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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 12 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BA BOEING CO Industrials 5,434.0 $1.2M 0.01% NEW $217.12 +1.6%
222 DELL DELL TECHNOLOGIES INC Technology 9,294.0 $1.2M 0.01% NEW $125.88 +96.9%
223 NOW SERVICENOW INC Technology 7,605.0 $1.2M 0.01% NEW $153.19 -40.9%
224 DHR DANAHER CORPORATION Healthcare 5,050.0 $1.2M 0.01% NEW $228.92 -28.1%
225 DDOG DATADOG INC Technology 8,473.0 $1.2M 0.01% NEW $135.99 +49.2%
226 EBAY EBAY INC. Consumer Cyclical 13,152.0 $1.1M 0.01% NEW $87.10 +30.0%
227 DVN DEVON ENERGY CORP NEW Energy 31,156.0 $1.1M 0.01% NEW $36.63 +29.0%
228 EIX EDISON INTL Utilities 18,847.0 $1.1M 0.01% NEW $60.02 +17.8%
229 SCHW SCHWAB CHARLES CORP Financial Services 11,239.0 $1.1M 0.01% NEW $99.91 -10.5%
230 LOW LOWES COS INC Consumer Cyclical 4,571.0 $1.1M 0.01% NEW $241.16 -7.3%
231 ES EVERSOURCE ENERGY Utilities 16,213.0 $1.1M 0.01% NEW $67.33 +2.2%
232 IYW ISHARES TR 5,442.0 $1.1M 0.01% NEW $199.68 +19.6%
233 TROW PRICE T ROWE GROUP INC Financial Services 10,583.0 $1.1M 0.01% NEW $102.38 +0.0%
234 DOW DOW INC Basic Materials 45,962.0 $1.1M 0.01% NEW $23.38 +65.9%
235 EXR EXTRA SPACE STORAGE INC Real Estate 8,216.0 $1.1M 0.01% NEW $130.22 +9.2%
236 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13,033.0 $1.1M 0.01% NEW $82.02 -23.6%
237 PLD PROLOGIS INC. Real Estate 8,363.0 $1.1M 0.01% NEW $127.66 +11.7%
238 BSX BOSTON SCIENTIFIC CORP Healthcare 11,166.0 $1.1M 0.01% NEW $95.35 -44.8%
239 XLU SELECT SECTOR SPDR TR 24,828.0 $1.1M 0.01% NEW $42.69 +2.8%
240 UNP UNION PAC CORP Industrials 4,541.0 $1.1M 0.01% NEW $231.32 +16.4%
Page 12 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%