AI Portfolio Summary
In 2025 Q4, Howard Capital Management Group, LLC maintained a portfolio of 147 distinct positions. They heavily accumulated shares in Ametek Inc Com, increasing their position by 3.1%. Conversely, Howard Capital Management Group, LLC completely exited their position in Graphic Packaging HL.
Total Positions
147
Quarter
2025 Q4
Top Holding
NVDA (11.9%)
Top 10 Concentration
54.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 147
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
Nvidia Corp
|
Technology | 11.91% | 12.27% |
#1
Prev: #1
|
6.5 | -28,390 | -2.7% |
P
S
|
1,010,824 | $188,518,625 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
Apple Inc
|
Technology | 7.18% | 6.92% |
#2
Prev: #2
|
4.9 | -10,977 | -2.6% |
P
S
|
418,167 | $113,682,821 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 6.37% | 6.26% |
#3
1
Prev: #4
|
4.0 | -497 | -0.3% |
P
S
|
147,952 | $100,891,501 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
Alphabet Inc. C...
|
Communication Services | 5.86% | 4.72% |
#4
2
Prev: #6
|
3.3 | -10,110 | -3.3% |
P
S
|
296,536 | $92,815,805 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
Microsoft
|
Technology | 5.77% | 6.32% |
#5
2
Prev: #3
|
3.3 | -3,947 | -2.0% |
P
S
|
188,901 | $91,356,305 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
Amazon
|
Consumer Cyclical | 5.08% | 4.92% |
#6
1
Prev: #5
|
2.5 | -5,502 | -1.6% |
P
S
|
348,442 | $80,427,382 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMorgan Chase
|
Financial Services | 4.04% | 4.10% |
#7
Prev: #7
|
2.1 | -6,960 | -3.4% |
P
S
|
198,504 | $63,962,063 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 3.01% | 3.32% |
#8
Prev: #8
|
1.7 | -1,427 | -2.5% |
P
S
|
55,212 | $47,611,157 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XAR
SPDR S&P Aerosp...
|
ETF | 2.82% | 2.82% |
#9
1
Prev: #10
|
1.6 | -4,780 | -2.5% |
P
S
|
185,020 | $44,634,225 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
Blackstone Grou...
|
Financial Services | 2.73% | 3.12% |
#10
1
Prev: #9
|
1.6 | -8,135 | -2.8% |
P
S
|
280,438 | $43,226,713 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VMC
Vulcan Material...
|
Basic Materials | 2.45% | 2.68% |
#11
1
Prev: #12
|
1.5 | -1,752 | -1.3% |
P
S
|
136,062 | $38,807,729 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
Palo Alto Netwo...
|
Technology | 2.44% | 2.77% |
#12
1
Prev: #11
|
1.5 | -5,052 | -2.4% |
P
S
|
209,620 | $38,612,004 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX Companies I...
|
Consumer Cyclical | 2.39% | 2.30% |
#13
Prev: #13
|
1.5 | -4,636 | -1.8% |
P
S
|
246,201 | $37,819,007 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
Visa Inc Class ...
|
Financial Services | 2.29% | 2.28% |
#14
Prev: #14
|
1.4 | -2,093 | -2.0% |
P
S
|
103,533 | $36,310,070 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYW
iShares US Tech...
|
ETF | 2.29% | 2.27% |
#15
Prev: #15
|
1.4 | -1,504 | -0.8% |
P
S
|
181,287 | $36,199,391 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
Parker-Hannifin...
|
Industrials | 2.09% | 1.82% |
#16
3
Prev: #19
|
1.3 | -217 | -0.6% |
P
S
|
37,717 | $33,151,734 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICE
Intercontinenta...
|
Financial Services | 2.09% | 2.22% |
#17
1
Prev: #16
|
1.3 | -3,262 | -1.6% |
P
S
|
204,668 | $33,148,025 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AME
Ametek Inc Com
|
Industrials | 2.09% | 1.86% |
#18
Prev: #18
|
1.3 | 4,793 | 3.1% |
P
S
|
161,260 | $33,108,291 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
Thermo Fisher S...
|
Healthcare | 2.07% | 1.77% |
#19
2
Prev: #21
|
1.3 | -916 | -1.6% |
P
S
|
56,575 | $32,782,459 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
Merck & Co. Inc...
|
Healthcare | 2.02% | 1.65% |
#20
5
Prev: #25
|
1.3 | -7,928 | -2.5% |
P
S
|
303,032 | $31,897,161 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
Accenture PLC C...
|
Technology | 1.92% | 1.79% |
#21
1
Prev: #20
|
1.3 | -1,121 | -1.0% |
P
S
|
113,357 | $30,413,737 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
Salesforce
|
Technology | 1.91% | 1.73% |
#22
1
Prev: #23
|
1.3 | -1,270 | -1.1% |
P
S
|
113,880 | $30,167,818 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
Vanguard Short ...
|
ETF | 1.86% | 1.87% |
#23
6
Prev: #17
|
1.2 | -235 | -0.1% |
P
S
|
369,869 | $29,489,642 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IQV
Iqvia Holdings ...
|
Healthcare | 1.84% | 1.56% |
#24
2
Prev: #26
|
1.2 | -515 | -0.4% |
P
S
|
129,129 | $29,106,968 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KO
Coca-Cola
|
Consumer Defensive | 1.79% | 1.73% |
#25
1
Prev: #24
|
1.2 | -6,557 | -1.6% |
P
S
|
404,313 | $28,265,511 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GPK
Graphic Packagi...
|
Consumer Cyclical | 0.00% | 1.32% |
Sold All 😨
(Was: #28) |
0.0 | -1,069,223 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
Utilities Selec...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #107) |
0.0 | -3,770 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
Verizon
|
Communication Services | 0.00% | 0.02% |
Sold All 😨
(Was: #121) |
0.0 | -5,649 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EME
Emcor Group Inc...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #129) |
0.0 | -325 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BR
Broadridge Fina...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #131) |
0.0 | -875 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 147 holdings