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Portfolio (Quarterly) Guide ↗

Howard Capital Management Group, LLC

· CIK 0001860501
13F Portfolio $1.5B AUM 144 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 30 Added 36 Reduced 6 Exited
Page 3 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ Invesco QQQ Trust Financial Services 6,300.0 $3.6M 0.24% $577.18 +26.5%
42 XOM ExxonMobil Energy 16,313.0 $2.8M 0.18% $169.66 -11.7%
43 MO Altria Group Inc Consumer Defensive 37,344.0 $2.5M 0.16% $65.99 +9.7%
44 AXP American Express Co Financial Services 8,126.0 $2.5M 0.16% -100.0 -1.2% $302.48 +2.7%
45 AMGN Amgen Inc. Healthcare 5,374.0 $1.9M 0.12% -79.0 -1.4% $351.85 -4.5%
46 WMT Wal-Mart Consumer Defensive 13,539.0 $1.7M 0.11% +84.0 +0.6% $124.28 -4.6%
47 XLF Financial Select Sector SPDR Fund 32,254.0 $1.6M 0.11% -1K -4.2% $49.37 +5.1%
48 IVW iShares S&P 500 Growth ETF 13,750.0 $1.6M 0.10% -1K -7.1% $113.11 +22.3%
49 TSLA Tesla Motors Consumer Cyclical 4,183.0 $1.6M 0.10% -69.0 -1.6% $371.75 +16.6%
50 QCOM Qualcomm Inc Technology 9,960.0 $1.3M 0.09% -465.0 -4.5% $128.78 +93.2%
51 LLY Eli Lilly & Co Healthcare 1,380.0 $1.3M 0.08% -280.0 -16.9% $919.77 +16.0%
52 KRG Kite Realty Group Trust Real Estate 46,635.0 $1.1M 0.08% $24.55 +11.8%
53 ORCL Oracle Corp Technology 7,763.0 $1.1M 0.08% $147.11 +31.1%
54 CVX Chevron Corp. Energy 5,465.0 $1.1M 0.07% $206.90 -10.7%
55 AVGO Broadcom Inc Technology 3,596.0 $1.1M 0.07% +150.0 +4.3% $309.51 +36.3%
56 RSP Invesco S&P 500 Eql WGHT ETF 5,767.0 $1.1M 0.07% $191.92 +8.2%
57 PG Procter & Gamble Consumer Defensive 7,537.0 $1.1M 0.07% -820.0 -9.8% $144.44 -1.0%
58 MDLZ Mondelez Intl Class A Consumer Defensive 18,406.0 $1.1M 0.07% $57.64 +6.2%
59 IBIT iShares Bitcoin TR Financial Services 25,790.0 $991K 0.07% $38.42 +11.9%
60 UPRO ProShares Ultrapro S&P500 ETF 10,000.0 $970K 0.06% $96.98 +50.5%
Page 3 of 8  ·  143 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
Technology 33.7%
Financial Services 20.3%
Consumer Cyclical 9.0%
Healthcare 8.1%
Communication Services 7.9%
Industrials 7.7%
Consumer Defensive 7.5%
Basic Materials 2.9%
Energy 2.5%
Utilities 0.2%