Arkolith/Funds/Howard Capital Management Group, LLC

Howard Capital Management Group, LLC

CIK 1860501
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Howard Capital Management Group, LLC holds a focused book of 150 reported positions worth $1.6B as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Micron Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +30% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
17
bought for the first time
+14 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
10
exited the position entirely
+7 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.8%
+15.6%/yr · since Nov '24
Their reported book
+26.8%
held from quarter-end
S&P 500
+32.8%
same window
$8K$9K$11K$12K$13KNov '24Apr '25Aug '25Dec '25Apr '26Sep '26
Howard Capital Management Group, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.0 points over this window.

Growth of $10,000 cloning Howard Capital Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
56%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

80% mapped to company sectors

Information Technology
43%
ETFs / funds
19%
Consumer Discretionary
11%
Financials
10%
Health Care
5%
Materials
4%
Industrials
3%
Consumer Staples
3%

+5 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Howard Capital Management Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
BlueSpruce Investments, LP11 / 80$641.1M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Prospect Hill Management, LLC11 / 80$248.8M
Hoffman, Alan N Investment Management9 / 80$161.9M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Howard Hughes Medical Institute18 / 80$393.7M

Ranked by the share of each fund's own book sitting in the names it shares with Howard Capital Management Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

150 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
COM
$186.0M929.7K
11.4%
−2.1%
Reduced · −20K sh
2Apple Inc
COM
$119.9M414.2K
7.3%
−1.0%
Reduced · −4K sh
3SPDR S&P 500 ETF
ETF
$108.8M145.8K
6.7%
−1.8%
Reduced · −3K sh
4Alphabet Inc. Class A
COM
$102.2M285.9K
6.2%
−2.0%
Reduced · −6K sh
5Amazon
COM
$82.9M347.7K
5.1%
−1.0%
Reduced · −4K sh
6Palo Alto Networks
COM
$72.9M213.7K
4.5%
−1.1%
Reduced · −2K sh
7Microsoft
COM
$71.5M191.8K
4.4%
+0.3%
Added · +629 sh
8JPMorgan Chase
COM
$61.7M188.4K
3.8%
−0.8%
Reduced · −2K sh
9SPDR S&P Aerospace Def ETF
ETF
$52.3M184.4K
3.2%
−0.8%
Reduced · −1K sh
10Costco Wholesale Co
COM
$49.7M53.1K
3.0%
−1.3%
Reduced · −724 sh
11iShares US Technology ETF
ETF
$44.5M176.5K
2.7%
−2.1%
Reduced · −4K sh
12Vulcan Materials
COM
$41.0M139.0K
2.5%
+0.2%
Added · +304 sh
13Ametek Inc
COM
$39.9M164.9K
2.4%
−0.1%
Reduced · −125 sh
14Merck & Co. Inc.
COM
$39.6M307.8K
2.4%
−0.3%
Reduced · −976 sh
15Parker-Hannifin Corp
COM
$37.6M38.5K
2.3%
−0.1%
Reduced · −52 sh
16TJX Companies Inc
COM
$37.5M247.6K
2.3%
−0.8%
Reduced · −2K sh
17Visa Inc Class A
COM
$36.1M105.1K
2.2%
−0.5%
Reduced · −494 sh
18Blackstone Group Inc
COM
$33.9M288.1K
2.1%
+0.3%
Added · +1K sh
19Coca-Cola
COM
$33.7M414.5K
2.1%
−0.4%
Reduced · −2K sh
20Vanguard Small Cap ETF
COM
$33.3M109.9K
2.0%
−0.3%
Reduced · −372 sh
21Rockwell Automation Inc
COM
$33.0M66.7K
2.0%
+1.2%
Added · +800 sh
22Thermo Fisher Scientific
COM
$29.3M58.5K
1.8%
+1.0%
Added · +591 sh
23Vanguard Short Term Cor BD ETF
ETF
$28.2M356.4K
1.7%
−2.4%
Reduced · −9K sh
24Iqvia Holdings Inc
COM
$26.0M134.7K
1.6%
+0.1%
Added · +214 sh
25Intercontinental Exchange Inc
COM
$25.9M210.4K
1.6%
+0.7%
Added · +1K sh
26EQT Corp
COM
$23.8M447.4K
1.5%
+1.2%
Added · +5K sh
27Salesforce
COM
$20.1M128.0K
1.2%
+0.2%
Added · +231 sh
28Alphabet Inc. Class C
COM
$19.1M54.1K
1.2%
−0.3%
Reduced · −195 sh
29Aptargroup Inc
COM
$17.3M138.4K
1.1%
+1.1%
Added · +1K sh
30SPDR Select Sector Health Care ETF
ETF
$10.8M68.2K
0.7%
−0.5%
Reduced · −312 sh
31iShares US Financial Ser ETF
ETF
$8.4M93.2K
0.5%
−1.0%
Reduced · −905 sh
32SPDR Fund Consumer Staples ETF
ETF
$5.9M71.0K
0.4%
−0.8%
Reduced · −576 sh
33iShares Biotechnology ETF
ETF
$5.5M28.9K
0.3%
−1.0%
Reduced · −296 sh
34Philip Morris Intl
COM
$5.3M29.3K
0.3%
Held
35Select Sector Industrial SPDR ETF
ETF
$5.0M27.2K
0.3%
+6.3%
Added · +2K sh
36Invesco QQQ Trust
ETF
$4.6M6.3K
0.3%
Held
37Johnson & Johnson
COM
$4.2M16.6K
0.3%
−0.1%
Reduced · −10 sh
38SPDR Fund Consumer Discre Sel ETF
ETF
$3.9M33.3K
0.2%
−0.5%
Reduced · −154 sh
39Berkshire Hathaway Class B
COM
$3.7M7.4K
0.2%
−6.0%
Reduced · −472 sh
40American Express Co
COM
$2.7M8.1K
0.2%
Held
41Altria Group Inc
COM
$2.7M37.3K
0.2%
Held
42ExxonMobil
COM
$2.2M16.2K
0.1%
−1.0%
Reduced · −162 sh
43Amgen Inc.
COM
$1.9M5.4K
0.1%
Held
44iShares S&P 500 Growth ETF
ETF
$1.9M13.7K
0.1%
−0.4%
Reduced · −50 sh
45Qualcomm Inc
COM
$1.8M10.0K
0.1%
Held
46Eli Lilly & Co
COM
$1.8M1.5K
0.1%
+7.2%
Added · +100 sh
47Tesla Motors
COM
$1.7M4.1K
0.1%
−1.2%
Reduced · −50 sh
48Financial Select Sector SPDR Fund
ETF
$1.7M32.1K
0.1%
−0.6%
Reduced · −180 sh
49Wal-Mart
COM
$1.6M13.7K
0.1%
+1.5%
Added · +200 sh
50Broadcom Inc
COM
$1.3M3.5K
0.1%
−1.4%
Reduced · −50 sh
Showing 50 of 150 positions
Build

Ask your agent what Howard Capital Management Group, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1860501/holdings"
Ask your agent
Use Arkolith to show Howard Capital Management Group, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$1.6B · Q2 2026Q3 2024 · $1.4BQ2 2026 · $1.6B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202616d151$1.6B13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d144$1.5B13F-HR
Q4 2025Dec 31, 2025Jan 16, 202616d143$1.6B13F-HR
Q3 2025Sep 30, 2025Oct 16, 202516d143$1.6B13F-HR
Q2 2025Jun 30, 2025Jul 16, 202516d139$1.4B13F-HR
Q1 2025Mar 31, 2025Apr 16, 202516d138$1.3B13F-HR
Q4 2024Dec 31, 2024Jan 17, 202517d138$1.5B13F-HR
Q3 2024Sep 30, 2024Nov 20, 202451d135$1.4B13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.