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CIK: 0001860501
Total reported value
$1.6B
$1.6B
142 檔
35.9%
As reported in its official Q4 2025 Form 13F filing, Howard Capital Management Group, LLC's tracked investment portfolio stood at $1.6B with 142 total positions.
In Q4 2025, Howard Capital Management Group, LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.91% | +0.38% | -2.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.18% | +0.28% | -2.56% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.37% | +0.24% | -0.33% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.86% | +0.68% | -3.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.77% | -0.33% | -2.05% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.08% | +0.21% | -1.55% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.04% | +0.06% | -3.39% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.01% | -0.52% | -2.52% | |
| 9 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.82% | +0.07% | -2.52% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 2.73% | -0.12% | -2.82% | |
| 11 | VMC | Vulcan Materials Co | Stock-Materials | 2.45% | — | -1.27% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.44% | +2.16% | -2.35% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.39% | -0.35% | -1.85% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.29% | +0.09% | -1.98% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.29% | +0.55% | -0.82% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 2.09% | +0.01% | -0.57% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 2.09% | -0.60% | -1.57% | |
| 18 | AME | Ametek Inc | Stock-Industrials | 2.09% | +0.09% | +3.06% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.07% | -0.10% | -1.59% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.02% | -0.05% | -2.55% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.92% | -1.73% | EXIT | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.91% | -0.35% | -1.10% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.86% | -0.20% | -0.06% | |
| 24 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.84% | +0.07% | -0.40% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.79% | -0.04% | -1.60% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 1.74% | +0.12% | -0.89% | |
| 27 | EQT | Eqt CORP | Stock-Energy | 1.40% | -0.42% | -1.46% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.14% | -3.68% | |
| 29 | ATR | Aptargroup Inc | Stock-Healthcare | 1.01% | -0.09% | -1.37% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 0.83% | -0.85% | EXIT | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.66% | -0.01% | +1.06% | |
| 32 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.54% | — | -3.00% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.35% | -0.03% | -0.02% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.35% | +0.01% | -2.86% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | — | -6.69% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.25% | — | +97.01% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.04% | -2.47% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | +27.02% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.01% | +0.86% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.21% | +0.03% | -0.40% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.19% | +0.01% | -2.37% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.14% | — | -14.38% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.04% | +0.02% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.01% | +1.48% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.12% | — | -0.88% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | +0.02% | -0.34% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | -0.01% | +1.47% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.03% | +116.15% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.02% | -0.04% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.01% | -0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -3.30% | Trim |
| 2 | MRK | Merck & Co. Inc. | +0.4% | -2.55% | Trim |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.3% | -1.59% | Trim |
| 4 | IQV | Iqvia Holdings Inc | +0.3% | -0.40% | Trim |
| 5 | PH | Parker Hannifin CORP | +0.3% | -0.57% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -2.56% | Trim |
| 7 | AME | Ametek Inc | +0.2% | +3.06% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -3.68% | Trim |
| 9 | CRM | Salesforce Inc | +0.2% | -1.10% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | -1.55% | Trim |
| 11 | ACN | Accenture plc | +0.1% | -0.98% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.33% | Trim |
| 13 | TJX | Tjx Companies Inc | +0.1% | -1.85% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | +116.15% | Add |
| 15 | XLV | Ss Health Care Select Sector | +0.1% | +1.06% | Add |
| 16 | KO | Coca-cola Co/the | +0.1% | -1.60% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +27.02% | Add |
| 18 | IBB | Ishares Biotechnology ETF | 0% | -2.86% | Trim |
| 19 | JNJ | Johnson & Johnson | 0% | +0.86% | Add |
| 20 | IYW | Ishares Ustechnology ETF | 0% | -0.82% | Trim |
| 21 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 22 | AMGN | Amgen Inc | 0% | +1.47% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | -1.98% | Trim |
| 24 | AXP | American Express Co | 0% | -2.37% | Trim |
| 25 | WMT | Walmart Inc | 0% | +10.40% | Add |
| 26 | PM | Philip Morris International | 0% | -6.69% | Trim |
| 27 | MDLZ | Mondelez International Inc-a | 0% | -4.99% | Trim |
| 28 | SPG | Simon Property Group Inc | 0% | -66.43% | Trim |
| 29 | IBIT | Ishares Bitcoin Trust ETF | 0% | +0.39% | Add |
| 30 | MO | Altria Group Inc | 0% | -14.38% | Trim |
| 31 | ORCL | Oracle CORP | 0% | -0.64% | Trim |
| 32 | EQT | Eqt CORP | -0.1% | -1.46% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -3.39% | Trim |
| 34 | ATR | Aptargroup Inc | -0.1% | -1.37% | Trim |
| 35 | ICE | Intercontinental Exchange In | -0.1% | -1.57% | Trim |
| 36 | ZTS | Zoetis Inc | -0.2% | -0.99% | Trim |
| 37 | VMC | Vulcan Materials Co | -0.2% | -1.27% | Trim |
| 38 | COST | Costco Wholesale CORP | -0.3% | -2.52% | Trim |
| 39 | PANW | Palo Alto Networks Inc | -0.3% | -2.35% | Trim |
| 40 | NVDA | Nvidia CORP | -0.4% | -2.73% | Trim |
| 41 | BX | Blackstone Inc | -0.4% | -2.82% | Trim |
| 42 | MSFT | Microsoft CORP | -0.6% | -2.05% | Trim |
| 43 | GPK | Graphic Packaging Holding Co | — | EXIT | Sold out |
| 44 | UPRO | Proshares Ultrapro S&p 500 | — | NEW | New buy |
| 45 | HPP | Hudson Pacific Properties, Inc. | — | EXIT | Sold out |
| 46 | HPP | Hudson Pacific Properties In | — | NEW | New buy |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 48 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 49 | EME | Emcor Group Inc | — | EXIT | Sold out |
| 50 | BR | Broadridge Financial Solutio | — | EXIT | Sold out |
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 142 disclosed positions in Q4 2025.
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 35.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
UPRO
市值: $1.2M
Top Position Liquidated / Trimmed
GPK
前期市值: $20.9M
During Q4 2025, Howard Capital Management Group, LLC's top holdings by market value included NVDA (11.9%)、AAPL (7.2%)、SPY (6.4%). The largest single position, NVDA, represented 11.9% of total portfolio value.
In Q4 2025, Howard Capital Management Group, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 33 holdings, and fully liquidating 6 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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