Filed: 7/16/2025ACC: 0001140361-25-026028
📋 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 $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$1.44B
Total AUM (reported)
8.99M
Total Shares
Allocation by class
COM$1.19B82.8%
ETF$244.90M17.0%
ADR$1.45M0.1%
REIT$1.25M0.1%
Portfolio Concentration
Top 3$356.41M24.8%
4–10$420.88M29.2%
11–25$465.75M32.4%
Rest$196.31M13.6%
Top 3 weight
24.8%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 8.99M
Sole
Full voting authority
7.88M
shares
% of voting shares87.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.10M
shares
% of voting shares12.3%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeSole · 87.7% of voting shares
Institutional Holdings138
Rows:
Nvidia Corp
SOLEShares1.06M
TypeSH
Market value$167.91M
11.67%
Sole
931.43K
Shared
0.00
None
131.35K
Microsoft
SOLEShares191.97K
TypeSH
Market value$95.49M
6.63%
Sole
169.92K
Shared
0.00
None
22.05K
SPDR S&P 500 ETF
SOLEShares150.55K
TypeSH
Market value$93.02M
6.46%
Sole
131.80K
Shared
0.00
None
18.75K
Apple Inc
SOLEShares427.32K
TypeSH
Market value$87.67M
6.09%
Sole
380.79K
Shared
0.00
None
46.54K
Amazon
SOLEShares351.58K
TypeSH
Market value$77.13M
5.36%
Sole
310.01K
Shared
0.00
None
41.58K
JPMorgan Chase
SOLEShares205.88K
TypeSH
Market value$59.69M
4.15%
Sole
181.31K
Shared
0.00
None
24.57K
Costco Wholesale Co
SOLEShares56.32K
TypeSH
Market value$55.75M
3.87%
Sole
49.70K
Shared
0.00
None
6.62K
Alphabet Inc. Class A
SOLEShares305.14K
TypeSH
Market value$53.77M
3.74%
Sole
265.46K
Shared
0.00
None
39.68K
Palo Alto Networks
SOLEShares213.50K
TypeSH
Market value$43.69M
3.04%
Sole
189.09K
Shared
0.00
None
24.41K
Blackstone Group Inc
SOLEShares288.59K
TypeSH
Market value$43.17M
3.00%
Sole
256.15K
Shared
0.00
None
32.44K
SPDR S&P Aerospace Def ETF
SOLEShares188.67K
TypeSH
Market value$39.80M
2.77%
Sole
166.25K
Shared
0.00
None
22.42K
Intercontinental Exc
SOLEShares207.72K
TypeSH
Market value$38.11M
2.65%
Sole
185.59K
Shared
0.00
None
22.14K
Visa Inc Class A
SOLEShares104.74K
TypeSH
Market value$37.19M
2.58%
Sole
91.97K
Shared
0.00
None
12.78K
Vulcan Materials
SOLEShares137.90K
TypeSH
Market value$35.97M
2.50%
Sole
121.29K
Shared
0.00
None
16.61K
iShares US Technology ETF
SOLEShares194.89K
TypeSH
Market value$33.77M
2.35%
Sole
174.92K
Shared
0.00
None
19.98K
Accenture PLC Class A
SOLEShares112.94K
TypeSH
Market value$33.76M
2.35%
Sole
99.85K
Shared
0.00
None
13.09K
Salesforce
SOLEShares114.40K
TypeSH
Market value$31.20M
2.17%
Sole
100.79K
Shared
0.00
None
13.61K
TJX Companies Inc
SOLEShares247.47K
TypeSH
Market value$30.56M
2.12%
Sole
218.77K
Shared
0.00
None
28.70K
Vanguard Short Term Cor BD ETF
SOLEShares366.23K
TypeSH
Market value$29.11M
2.02%
Sole
287.88K
Shared
0.00
None
78.34K
Coca-Cola
SOLEShares407.41K
TypeSH
Market value$28.82M
2.00%
Sole
360.13K
Shared
0.00
None
47.28K
Ametek Inc Com
SOLEShares156.03K
TypeSH
Market value$28.23M
1.96%
Sole
141.25K
Shared
0.00
None
14.78K
Parker-Hannifin Corp
SOLEShares37.76K
TypeSH
Market value$26.38M
1.83%
Sole
33.25K
Shared
0.00
None
4.51K
Vanguard Small Cap ETF
SOLEShares105.88K
TypeSH
Market value$25.09M
1.74%
Sole
93.46K
Shared
0.00
None
12.42K
Merck & Co. Inc.
SOLEShares311.31K
TypeSH
Market value$24.64M
1.71%
Sole
253.23K
Shared
0.00
None
58.08K
Thermo Fisher Scientific
SOLEShares57.02K
TypeSH
Market value$23.12M
1.61%
Sole
49.98K
Shared
0.00
None
7.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 1.06M | SH | $167.91M 11.67% | 931.43K | 0.00 | 131.35K |
MicrosoftSOLE | COM | 191.97K | SH | $95.49M 6.63% | 169.92K | 0.00 | 22.05K |
SPDR S&P 500 ETFSOLE | ETF | 150.55K | SH | $93.02M 6.46% | 131.80K | 0.00 | 18.75K |
Apple IncSOLE | COM | 427.32K | SH | $87.67M 6.09% | 380.79K | 0.00 | 46.54K |
AmazonSOLE | COM | 351.58K | SH | $77.13M 5.36% | 310.01K | 0.00 | 41.58K |
JPMorgan ChaseSOLE | COM | 205.88K | SH | $59.69M 4.15% | 181.31K | 0.00 | 24.57K |
Costco Wholesale CoSOLE | COM | 56.32K | SH | $55.75M 3.87% | 49.70K | 0.00 | 6.62K |
Alphabet Inc. Class ASOLE | COM | 305.14K | SH | $53.77M 3.74% | 265.46K | 0.00 | 39.68K |
Palo Alto NetworksSOLE | COM | 213.50K | SH | $43.69M 3.04% | 189.09K | 0.00 | 24.41K |
Blackstone Group IncSOLE | COM | 288.59K | SH | $43.17M 3.00% | 256.15K | 0.00 | 32.44K |
SPDR S&P Aerospace Def ETFSOLE | ETF | 188.67K | SH | $39.80M 2.77% | 166.25K | 0.00 | 22.42K |
Intercontinental ExcSOLE | COM | 207.72K | SH | $38.11M 2.65% | 185.59K | 0.00 | 22.14K |
Visa Inc Class ASOLE | COM | 104.74K | SH | $37.19M 2.58% | 91.97K | 0.00 | 12.78K |
Vulcan MaterialsSOLE | COM | 137.90K | SH | $35.97M 2.50% | 121.29K | 0.00 | 16.61K |
iShares US Technology ETFSOLE | ETF | 194.89K | SH | $33.77M 2.35% | 174.92K | 0.00 | 19.98K |
Accenture PLC Class ASOLE | COM | 112.94K | SH | $33.76M 2.35% | 99.85K | 0.00 | 13.09K |
SalesforceSOLE | COM | 114.40K | SH | $31.20M 2.17% | 100.79K | 0.00 | 13.61K |
TJX Companies IncSOLE | COM | 247.47K | SH | $30.56M 2.12% | 218.77K | 0.00 | 28.70K |
Vanguard Short Term Cor BD ETFSOLE | ETF | 366.23K | SH | $29.11M 2.02% | 287.88K | 0.00 | 78.34K |
Coca-ColaSOLE | COM | 407.41K | SH | $28.82M 2.00% | 360.13K | 0.00 | 47.28K |
Ametek Inc ComSOLE | COM | 156.03K | SH | $28.23M 1.96% | 141.25K | 0.00 | 14.78K |
Parker-Hannifin CorpSOLE | COM | 37.76K | SH | $26.38M 1.83% | 33.25K | 0.00 | 4.51K |
Vanguard Small Cap ETFSOLE | COM | 105.88K | SH | $25.09M 1.74% | 93.46K | 0.00 | 12.42K |
Merck & Co. Inc.SOLE | COM | 311.31K | SH | $24.64M 1.71% | 253.23K | 0.00 | 58.08K |
Thermo Fisher ScientificSOLE | COM | 57.02K | SH | $23.12M 1.61% | 49.98K | 0.00 | 7.03K |
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