HOWARD CAPITAL MANAGEMENT GROUP, LLC

PrivateCIK: 1860501

Location

LOS ANGELES, CA

144

Positions

$1.73B

Total AUM (reported)

8.21M

Total Shares

Allocation by class

COM$1.42B81.9%

ETF$310.00M17.9%

ADR$1.82M0.1%

REIT$906.1K0.1%

Portfolio Concentration

Top 3$455.22M26.3%

4–10$523.01M30.2%

11–25$527.89M30.5%

Rest$224.16M13.0%

Top 3 weight

26.3%

Top 10 weight

56.5%

Voting Authority Distribution

Total shares with voting rights: 8.21M

Sole

Full voting authority

7.17M

% of voting shares87.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.04M

% of voting shares12.7%

Investment Discretion (by position count)

Sole144

Shared0

Other0

Dominant voting typeSole · 87.3% of voting shares

Institutional Holdings144

Rows:

Nvidia Corp

SOLE

COM

Shares917.40K

TypeSH

Market value$209.52M

12.11%

Sole

811.27K

Shared

0.00

None

106.13K

Apple Inc

SOLE

COM

Shares414.50K

TypeSH

Market value$138.04M

7.98%

Sole

367.52K

Shared

0.00

None

46.98K

SPDR S&P 500 ETF

SOLE

ETF

Shares141.17K

TypeSH

Market value$107.66M

6.22%

Sole

123.88K

Shared

0.00

None

17.30K

Alphabet Inc. Class A

SOLE

COM

Shares285.96K

TypeSH

Market value$98.39M

5.69%

Sole

249.04K

Shared

0.00

None

36.91K

Microsoft

SOLE

COM

Shares191.17K

TypeSH

Market value$98.05M

5.67%

Sole

168.29K

Shared

0.00

None

22.87K

Amazon

SOLE

COM

Shares347.55K

TypeSH

Market value$86.59M

5.00%

Sole

307.29K

Shared

0.00

None

40.26K

Palo Alto Networks

SOLE

COM

Shares212.91K

TypeSH

Market value$84.59M

4.89%

Sole

189.21K

Shared

0.00

None

23.70K

JPMorgan Chase

SOLE

COM

Shares187.82K

TypeSH

Market value$62.14M

3.59%

Sole

163.72K

Shared

0.00

None

24.11K

Costco Wholesale Co

SOLE

COM

Shares53.21K

TypeSH

Market value$48.44M

2.80%

Sole

46.44K

Shared

0.00

None

6.77K

Merck & Co. Inc.

SOLE

COM

Shares308.31K

TypeSH

Market value$44.80M

2.59%

Sole

252.57K

Shared

0.00

None

55.74K

iShares US Technology ETF

SOLE

ETF

Shares166.04K

TypeSH

Market value$43.98M

2.54%

Sole

150.06K

Shared

0.00

None

15.98K

SPDR S&P Aerospace Def ETF

SOLE

ETF

Shares185.01K

TypeSH

Market value$42.78M

2.47%

Sole

162.43K

Shared

0.00

None

22.59K

Ametek Inc

SOLE

COM

Shares165.55K

TypeSH

Market value$41.01M

2.37%

Sole

150.26K

Shared

0.00

None

15.29K

Thermo Fisher Scientific

SOLE

COM

Shares58.35K

TypeSH

Market value$39.39M

2.28%

Sole

51.19K

Shared

0.00

None

7.16K

Visa Inc Class A

SOLE

COM

Shares105.65K

TypeSH

Market value$37.96M

2.19%

Sole

92.19K

Shared

0.00

None

13.46K

Parker-Hannifin Corp

SOLE

COM

Shares38.69K

TypeSH

Market value$36.96M

2.14%

Sole

33.56K

Shared

0.00

None

5.12K

Coca-Cola

SOLE

COM

Shares415.79K

TypeSH

Market value$35.79M

2.07%

Sole

366.28K

Shared

0.00

None

49.50K

Vulcan Materials

SOLE

COM

Shares139.95K

TypeSH

Market value$34.24M

1.98%

Sole

122.65K

Shared

0.00

None

17.30K

TJX Companies Inc

SOLE

COM

Shares250.24K

TypeSH

Market value$33.11M

1.91%

Sole

220.28K

Shared

0.00

None

29.96K

Blackstone Group Inc

SOLE

COM

Shares287.74K

TypeSH

Market value$32.25M

1.86%

Sole

254.28K

Shared

0.00

None

33.45K

Intercontinental Exchange Inc

SOLE

COM

Shares211.16K

TypeSH

Market value$32.10M

1.86%

Sole

187.24K

Shared

0.00

None

23.93K

Vanguard Small Cap ETF

SOLE

COM

Shares111.07K

TypeSH

Market value$31.60M

1.83%

Sole

96.94K

Shared

0.00

None

14.14K

Rockwell Automation Inc

SOLE

COM

Shares68.23K

TypeSH

Market value$29.70M

1.72%

Sole

60.60K

Shared

0.00

None

7.63K

iShares Semiconductor ETF

SOLE

ETF

Shares51.05K

TypeSH

Market value$29.03M

1.68%

Sole

45.91K

Shared

0.00

None

5.15K

Vanguard Short Term Cor BD ETF

SOLE

ETF

Shares362.14K

TypeSH

Market value$27.98M

1.62%

Sole

277.69K

Shared

0.00

None

84.45K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia CorpSOLE	COM	917.40K	SH	$209.52M 12.11%	811.27K	106.13K
Apple IncSOLE	COM	414.50K	SH	$138.04M 7.98%	367.52K	46.98K
SPDR S&P 500 ETFSOLE	ETF	141.17K	SH	$107.66M 6.22%	123.88K	17.30K
Alphabet Inc. Class ASOLE	COM	285.96K	SH	$98.39M 5.69%	249.04K	36.91K
MicrosoftSOLE	COM	191.17K	SH	$98.05M 5.67%	168.29K	22.87K
AmazonSOLE	COM	347.55K	SH	$86.59M 5.00%	307.29K	40.26K
Palo Alto NetworksSOLE	COM	212.91K	SH	$84.59M 4.89%	189.21K	23.70K
JPMorgan ChaseSOLE	COM	187.82K	SH	$62.14M 3.59%	163.72K	24.11K
Costco Wholesale CoSOLE	COM	53.21K	SH	$48.44M 2.80%	46.44K	6.77K
Merck & Co. Inc.SOLE	COM	308.31K	SH	$44.80M 2.59%	252.57K	55.74K
iShares US Technology ETFSOLE	ETF	166.04K	SH	$43.98M 2.54%	150.06K	15.98K
SPDR S&P Aerospace Def ETFSOLE	ETF	185.01K	SH	$42.78M 2.47%	162.43K	22.59K
Ametek IncSOLE	COM	165.55K	SH	$41.01M 2.37%	150.26K	15.29K
Thermo Fisher ScientificSOLE	COM	58.35K	SH	$39.39M 2.28%	51.19K	7.16K
Visa Inc Class ASOLE	COM	105.65K	SH	$37.96M 2.19%	92.19K	13.46K
Parker-Hannifin CorpSOLE	COM	38.69K	SH	$36.96M 2.14%	33.56K	5.12K
Coca-ColaSOLE	COM	415.79K	SH	$35.79M 2.07%	366.28K	49.50K
Vulcan MaterialsSOLE	COM	139.95K	SH	$34.24M 1.98%	122.65K	17.30K
TJX Companies IncSOLE	COM	250.24K	SH	$33.11M 1.91%	220.28K	29.96K
Blackstone Group IncSOLE	COM	287.74K	SH	$32.25M 1.86%	254.28K	33.45K
Intercontinental Exchange IncSOLE	COM	211.16K	SH	$32.10M 1.86%	187.24K	23.93K
Vanguard Small Cap ETFSOLE	COM	111.07K	SH	$31.60M 1.83%	96.94K	14.14K
Rockwell Automation IncSOLE	COM	68.23K	SH	$29.70M 1.72%	60.60K	7.63K
iShares Semiconductor ETFSOLE	ETF	51.05K	SH	$29.03M 1.68%	45.91K	5.15K
Vanguard Short Term Cor BD ETFSOLE	ETF	362.14K	SH	$27.98M 1.62%	277.69K	84.45K

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