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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 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFE Pfizer Healthcare 12,681.0 $356K 0.02% -1K -8.6% $28.08 -7.9%
102 NEE Nextera Energy Inc Utilities 3,827.0 $355K 0.02% -265.0 -6.5% $92.88 -5.6%
103 SPYM SPDR Portfolio S&P 500 ETF 4,396.0 $336K 0.02% $76.54 +15.4%
104 HIG Hartford Financial Financial Services 2,351.0 $318K 0.02% $135.26 +0.1%
105 GD General Dynamics Corp Industrials 918.0 $315K 0.02% $343.05 +0.5%
106 ALL Allstate Corp Com Financial Services 1,500.0 $311K 0.02% $207.34 +2.6%
107 PFGC Performance Food Consumer Defensive 3,630.0 $311K 0.02% $85.66 +9.6%
108 Hudson Pac PPTYS Inc 52,593.0 $311K 0.02% $5.91
109 GS Goldman Sachs Group Financial Services 364.0 $308K 0.02% $845.99 +17.6%
110 INTC Intel Technology 6,949.0 $307K 0.02% $44.13 +179.9%
111 BSV Vanguard Short-Term Bond ETF 3,641.0 $285K 0.02% $78.41 -0.5%
112 LHX L3harris Industrials 811.0 $280K 0.02% $345.16 -9.2%
113 SPG Simon Property Group Real Estate 1,490.0 $278K 0.02% $186.53 +10.9%
114 ETHA iShares Ethereum TR (SHS) Financial Services 17,350.0 $275K 0.02% $15.83 -1.3%
115 ADSK Autodesk Inc Technology 1,114.0 $267K 0.02% $239.40 -0.5%
116 EMR Emerson Electric Co Industrials 2,030.0 $266K 0.02% $131.02 +7.6%
117 LIN Linde PLC Basic Materials 528.0 $262K 0.02% -42.0 -7.4% $495.76 +3.9%
118 WCN Waste Connections Industrials 1,527.0 $248K 0.02% $162.44 -4.1%
119 AMD Advanced Micro Devices Technology 1,210.0 $246K 0.02% -105.0 -8.0% $203.43 +147.7%
120 LITE Lumentum Holdings Inc Technology 350.0 $246K 0.02% NEW $702.76 +29.6%
Page 6 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%