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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 10 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EOG EOG RES INC Energy 16,991.0 $2.2M 0.03% +3K +20.4% $129.73 +15.8%
182 F FORD MTR CO Consumer Cyclical 154,852.0 $2.2M 0.03% +141K +1041.3% $13.90 +0.2%
183 OKE ONEOK INC NEW Energy 24,486.0 $2.1M 0.03% +4K +18.0% $86.94 +7.0%
184 BBY BEST BUY INC Consumer Cyclical 27,811.0 $2.1M 0.03% +5K +21.0% $75.88 +15.3%
185 PRU PRUDENTIAL FINL INC Financial Services 19,137.0 $2.1M 0.03% +2K +12.2% $107.93 +13.7%
186 PM PHILIP MORRIS INTL INC Consumer Defensive 11,374.0 $2.1M 0.02% +5K +91.3% $180.91 +5.8%
187 SWK STANLEY BLACK & DECKER INC Industrials 21,831.0 $2.1M 0.02% NEW $94.12 +4.7%
188 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 21,333.0 $2.1M 0.02% +13K +162.3% $96.12 -49.1%
189 INTU INTUIT Technology 7,838.0 $2.0M 0.02% +5K +137.4% $261.00 +41.7%
190 TROW PRICE T ROWE GROUP INC Financial Services 17,930.0 $2.0M 0.02% NEW $113.69 -1.2%
191 ROST ROSS STORES INC Consumer Cyclical 9,572.0 $2.0M 0.02% +6K +146.0% $212.85 +13.5%
192 FDX FEDEX CORP Industrials 6,375.0 $2.0M 0.02% +1K +19.7% $313.11 +6.7%
193 PCAR PACCAR INC Industrials 16,532.0 $2.0M 0.02% +10K +152.2% $120.12 +8.2%
194 NXPI NXP SEMICONDUCTORS N V Technology 7,030.0 $2.0M 0.02% +5K +222.8% $281.03 -20.8%
195 RF REGIONS FINANCIAL CORP NEW Financial Services 65,249.0 $2.0M 0.02% NEW $30.20 +1.4%
196 WFC WELLS FARGO & CO Financial Services 23,842.0 $2.0M 0.02% +11K +93.2% $82.64 +2.5%
197 ES EVERSOURCE ENERGY Utilities 27,171.0 $2.0M 0.02% +4K +19.8% $72.27 -1.4%
198 FE FIRSTENERGY CORP Utilities 40,509.0 $1.9M 0.02% +7K +21.9% $47.54 -2.0%
199 REGN REGENERON PHARMACEUTICALS Healthcare 3,077.0 $1.9M 0.02% +2K +129.6% $623.54 +32.9%
200 EIX EDISON INTL Utilities 25,575.0 $1.9M 0.02% NEW $74.45 -0.6%
Page 10 of 22  ·  423 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%