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 143 equity positions with a total reported market value of $1.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

143
Positions
$1.51B
Total AUM (reported)
8.03M
Total Shares

Allocation by class

TOTAL AUM$1.51B143 positions
COM$1.25B82.7%
ETF$258.82M17.2%
ADR$1.07M0.1%
REIT$588.8K0.0%

Portfolio Concentration

Top 324.4%4–1028.2%11–2532.0%Rest15.4%TOP 1052.6%0%100%
Top 3$368.32M24.4%
4–10$424.37M28.2%
11–25$482.11M32.0%
Rest$231.85M15.4%

Top 3 weight

24.4%

Top 10 weight

52.6%

Voting Authority Distribution

Total shares with voting rights: 8.03M

Sole

Full voting authority

6.99M

shares

% of voting shares87.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.04M

shares

% of voting shares12.9%

Investment Discretion (by position count)

Sole143
Shared0
Other0
Dominant voting typeSole Β· 87.1% of voting shares
Institutional Holdings143
Rows:

Nvidia Corp

SOLE
COM
Shares949.59K
TypeSH
Market value$165.61M
10.99%
Sole
830.80K
Shared
0.00
None
118.78K

Apple Inc

SOLE
COM
Shares418.38K
TypeSH
Market value$106.18M
7.05%
Sole
369.49K
Shared
0.00
None
48.90K

SPDR S&P 500 ETF

SOLE
ETF
Shares148.44K
TypeSH
Market value$96.54M
6.41%
Sole
130.13K
Shared
0.00
None
18.30K

Alphabet Inc. Class A

SOLE
COM
Shares291.69K
TypeSH
Market value$83.88M
5.57%
Sole
252.22K
Shared
0.00
None
39.47K

Amazon

SOLE
COM
Shares351.25K
TypeSH
Market value$73.15M
4.86%
Sole
308.73K
Shared
0.00
None
42.52K

Microsoft

SOLE
COM
Shares191.18K
TypeSH
Market value$70.77M
4.70%
Sole
168.03K
Shared
0.00
None
23.15K

JPMorgan Chase

SOLE
COM
Shares189.97K
TypeSH
Market value$55.88M
3.71%
Sole
165.26K
Shared
0.00
None
24.71K

Costco Wholesale Co

SOLE
COM
Shares53.83K
TypeSH
Market value$53.64M
3.56%
Sole
46.99K
Shared
0.00
None
6.83K

SPDR S&P Aerospace Def ETF

SOLE
ETF
Shares185.90K
TypeSH
Market value$47.21M
3.13%
Sole
163.21K
Shared
0.00
None
22.69K

TJX Companies Inc

SOLE
COM
Shares249.47K
TypeSH
Market value$39.84M
2.64%
Sole
219.60K
Shared
0.00
None
29.87K

Vulcan Materials

SOLE
COM
Shares138.67K
TypeSH
Market value$37.76M
2.51%
Sole
121.45K
Shared
0.00
None
17.21K

Merck & Co. Inc.

SOLE
COM
Shares308.80K
TypeSH
Market value$37.15M
2.47%
Sole
253.04K
Shared
0.00
None
55.76K

Ametek Inc

SOLE
COM
Shares165K
TypeSH
Market value$35.37M
2.35%
Sole
149.88K
Shared
0.00
None
15.12K

Palo Alto Networks

SOLE
COM
Shares216.12K
TypeSH
Market value$34.65M
2.30%
Sole
191.37K
Shared
0.00
None
24.75K

Parker-Hannifin Corp

SOLE
COM
Shares38.54K
TypeSH
Market value$34.50M
2.29%
Sole
33.45K
Shared
0.00
None
5.09K

Blackstone Group Inc

SOLE
COM
Shares287.12K
TypeSH
Market value$33.02M
2.19%
Sole
253.80K
Shared
0.00
None
33.33K

Intercontinental Exchange Inc

SOLE
COM
Shares208.97K
TypeSH
Market value$32.87M
2.18%
Sole
185.28K
Shared
0.00
None
23.68K

iShares US Technology ETF

SOLE
ETF
Shares180.26K
TypeSH
Market value$32.70M
2.17%
Sole
162.37K
Shared
0.00
None
17.89K

Visa Inc Class A

SOLE
COM
Shares105.63K
TypeSH
Market value$31.93M
2.12%
Sole
92.21K
Shared
0.00
None
13.43K

Coca-Cola

SOLE
COM
Shares416.20K
TypeSH
Market value$31.65M
2.10%
Sole
366.44K
Shared
0.00
None
49.76K

Vanguard Short Term Cor BD ETF

SOLE
ETF
Shares365.20K
TypeSH
Market value$28.95M
1.92%
Sole
283.88K
Shared
0.00
None
81.33K

Vanguard Small Cap ETF

SOLE
COM
Shares110.27K
TypeSH
Market value$28.88M
1.92%
Sole
96.13K
Shared
0.00
None
14.14K

Thermo Fisher Scientific

SOLE
COM
Shares57.88K
TypeSH
Market value$28.45M
1.89%
Sole
50.76K
Shared
0.00
None
7.12K

EQT Corp

SOLE
COM
Shares441.92K
TypeSH
Market value$28.12M
1.87%
Sole
397.45K
Shared
0.00
None
44.47K

Accenture PLC Class A

SOLE
COM
Shares131.70K
TypeSH
Market value$26.12M
1.73%
Sole
117.50K
Shared
0.00
None
14.21K
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HOWARD CAPITAL MANAGEMENT GROUP, LLC 13F Holdings β€” 143 Positions | Finecho