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Portfolio (Quarterly) Guide ↗

Howard Capital Management Inc.

· CIK 0001733173
13F Portfolio $6.1B AUM 332 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 258 Reduced 102 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CARR CARRIER GLOBAL CORPORATION Industrials 5,170 $273K 0.00% SOLD
62 MSCI MSCI INC Financial Services 475 $273K 0.00% SOLD
63 PSA PUBLIC STORAGE OPER CO Real Estate 1,035 $269K 0.00% SOLD
64 WEC WEC ENERGY GROUP INC Utilities 2,490 $263K 0.00% SOLD
65 MLM MARTIN MARIETTA MATLS INC Basic Materials 421 $262K 0.00% SOLD
66 IQVIA HLDGS INC 1,158 $261K 0.00% SOLD
67 DHI D R HORTON INC Consumer Cyclical 1,805 $260K 0.00% SOLD
68 EXPE EXPEDIA GROUP INC Consumer Cyclical 904 $256K 0.00% SOLD
69 PCG PG&E CORP Utilities 15,592 $251K 0.00% SOLD
70 ED CONSOLIDATED EDISON INC Utilities 2,484 $247K 0.00% SOLD
71 STT STATE STR CORP Financial Services 1,904 $246K 0.00% SOLD
72 MPWR MONOLITHIC PWR SYS INC Technology 270 $245K 0.00% SOLD
73 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 744 $244K 0.00% SOLD
74 SCHB SCHWAB STRATEGIC TR 9,231 $242K 0.00% SOLD
75 OTIS OTIS WORLDWIDE CORP Industrials 2,760 $241K 0.00% SOLD
76 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,933 $240K 0.00% SOLD
77 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,171 $238K 0.00% SOLD
78 GRMN GARMIN LTD Technology 1,172 $238K 0.00% SOLD
79 ROK ROCKWELL AUTOMATION INC Industrials 611 $238K 0.00% SOLD
80 VMC VULCAN MATLS CO Basic Materials 829 $236K 0.00% SOLD
Page 4 of 6  ·  102 positions
Sector Allocation
Financial Services 45.5%
Technology 23.7%
Communication Services 7.2%
Consumer Cyclical 6.1%
Industrials 4.0%
Consumer Defensive 3.0%
Healthcare 2.9%
Energy 2.9%
Utilities 2.3%
Basic Materials 2.0%