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Portfolio (Quarterly) Guide ↗

Howard Capital Management, LLC

· CIK 0001733173
13F Portfolio $8.4B AUM 423 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 99 New 273 Added 21 Reduced 8 Exited
Page 1 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QLD PROSHARES TR 9,258,755.0 $895.9M 10.67% NEW $96.76 -9.3%
2 SSO PROSHARES TR 12,170,614.0 $820.1M 9.76% NEW $67.38 +3.5%
3 QUS SPDR SERIES TRUST 201,781.0 $37.7M 0.45% NEW $186.86 +4.5%
4 ICVT ISHARES TR 281,042.0 $34.2M 0.41% NEW $121.74 -5.8%
5 ILMN ILLUMINA INC Healthcare 176,310.0 $31.0M 0.37% NEW $175.83 +27.0%
6 MYRG MYR GROUP INC Industrials 48,913.0 $24.5M 0.29% NEW $500.40 -39.0%
7 SMLV SPDR SERIES TRUST 121,811.0 $19.2M 0.23% NEW $157.36 +1.5%
8 FLQL FRANKLIN TEMPLETON ETF TR 240,975.0 $18.9M 0.23% NEW $78.28 +0.0%
9 LVHI LEGG MASON ETF INVT 438,710.0 $17.8M 0.21% NEW $40.59 +6.1%
10 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 113,281.0 $9.9M 0.12% NEW $87.04 +6.9%
11 FTXL FIRST TR EXCHANGE TRADED FD 19,682.0 $5.6M 0.07% NEW $284.95 -23.0%
12 ACVF ETF OPPORTUNITIES TRUST 81,823.0 $4.5M 0.05% NEW $54.53 +1.7%
13 CHPS DBX ETF TR 28,779.0 $3.0M 0.04% NEW $104.03 -22.5%
14 HONEYWELL INTL INC 10,409.0 $2.3M 0.03% NEW $223.90
15 HONEYWELL AEROSPACE INC 10,409.0 $2.3M 0.03% NEW $221.08
16 SPACE EXPLORATION TECHN CORP 13,188.0 $2.3M 0.03% NEW $170.86
17 SWK STANLEY BLACK & DECKER INC Industrials 21,831.0 $2.1M 0.02% NEW $94.12 +4.7%
18 TROW PRICE T ROWE GROUP INC Financial Services 17,930.0 $2.0M 0.02% NEW $113.69 -1.2%
19 RF REGIONS FINANCIAL CORP NEW Financial Services 65,249.0 $2.0M 0.02% NEW $30.20 +1.4%
20 EIX EDISON INTL Utilities 25,575.0 $1.9M 0.02% NEW $74.45 -0.6%
Page 1 of 5  ·  99 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 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%