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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 8 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PANW PALO ALTO NETWORKS INC Technology 10,047.0 $1.6M 0.03% -11K -52.7% $160.32 +57.8%
142 CAT CATERPILLAR INC Industrials 2,269.0 $1.6M 0.03% -2K -41.7% $708.46 +22.2%
143 ABBV ABBVIE INC Healthcare 7,340.0 $1.6M 0.03% -26K -77.8% $217.49 -1.3%
144 ES EVERSOURCE ENERGY Utilities 22,687.0 $1.6M 0.03% +6K +39.9% $69.28 +0.5%
145 MA MASTERCARD INCORPORATED Financial Services 3,013.0 $1.5M 0.03% -3K -51.1% $499.66 -0.0%
146 CRM SALESFORCE INC Technology 8,056.0 $1.5M 0.03% -3K -30.1% $186.66 -5.5%
147 BBY BEST BUY INC Consumer Cyclical 22,979.0 $1.5M 0.02% +10K +79.7% $64.20 -4.8%
148 INTU INTUIT Technology 3,302.0 $1.4M 0.02% -4K -57.5% $432.38 -29.0%
149 RTX RTX CORPORATION Industrials 7,397.0 $1.4M 0.02% -5K -40.1% $192.90 -9.4%
150 SNA SNAP ON INC Industrials 3,908.0 $1.4M 0.02% NEW $363.27 -0.9%
151 TMUS T-MOBILE US INC Communication Services 6,644.0 $1.4M 0.02% -19K -74.4% $210.03 -9.5%
152 PG PROCTER & GAMBLE CO Consumer Defensive 9,489.0 $1.4M 0.02% -9K -49.3% $144.44 -1.4%
153 MRK MERCK & CO INC Healthcare 11,334.0 $1.4M 0.02% -21K -64.4% $120.29 -3.7%
154 ADBE ADOBE INC Technology 5,608.0 $1.4M 0.02% -7K -56.6% $243.08 +0.4%
155 HYHG PROSHARES TR 21,142.0 $1.3M 0.02% +2K +12.4% $63.72 +1.4%
156 BAC BANK AMERICA CORP Financial Services 26,674.0 $1.3M 0.02% -25K -48.8% $48.75 +5.6%
157 AMT AMERICAN TOWER CORP Real Estate 7,454.0 $1.3M 0.02% -2K -19.7% $172.58 +6.5%
158 HD HOME DEPOT INC Consumer Cyclical 3,853.0 $1.3M 0.02% -4K -50.0% $328.89 -4.6%
159 SBUX STARBUCKS CORP Consumer Cyclical 13,967.0 $1.3M 0.02% -19K -58.0% $89.59 +18.9%
160 CRWD CROWDSTRIKE HLDGS INC Technology 3,188.0 $1.2M 0.02% -4K -55.6% $390.41 +66.0%
Page 8 of 17  ·  332 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%