# Howard Capital Management Group, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1860501. Source: https://holderbook.com/funds/1860501-howard-capital-management-group-llc/

- Reported value: $1.6B
- Positions: 150
- Weight of the ten largest: 55.5%
- Filed: 2026-07-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $186.0M | 929,747 | 11.4% | 22 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $119.9M | 414,220 | 7.3% | 22 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $108.8M | 145,761 | 6.7% | 22 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $102.2M | 285,926 | 6.2% | 22 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $82.9M | 347,652 | 5.1% | 22 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $72.9M | 213,748 | 4.5% | 10 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $71.5M | 191,810 | 4.4% | 22 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $61.7M | 188,440 | 3.8% | 22 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $52.3M | 184,408 | 3.2% | 10 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $49.7M | 53,104 | 3.0% | 22 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $44.5M | 176,535 | 2.7% | 22 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $41.0M | 138,973 | 2.5% | 22 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $39.9M | 164,880 | 2.4% | 5 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $39.6M | 307,822 | 2.4% | 22 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $37.6M | 38,490 | 2.3% | 7 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $37.5M | 247,582 | 2.3% | 9 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $36.1M | 105,137 | 2.2% | 22 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $33.9M | 288,147 | 2.1% | 22 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $33.7M | 414,544 | 2.1% | 22 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $33.3M | 109,897 | 2.0% | 6 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $33.0M | 66,705 | 2.0% | 2 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $29.3M | 58,470 | 1.8% | 22 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $28.2M | 356,395 | 1.7% | 13 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $26.0M | 134,733 | 1.6% | 22 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $25.9M | 210,394 | 1.6% | 22 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $23.8M | 447,356 | 1.5% | 4 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $20.1M | 128,016 | 1.2% | 18 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $19.1M | 54,099 | 1.2% | 22 |
| APTARGROUP INC | [ATR](https://holderbook.com/stocks/ATR/) | $17.3M | 138,386 | 1.1% | 22 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $10.8M | 68,150 | 0.7% | 22 |
| ISHARES TR | [IYG](https://holderbook.com/stocks/IYG/) | $8.4M | 93,198 | 0.5% | 21 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $5.9M | 71,035 | 0.4% | 22 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $5.5M | 28,887 | 0.3% | 22 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $5.3M | 29,274 | 0.3% | 22 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $5.0M | 27,239 | 0.3% | 22 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.6M | 6,300 | 0.3% | 22 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.2M | 16,590 | 0.3% | 22 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $3.9M | 33,312 | 0.2% | 22 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.7M | 7,386 | 0.2% | 22 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.7M | 8,126 | 0.2% | 22 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $2.7M | 37,344 | 0.2% | 22 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.2M | 16,151 | 0.1% | 22 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.9M | 5,374 | 0.1% | 22 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.9M | 13,700 | 0.1% | 22 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.8M | 9,960 | 0.1% | 22 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.8M | 1,480 | 0.1% | 20 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.7M | 4,133 | 0.1% | 22 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $1.7M | 32,074 | 0.1% | 22 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.6M | 13,739 | 0.1% | 22 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.3M | 3,546 | 0.1% | 9 |
| KITE REALTY GROUP TRUST | [KRG](https://holderbook.com/stocks/KRG/) | $1.3M | 46,635 | 0.1% | 13 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.2M | 3,273 | 0.1% | 14 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.2M | 1,033 | 0.1% | 8 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.2M | 2,455 | 0.1% | 7 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.1M | 7,763 | 0.1% | 22 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.1M | 7,537 | 0.1% | 22 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $1.1M | 18,406 | 0.1% | 22 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.0M | 3,716 | 0.1% | 22 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.0M | 7,393 | 0.1% | 4 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $993.4K | 1,710 | 0.1% | 5 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $973.4K | 4,575 | 0.1% | 10 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $910.9K | 9,518 | 0.1% | 22 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $904.2K | 5,455 | 0.1% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $900.5K | 1,599 | 0.1% | 14 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $897.2K | 15,746 | 0.1% | 22 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $893.1K | 1,300 | 0.1% | 10 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $889.6K | 7,574 | 0.1% | 22 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $867.1K | 2,370 | 0.1% | 11 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $849.4K | 25,515 | 0.1% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $826.2K | 2,343 | 0.1% | 22 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $819.8K | 1,787 | 0.1% | 22 |
| HUDSON PACIFIC PROPERTIES IN | [HPP](https://holderbook.com/stocks/HPP/) | $798.9K | 52,593 | 0.0% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $790.6K | 9,812 | 0.0% | 10 |
| CAPITAL GROUP GBL GROWTH EQT | [CGGO](https://holderbook.com/stocks/CGGO/) | $785.9K | 18,566 | 0.0% | 10 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $781.2K | 8,117 | 0.0% | 22 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $735.7K | 1,850 | 0.0% | 22 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $729.8K | 2,700 | 0.0% | 22 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $724.9K | 6,767 | 0.0% | 22 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $692.6K | 600 | 0.0% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $659.8K | 4,449 | 0.0% | 10 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $641.3K | 856 | 0.0% | 22 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $600.3K | 2,207 | 0.0% | 22 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $594.6K | 4,391 | 0.0% | 22 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $564.4K | 11,200 | 0.0% | 10 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $548.7K | 865 | 0.0% | 21 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $520.1K | 3,375 | 0.0% | 22 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $517.8K | 1,200 | 0.0% | 1 |
| POWELL INDS INC | [POWL](https://holderbook.com/stocks/POWL/) | $515.4K | 1,800 | 0.0% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $506.3K | 2,012 | 0.0% | 15 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $493.9K | 2,603 | 0.0% | 15 |
| INVESCO EXCHANGE TRADED FD T | [PHO](https://holderbook.com/stocks/PHO/) | $492.0K | 7,122 | 0.0% | 22 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $489.8K | 3,387 | 0.0% | 9 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $483.2K | 1,536 | 0.0% | 22 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $466.7K | 4,000 | 0.0% | 13 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $455.7K | 1,926 | 0.0% | 10 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $450.4K | 5,450 | 0.0% | 14 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $439.0K | 2,695 | 0.0% | 22 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $432.6K | 615 | 0.0% | 22 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $405.9K | 19,610 | 0.0% | 22 |
| PERFORMANCE FOOD GROUP CO | [PFGC](https://holderbook.com/stocks/PFGC/) | $405.8K | 3,630 | 0.0% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.0% | +14.8% | -3.9% | 100% |
| Q1 2026 | -6.5% | -4.6% | -1.9% | 100% |
| Q4 2025 | +3.0% | +2.4% | +0.6% | 100% |
| Q3 2025 | +7.9% | +7.8% | +0.1% | 100% |
| Q2 2025 | +10.8% | +10.5% | +0.4% | 100% |
| Q1 2025 | -7.7% | -4.6% | -3.1% | 100% |
| Q4 2024 | +2.6% | +2.1% | +0.5% | 100% |
| Q3 2024 | +4.6% | +5.4% | -0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.6B | 150 |
| Q1 2026 | $1.5B | 143 |
| Q4 2025 | $1.6B | 142 |
| Q3 2025 | $1.6B | 142 |
| Q2 2025 | $1.4B | 138 |
| Q1 2025 | $1.3B | 138 |
| Q4 2024 | $1.5B | 138 |
| Q3 2024 | $1.4B | 134 |
| Q2 2024 | $1.4B | 126 |
| Q1 2024 | $1.3B | 125 |
| Q4 2023 | $1.2B | 112 |
| Q3 2023 | $1.0B | 115 |