Portfolio (Quarterly)
Guide ↗
Howard Capital Management, LLC
· CIK 0001733173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | — | 661,100 | $48.7M | 0.80% | SOLD |
| 2 | CTRA | COTERRA ENERGY INC | Energy | 109,725 | $3.9M | 0.06% | SOLD |
| 3 | SHEL | SHELL PLC | Energy | 26,671 | $2.5M | 0.04% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 8,606 | $1.9M | 0.03% | SOLD |
| 5 | SCHD | SCHWAB STRATEGIC TR | — | 24,721 | $758K | 0.01% | SOLD |
| 6 | VRSK | VERISK ANALYTICS INC | Industrials | 1,588 | $301K | 0.01% | SOLD |
| 7 | VDE | VANGUARD WORLD FD | — | 1,354 | $234K | 0.00% | SOLD |
| 8 | TEAM | ATLASSIAN CORPORATION | Technology | 3,173 | $217K | 0.00% | SOLD |
Sector Allocation
Financial Services
36.3%
Technology
31.0%
Consumer Cyclical
7.1%
Industrials
5.4%
Communication Services
5.3%
Healthcare
5.0%
Consumer Defensive
4.1%
Utilities
2.0%
Energy
1.9%
Basic Materials
1.6%