Institution

Howard Capital Management, LLC

13F for the quarter to June 30, 2026, filed July 28, 2026 · SEC CIK 1733173

Reported value: $8.4bn
Positions we cover: 353
Copy, a year: +21.0%
Copy Sharpe ratio: 0.89

How copying its 13F would have done

CopyS&P 500 $10,000 copying Howard Capital Management, LLC's filed holdings in companies we cover from October 26, 2018, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −36.0% (S&P 500 −31.8%); beta 1.03; alpha +4.7% a year (t = 1.52); last 12 months +13.6% against +12.1%.

Reported value by quarter

Howard Capital Management, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2018-09-30	$1B
2022-12-31	$351.7B
2024-06-30	$1B
2024-09-30	$6.1B
2024-12-31	$6.4B
2025-03-31	$4B
2025-06-30	$6.7B
2025-09-30	$7.6B
2025-12-31	$7.7B
2026-03-31	$6.1B
2026-06-30	$8.4B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	1.48%	$124.0m	619.9K	+36.1% Added
AAPLApple Inc.	1.29%	$108.2m	373.9K	+19.3% Added
MSFTMicrosoft Corporation	1.24%	$104.1m	279.1K	+34.2% Added
KLACKLA Corporation	0.84%	$70.3m	232.9K	+1125.6% Added
AMDAdvanced Micro Devices	0.76%	$64.0m	110.1K	+166.7% Added
AMZNAmazon	0.65%	$54.6m	229.0K	+65.9% Added
METAMeta Platforms	0.53%	$44.9m	79.7K	+95.2% Added
TSLATesla, Inc.	0.52%	$43.4m	103.2K	+117.3% Added
AVGOBroadcom	0.47%	$39.9m	105.6K	+73.4% Added
GOOGLAlphabet Inc. (Class A)	0.46%	$38.2m	107.0K	+35.8% Added
COSTCostco	0.45%	$37.9m	40.5K	+251.9% Added
MUMicron Technology	0.43%	$36.5m	31.6K	+136.5% Added
ILMNIllumina, Inc.	0.37%	$31.0m	176.3K	New
MYRGMYR Group Inc.	0.29%	$24.5m	48.9K	New
INTCIntel	0.20%	$17.0m	121.9K	+141.3% Added
WMTWalmart	0.20%	$16.7m	147.1K	+167.0% Added
AMATApplied Materials	0.19%	$16.2m	22.3K	+128.0% Added
CSCOCisco	0.18%	$14.8m	126.2K	+105.9% Added
LRCXLam Research	0.18%	$14.8m	34.0K	+129.2% Added
CCitigroup	0.14%	$12.1m	86.4K	+6.9% Added
PWRQuanta Services	0.14%	$11.6m	16.2K	+1.1% Added
HPEHewlett Packard Enterprise	0.13%	$11.2m	247.2K	−1.9% Reduced
RLRalph Lauren Corporation	0.13%	$10.6m	26.3K	0.0%
UALUnited Airlines Holdings	0.13%	$10.6m	77.6K	+1.7% Added
NFLXNetflix	0.13%	$10.5m	147.6K	+148.4% Added
ADIAnalog Devices	0.12%	$9.9m	24.9K	+317.0% Added
IBKRInteractive Brokers	0.12%	$9.9m	113.3K	New
SNDKSandisk	0.11%	$9.3m	4.1K	+242.5% Added
WABWabtec	0.10%	$8.8m	32.8K	+68.6% Added
LLYLilly (Eli)	0.10%	$8.6m	7.2K	+52.0% Added
DALDelta Air Lines	0.10%	$8.3m	88.8K	+2.1% Added
ABBVAbbVie	0.10%	$8.2m	32.8K	+346.2% Added
PANWPalo Alto Networks	0.10%	$8.0m	23.3K	+132.3% Added
SYFSynchrony Financial	0.10%	$8.0m	104.6K	+0.9% Added
GMGeneral Motors	0.10%	$7.9m	103.1K	+2.2% Added
AMGNAmgen	0.09%	$7.8m	21.5K	+87.4% Added
PHMPulteGroup	0.09%	$7.8m	56.7K	+5.7% Added
LINLinde plc	0.09%	$7.8m	15.0K	+122.4% Added
ETREntergy	0.09%	$7.7m	67.3K	+2.1% Added
MOAltria	0.09%	$7.7m	107.3K	+40.1% Added
MRVLMarvell Technology	0.09%	$7.7m	25.9K	+138.0% Added
PLTRPalantir Technologies Inc.	0.09%	$7.5m	64.3K	+43.4% Added
JPMJPMorgan Chase	0.09%	$7.5m	22.9K	+77.6% Added
TXNTexas Instruments	0.09%	$7.5m	25.1K	+126.0% Added
AEPAmerican Electric Power	0.09%	$7.4m	54.4K	+27.4% Added
QCOMQualcomm	0.09%	$7.3m	39.3K	+61.6% Added
VZVerizon	0.08%	$6.9m	163.1K	+46.3% Added
TAT&T	0.08%	$6.8m	327.6K	+12.5% Added
WDCWestern Digital	0.08%	$6.7m	10.5K	+160.9% Added
CFCF Industries	0.08%	$6.7m	61.8K	+4.0% Added
VLOValero Energy	0.08%	$6.7m	25.6K	+3.6% Added
VTRSViatris	0.08%	$6.6m	414.2K	+33.9% Added
STLDSteel Dynamics	0.08%	$6.5m	28.4K	+1.0% Added
METMetLife	0.07%	$6.2m	73.0K	+44.3% Added
LUVSouthwest Airlines	0.07%	$6.0m	116.3K	+0.8% Added
PEPPepsiCo	0.07%	$5.9m	43.9K	+116.7% Added
MTBM&T Bank	0.07%	$5.9m	24.8K	+1.8% Added
STXSeagate Technology	0.07%	$5.8m	6.1K	+181.4% Added
MPCMarathon Petroleum	0.07%	$5.8m	22.5K	+3.7% Added
CRWDCrowdStrike	0.07%	$5.7m	7.5K	+135.4% Added
BKNGBooking Holdings	0.07%	$5.7m	31.9K	+7222.9% Added
EVRGEvergy	0.06%	$5.2m	60.7K	−0.1%
AESAES Corporation	0.06%	$5.2m	357.0K	+4.2% Added
FOXAFox Corporation (Class A)	0.06%	$5.1m	98.3K	0.0%
BWABorgwarner Inc	0.06%	$5.1m	76.3K	0.0%
DVNDevon Energy	0.06%	$5.0m	121.7K	+218.6% Added
JNJJohnson & Johnson	0.06%	$5.0m	19.7K	+105.5% Added
GILDGilead Sciences	0.06%	$5.0m	39.4K	+133.7% Added
PPLPPL Corporation	0.06%	$4.8m	131.7K	+2.2% Added
VVisa Inc.	0.06%	$4.8m	13.9K	+65.0% Added
PFEPfizer	0.06%	$4.6m	193.0K	+70.7% Added
ALKAlaska AIR Group, Inc.	0.06%	$4.6m	88.5K	0.0%
NUENucor	0.06%	$4.6m	20.6K	+3.0% Added
AALAmerican Airlines Group Inc.	0.05%	$4.4m	245.9K	0.0%
PEGPublic Service Enterprise Group	0.05%	$4.4m	54.6K	+2.9% Added
HUMHumana	0.05%	$4.4m	11.1K	+74.2% Added
CMCSAComcast	0.05%	$4.4m	180.3K	+87.5% Added
HPQHP Inc.	0.05%	$4.4m	200.2K	+67.9% Added
ISRGIntuitive Surgical	0.05%	$4.4m	11.0K	+158.4% Added
DELLDell Technologies	0.05%	$4.3m	10.0K	−15.0% Reduced
CATCaterpillar Inc.	0.05%	$4.2m	3.9K	+73.2% Added
VRTXVertex Pharmaceuticals	0.05%	$4.0m	8.1K	+104.4% Added
KRKroger	0.05%	$4.0m	72.1K	+2.5% Added
EQTEQT Corporation	0.05%	$3.8m	72.1K	+2.9% Added
SWKSSkyworks Solutions, Inc.	0.04%	$3.8m	56.1K	+83.4% Added
APAAPA Corporation	0.04%	$3.8m	116.5K	+1.7% Added
APPApplovin Corp	0.04%	$3.8m	7.3K	+162.1% Added
LENLennar	0.04%	$3.7m	41.3K	+46.9% Added
TSNTyson Foods	0.04%	$3.7m	65.2K	−11.1% Reduced
SBUXStarbucks	0.04%	$3.6m	35.1K	+151.1% Added
UHSUniversal Health Services	0.04%	$3.5m	23.4K	0.0%
CVXChevron Corporation	0.04%	$3.4m	20.5K	+44.2% Added
MOSThe Mosaic Company	0.04%	$3.3m	157.9K	+84.2% Added
ADMArcher Daniels Midland	0.04%	$3.3m	43.2K	+3.9% Added
EXCExelon	0.04%	$3.2m	69.6K	+56.3% Added
MAMastercard	0.04%	$3.2m	6.3K	+109.3% Added
BGBunge Global	0.04%	$3.0m	28.1K	−0.2%
CDNSCadence Design Systems Inc	0.04%	$2.9m	7.7K	+132.5% Added
FTNTFortinet	0.03%	$2.9m	18.8K	+130.7% Added
BACBank of America	0.03%	$2.7m	48.1K	+80.4% Added
GEGE Aerospace	0.03%	$2.7m	7.3K	+88.4% Added
PAYXPaychex	0.03%	$2.7m	27.5K	+622.6% Added
PGRProgressive Corporation	0.03%	$2.7m	12.4K	+456.2% Added
CSXCSX Corporation	0.03%	$2.7m	56.4K	+149.6% Added
ADPAutomatic Data Processing	0.03%	$2.7m	11.9K	+133.7% Added
BMYBristol Myers Squibb	0.03%	$2.7m	46.2K	+26.3% Added
UNHUnitedHealth Group	0.03%	$2.6m	6.4K	+65.5% Added
MARMarriott International	0.03%	$2.6m	7.1K	+162.7% Added
ALBAlbemarle Corporation	0.03%	$2.6m	19.3K	0.0%
HDThe Home Depot	0.03%	$2.5m	7.2K	+86.5% Added
COPConocoPhillips	0.03%	$2.5m	24.2K	+32.8% Added
PGProcter & Gamble	0.03%	$2.5m	17.1K	+80.3% Added
TMUST-Mobile US	0.03%	$2.5m	14.9K	+124.2% Added
ADBEAdobe Inc.	0.03%	$2.5m	12.1K	+116.6% Added
SNPSSynopsys Inc	0.03%	$2.5m	5.6K	+154.8% Added
DDOGDatadog, Inc.	0.03%	$2.4m	9.4K	+160.5% Added
OGNOrganon & Co.	0.03%	$2.4m	178.9K	0.0%
GEVGE Vernova	0.03%	$2.4m	2.1K	+82.9% Added
MRKMerck & Co.	0.03%	$2.4m	18.6K	+64.2% Added
KHCKraft Heinz	0.03%	$2.4m	100.0K	+949.0% Added
ORLYO'Reilly Automotive	0.03%	$2.3m	25.5K	+137.5% Added
CEGConstellation Energy	0.03%	$2.3m	9.4K	+191.4% Added
HONHoneywell Technologies	0.03%	$2.3m	10.4K	New
KOThe Coca-Cola Company	0.03%	$2.3m	28.7K	+84.9% Added
MDLZMondelez International	0.03%	$2.3m	40.0K	+153.7% Added
HONAHoneywell Aerospace	0.03%	$2.3m	10.4K	New
RTXRTX Corporation	0.03%	$2.3m	12.0K	+62.6% Added
ELVElevance Health	0.03%	$2.3m	5.9K	+562.3% Added
SPCXSpace Exploration Technologies Corp	0.03%	$2.3m	13.2K	New
CTSHCognizant	0.03%	$2.2m	58.0K	+16.6% Added
UPSUnited Parcel Service	0.03%	$2.2m	20.6K	+679.0% Added
GSGoldman Sachs	0.03%	$2.2m	2.2K	+87.9% Added
EOGEOG Resources	0.03%	$2.2m	17.0K	+20.4% Added
FFord Motor Company	0.03%	$2.2m	154.9K	+1041.3% Added
OKEOneok	0.03%	$2.1m	24.5K	+18.0% Added
BBYBest Buy	0.03%	$2.1m	27.8K	+21.0% Added
PRUPrudential Financial	0.03%	$2.1m	19.1K	+12.2% Added
PMPhilip Morris International	0.02%	$2.1m	11.4K	+91.4% Added
SWKStanley Black & Decker	0.02%	$2.1m	21.8K	New
MNSTMonster Beverage	0.02%	$2.1m	21.3K	+162.3% Added
INTUIntuit	0.02%	$2.0m	7.8K	+137.4% Added
TROWT. Rowe Price	0.02%	$2.0m	17.9K	New
ROSTRoss Stores	0.02%	$2.0m	9.6K	+146.0% Added
FDXFedEx	0.02%	$2.0m	6.4K	+19.7% Added
PCARPaccar	0.02%	$2.0m	16.5K	+152.2% Added
NXPINXP Semiconductors	0.02%	$2.0m	7.0K	+222.8% Added
RFRegions Financial Corporation	0.02%	$2.0m	65.2K	New
WFCWells Fargo	0.02%	$2.0m	23.8K	+93.2% Added
ESEversource Energy	0.02%	$2.0m	27.2K	+19.8% Added
FEFirstEnergy	0.02%	$1.9m	40.5K	+21.9% Added

Company	Bought (value)	Shares
KLACKLA Corporation	$64.5m	213.9K
AMDAdvanced Micro Devices	$40.0m	68.8K
NVDANVIDIA Corporation	$32.9m	164.3K
ILMNIllumina, Inc.	$31.0m	176.3K
COSTCostco	$27.1m	29.0K
MSFTMicrosoft Corporation	$26.5m	71.1K
MYRGMYR Group Inc.	$24.5m	48.9K
TSLATesla, Inc.	$23.4m	55.7K
METAMeta Platforms	$21.9m	38.9K
AMZNAmazon	$21.7m	91.0K
MUMicron Technology	$21.1m	18.3K
AAPLApple Inc.	$17.5m	60.4K
AVGOBroadcom	$16.9m	44.7K
WMTWalmart	$10.4m	92.0K
GOOGLAlphabet Inc. (Class A)	$10.1m	28.2K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
SHELShell plc	−$2.5m	−26.7K
DELLDell Technologies	−$761,549	−1.8K
TSNTyson Foods	−$464,126	−8.1K
VRSKVerisk Analytics, Inc.	−$301,323	−1.6K
HPEHewlett Packard Enterprise	−$216,618	−4.8K
TEAMAtlassian Corp	−$216,557	−3.2K
MAAMid-America Apartment Communities	−$60,995	−439
EVRGEvergy	−$5,445	−63
BGBunge Global	−$5,123	−48
RLRalph Lauren Corporation	−$2,408	−6
FOXAFox Corporation (Class A)	−$2,243	−43
UHSUniversal Health Services	−$892	−6
ALKAlaska AIR Group, Inc.	−$52	−1

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
SHELShell plc	$2.5m	26.7K
VRSKVerisk Analytics, Inc.	$301,323	1.6K
TEAMAtlassian Corp	$216,557	3.2K

Technology45.6%
Consumer Discretionary10.4%
Industrials8.7%
Communication Services7.5%
Health Care7.3%
Consumer Staples6.2%
Financials5.6%
Utilities3.2%
Energy2.5%
Materials2.4%
Real Estate0.6%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestOctober 26, 2018 to November 2, 2026	+21.0%	+15.7%	0.89	0.73	−36.0%	1.03
Last three yearsNovember 3, 2023 to November 2, 2026	+31.1%	+21.8%	1.31	1.16	−20.2%	1.20
Last yearNovember 7, 2025 to November 2, 2026	+16.3%	+14.2%	0.88	0.84	−8.2%	1.08

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.