CIK: 0001733173
Total reported value
$6.1B
Reporting period: 2026-03-31 · Number of holdings: 332
Howard Capital Management Inc. disclosed 332 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.1B and a quarterly turnover rate of 95.9%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "H"
Howard Capital Management Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.079 — mathematically equivalent to about 13 equally-sized positions, well below its 332 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.04), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 2.2 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Sector classification currently covers about 15% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add BIL
+1714.9% $1.1B
Trim TQQQ
-96.2% -$432.7M
Trim SPXL
-99.1% -$317.6M
Trim MGK
-64.0% -$354.9M
Trim CWB
-99.7% -$206.0M
Add SOXX
+5562.9% $75.2M
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 19.13% | +18.30% | +1714.93% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 15.37% | +15.37% | NEW | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.45% | +0.53% | -2.85% | |
| 4 | QQH | Hcm Defender 100 Index ETF | ETF-Large Cap & Growth | 5.00% | +0.92% | +4.72% | |
| 5 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 4.25% | +0.62% | +1.06% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.23% | +0.73% | -2.39% | |
| 7 | LGH | Hcm Defender 500 Index ETF | ETF-Large Cap & Growth | 3.77% | +0.46% | -1.18% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | +0.49% | +0.04% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.82% | — | -0.00% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.74% | +0.64% | — | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.73% | -4.03% | -64.05% | |
| 12 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 2.67% | +2.67% | NEW | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.50% | +0.65% | — | |
| 14 | AAPL | Apple INC | Stock-Tech | 1.30% | -0.28% | -30.10% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | -0.80% | -47.74% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.29% | +0.73% | +86.30% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.10% | -4.45% | |
| 18 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.25% | +1.23% | +5562.92% | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.24% | +1.24% | NEW | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | -0.64% | -42.10% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.91% | +0.91% | NEW | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.80% | — | — | |
| 23 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.47% | -0.48% | -56.64% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.46% | — | -8.78% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.45% | — | -5.65% | |
| 26 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.42% | — | +15.85% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.40% | — | +2.01% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.32% | -50.38% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | -0.08% | -28.57% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | -0.08% | -29.65% | |
| 31 | AVGO | Broadcom INC | Stock-Tech | 0.31% | -0.68% | -72.45% | |
| 32 | QQQI | Neos Nasdaq-100 High INC ETF | ETF-Tech | 0.30% | -0.12% | -39.06% | |
| 33 | TSLA | Tesla INC | Stock-Consumer Disc | 0.29% | -0.32% | -54.55% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.26% | — | +2.13% | |
| 35 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.22% | -5.56% | -96.16% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.21% | — | +3.48% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.14% | -61.33% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.17% | — | -2.50% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | — | -5.91% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.15% | — | -1.51% | |
| 41 | C | Citigroup INC | Stock-Financials | 0.15% | — | -8.25% | |
| 42 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.15% | — | +0.02% | |
| 43 | PWR | Quanta Services INC | Stock-Industrials | 0.14% | — | -5.97% | |
| 44 | T | At&t INC | Stock-Comm Services | 0.14% | — | -2.99% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.14% | -0.09% | -50.45% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.04% | -37.40% | |
| 47 | CF | Cf Industries Holdings INC | Stock-Materials | 0.13% | — | +2.89% | |
| 48 | GM | General Motors Co | Stock-Consumer Disc | 0.12% | — | -3.57% | |
| 49 | ETR | Entergy CORP | Stock-Utilities | 0.12% | — | -1.97% | |
| 50 | SYF | Synchrony Financial | Stock-Financials | 0.12% | — | -1.12% |
Performance for Q3 2026
+8.1%
Performance Last 4 Quarters
+29.8%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 332 | $6.1B | 96 | |
| 2025-12-31 | 426 | $7.7B | 6 | |
| 2025-09-30 | 422 | $7.6B | 53 | |
| 2025-06-30 | 403 | $6.7B | 0 | |
| 2025-03-31 | 379 | $4.0B | 100 | |
| 2024-12-31 | 407 | $6.4B | 0 | |
| 2024-09-30 | 393 | $6.1B | 0 | |
| 2024-06-30 | 83 | $1.0B | 0 | |
| 2024-03-31 | 76 | $915.4M | 0 | |
| 2023-12-31 | 65 | $809.1M | 0 | |
| 2023-09-30 | 56 | $741.1M | 0 | |
| 2023-06-30 | 58 | $740.1M | 0 | |
| 2023-03-31 | 44 | $578.7M | 0 | |
| 2022-12-31 | 30 | $351.7M | 0 | |
| 2022-09-30 | 26 | $340.2M | 0 | |
| 2022-06-30 | 32 | $357.3M | 0 | |
| 2022-03-31 | 40 | $435.7M | 0 | |
| 2021-12-31 | 74 | $810.3M | 0 | |
| 2021-09-30 | 62 | $675.6M | 0 | |
| 2021-06-30 | 56 | $527.1M | 100 | |
| 2021-03-31 | 52 | $561.6M | 15 | |
| 2020-12-31 | 52 | $501.8M | 21 | |
| 2020-09-30 | 53 | $436.9M | 21 | |
| 2020-06-30 | 50 | $355.1M | 98 | |
| 2020-03-31 | 24 | $236.0M | 94 | |
| 2019-12-31 | 47 | $290.4M | 95 | |
| 2019-09-30 | 38 | $237.3M | 81 | |
| 2019-06-30 | 39 | $225.5M | 89 | |
| 2019-03-31 | 39 | $199.9M | 100 | |
| 2018-12-31 | 12 | $69.9M | 100 | |
| 2018-09-30 | 70 | $1.0B | 37 | |
| 2018-06-30 | 71 | $912.9M | 71 | |
| 2018-03-31 | 85 | $791.8M | 64 | |
| 2017-12-31 | 94 | $627.1M | — |
Howard Capital Management Inc.'s most significant position changes for 2026-03-31: New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: Proshares Ultra Qqq (QLD); Sold out: Proshares Ultra S&p500 (SSO); New buy: Fundstr Gran Sh US Lrg Cap (GRNY); Sold out: Proshares Ultrapro S&p 500 (UPRO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +18.3% | +1714.93% | Add |
| 2 | SOXX | Ishares Semiconductor ETF | +1.2% | +5562.92% | Add |
| 3 | QQH | Hcm Defender 100 Index ETF | +0.9% | +4.72% | Add |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.7% | +86.30% | Add |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.7% | -2.39% | Trim |
| 6 | DVY | Ishares Select Dividend ETF | +0.7% | — | Unchanged |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.6% | — | Unchanged |
| 8 | HCMT | Direxion Hcm Tactic US ETF | +0.6% | +1.06% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -2.85% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +0.04% | Add |
| 11 | LGH | Hcm Defender 500 Index ETF | +0.5% | -1.18% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -37.40% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | -0.1% | -49.95% | Trim |
| 14 | LLY | Eli Lilly & Co | -0.1% | -48.22% | Trim |
| 15 | CSCO | Cisco Systems INC | -0.1% | -58.46% | Trim |
| 16 | ABBV | Abbvie INC | -0.1% | -77.76% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | -0.1% | -28.57% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | -0.1% | -29.65% | Trim |
| 19 | ORLY | O'reilly Automotive INC | -0.1% | -87.07% | Trim |
| 20 | AMD | Advanced Micro Devices | -0.1% | -50.45% | Trim |
| 21 | MSFT | Microsoft CORP | -0.1% | -4.45% | Trim |
| 22 | QQQI | Neos Nasdaq-100 High INC ETF | -0.1% | -39.06% | Trim |
| 23 | COST | Costco Wholesale CORP | -0.1% | -61.33% | Trim |
| 24 | PLTR | Palantir Technologies Inc-a | -0.2% | -62.56% | Trim |
| 25 | NFLX | Netflix INC | -0.2% | -78.43% | Trim |
| 26 | AAPL | Apple INC | -0.3% | -30.10% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.3% | -50.38% | Trim |
| 28 | TSLA | Tesla INC | -0.3% | -54.55% | Trim |
| 29 | AMZN | Amazon.com INC | -0.5% | -56.64% | Trim |
| 30 | VUG | Vanguard Growth ETF | -0.6% | -42.10% | Trim |
| 31 | AVGO | Broadcom INC | -0.7% | -72.45% | Trim |
| 32 | NVDA | Nvidia CORP | -0.8% | -47.74% | Trim |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | -2.7% | -99.74% | Trim |
| 34 | MGK | Vanguard Mega Cap Growth ETF | -4% | -64.05% | Trim |
| 35 | SPXL | Direxion Daily S&p 500 Bull | -4.1% | -99.05% | Trim |
| 36 | TQQQ | Proshares Ultrapro Qqq | -5.6% | -96.16% | Trim |
| 37 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 38 | QLD | Proshares Ultra Qqq | — | EXIT | Sold out |
| 39 | SSO | Proshares Ultra S&p500 | — | EXIT | Sold out |
| 40 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 41 | UPRO | Proshares Ultrapro S&p 500 | — | EXIT | Sold out |
| 42 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 43 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 44 | ICVT | Ishares Convertible Bond ETF | — | EXIT | Sold out |
| 45 | QUS | Ss Spdr Msci U Stratfact ETF | — | EXIT | Sold out |
| 46 | SDIV | Global X Superdividend ETF | — | EXIT | Sold out |
| 47 | FLQL | Franklin U.s. Large Cap Mult | — | EXIT | Sold out |
| 48 | FDLO | Fidelity Low Volat Fact ETF | — | EXIT | Sold out |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | — | EXIT | Sold out |
| 50 | IAU | Ishares Gold Trust | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-23 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-08 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-04 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-05 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-06 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-30 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-03 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-30 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-04 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-27 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-31 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-02 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-28 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-28 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-07 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-23 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-21 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-31 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-12 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-18 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-19 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-16 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-24 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-05-23 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001065349
Total reported value
$6.1B
287 stks
2026-03-31
AUM within 0.1% of this institution
CIK 0000354497
Total reported value
$6.1B
512 stks
2023-06-30
Stale — no recent filing
AUM within 0.1% of this institution
CIK 0001856083
Total reported value
$6.1B
63 stks
2026-03-31
AUM within 0.2% of this institution
Institutions with overlapping top holdings
CIK 0002007281
Total reported value
$247.1M
66 stks
2026-03-31
3 of the top 5 holdings overlap, including Invesco Qqq Trust Series 1
CIK 0002040515
Total reported value
$238.8M
126 stks
2026-03-31
3 of the top 5 holdings overlap, including Hcm Defender 100 Index ETF
CIK 0001265376
Total reported value
$882.8M
71 stks
2026-03-31
2 of the top 5 holdings overlap, including Ss Spdr Bb 1-3m T-bill ETF