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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 11 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 F FORD MTR CO Consumer Cyclical 104,605.0 $1.4M 0.02% NEW $13.12 +2.1%
202 FAST FASTENAL CO Industrials 32,988.0 $1.3M 0.02% NEW $40.13 +7.8%
203 ROP ROPER TECHNOLOGIES INC Industrials 2,931.0 $1.3M 0.02% NEW $445.13 -27.9%
204 XEL XCEL ENERGY INC Utilities 17,542.0 $1.3M 0.02% NEW $73.86 +5.5%
205 OGN ORGANON & CO Healthcare 178,927.0 $1.3M 0.02% NEW $7.17 +86.9%
206 EA ELECTRONIC ARTS INC Communication Services 6,267.0 $1.3M 0.02% NEW $204.33 -1.8%
207 BKR BAKER HUGHES COMPANY Energy 27,956.0 $1.3M 0.02% NEW $45.54 +45.4%
208 OKE ONEOK INC NEW Energy 17,268.0 $1.3M 0.02% NEW $73.50 +25.6%
209 WDAY WORKDAY INC Technology 5,830.0 $1.3M 0.02% NEW $214.78 -41.8%
210 BLK BLACKROCK INC Financial Services 1,168.0 $1.3M 0.02% NEW $1070.34 +1.1%
211 PRU PRUDENTIAL FINL INC Financial Services 11,068.0 $1.2M 0.02% NEW $112.88 -9.7%
212 ACN ACCENTURE PLC IRELAND Technology 4,652.0 $1.2M 0.02% NEW $268.30 -33.8%
213 UBER UBER TECHNOLOGIES INC Technology 15,142.0 $1.2M 0.02% NEW $81.71 -8.1%
214 SOXX ISHARES TR 4,107.0 $1.2M 0.02% NEW $301.15 +64.7%
215 MUB ISHARES TR 11,321.0 $1.2M 0.02% NEW $107.11 -1.0%
216 HYHG PROSHARES TR 18,802.0 $1.2M 0.02% NEW $64.40 +0.2%
217 XLC SELECT SECTOR SPDR TR 10,210.0 $1.2M 0.02% NEW $117.72 -0.6%
218 NXPI NXP SEMICONDUCTORS N V Technology 5,533.0 $1.2M 0.02% NEW $217.06 +34.3%
219 FE FIRSTENERGY CORP Utilities 26,723.0 $1.2M 0.01% NEW $44.77 -2.1%
220 SPGI S&P GLOBAL INC Financial Services 2,279.0 $1.2M 0.01% NEW $522.59 -22.9%
Page 11 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%