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Portfolio (Quarterly) Guide ↗

Howard Capital Management Inc.

· CIK 0001733173
13F Portfolio $7.7B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 426 New
Page 10 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ABNB AIRBNB INC Consumer Cyclical 12,024.0 $1.6M 0.02% NEW $135.72 -2.1%
182 AMT AMERICAN TOWER CORP NEW Real Estate 9,281.0 $1.6M 0.02% NEW $175.57 -2.8%
183 MS MORGAN STANLEY Financial Services 9,163.0 $1.6M 0.02% NEW $177.53 +9.6%
184 NEE NEXTERA ENERGY INC Utilities 20,055.0 $1.6M 0.02% NEW $80.28 +19.2%
185 PDD PDD HOLDINGS INC Consumer Cyclical 14,034.0 $1.6M 0.02% NEW $113.39 -15.7%
186 AN AUTONATION INC Consumer Cyclical 7,560.0 $1.6M 0.02% NEW $206.48 -10.8%
187 FORTINET INC 19,446.0 $1.5M 0.02% NEW $79.41
188 PULS PGIM ETF TR 30,584.0 $1.5M 0.02% NEW $49.59 +0.1%
189 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 19,367.0 $1.5M 0.02% NEW $76.67 +11.9%
190 UPS UNITED PARCEL SERVICE INC Industrials 14,852.0 $1.5M 0.02% NEW $99.19 -0.8%
191 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3,680.0 $1.5M 0.02% NEW $397.65 -27.8%
192 AXP AMERICAN EXPRESS CO Financial Services 3,950.0 $1.5M 0.02% NEW $369.95 -15.3%
193 AXON AXON ENTERPRISE INC Industrials 2,553.0 $1.4M 0.02% NEW $567.93 -31.0%
194 KHC KRAFT HEINZ CO Consumer Defensive 59,443.0 $1.4M 0.02% NEW $24.25 -3.9%
195 FDX FEDEX CORP Industrials 4,883.0 $1.4M 0.02% NEW $288.88 +31.5%
196 TJX TJX COS INC NEW Consumer Cyclical 9,147.0 $1.4M 0.02% NEW $153.61 -4.1%
197 IDXX IDEXX LABS INC Healthcare 2,076.0 $1.4M 0.02% NEW $676.53 -21.2%
198 GEV GE VERNOVA INC Utilities 2,105.0 $1.4M 0.02% NEW $653.57 +66.9%
199 EOG EOG RES INC Energy 13,084.0 $1.4M 0.02% NEW $105.01 +29.5%
200 DIS DISNEY WALT CO Communication Services 12,065.0 $1.4M 0.02% NEW $113.77 -7.3%
Page 10 of 22  ·  426 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 36.7%
Technology 29.5%
Communication Services 8.8%
Consumer Cyclical 8.6%
Healthcare 4.0%
Industrials 3.9%
Consumer Defensive 3.1%
Utilities 1.8%
Energy 1.7%
Basic Materials 1.4%