HOWARD CAPITAL MANAGEMENT GROUP, LLC

PrivateCIK: 1860501
Location

LOS ANGELES, CA

πŸ“‹ What this filing means

HOWARD CAPITAL MANAGEMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $1.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

142
Positions
$1.58B
Total AUM (reported)
9.45M
Total Shares

Allocation by class

TOTAL AUM$1.58B142 positions
COM$1.31B83.1%
ETF$263.24M16.7%
REIT$1.85M0.1%
ADR$1.17M0.1%

Portfolio Concentration

Top 325.5%4–1029.3%11–2530.5%Rest14.8%TOP 1054.8%0%100%
Top 3$403.05M25.5%
4–10$462.29M29.3%
11–25$481.17M30.5%
Rest$233.13M14.8%

Top 3 weight

25.5%

Top 10 weight

54.8%

Voting Authority Distribution

Total shares with voting rights: 9.45M

Sole

Full voting authority

8.30M

shares

% of voting shares87.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.14M

shares

% of voting shares12.1%

Investment Discretion (by position count)

Sole142
Shared0
Other0
Dominant voting typeSole Β· 87.9% of voting shares
Institutional Holdings142
Rows:

Nvidia Corp

SOLE
COM
Shares1.04M
TypeSH
Market value$193.90M
12.27%
Sole
913.87K
Shared
0.00
None
125.34K

Apple Inc

SOLE
COM
Shares429.14K
TypeSH
Market value$109.27M
6.92%
Sole
382.68K
Shared
0.00
None
46.46K

Microsoft

SOLE
COM
Shares192.85K
TypeSH
Market value$99.89M
6.32%
Sole
170.92K
Shared
0.00
None
21.93K

SPDR S&P 500 ETF

SOLE
ETF
Shares148.45K
TypeSH
Market value$98.89M
6.26%
Sole
129.81K
Shared
0.00
None
18.64K

Amazon

SOLE
COM
Shares353.94K
TypeSH
Market value$77.72M
4.92%
Sole
312.28K
Shared
0.00
None
41.66K

Alphabet Inc. Class A

SOLE
COM
Shares306.65K
TypeSH
Market value$74.55M
4.72%
Sole
267.10K
Shared
0.00
None
39.55K

JPMorgan Chase

SOLE
COM
Shares205.46K
TypeSH
Market value$64.81M
4.10%
Sole
181.07K
Shared
0.00
None
24.39K

Costco Wholesale Co

SOLE
COM
Shares56.64K
TypeSH
Market value$52.43M
3.32%
Sole
50.03K
Shared
0.00
None
6.60K

Blackstone Group Inc

SOLE
COM
Shares288.57K
TypeSH
Market value$49.30M
3.12%
Sole
256.20K
Shared
0.00
None
32.38K

SPDR S&P Aerospace Def ETF

SOLE
ETF
Shares189.80K
TypeSH
Market value$44.60M
2.82%
Sole
167.29K
Shared
0.00
None
22.51K

Palo Alto Networks

SOLE
COM
Shares214.67K
TypeSH
Market value$43.71M
2.77%
Sole
190.26K
Shared
0.00
None
24.41K

Vulcan Materials

SOLE
COM
Shares137.81K
TypeSH
Market value$42.39M
2.68%
Sole
121.25K
Shared
0.00
None
16.57K

TJX Companies Inc

SOLE
COM
Shares250.84K
TypeSH
Market value$36.26M
2.30%
Sole
222.16K
Shared
0.00
None
28.68K

Visa Inc Class A

SOLE
COM
Shares105.63K
TypeSH
Market value$36.06M
2.28%
Sole
92.90K
Shared
0.00
None
12.72K

iShares US Technology ETF

SOLE
ETF
Shares182.79K
TypeSH
Market value$35.80M
2.27%
Sole
164.32K
Shared
0.00
None
18.47K

Intercontinental Exchange Inc

SOLE
COM
Shares207.93K
TypeSH
Market value$35.03M
2.22%
Sole
185.91K
Shared
0.00
None
22.02K

Vanguard Short Term Cor BD ETF

SOLE
ETF
Shares370.10K
TypeSH
Market value$29.58M
1.87%
Sole
288.44K
Shared
0.00
None
81.67K

Ametek Inc Com

SOLE
COM
Shares156.47K
TypeSH
Market value$29.42M
1.86%
Sole
142.19K
Shared
0.00
None
14.28K

Parker-Hannifin Corp

SOLE
COM
Shares37.93K
TypeSH
Market value$28.76M
1.82%
Sole
33.41K
Shared
0.00
None
4.53K

Accenture PLC Class A

SOLE
COM
Shares114.48K
TypeSH
Market value$28.23M
1.79%
Sole
101.30K
Shared
0.00
None
13.18K

Thermo Fisher Scientific

SOLE
COM
Shares57.49K
TypeSH
Market value$27.88M
1.77%
Sole
50.44K
Shared
0.00
None
7.05K

Vanguard Small Cap ETF

SOLE
COM
Shares107.76K
TypeSH
Market value$27.40M
1.73%
Sole
95.21K
Shared
0.00
None
12.55K

Salesforce

SOLE
COM
Shares115.15K
TypeSH
Market value$27.29M
1.73%
Sole
101.50K
Shared
0.00
None
13.65K

Coca-Cola

SOLE
COM
Shares410.87K
TypeSH
Market value$27.25M
1.73%
Sole
363.54K
Shared
0.00
None
47.33K

Merck & Co. Inc.

SOLE
COM
Shares310.96K
TypeSH
Market value$26.10M
1.65%
Sole
255.28K
Shared
0.00
None
55.68K
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HOWARD CAPITAL MANAGEMENT GROUP, LLC 13F Holdings β€” 142 Positions | Finecho