HOWARD CAPITAL MANAGEMENT GROUP, LLC

PrivateCIK: 1860501

Location

LOS ANGELES, CA

150

Positions

$1.64B

Total AUM (reported)

7.81M

Total Shares

Allocation by class

COM$1.34B81.9%

ETF$292.72M17.9%

ADR$1.69M0.1%

REIT$1.13M0.1%

Portfolio Concentration

Top 3$414.74M25.4%

4–10$493.17M30.2%

11–25$519.55M31.8%

Rest$208.21M12.7%

Top 3 weight

25.4%

Top 10 weight

55.5%

Voting Authority Distribution

Total shares with voting rights: 7.81M

Sole

Full voting authority

6.81M

% of voting shares87.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

996.19K

% of voting shares12.8%

Investment Discretion (by position count)

Sole150

Shared0

Other0

Dominant voting typeSole · 87.2% of voting shares

Institutional Holdings150

Rows:

Nvidia Corp

SOLE

COM

Shares929.75K

TypeSH

Market value$186.03M

11.37%

Sole

820.41K

Shared

0.00

None

109.34K

Apple Inc

SOLE

COM

Shares414.22K

TypeSH

Market value$119.86M

7.33%

Sole

367.13K

Shared

0.00

None

47.09K

SPDR S&P 500 ETF

SOLE

ETF

Shares145.76K

TypeSH

Market value$108.85M

6.65%

Sole

127.53K

Shared

0.00

None

18.23K

Alphabet Inc. Class A

SOLE

COM

Shares285.93K

TypeSH

Market value$102.18M

6.25%

Sole

248.84K

Shared

0.00

None

37.09K

Amazon

SOLE

COM

Shares347.65K

TypeSH

Market value$82.86M

5.07%

Sole

307.37K

Shared

0.00

None

40.28K

Palo Alto Networks

SOLE

COM

Shares213.75K

TypeSH

Market value$72.89M

4.46%

Sole

189.80K

Shared

0.00

None

23.95K

Microsoft

SOLE

COM

Shares191.81K

TypeSH

Market value$71.55M

4.37%

Sole

168.95K

Shared

0.00

None

22.86K

JPMorgan Chase

SOLE

COM

Shares188.44K

TypeSH

Market value$61.68M

3.77%

Sole

164.28K

Shared

0.00

None

24.16K

SPDR S&P Aerospace Def ETF

SOLE

ETF

Shares184.41K

TypeSH

Market value$52.33M

3.20%

Sole

161.72K

Shared

0.00

None

22.69K

Costco Wholesale Co

SOLE

COM

Shares53.10K

TypeSH

Market value$49.68M

3.04%

Sole

46.33K

Shared

0.00

None

6.77K

iShares US Technology ETF

SOLE

ETF

Shares176.53K

TypeSH

Market value$44.53M

2.72%

Sole

158.87K

Shared

0.00

None

17.66K

Vulcan Materials

SOLE

COM

Shares138.97K

TypeSH

Market value$41.00M

2.51%

Sole

121.73K

Shared

0.00

None

17.25K

Ametek Inc

SOLE

COM

Shares164.88K

TypeSH

Market value$39.89M

2.44%

Sole

149.66K

Shared

0.00

None

15.21K

Merck & Co. Inc.

SOLE

COM

Shares307.82K

TypeSH

Market value$39.56M

2.42%

Sole

252.07K

Shared

0.00

None

55.76K

Parker-Hannifin Corp

SOLE

COM

Shares38.49K

TypeSH

Market value$37.65M

2.30%

Sole

33.38K

Shared

0.00

None

5.12K

TJX Companies Inc

SOLE

COM

Shares247.58K

TypeSH

Market value$37.51M

2.29%

Sole

217.57K

Shared

0.00

None

30.01K

Visa Inc Class A

SOLE

COM

Shares105.14K

TypeSH

Market value$36.07M

2.21%

Sole

91.68K

Shared

0.00

None

13.46K

Blackstone Group Inc

SOLE

COM

Shares288.15K

TypeSH

Market value$33.91M

2.07%

Sole

254.67K

Shared

0.00

None

33.48K

Coca-Cola

SOLE

COM

Shares414.54K

TypeSH

Market value$33.69M

2.06%

Sole

364.91K

Shared

0.00

None

49.63K

Vanguard Small Cap ETF

SOLE

COM

Shares109.90K

TypeSH

Market value$33.31M

2.04%

Sole

95.69K

Shared

0.00

None

14.20K

Rockwell Automation Inc

SOLE

COM

Shares66.70K

TypeSH

Market value$33.02M

2.02%

Sole

59.32K

Shared

0.00

None

7.38K

Thermo Fisher Scientific

SOLE

COM

Shares58.47K

TypeSH

Market value$29.31M

1.79%

Sole

51.34K

Shared

0.00

None

7.13K

Vanguard Short Term Cor BD ETF

SOLE

ETF

Shares356.39K

TypeSH

Market value$28.17M

1.72%

Sole

275.36K

Shared

0.00

None

81.03K

Iqvia Holdings Inc

SOLE

COM

Shares134.73K

TypeSH

Market value$26.03M

1.59%

Sole

119.66K

Shared

0.00

None

15.07K

Intercontinental Exchange Inc

SOLE

COM

Shares210.39K

TypeSH

Market value$25.90M

1.58%

Sole

186.57K

Shared

0.00

None

23.82K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia CorpSOLE	COM	929.75K	SH	$186.03M 11.37%	820.41K	109.34K
Apple IncSOLE	COM	414.22K	SH	$119.86M 7.33%	367.13K	47.09K
SPDR S&P 500 ETFSOLE	ETF	145.76K	SH	$108.85M 6.65%	127.53K	18.23K
Alphabet Inc. Class ASOLE	COM	285.93K	SH	$102.18M 6.25%	248.84K	37.09K
AmazonSOLE	COM	347.65K	SH	$82.86M 5.07%	307.37K	40.28K
Palo Alto NetworksSOLE	COM	213.75K	SH	$72.89M 4.46%	189.80K	23.95K
MicrosoftSOLE	COM	191.81K	SH	$71.55M 4.37%	168.95K	22.86K
JPMorgan ChaseSOLE	COM	188.44K	SH	$61.68M 3.77%	164.28K	24.16K
SPDR S&P Aerospace Def ETFSOLE	ETF	184.41K	SH	$52.33M 3.20%	161.72K	22.69K
Costco Wholesale CoSOLE	COM	53.10K	SH	$49.68M 3.04%	46.33K	6.77K
iShares US Technology ETFSOLE	ETF	176.53K	SH	$44.53M 2.72%	158.87K	17.66K
Vulcan MaterialsSOLE	COM	138.97K	SH	$41.00M 2.51%	121.73K	17.25K
Ametek IncSOLE	COM	164.88K	SH	$39.89M 2.44%	149.66K	15.21K
Merck & Co. Inc.SOLE	COM	307.82K	SH	$39.56M 2.42%	252.07K	55.76K
Parker-Hannifin CorpSOLE	COM	38.49K	SH	$37.65M 2.30%	33.38K	5.12K
TJX Companies IncSOLE	COM	247.58K	SH	$37.51M 2.29%	217.57K	30.01K
Visa Inc Class ASOLE	COM	105.14K	SH	$36.07M 2.21%	91.68K	13.46K
Blackstone Group IncSOLE	COM	288.15K	SH	$33.91M 2.07%	254.67K	33.48K
Coca-ColaSOLE	COM	414.54K	SH	$33.69M 2.06%	364.91K	49.63K
Vanguard Small Cap ETFSOLE	COM	109.90K	SH	$33.31M 2.04%	95.69K	14.20K
Rockwell Automation IncSOLE	COM	66.70K	SH	$33.02M 2.02%	59.32K	7.38K
Thermo Fisher ScientificSOLE	COM	58.47K	SH	$29.31M 1.79%	51.34K	7.13K
Vanguard Short Term Cor BD ETFSOLE	ETF	356.39K	SH	$28.17M 1.72%	275.36K	81.03K
Iqvia Holdings IncSOLE	COM	134.73K	SH	$26.03M 1.59%	119.66K	15.07K
Intercontinental Exchange IncSOLE	COM	210.39K	SH	$25.90M 1.58%	186.57K	23.82K

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