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CIK: 0001860501
Total reported value
$1.6B
$1.6B
138 檔
31.5%
At the close of Q4 2024, Howard Capital Management Group, LLC disclosed equity holdings valued at approximately $1.6B, spread across 138 reported holdings.
Howard Capital Management Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.79% | +0.38% | -2.72% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.44% | +0.28% | -1.42% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.09% | +0.24% | -0.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.33% | -0.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.35% | +0.21% | -0.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.99% | +0.68% | +0.32% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.62% | -0.52% | -0.09% | |
| 8 | BX | Blackstone Inc | Stock-Financials | 3.48% | -0.12% | -1.17% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.47% | +0.06% | +0.15% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.69% | -1.73% | EXIT | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.67% | +2.16% | +102.10% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.63% | -0.35% | +0.27% | |
| 13 | VMC | Vulcan Materials Co | Stock-Materials | 2.47% | — | +0.23% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.31% | +0.09% | +0.41% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.23% | +0.55% | -2.15% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 2.15% | -0.60% | +0.24% | |
| 17 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.11% | +0.07% | +3.82% | |
| 18 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.10% | — | +0.11% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.01% | -0.05% | +1.36% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.00% | -0.35% | +4.47% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.97% | -0.10% | +1.20% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.96% | -0.20% | -0.39% | |
| 23 | FDX | Fedex CORP | Stock-Industrials | 1.90% | -0.01% | EXIT | |
| 24 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.90% | — | +1.31% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.72% | -0.04% | +1.24% | |
| 26 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.64% | +0.07% | +1.55% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 1.60% | +0.01% | — | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.57% | — | +2.44% | |
| 29 | ATR | Aptargroup Inc | Stock-Healthcare | 1.43% | -0.09% | +1.00% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 1.19% | -0.85% | EXIT | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.14% | -1.77% | |
| 32 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.61% | — | -0.49% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | -0.01% | +0.40% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.40% | -0.03% | -1.76% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.39% | +0.01% | -0.18% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.30% | — | -3.18% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.26% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.04% | -2.66% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.02% | +14.87% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.17% | +0.01% | -2.19% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.01% | -0.01% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.17% | — | -2.23% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.15% | — | — | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.12% | — | -2.48% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.04% | -1.22% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.02% | — | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | +0.02% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | — | +1.20% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | -0.01% | +0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +1.6% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +0.7% | -0.03% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | -2.72% | Trim |
| 4 | CRM | Salesforce Inc | +0.4% | +0.27% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.32% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +0.15% | Add |
| 7 | BX | Blackstone Inc | +0.3% | -1.17% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.3% | +0.41% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -1.42% | Trim |
| 10 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +3.82% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | +102.10% | Add |
| 12 | TJX | Tjx Companies Inc | +0.1% | +4.47% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.77% | Trim |
| 14 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 16 | IYG | Ishares U.s. Financial Servi | 0% | -0.49% | Trim |
| 17 | FDX | Fedex CORP | 0% | +1.86% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | -0.09% | Trim |
| 19 | XLY | Ss Consumer Disc Select Sect | 0% | -3.18% | Trim |
| 20 | ETHA | Ishares Ethereum Trust ETF | 0% | NEW | New buy |
| 21 | VMC | Vulcan Materials Co | 0% | +0.23% | Add |
| 22 | IYW | Ishares Ustechnology ETF | 0% | -2.15% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +14.87% | Add |
| 24 | DHI | Dr Horton Inc | 0% | -18.80% | Trim |
| 25 | CUBE | Cubesmart | 0% | EXIT | Sold out |
| 26 | D | Dominion Energy Inc | 0% | EXIT | Sold out |
| 27 | FR | First Industrial Realty Tr | 0% | EXIT | Sold out |
| 28 | AMGN | Amgen Inc | 0% | +0.09% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | -0.01% | Trim |
| 30 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 31 | CL | Colgate-palmolive Co | 0% | EXIT | Sold out |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -2.23% | Trim |
| 33 | XLC | Ss Comm Select Sector Spdr | 0% | -27.28% | Trim |
| 34 | HPP | Hudson Pacific Properties, Inc. | 0% | — | Unchanged |
| 35 | XLP | Ss Consumer Staples Sel Sect | 0% | -1.76% | Trim |
| 36 | IBB | Ishares Biotechnology ETF | -0.1% | -0.18% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.70% | Trim |
| 38 | XLV | Ss Health Care Select Sector | -0.1% | +0.40% | Add |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.39% | Trim |
| 40 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | +2.44% | Add |
| 41 | GPK | Graphic Packaging Holding Co | -0.2% | +1.31% | Add |
| 42 | ICE | Intercontinental Exchange In | -0.2% | +0.24% | Add |
| 43 | ZTS | Zoetis Inc | -0.3% | +1.56% | Add |
| 44 | MSFT | Microsoft CORP | -0.3% | -0.17% | Trim |
| 45 | KO | Coca-cola Co/the | -0.3% | +1.24% | Add |
| 46 | MRK | Merck & Co. Inc. | -0.3% | +1.36% | Add |
| 47 | LDOS | Leidos Holdings Inc | -0.3% | +0.11% | Add |
| 48 | IQV | Iqvia Holdings Inc | -0.4% | +1.55% | Add |
| 49 | TMO | Thermo Fisher Scientific Inc | -0.4% | +1.20% | Add |
| 50 | NEE | Nextera Energy Inc | -1.8% | -98.68% | Trim |
According to official SEC Form 13F filings, Howard Capital Management Group, LLC reported a total U.S. public equity portfolio value of $1.6B across 138 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, SPY) accounted for 31.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
PH
市值: $23.4M
Top Position Liquidated / Trimmed
CL
前期市值: $242.2K
During Q4 2024, Howard Capital Management Group, LLC's top holdings by market value included NVDA (10.8%)、AAPL (7.4%)、SPY (6.1%). The largest single position, NVDA, represented 10.8% of total portfolio value.
In Q4 2024, Howard Capital Management Group, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 19 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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