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Portfolio (Quarterly) Guide ↗

Howard Capital Management Inc.

· CIK 0001733173
13F Portfolio $6.1B AUM 332 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 258 Reduced 102 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DOW DOW HLDGS INC Basic Materials 49,464.0 $2.1M 0.03% +4K +7.6% $41.65 -13.8%
22 EOG EOG RES INC Energy 14,115.0 $2.0M 0.03% +1K +7.9% $144.57 -3.2%
23 PULS PGIM ETF TR 40,503.0 $2.0M 0.03% +10K +32.4% $49.50 +0.3%
24 DELL DELL TECHNOLOGIES INC Technology 11,733.0 $1.9M 0.03% +2K +26.2% $164.14 +54.1%
25 DVN DEVON ENERGY CORP NEW Energy 38,208.0 $1.9M 0.03% +7K +22.6% $50.32 -6.4%
26 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 23,590.0 $1.9M 0.03% +3K +13.9% $80.56 -13.0%
27 FDX FEDEX CORP Industrials 5,326.0 $1.9M 0.03% +443.0 +9.1% $356.18 +9.2%
28 OKE ONEOK INC NEW Energy 20,756.0 $1.9M 0.03% +3K +20.2% $90.39 +2.5%
29 FE FIRSTENERGY CORP Utilities 33,228.0 $1.7M 0.03% +7K +24.3% $50.66 -10.2%
30 CHTR CHARTER COMMUNICATIONS INC Communication Services 7,717.0 $1.7M 0.03% +5K +194.7% $215.88 -31.0%
31 PRU PRUDENTIAL FINL INC Financial Services 17,052.0 $1.7M 0.03% +6K +54.1% $97.69 +5.7%
32 ES EVERSOURCE ENERGY Utilities 22,687.0 $1.6M 0.03% +6K +39.9% $69.28 +0.5%
33 BBY BEST BUY INC Consumer Cyclical 22,979.0 $1.5M 0.02% +10K +79.7% $64.20 -4.8%
34 HYHG PROSHARES TR 21,142.0 $1.3M 0.02% +2K +12.4% $63.72 +1.4%
35 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,154.0 $844K 0.01% +1K +96.5% $391.82 +91.7%
36 VGT VANGUARD WORLD FD 527.0 $368K 0.01% +179.0 +51.4% $697.72 -83.6%
37 XMMO INVESCO EXCHANGE TRADED FD T 2,287.0 $332K 0.01% +33.0 +1.5% $145.02 +12.7%
38 IWB ISHARES TR 656.0 $234K 0.00% +4.0 +0.6% $356.59 +13.6%
39 VIS VANGUARD WORLD FD 714.0 $223K 0.00% +20.0 +2.9% $312.22 +6.8%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.5%
Technology 23.7%
Communication Services 7.2%
Consumer Cyclical 6.1%
Industrials 4.0%
Consumer Defensive 3.0%
Healthcare 2.9%
Energy 2.9%
Utilities 2.3%
Basic Materials 2.0%