.07

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