Filed: 4/16/2025ACC: 0001140361-25-014141
📋 What this filing means
HOWARD CAPITAL MANAGEMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$1.28B
Total AUM (reported)
8.86M
Total Shares
Allocation by class
COM$1.06B82.8%
ETF$218.19M17.0%
REIT$1.53M0.1%
ADR$1.27M0.1%
Portfolio Concentration
Top 3$302.46M23.6%
4–10$369.54M28.8%
11–25$442.62M34.5%
Rest$169.41M13.2%
Top 3 weight
23.6%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 8.86M
Sole
Full voting authority
7.77M
shares
% of voting shares87.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.10M
shares
% of voting shares12.4%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeSole · 87.6% of voting shares
Institutional Holdings138
Rows:
Nvidia Corp
SOLEShares1.13M
TypeSH
Market value$122.92M
9.57%
Sole
995.57K
Shared
0.00
None
138.63K
Apple Inc
SOLEShares427.73K
TypeSH
Market value$95.01M
7.40%
Sole
380.99K
Shared
0.00
None
46.74K
SPDR S&P 500 ETF
SOLEShares151.10K
TypeSH
Market value$84.52M
6.58%
Sole
132.39K
Shared
0.00
None
18.71K
Microsoft
SOLEShares193.22K
TypeSH
Market value$72.53M
5.65%
Sole
170.66K
Shared
0.00
None
22.56K
Amazon
SOLEShares352.44K
TypeSH
Market value$67.05M
5.22%
Sole
310.81K
Shared
0.00
None
41.63K
Costco Wholesale Co
SOLEShares57.09K
TypeSH
Market value$53.99M
4.20%
Sole
50.39K
Shared
0.00
None
6.70K
JPMorgan Chase
SOLEShares208.32K
TypeSH
Market value$51.10M
3.98%
Sole
183.24K
Shared
0.00
None
25.09K
Alphabet Inc. Class A
SOLEShares306.24K
TypeSH
Market value$47.36M
3.69%
Sole
266.56K
Shared
0.00
None
39.68K
Blackstone Group Inc
SOLEShares290.13K
TypeSH
Market value$40.55M
3.16%
Sole
257.94K
Shared
0.00
None
32.20K
Visa Inc Class A
SOLEShares105.41K
TypeSH
Market value$36.94M
2.88%
Sole
92.55K
Shared
0.00
None
12.86K
Palo Alto Networks
SOLEShares214.39K
TypeSH
Market value$36.58M
2.85%
Sole
190.09K
Shared
0.00
None
24.30K
Intercontinental Exc
SOLEShares209.68K
TypeSH
Market value$36.17M
2.82%
Sole
187.27K
Shared
0.00
None
22.41K
Accenture PLC Class A
SOLEShares110.77K
TypeSH
Market value$34.56M
2.69%
Sole
97.75K
Shared
0.00
None
13.02K
Vulcan Materials
SOLEShares139.08K
TypeSH
Market value$32.45M
2.53%
Sole
122.62K
Shared
0.00
None
16.46K
Salesforce
SOLEShares114.34K
TypeSH
Market value$30.69M
2.39%
Sole
100.81K
Shared
0.00
None
13.54K
SPDR S&P Aerospace Def ETF
SOLEShares187.37K
TypeSH
Market value$30.11M
2.34%
Sole
165.19K
Shared
0.00
None
22.19K
TJX Companies Inc
SOLEShares242.01K
TypeSH
Market value$29.48M
2.30%
Sole
216.60K
Shared
0.00
None
25.41K
Vanguard Short Term Cor BD ETF
SOLEShares369.14K
TypeSH
Market value$29.14M
2.27%
Sole
288.94K
Shared
0.00
None
80.19K
Coca-Cola
SOLEShares405.46K
TypeSH
Market value$29.04M
2.26%
Sole
358.60K
Shared
0.00
None
46.87K
iShares US Technology ETF
SOLEShares196.74K
TypeSH
Market value$27.63M
2.15%
Sole
176.28K
Shared
0.00
None
20.46K
Thermo Fisher Scientific
SOLEShares55.03K
TypeSH
Market value$27.38M
2.13%
Sole
48.27K
Shared
0.00
None
6.76K
Graphic Packaging HL
SOLEShares1.03M
TypeSH
Market value$26.68M
2.08%
Sole
914.68K
Shared
0.00
None
113.06K
Merck & Co. Inc.
SOLEShares297.18K
TypeSH
Market value$26.68M
2.08%
Sole
240.44K
Shared
0.00
None
56.75K
Vanguard Small Cap ETF
SOLEShares104.64K
TypeSH
Market value$23.20M
1.81%
Sole
92.53K
Shared
0.00
None
12.11K
Parker-Hannifin Corp
SOLEShares37.57K
TypeSH
Market value$22.83M
1.78%
Sole
33.72K
Shared
0.00
None
3.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 1.13M | SH | $122.92M 9.57% | 995.57K | 0.00 | 138.63K |
Apple IncSOLE | COM | 427.73K | SH | $95.01M 7.40% | 380.99K | 0.00 | 46.74K |
SPDR S&P 500 ETFSOLE | ETF | 151.10K | SH | $84.52M 6.58% | 132.39K | 0.00 | 18.71K |
MicrosoftSOLE | COM | 193.22K | SH | $72.53M 5.65% | 170.66K | 0.00 | 22.56K |
AmazonSOLE | COM | 352.44K | SH | $67.05M 5.22% | 310.81K | 0.00 | 41.63K |
Costco Wholesale CoSOLE | COM | 57.09K | SH | $53.99M 4.20% | 50.39K | 0.00 | 6.70K |
JPMorgan ChaseSOLE | COM | 208.32K | SH | $51.10M 3.98% | 183.24K | 0.00 | 25.09K |
Alphabet Inc. Class ASOLE | COM | 306.24K | SH | $47.36M 3.69% | 266.56K | 0.00 | 39.68K |
Blackstone Group IncSOLE | COM | 290.13K | SH | $40.55M 3.16% | 257.94K | 0.00 | 32.20K |
Visa Inc Class ASOLE | COM | 105.41K | SH | $36.94M 2.88% | 92.55K | 0.00 | 12.86K |
Palo Alto NetworksSOLE | COM | 214.39K | SH | $36.58M 2.85% | 190.09K | 0.00 | 24.30K |
Intercontinental ExcSOLE | COM | 209.68K | SH | $36.17M 2.82% | 187.27K | 0.00 | 22.41K |
Accenture PLC Class ASOLE | COM | 110.77K | SH | $34.56M 2.69% | 97.75K | 0.00 | 13.02K |
Vulcan MaterialsSOLE | COM | 139.08K | SH | $32.45M 2.53% | 122.62K | 0.00 | 16.46K |
SalesforceSOLE | COM | 114.34K | SH | $30.69M 2.39% | 100.81K | 0.00 | 13.54K |
SPDR S&P Aerospace Def ETFSOLE | ETF | 187.37K | SH | $30.11M 2.34% | 165.19K | 0.00 | 22.19K |
TJX Companies IncSOLE | COM | 242.01K | SH | $29.48M 2.30% | 216.60K | 0.00 | 25.41K |
Vanguard Short Term Cor BD ETFSOLE | ETF | 369.14K | SH | $29.14M 2.27% | 288.94K | 0.00 | 80.19K |
Coca-ColaSOLE | COM | 405.46K | SH | $29.04M 2.26% | 358.60K | 0.00 | 46.87K |
iShares US Technology ETFSOLE | ETF | 196.74K | SH | $27.63M 2.15% | 176.28K | 0.00 | 20.46K |
Thermo Fisher ScientificSOLE | COM | 55.03K | SH | $27.38M 2.13% | 48.27K | 0.00 | 6.76K |
Graphic Packaging HLSOLE | COM | 1.03M | SH | $26.68M 2.08% | 914.68K | 0.00 | 113.06K |
Merck & Co. Inc.SOLE | COM | 297.18K | SH | $26.68M 2.08% | 240.44K | 0.00 | 56.75K |
Vanguard Small Cap ETFSOLE | COM | 104.64K | SH | $23.20M 1.81% | 92.53K | 0.00 | 12.11K |
Parker-Hannifin CorpSOLE | COM | 37.57K | SH | $22.83M 1.78% | 33.72K | 0.00 | 3.85K |
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