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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 13 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CCI CROWN CASTLE INC Real Estate 11,784.0 $1.0M 0.01% NEW $88.87 +1.2%
242 APH AMPHENOL CORP NEW Technology 7,748.0 $1.0M 0.01% NEW $135.14 -9.9%
243 TGT TARGET CORP Consumer Defensive 10,661.0 $1.0M 0.01% NEW $97.75 +24.3%
244 COF CAPITAL ONE FINL CORP Financial Services 4,246.0 $1.0M 0.01% NEW $242.36 -22.8%
245 PAYX PAYCHEX INC Industrials 9,002.0 $1.0M 0.01% NEW $112.18 -18.4%
246 LMT LOCKHEED MARTIN CORP Industrials 2,077.0 $1.0M 0.01% NEW $483.67 +6.7%
247 PGR PROGRESSIVE CORP Financial Services 4,410.0 $1.0M 0.01% NEW $227.72 -12.3%
248 CB CHUBB LIMITED Financial Services 3,178.0 $992K 0.01% NEW $312.12 +5.8%
249 TEAM ATLASSIAN CORPORATION Technology 6,083.0 $986K 0.01% NEW $162.14 -46.1%
250 MDT MEDTRONIC PLC Healthcare 10,144.0 $974K 0.01% NEW $96.06 -20.7%
251 CPRT COPART INC Industrials 24,718.0 $968K 0.01% NEW $39.15 -17.5%
252 HAS HASBRO INC Consumer Cyclical 11,758.0 $964K 0.01% NEW $82.00 +16.2%
253 COP CONOCOPHILLIPS Energy 10,129.0 $948K 0.01% NEW $93.61 +30.8%
254 LKQ LKQ CORP Consumer Cyclical 31,288.0 $945K 0.01% NEW $30.20 -18.5%
255 ETN EATON CORP PLC Industrials 2,962.0 $943K 0.01% NEW $318.51 +25.4%
256 RF REGIONS FINANCIAL CORP NEW Financial Services 34,782.0 $943K 0.01% NEW $27.10 -1.6%
257 MCHP MICROCHIP TECHNOLOGY INC. Technology 14,769.0 $941K 0.01% NEW $63.72 +47.3%
258 EMN EASTMAN CHEM CO Basic Materials 14,660.0 $936K 0.01% NEW $63.83 +12.1%
259 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 19,954.0 $931K 0.01% NEW $46.68 -12.5%
260 CAG CONAGRA BRANDS INC Consumer Defensive 53,414.0 $925K 0.01% NEW $17.31 -20.3%
Page 13 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%