1y return+15.2%S&P 500 +20.9%
3y return+63.8%S&P 500 +68.5%
5y return+68.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $184 against $188 in the S&P 500.2
Howard Capital Management Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $186.0M | 11.4% | −2.1% |
| AAPLApple Inc | $119.9M | 7.3% | |
| SPYSpdr S&p 500 Etf | $108.8M | 6.7% | −1.8% |
| GOOGLAlphabet Inc. Class A | $102.2M | 6.2% | −2.0% |
| AMZNAmazon | $82.9M | 5.1% | −1.0% |
| PANWPalo Alto Networks | $72.9M | 4.5% | −1.1% |
| MSFTMicrosoft | $71.5M | 4.4% | |
| JPMJPMorgan Chase | $61.7M | 3.8% | |
| XARSPDR S&P Aerospace Def ETF | $52.3M | 3.2% | |
| COSTCostco Wholesale Co | $49.7M | 3.0% | −1.3% |
| IYWiShares US Technology ETF | $44.5M | 2.7% | −2.1% |
| VMCVulcan Materials | $41.0M | 2.5% | |
| AMEAmetek Inc | $39.9M | 2.4% | |
| MRKMerck & Co. Inc. | $39.6M | 2.4% | |
| PHParker-Hannifin Corp | $37.6M | 2.3% | |
| TJXTJX Companies Inc | $37.5M | 2.3% | |
| VVisa Inc Class A | $36.1M | 2.2% | |
| BXBlackstone Group Inc | $33.9M | 2.1% | |
| KOCoca-Cola | $33.7M | 2.1% | |
| VBVanguard Small Cap ETF | $33.3M | 2.0% | |
| ROKRockwell Automation Inc | $33.0M | 2.0% | +1.2% |
| TMOThermo Fisher Scientific | $29.3M | 1.8% | +1.0% |
| VCSHVanguard Short Term Cor BD ETF | $28.2M | 1.7% | −2.4% |
| IQVIqvia Holdings Inc | $26.0M | 1.6% | |
| ICEIntercontinental Exchange Inc | $25.9M | 1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | March 31, 2021 | +1399.0% | $186.0M |
| GOOGLAlphabet Inc. Class A | March 31, 2021 | +246.5% | $102.2M |
| GOOGAlphabet Inc. Class C | March 31, 2021 | +241.6% | $19.1M |
| IYWiShares US Technology ETF | March 31, 2021 | +187.6% | $44.5M |
| COSTCostco Wholesale Co | March 31, 2021 | +165.4% | $49.7M |
| PANWPalo Alto Networks | March 31, 2024 | +140.0% | $72.9M |
| AXPAmerican Express Co | March 31, 2021 | +139.2% | $2.7M |
| AAPLApple Inc | March 31, 2021 | +136.9% | $119.9M |
| QQQInvesco QQQ Trust | March 31, 2021 | +130.7% | $4.6M |
| JPMJPMorgan Chase | March 31, 2021 | +115.0% | $61.7M |
Sold off last quarter
- Accenture PLC Class ACUSIP G1151C101 was $26.1M
- ZTSZoetis Inc Class A was $12.8M
- UPROProShares Ultrapro S&P500 ETF was $970K
- Honeywell Intl IncCUSIP 438516106 was $539K
- ADSKAutodesk Inc was $267K
- FDXFedex Corp was $223K
- ABTAbbott Laboratories was $213K
- LMTLockheed Martin Corp was $203K
- ITTITT Inc Com was $203K
- EDConsolidated Edison was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −6.5% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −7.7% | −4.6% |
| December 31, 2024 | +2.6% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +5.6% | +4.0% |
| March 31, 2024 | +13.3% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +10.8% | +8.3% |
| March 31, 2023 | +12.0% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −18.4% | −16.5% |
| March 31, 2022 | −8.0% | −4.9% |
| December 31, 2021 | +11.5% | +10.7% |
| September 30, 2021 | +0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Howard Capital Management Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1860501&type=13F-HR&dateb=&owner=include&count=40CIK 1860501
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1860501/000114036126028672/Filed July 16, 2026 · accession 0001140361-26-028672